Axim Planning & Wealth
CIK: 0001950607Latest portfolio: $95.1M · Q4 2025
Holdings
72
Total Value
$95.1M
New Positions
72
Closed Positions
0
Top Holdings
View All 72 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | EHEHANG HLDGS LTD | 4,186,092 | $55.2M | 58.03% | NEW | Call |
| 2 | HPFHANCOCK JOHN PFD INCOME FD I | 323,010 | $5.2M | 5.46% | NEW | |
| 3 | BILSPDR SERIES TRUST | 17,572 | $1.6M | 1.69% | NEW | |
| 4 | CLFCLEVELAND-CLIFFS INC NEW | 79,877 | $1.1M | 1.11% | NEW | |
| 5 | NIONIO INC | 195,492 | $996K | 1.05% | NEW | Call |
| 6 | XLKSELECT SECTOR SPDR TR | 6,844 | $985K | 1.04% | NEW | |
| 7 | ARCMARROW INVTS TR | 9,493 | $950K | 1.00% | NEW | |
| 8 | PGPROCTER AND GAMBLE CO | 6,476 | $928K | 0.98% | NEW | |
| 9 | BTALAGF INVTS TR | 60,973 | $877K | 0.92% | NEW | |
| 10 | GROZZACKS TRUST | 29,339 | $874K | 0.92% | NEW | |
| 11 | USBUS BANCORP DEL | 15,722 | $838K | 0.88% | NEW | |
| 12 | MSFTMICROSOFT CORP | 1,683 | $813K | 0.86% | NEW | |
| 13 | MOALTRIA GROUP INC | 13,329 | $768K | 0.81% | NEW | |
| 14 | SMIZZACKS TRUST | 20,618 | $762K | 0.80% | NEW | |
| 15 | ZECPZACKS TRUST | 21,613 | $751K | 0.79% | NEW | |
| 16 | BSJRINVESCO EXCH TRD SLF IDX FD | 32,971 | $745K | 0.78% | NEW | |
| 17 | NVDANVIDIA CORPORATION | 3,885 | $724K | 0.76% | NEW | |
| 18 | BSJSINVESCO EXCH TRD SLF IDX FD | 32,511 | $715K | 0.75% | NEW | |
| 19 | BSJTINVESCO EXCH TRD SLF IDX FD | 32,703 | $703K | 0.74% | NEW | |
| 20 | BSJQINVESCO EXCH TRD SLF IDX FD | 29,897 | $697K | 0.73% | NEW | |
| 21 | BSJUINVESCO EXCH TRD SLF IDX FD | 26,066 | $680K | 0.72% | NEW | |
| 22 | BMYBRISTOL-MYERS SQUIBB CO | 12,602 | $679K | 0.71% | NEW | |
| 23 | WDCWESTERN DIGITAL CORP | 3,801 | $654K | 0.69% | NEW | |
| 24 | 4I1PHILIP MORRIS INTL INC | 4,075 | $653K | 0.69% | NEW | |
| 25 | LRCXLAM RESEARCH CORP | 3,806 | $651K | 0.68% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($5.190160598595087e+109T)
Technology0.0% ($8.137246546516356e+26T)
Unknown0.0% ($874653.4T)
Industrials0.0% ($55171.5T)
Consumer Cyclical0.0% ($996.6B)
Consumer Defensive0.0% ($928.8B)
Healthcare0.0% ($679.6B)
Basic Materials0.0% ($1.1M)
Energy0.0% ($260K)
Communication Services0.0% ($240K)
Filing History
Fund Information
Axim Planning & Wealth is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $95.1M across 72 holdings. The largest position is EHANG HLDGS LTD (EH), representing 58.0% of the portfolio. Compared to the previous quarter, the fund opened 72 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.