§ 13F · FUND PROFILE
Axim Planning & Wealth.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $109.4T (13F)Positions · 71Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | EH | EHANG HLDGS LTD | 4.12M | $54.3T | 57.1% | −6% |
| 2 | HPF | HANCOCK JOHN PFD INCOME FD I | 323K | $5.2T | 5.5% | −3% |
| 3 | BIL | SPDR SERIES TRUST | 18K | $1.6T | 1.7% | +80% |
| 4 | CLF | CLEVELAND-CLIFFS INC NEW | 80K | $1.1T | 1.1% | −67% |
| 5 | XLK | SELECT SECTOR SPDR TR | 7K | $985.3B | 1.0% | +90% |
| 6 | ARCM | ARROW INVTS TR | 9K | $950.3B | 1.0% | −55% |
| 7 | PG | PROCTER AND GAMBLE CO | 6K | $928.1B | 1.0% | +23% |
| 8 | EH | EHANG HLDGS LTD | 68K | $891.0B | 0.9% | −98% |
| 9 | BTAL | AGF INVTS TR | 61K | $877.4B | 0.9% | −21% |
| 10 | GROZ | ZACKS TRUST | 29K | $874.3B | 0.9% | +52% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AXIM SIGNAL
AC read
Axim Planning & Wealth is a Other fund managing $109431.5 trillion in assets. The fund runs a portfolio of 71 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed