§ 13F · FUND PROFILE
Axim Planning & Wealth.
AUM · $72M (13F)Positions · 92Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | EH | EHANG HLDGS LTD | 3.97M | $26M | 36.4% | −3% |
| 2 | HPF | HANCOCK JOHN PFD INCOME FD I | 245K | $4M | 5.4% | −10% |
| 3 | BIL | SPDR SERIES TRUST | 24K | $2M | 3.1% | −4% |
| 4 | XLK | SELECT SECTOR SPDR TR | 6K | $1M | 1.6% | −12% |
| 5 | GROZ | ZACKS TRUST | 35K | $1M | 1.6% | +6% |
| 6 | AMD | ADVANCED MICRO DEVICES INC | 2K | $1M | 1.5% | −7% |
| 7 | CLF | CLEVELAND-CLIFFS INC NEW | 101K | $952K | 1.3% | +2% |
| 8 | SMIZ | ZACKS TRUST | 21K | $933K | 1.3% | −4% |
| 9 | CAT | CATERPILLAR INC | 860 | $916K | 1.3% | +3% |
| 10 | MSFT | MICROSOFT CORP | 2K | $902K | 1.3% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AXIM SIGNAL
AC read
Axim Planning & Wealth is a Other fund managing $72 million in assets. The fund runs a portfolio of 92 positions.
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