§ 13F · FUND PROFILE
Axim Planning & Wealth.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $127M (13F)Positions · 83Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | EH | EHANG HLDGS LTD | 4.11M | $40M | 48.4% | −2% |
| 2 | HPF | HANCOCK JOHN PFD INCOME FD I | 272K | $4M | 5.2% | −16% |
| 3 | BIL | SPDR SERIES TRUST | 25K | $2M | 2.8% | +44% |
| 4 | ARCM | ARROW INVTS TR | 16K | $2M | 1.9% | +69% |
| 5 | BTAL | AGF INVTS TR | 76K | $1M | 1.3% | +24% |
| 6 | MSFT | MICROSOFT CORP | 2K | $924K | 1.1% | +48% |
| 7 | GROZ | ZACKS TRUST | 33K | $905K | 1.1% | +12% |
| 8 | XLK | SELECT SECTOR SPDR TR | 7K | $904K | 1.1% | −1% |
| 9 | CLF | CLEVELAND-CLIFFS INC NEW | 99K | $840K | 1.0% | +24% |
| 10 | USB | US BANCORP | 16K | $818K | 1.0% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AXIM SIGNAL
AC read
Axim Planning & Wealth is a Other fund managing $127 million in assets. The fund runs a portfolio of 83 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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