Axim Planning & Wealth

13F filer · CIK 0001950607

Reported Aug 14, 2026

13F portfolio value$71.5MU.S. long equity reported on 13F

Positions49Not reported new · 7 closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight51.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 202649 positions
EHEHang Holdings Ltd	$26M	36.37%	Not reported	-3.4%	Q2 2022
HPFJohn Hancock Preferred Income Fund II	$3.89M	5.44%	Not reported	-9.9%	Q4 2023
AMDAdvanced Micro Devices Inc	$1.1M	1.53%	0.00%	-6.8%	Q2 2022
CLFCleveland-Cliffs Inc.	$952K	1.33%	0.02%	+2.1%	Q2 2022
CATCaterpillar Inc	$916K	1.28%	0.00%	+3.4%	Q3 2023
MSFTMicrosoft Corp	$902K	1.26%	0.00%	-3.2%	Q2 2022
PGPROCTER & GAMBLE Co	$816K	1.14%	0.00%	-0.6%	Q2 2022
USBUS Bancorp \de\	$791K	1.11%	0.00%	-16.7%	Q3 2022
PMPhilip Morris International Inc.	$737K	1.03%	0.00%	Not reported	Q2 2022
TDUPThredUp Inc.	$686K	0.96%	0.08%	+29.6%	Q3 2024
MOAltria Group, Inc.	$667K	0.93%	0.00%	-3.4%	Q2 2022
NVDANvidia Corp	$644K	0.90%	0.00%	-1.8%	Q2 2022
OSCROscar Health, Inc.	$563K	0.79%	Not reported	-30.3%	Q1 2026
TSLATesla, Inc.	$556K	0.78%	0.00%	-4.2%	Q2 2022
AAPLApple Inc.	$509K	0.71%	0.00%	-2.7%	Q2 2022
LAMRLamar Advertising Co	$484K	0.68%	Not reported	New	Q2 2026
ANETArista Networks, Inc.	$472K	0.66%	0.00%	-13.5%	Q3 2025
RBRKRubrik, Inc.	$470K	0.66%	Not reported	-15.6%	Q3 2025
BRK.BBerkshire Hathaway Inc	$449K	0.63%	Not reported	-6.1%	Q1 2025
EXPEExpedia Group, Inc.	$441K	0.62%	0.00%	-2.7%	Q3 2025
NIONIO Inc.	$432K	0.60%	0.00%	-32.4%	Q2 2022
SHOPShopify Inc.	$423K	0.59%	0.00%	Not reported	Q3 2025
NKENIKE, Inc.	$418K	0.58%	0.00%	+74.2%	Q2 2022
BMYBristol Myers Squibb Co	$417K	0.58%	0.00%	-2.5%	Q4 2025
ZETAZeta Global Holdings Corp.	$387K	0.54%	Not reported	-15.5%	Q1 2026
FTITechnipFMC plc	$381K	0.53%	0.00%	New	Q2 2026
VODVodafone Group Public Ltd Co	$376K	0.53%	0.00%	New	Q2 2026
CLSCelestica Inc	$348K	0.49%	0.00%	-3.7%	Q2 2025
MUMicron Technology Inc	$347K	0.49%	0.00%	Not reported	Q2 2022
NVONovo Nordisk A S	$334K	0.47%	Not reported	-11.2%	Q1 2026
GRABGrab Holdings Ltd	$310K	0.43%	Not reported	-9.6%	Q2 2025
VISNVistance Networks, Inc.	$302K	0.42%	0.01%	+44.8%	Q1 2026
XOMExxonMobil Holdings Corp	$292K	0.41%	0.00%	+0.6%	Q3 2022
HIMSHims & Hers Health, Inc.	$290K	0.41%	Not reported	-25.1%	Q1 2026
CSCOCisco Systems, Inc.	$290K	0.41%	0.00%	Not reported	Q2 2022
MDLZMondelez International, Inc.	$259K	0.36%	0.00%	-3.4%	Q4 2022
UNHUnitedhealth Group Inc	$253K	0.35%	0.00%	-23.8%	Q2 2022
GSGoldman Sachs Group Inc	$239K	0.33%	0.00%	-0.4%	Q2 2022
ASTSAST SpaceMobile, Inc.	$237K	0.33%	Not reported	New	Q2 2026
MARAMARA Holdings, Inc.	$236K	0.33%	0.00%	-17.2%	Q1 2026
UUPInvesco DB US Dollar Index Bullish Fund	$234K	0.33%	0.05%	-5.7%	Q1 2026
SOFISoFi Technologies, Inc.	$231K	0.32%	0.00%	+11.8%	Q3 2023
TERTeradyne, Inc	$225K	0.32%	0.00%	New	Q2 2026
AFRMAffirm Holdings, Inc.	$225K	0.31%	0.00%	New	Q2 2026
AMZNAmazon Com Inc	$215K	0.30%	0.00%	-7.1%	Q2 2022
METAMeta Platforms, Inc.	$213K	0.30%	Not reported	+1.6%	Q3 2022
GLDSPDR Gold Trust	$204K	0.29%	0.00%	-0.5%	Q1 2026
LCNBLCNB Corp	$202K	0.28%	0.08%	Not reported	Q2 2022
SLViShares Silver Trust	$201K	0.28%	0.00%	-0.3%	Q3 2025
Q1 2026Reported May 14, 202647 positions
EHEHang Holdings Ltd	$39.9M	48.43%	Not reported	-0.2%	Q2 2022
HPFJohn Hancock Preferred Income Fund II	$4.25M	5.15%	Not reported	-15.7%	Q4 2023
MSFTMicrosoft Corp	$924K	1.12%	0.00%	+48.4%	Q2 2022
CLFCleveland-Cliffs Inc.	$840K	1.02%	0.02%	+24.4%	Q2 2022
USBUS Bancorp \de\	$818K	0.99%	0.00%	Not reported	Q3 2022
PGPROCTER & GAMBLE Co	$808K	0.98%	0.00%	-13.6%	Q2 2022
NIONIO Inc.	$762K	0.92%	0.01%	-4.0%	Q2 2022
PMPhilip Morris International Inc.	$674K	0.82%	0.00%	Not reported	Q2 2022
MOAltria Group, Inc.	$633K	0.77%	0.00%	-28.0%	Q2 2022
CATCaterpillar Inc	$589K	0.71%	0.00%	Not reported	Q3 2023
NVDANvidia Corp	$572K	0.69%	0.00%	-15.6%	Q2 2022
EXELExelixis, Inc.	$519K	0.63%	0.00%	+120.3%	Q3 2025
TSLATesla, Inc.	$513K	0.62%	0.00%	+1.0%	Q2 2022
AAPLApple Inc.	$459K	0.56%	0.00%	-22.6%	Q2 2022
BRK.BBerkshire Hathaway Inc	$458K	0.56%	Not reported	+32.4%	Q1 2025
JPMJPMorgan Chase & Co	$454K	0.55%	0.00%	-4.8%	Q2 2022
BMYBristol Myers Squibb Co	$450K	0.55%	0.00%	-41.1%	Q4 2025
CRMSalesforce, Inc.	$428K	0.52%	0.00%	Not reported	Q3 2025
LRCXLam Research Corp	$426K	0.52%	0.00%	-47.6%	Q4 2025
AMDAdvanced Micro Devices Inc	$412K	0.50%	0.00%	+3.8%	Q2 2022
EXPEExpedia Group, Inc.	$409K	0.50%	0.00%	Not reported	Q3 2025
ANETArista Networks, Inc.	$394K	0.48%	0.00%	-28.3%	Q3 2025
QCOMQualcomm Inc	$394K	0.48%	0.00%	New	Q1 2026
ZETAZeta Global Holdings Corp.	$371K	0.45%	Not reported	New	Q1 2026
XOMExxonMobil Holdings Corp	$361K	0.44%	0.00%	-1.7%	Q3 2022
RBRKRubrik, Inc.	$340K	0.41%	Not reported	+93.1%	Q3 2025
GRABGrab Holdings Ltd	$333K	0.40%	Not reported	+83.5%	Q2 2025
OSCROscar Health, Inc.	$325K	0.39%	Not reported	New	Q1 2026
NKENIKE, Inc.	$309K	0.37%	0.00%	+64.6%	Q2 2022
VISNVistance Networks, Inc.	$297K	0.36%	0.01%	New	Q1 2026
NVONovo Nordisk A S	$288K	0.35%	Not reported	New	Q1 2026
CLSCelestica Inc	$279K	0.34%	0.00%	-3.1%	Q2 2025
MDLZMondelez International, Inc.	$267K	0.32%	0.00%	Not reported	Q4 2022
SLViShares Silver Trust	$257K	0.31%	0.00%	Not reported	Q3 2025
TDUPThredUp Inc.	$254K	0.31%	0.06%	Not reported	Q3 2024
UUPInvesco DB US Dollar Index Bullish Fund	$242K	0.29%	0.04%	New	Q1 2026
GLDSPDR Gold Trust	$240K	0.29%	0.00%	New	Q1 2026
HIMSHims & Hers Health, Inc.	$232K	0.28%	Not reported	New	Q1 2026
UNHUnitedhealth Group Inc	$216K	0.26%	0.00%	Not reported	Q2 2022
METAMeta Platforms, Inc.	$213K	0.26%	Not reported	+2.2%	Q3 2022
LUNRIntuitive Machines, Inc.	$204K	0.25%	0.01%	-19.2%	Q3 2025
AMZNAmazon Com Inc	$202K	0.25%	0.00%	Not reported	Q2 2022
GSGoldman Sachs Group Inc	$201K	0.24%	0.00%	Not reported	Q2 2022
SOFISoFi Technologies, Inc.	$183K	0.22%	0.00%	Not reported	Q3 2023
LCNBLCNB Corp	$179K	0.22%	0.08%	Not reported	Q2 2022
MARAMARA Holdings, Inc.	$167K	0.20%	0.01%	New	Q1 2026
EVGOEVgo Inc.	$20.6K	0.02%	0.01%	New	Q1 2026
Q4 2025Reported Feb 13, 202637 positions
EHEHang Holdings Ltd	$54.3M	57.10%	Not reported	-5.9%	Q2 2022
HPFJohn Hancock Preferred Income Fund II	$5.19M	5.46%	Not reported	-2.9%	Q4 2023
CLFCleveland-Cliffs Inc.	$1.06M	1.12%	0.01%	-66.9%	Q2 2022
PGPROCTER & GAMBLE Co	$928K	0.98%	0.00%	+22.6%	Q2 2022
USBUS Bancorp \de\	$839K	0.88%	0.00%	Not reported	Q3 2022
MSFTMicrosoft Corp	$814K	0.86%	0.00%	-22.9%	Q2 2022
MOAltria Group, Inc.	$769K	0.81%	0.00%	Not reported	Q2 2022
NVDANvidia Corp	$725K	0.76%	0.00%	+8.3%	Q2 2022
BMYBristol Myers Squibb Co	$680K	0.72%	0.00%	New	Q4 2025
NIONIO Inc.	$671K	0.71%	0.01%	-20.1%	Q2 2022
WDCWestern Digital Corp	$655K	0.69%	0.00%	New	Q4 2025
PMPhilip Morris International Inc.	$654K	0.69%	0.00%	Not reported	Q2 2022
LRCXLam Research Corp	$652K	0.69%	0.00%	New	Q4 2025
AAPLApple Inc.	$635K	0.67%	0.00%	Not reported	Q2 2022
ADBEAdobe Inc.	$620K	0.65%	0.00%	Not reported	Q2 2022
TSLATesla, Inc.	$615K	0.65%	0.00%	+0.1%	Q2 2022
MEDPMedpace Holdings, Inc.	$588K	0.62%	0.00%	New	Q4 2025
ANETArista Networks, Inc.	$587K	0.62%	0.00%	+4.1%	Q3 2025
JPMJPMorgan Chase & Co	$523K	0.55%	0.00%	-5.5%	Q2 2022
CATCaterpillar Inc	$477K	0.50%	0.00%	Not reported	Q3 2023
AMDAdvanced Micro Devices Inc	$418K	0.44%	0.00%	-20.8%	Q2 2022
BRK.BBerkshire Hathaway Inc	$363K	0.38%	Not reported	Not reported	Q1 2025
CLSCelestica Inc	$303K	0.32%	0.00%	-4.6%	Q2 2025
SOFISoFi Technologies, Inc.	$301K	0.32%	0.00%	-11.1%	Q3 2023
RBRKRubrik, Inc.	$275K	0.29%	Not reported	+38.5%	Q3 2025
XOMExxonMobil Holdings Corp	$260K	0.27%	0.00%	+2.4%	Q3 2022
MDLZMondelez International, Inc.	$249K	0.26%	0.00%	-2.0%	Q4 2022
GRABGrab Holdings Ltd	$248K	0.26%	Not reported	+160.6%	Q2 2025
METAMeta Platforms, Inc.	$241K	0.25%	Not reported	+3.1%	Q3 2022
EXELExelixis, Inc.	$241K	0.25%	0.00%	-74.8%	Q3 2025
NKENIKE, Inc.	$226K	0.24%	0.00%	Not reported	Q2 2022
TOSTToast, Inc.	$225K	0.24%	0.00%	Not reported	Q2 2025
LNTHLantheus Holdings, Inc.	$223K	0.23%	0.01%	-31.0%	Q3 2025
LUNRIntuitive Machines, Inc.	$221K	0.23%	0.02%	+26.2%	Q3 2025
GSGoldman Sachs Group Inc	$208K	0.22%	0.00%	Not reported	Q2 2022
LCNBLCNB Corp	$188K	0.20%	0.08%	Not reported	Q2 2022
ENVXEnovix Corp	$121K	0.13%	0.01%	+51.0%	Q1 2025
Q3 2025Reported Nov 5, 202544 positions
EHEHang Holdings Ltd	$81.2M	64.10%	Not reported	-0.5%	Q2 2022
HPFJohn Hancock Preferred Income Fund II	$5.61M	4.43%	Not reported	+3.3%	Q4 2023
CLFCleveland-Cliffs Inc.	$2.94M	2.32%	0.05%	+0.3%	Q2 2022
NIONIO Inc.	$1.25M	0.99%	0.01%	+97.5%	Q2 2022
MSFTMicrosoft Corp	$1.13M	0.89%	0.00%	-10.0%	Q2 2022
EXELExelixis, Inc.	$901K	0.71%	0.01%	New	Q3 2025
PGPROCTER & GAMBLE Co	$811K	0.64%	0.00%	-4.9%	Q2 2022
USBUS Bancorp \de\	$760K	0.60%	0.00%	+1.9%	Q3 2022
NVDANvidia Corp	$669K	0.53%	0.00%	+94.1%	Q2 2022
PMPhilip Morris International Inc.	$661K	0.52%	0.00%	Not reported	Q2 2022
ANETArista Networks, Inc.	$627K	0.49%	0.00%	New	Q3 2025
SHOPShopify Inc.	$619K	0.49%	0.00%	New	Q3 2025
VVisa Inc.	$611K	0.48%	0.00%	New	Q3 2025
TSLATesla, Inc.	$607K	0.48%	0.00%	-34.8%	Q2 2022
SNEXStoneX Group Inc.	$600K	0.47%	0.01%	New	Q3 2025
EXPEExpedia Group, Inc.	$586K	0.46%	0.00%	New	Q3 2025
JBLJabil Inc	$583K	0.46%	0.00%	New	Q3 2025
CRMSalesforce, Inc.	$564K	0.45%	0.00%	New	Q3 2025
CLColgate Palmolive Co	$556K	0.44%	0.00%	New	Q3 2025
JPMJPMorgan Chase & Co	$542K	0.43%	0.00%	-5.1%	Q2 2022
AMDAdvanced Micro Devices Inc	$399K	0.31%	0.00%	-22.0%	Q2 2022
CATCaterpillar Inc	$397K	0.31%	0.00%	+4.0%	Q3 2023
SLViShares Silver Trust	$345K	0.27%	0.00%	New	Q3 2025
SOFISoFi Technologies, Inc.	$342K	0.27%	0.00%	-17.4%	Q3 2023
MDLZMondelez International, Inc.	$295K	0.23%	0.00%	+4.8%	Q4 2022
GILDGilead Sciences, Inc.	$293K	0.23%	0.00%	New	Q3 2025
KOCoca Cola Co	$293K	0.23%	0.00%	Not reported	Q2 2022
MOHMolina Healthcare, Inc.	$275K	0.22%	0.00%	New	Q3 2025
CLSCelestica Inc	$264K	0.21%	0.00%	-57.3%	Q2 2025
CWCurtiss Wright Corp	$260K	0.21%	0.00%	New	Q3 2025
METAMeta Platforms, Inc.	$260K	0.21%	Not reported	-14.7%	Q3 2022
CORCencora, Inc.	$255K	0.20%	0.00%	New	Q3 2025
LNTHLantheus Holdings, Inc.	$249K	0.20%	0.01%	New	Q3 2025
HQYHealthequity, Inc.	$248K	0.20%	0.00%	New	Q3 2025
PBHPrestige Consumer Healthcare Inc.	$244K	0.19%	0.01%	New	Q3 2025
XOMExxonMobil Holdings Corp	$238K	0.19%	0.00%	-4.0%	Q3 2022
SFMSprouts Farmers Market, Inc.	$230K	0.18%	0.00%	New	Q3 2025
RBRKRubrik, Inc.	$213K	0.17%	Not reported	New	Q3 2025
AMZNAmazon Com Inc	$210K	0.17%	0.00%	-24.3%	Q2 2022
LCNBLCNB Corp	$172K	0.14%	0.08%	Not reported	Q2 2022
GRABGrab Holdings Ltd	$115K	0.09%	Not reported	-52.9%	Q2 2025
LUNRIntuitive Machines, Inc.	$113K	0.09%	0.01%	New	Q3 2025
ENVXEnovix Corp	$109K	0.09%	0.01%	-55.3%	Q1 2025
GERNGeron Corp	$14.5K	0.01%	0.00%	New	Q3 2025

Premium opens every quarter this fund has filed