Axim Planning & Wealth

Est. AUM

$82.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	EHANG HLDGS LTD	ADS	$39.9M	4112060	48.43%	SOLE
2	HANCOCK JOHN PFD INCOME FD I	COM	$4.3M	272251	5.16%	SOLE
3	SPDR SERIES TRUST	STATE STREET SPD	$2.3M	25321	2.81%	SOLE
4	ARROW INVTS TR	RESV CAP ETF	$1.6M	16020	1.94%	SOLE
5	AGF INVTS TR	US MARKET NETRL	$1.1M	75708	1.28%	SOLE
6	MICROSOFT CORP	COM	$924K	2497	1.12%	SOLE
7	ZACKS TRUST	FOCUS GROWTH ETF	$905K	32823	1.10%	SOLE
8	SELECT SECTOR SPDR TR	STATE STREET TEC	$904K	6801	1.10%	SOLE
9	CLEVELAND-CLIFFS INC NEW	COM	$840K	99376	1.02%	SOLE
10	US BANCORP	COM NEW	$818K	15722	0.99%	SOLE
11	ZACKS TRUST	SMALL/MID CAP	$811K	21870	0.98%	SOLE
12	PROCTER & GAMBLE CO	COM	$808K	5595	0.98%	SOLE
13	ZACKS TRUST	EARNGS CONSTANT	$766K	22656	0.93%	SOLE
14	NIO INC	SPON ADS	$762K	126294	0.92%	SOLE
15	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2027	$729K	32576	0.88%	SOLE
16	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029 HG	$711K	33795	0.86%	SOLE
17	INVESCO EXCH TRD SLF IDX FD	INVSCO 28 HYCORP	$710K	32742	0.86%	SOLE
18	INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 26	$708K	30566	0.86%	SOLE
19	INVESCO EXCH TRD SLF IDX FD	BULLETSHS 2030	$694K	27114	0.84%	SOLE
20	PHILIP MORRIS INTL INC	COM	$674K	4075	0.82%	SOLE
21	ISHARES TR	CORE US AGGBD ET	$635K	6399	0.77%	SOLE
22	ALTRIA GROUP INC	COM	$633K	9599	0.77%	SOLE
23	CATERPILLAR INC	COM	$589K	832	0.71%	SOLE
24	NVIDIA CORPORATION	COM	$572K	3278	0.69%	SOLE
25	SELECT SECTOR SPDR TR	STATE STREET UTI	$557K	12143	0.68%	SOLE
26	EXELIXIS INC	COM	$519K	12095	0.63%	SOLE
27	TESLA INC	COM	$513K	1380	0.62%	SOLE
28	ISHARES TR	20 YR TR BD ETF	$492K	5674	0.60%	SOLE
29	INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$486K	2931	0.59%	SOLE
30	SIMPLIFY EXCHANGE TRADED FUN	MANAGED FUTURES	$483K	15981	0.59%	SOLE
31	ISHARES TR	CORE S&P MCP ETF	$478K	7075	0.58%	SOLE
32	APPLE INC	COM	$459K	1809	0.56%	SOLE
33	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$458K	956	0.56%	SOLE
34	JPMORGAN CHASE & CO	COM	$454K	1544	0.55%	SOLE
35	BRISTOL-MYERS SQUIBB CO	COM	$450K	7427	0.55%	SOLE
36	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$441K	14379	0.53%	SOLE
37	SALESFORCE INC	COM	$428K	2292	0.52%	SOLE
38	LAM RESEARCH CORP	COM NEW	$426K	1996	0.52%	SOLE
39	ADVANCED MICRO DEVICES INC	COM	$412K	2026	0.50%	SOLE
40	EXPEDIA GROUP INC	COM NEW	$409K	1771	0.50%	SOLE
41	ZACKS TRUST	QUALITY INTERNAT	$397K	14709	0.48%	SOLE
42	QUALCOMM INC	COM	$394K	3059	0.48%	SOLE
43	ARISTA NETWORKS INC	COM SHS	$394K	3211	0.48%	SOLE
44	NIO INCCALL	SPON ADS	$386K	64000	0.47%	SOLE
45	SELECT SECTOR SPDR TR	STATE STREET CON	$376K	4584	0.46%	SOLE
46	ZETA GLOBAL HOLDINGS CORP	CL A	$371K	23296	0.45%	SOLE
47	EXXON MOBIL CORP	COM	$361K	2125	0.44%	SOLE
48	SELECT SECTOR SPDR TR	STATE STREET COM	$352K	3175	0.43%	SOLE
49	RUBRIK INC.	CL A	$340K	6935	0.41%	SOLE
50	GRAB HOLDINGS LIMITED	CLASS A ORD	$333K	91099	0.40%	SOLE

1–50 of 84

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.