Holders — by stockHoldings — by fund
Axim Planning & Wealth
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001950607
$71.5M
disclosed book value
89
positions
36.4%
largest position share
Positions, as of 2026-06-30
top 92 of 89 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | EHEHANG HLDGS LTD | 4.0M | $26.0M | 36.4% |
| 2 | HPFHANCOCK JOHN PFD INCOME FD I | 245,354 | $3.9M | 5.4% |
| 3 | BILSPDR SERIES TRUST | 24,316 | $2.2M | 3.1% |
| 4 | XLKSELECT SECTOR SPDR TR | 6,016 | $1.1M | 1.6% |
| 5 | GROZZACKS TRUST | 34,897 | $1.1M | 1.6% |
| 6 | AMDADVANCED MICRO DEVICES INC | 1,888 | $1.1M | 1.5% |
| 7 | CLFCLEVELAND-CLIFFS INC NEW | 101,432 | $952,446 | 1.3% |
| 8 | SMIZZACKS TRUST | 20,917 | $933,317 | 1.3% |
| 9 | CATCATERPILLAR INC | 860 | $915,814 | 1.3% |
| 10 | MSFTMICROSOFT CORP | 2,418 | $901,962 | 1.3% |
| 11 | BTALAGF INVTS TR | 76,602 | $854,112 | 1.2% |
| 12 | PGPROCTER & GAMBLE CO | 5,562 | $815,612 | 1.1% |
| 13 | USBUS BANCORP | 13,102 | $791,361 | 1.1% |
| 14 | PMPHILIP MORRIS INTL INC | 4,075 | $737,208 | 1% |
| 15 | BSJRINVESCO EXCH TRD SLF IDX FD | 31,328 | $700,043 | 1% |
| 16 | BSJQINVESCO EXCH TRD SLF IDX FD | 30,440 | $698,750 | 1% |
| 17 | BSJTINVESCO EXCH TRD SLF IDX FD | 32,565 | $688,098 | 1% |
| 18 | TDUPTHREDUP INC | 100,211 | $686,445 | 1% |
| 19 | BSJUINVESCO EXCH TRD SLF IDX FD | 26,541 | $685,052 | 1% |
| 20 | BSJSINVESCO EXCH TRD SLF IDX FD | 31,220 | $678,879 | 0.9% |
| 21 | MOALTRIA GROUP INC | 9,274 | $667,264 | 0.9% |
| 22 | SCHDSCHWAB STRATEGIC TR | 20,534 | $651,122 | 0.9% |
| 23 | NVDANVIDIA CORPORATION | 3,219 | $644,115 | 0.9% |
| 24 | XLPSELECT SECTOR SPDR TR | 7,213 | $599,184 | 0.8% |
| 25 | QUIZZACKS TRUST | 20,132 | $588,227 | 0.8% |
| 26 | AGGISHARES TR | 5,835 | $577,548 | 0.8% |
| 27 | OSCROSCAR HEALTH INC | 19,751 | $563,299 | 0.8% |
| 28 | ZECPZACKS TRUST | 14,852 | $560,514 | 0.8% |
| 29 | IJHISHARES TR | 7,247 | $558,846 | 0.8% |
| 30 | TSLATESLA INC | 1,322 | $556,033 | 0.8% |
| 31 | XLUSELECT SECTOR SPDR TR | 11,481 | $520,549 | 0.7% |
| 32 | AAPLAPPLE INC | 1,760 | $509,274 | 0.7% |
| 33 | LAMRLAMAR ADVERTISING CO | 3,106 | $484,474 | 0.7% |
| 34 | ANETARISTA NETWORKS INC | 2,779 | $472,097 | 0.7% |
| 35 | RBRKRUBRIK INC. | 5,853 | $469,879 | 0.7% |
| 36 | TLTISHARES TR | 5,343 | $461,742 | 0.6% |
| 37 | BRK/BBERKSHIRE HATHAWAY INC DEL | 898 | $449,350 | 0.6% |
| 38 | EXPEEXPEDIA GROUP INC | 1,724 | $441,137 | 0.6% |
| 39 | NIONIO INC | 85,404 | $432,144 | 0.6% |
| 40 | SHOPSHOPIFY INC | 3,702 | $422,694 | 0.6% |
| 41 | NKENIKE INC | 10,182 | $417,984 | 0.6% |
| 42 | BMYBRISTOL-MYERS SQUIBB CO | 7,238 | $417,054 | 0.6% |
| 43 | ARCMARROW INVTS TR | 4,031 | $403,318 | 0.6% |
| 44 | VBKVANGUARD INDEX FDS | 1,084 | $396,512 | 0.6% |
| 45 | ZETAZETA GLOBAL HOLDINGS CORP | 19,688 | $387,460 | 0.5% |
| 46 | TECHNIPFMC PLC | 5,740 | $380,562 | 0.5% |
| 47 | VBRVANGUARD INDEX FDS | 1,548 | $376,269 | 0.5% |
| 48 | VODVODAFONE GROUP PLC | 28,434 | $376,040 | 0.5% |
| 49 | EHEHANG HLDGS LTDCALL | 563 | $368,765 | 0.5% |
| 50 | CTASIMPLIFY EXCHANGE TRADED FUN | 14,061 | $364,742 | 0.5% |
| 51 | CLSCELESTICA INC | 955 | $348,384 | 0.5% |
| 52 | MUMICRON TECHNOLOGY INC | 301 | $347,441 | 0.5% |
| 53 | NVONOVO-NORDISK A S | 6,963 | $333,806 | 0.5% |
| 54 | XLCSELECT SECTOR SPDR TR | 2,975 | $318,712 | 0.4% |
| 55 | GRAB HOLDINGS LIMITED | 82,319 | $310,343 | 0.4% |
| 56 | VISNVISTANCE NETWORKS INC | 23,618 | $301,838 | 0.4% |
| 57 | PPAINVESCO EXCHANGE TRADED FD T | 1,660 | $293,239 | 0.4% |
| 58 | EXMOCEXXON MOBIL CORP | 2,138 | $292,307 | 0.4% |
| 59 | HIMSHIMS & HERS HEALTH INC | 8,374 | $290,327 | 0.4% |
| 60 | CSCOCISCO SYS INC | 2,467 | $289,774 | 0.4% |
| 61 | QUALISHARES TR | 1,315 | $288,478 | 0.4% |
| 62 | SCHGSCHWAB STRATEGIC TR | 8,476 | $286,811 | 0.4% |
| 63 | XLVSELECT SECTOR SPDR TR | 1,759 | $279,083 | 0.4% |
| 64 | MDLZMONDELEZ INTL INC | 4,472 | $258,660 | 0.4% |
| 65 | IVEISHARES TR | 1,118 | $253,853 | 0.4% |
| 66 | UNHUNITEDHEALTH GROUP INC | 609 | $252,984 | 0.4% |
| 67 | VUGVANGUARD INDEX FDS | 2,900 | $249,819 | 0.3% |
| 68 | IVWISHARES TR | 1,809 | $248,817 | 0.3% |
| 69 | TLHISHARES TR | 2,409 | $241,743 | 0.3% |
| 70 | VTVVANGUARD INDEX FDS | 1,105 | $240,721 | 0.3% |
| 71 | GSGOLDMAN SACHS GROUP INC | 236 | $238,683 | 0.3% |
| 72 | ASTSAST SPACEMOBILE INC | 2,666 | $236,901 | 0.3% |
| 73 | MARAMARA HOLDINGS INC | 16,983 | $235,894 | 0.3% |
| 74 | UUPINVESCO DB US DLR INDEX TR | 8,227 | $233,729 | 0.3% |
| 75 | SOFISOFI TECHNOLOGIES INC | 12,859 | $230,562 | 0.3% |
| 76 | IJTISHARES TR | 1,263 | $225,654 | 0.3% |
| 77 | TERTERADYNE INC | 466 | $225,469 | 0.3% |
| 78 | AFRMAFFIRM HLDGS INC | 2,763 | $225,323 | 0.3% |
| 79 | XLISELECT SECTOR SPDR TR | 1,192 | $220,794 | 0.3% |
| 80 | NIONIO INCCALL | 435 | $220,110 | 0.3% |
| 81 | RSPINVESCO EXCHANGE TRADED FD T | 1,028 | $218,824 | 0.3% |
| 82 | XLFSELECT SECTOR SPDR TR | 4,056 | $217,442 | 0.3% |
| 83 | AMZNAMAZON COM INC | 901 | $214,744 | 0.3% |
| 84 | METAMETA PLATFORMS INC | 379 | $213,487 | 0.3% |
| 85 | GTOINVESCO ACTIVELY MANAGED EXC | 4,465 | $209,275 | 0.3% |
| 86 | XLYSELECT SECTOR SPDR TR | 1,755 | $205,826 | 0.3% |
| 87 | GLDSPDR GOLD TR | 555 | $204,451 | 0.3% |
| 88 | IJSISHARES TR | 1,482 | $202,543 | 0.3% |
| 89 | LCNBLCNB CORP | 11,500 | $202,285 | 0.3% |
| 90 | GOVIINVESCO EXCH TRADED FD TR II | 7,416 | $201,344 | 0.3% |
| 91 | SLVISHARES SILVER TR | 3,762 | $201,154 | 0.3% |
| 92 | TDUPTHREDUP INCCALL | 268 | $183,580 | 0.3% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.