Home › Axim Planning & Wealth

Axim Planning & Wealth 13F holdings

Filed 2026-08-14 · Axim Planning & Wealth · 92 positions · $71.5M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
EHEHANG HLDGS LTD4.0M$26.0M36.4%
—HANCOCK JOHN PFD INCOME FD I245.4K$3.9M5.4%
BILSPDR SERIES TRUST24.3K$2.2M3.1%
XLKSELECT SECTOR SPDR TR6.0K$1.1M1.6%
—ZACKS TRUST34.9K$1.1M1.6%
AMDADVANCED MICRO DEVICES INC1.9K$1.1M1.5%
CLFCLEVELAND-CLIFFS INC NEW101.4K$952,4461.3%
SMIZZACKS TRUST20.9K$933,3171.3%
CATCATERPILLAR INC860$915,8141.3%
MSFTMICROSOFT CORP2.4K$901,9621.3%
BTALAGF INVTS TR76.6K$854,1121.2%
PGPROCTER & GAMBLE CO5.6K$815,6121.1%
USBUS BANCORP13.1K$791,3611.1%
PMPHILIP MORRIS INTL INC4.1K$737,2081.0%
BSJRINVESCO EXCH TRD SLF IDX FD31.3K$700,0431.0%
BSJQINVESCO EXCH TRD SLF IDX FD30.4K$698,7501.0%
BSJTINVESCO EXCH TRD SLF IDX FD32.6K$688,0981.0%
TDUPTHREDUP INC100.2K$686,4451.0%
BSJUINVESCO EXCH TRD SLF IDX FD26.5K$685,0521.0%
BSJSINVESCO EXCH TRD SLF IDX FD31.2K$678,8790.9%
MOALTRIA GROUP INC9.3K$667,2640.9%
SCHDSCHWAB STRATEGIC TR20.5K$651,1220.9%
NVDANVIDIA CORPORATION3.2K$644,1150.9%
XLPSELECT SECTOR SPDR TR7.2K$599,1840.8%
QUIZZACKS TRUST20.1K$588,2270.8%
AGGISHARES TR5.8K$577,5480.8%
OSCROSCAR HEALTH INC19.8K$563,2990.8%
ZECPZACKS TRUST14.9K$560,5140.8%
IJHISHARES TR7.2K$558,8460.8%
TSLATESLA INC1.3K$556,0330.8%
XLUSELECT SECTOR SPDR TR11.5K$520,5490.7%
AAPLAPPLE INC1.8K$509,2740.7%
LAMRLAMAR ADVERTISING CO3.1K$484,4740.7%
ANETARISTA NETWORKS INC2.8K$472,0970.7%
RBRKRUBRIK INC.5.9K$469,8790.7%
TLTISHARES TR5.3K$461,7420.6%
BRK-BBERKSHIRE HATHAWAY INC DEL898$449,3500.6%
EXPEEXPEDIA GROUP INC1.7K$441,1370.6%
NIONIO INC85.4K$432,1440.6%
SHOPSHOPIFY INC3.7K$422,6940.6%
NKENIKE INC10.2K$417,9840.6%
BMYBRISTOL-MYERS SQUIBB CO7.2K$417,0540.6%
—ARROW INVTS TR4.0K$403,3180.6%
VBKVANGUARD INDEX FDS1.1K$396,5120.6%
ZETAZETA GLOBAL HOLDINGS CORP19.7K$387,4600.5%
—TECHNIPFMC PLC5.7K$380,5620.5%
VBRVANGUARD INDEX FDS1.5K$376,2690.5%
VODVODAFONE GROUP PLC28.4K$376,0400.5%
EHEHANG HLDGS LTD563$368,7650.5%
CTASIMPLIFY EXCHANGE TRADED FUN14.1K$364,7420.5%
CLSCELESTICA INC955$348,3840.5%
MUMICRON TECHNOLOGY INC301$347,4410.5%
NVONOVO-NORDISK A S7.0K$333,8060.5%
XLCSELECT SECTOR SPDR TR3.0K$318,7120.4%
—GRAB HOLDINGS LIMITED82.3K$310,3430.4%
VISNVISTANCE NETWORKS INC23.6K$301,8380.4%
PPAINVESCO EXCHANGE TRADED FD T1.7K$293,2390.4%
EXMOCEXXON MOBIL CORP2.1K$292,3070.4%
HIMSHIMS & HERS HEALTH INC8.4K$290,3270.4%
CSCOCISCO SYS INC2.5K$289,7740.4%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}