Axim Planning & Wealth
Axim Planning & Wealth reported 92 positions worth $71.5M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: EH (36.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | EH | SH | $26.0M | 36.37% | 3,972,808 | — | — | |
| ▸ 2 | HPF | SH | $3.9M | 5.44% | 245,354 | — | — | |
| ▸ 3 | BIL | SH | $2.2M | 3.11% | 24,316 | — | — | |
| ▸ 4 | XLK | SH | $1.1M | 1.60% | 6,016 | — | — | |
| ▸ 5 | GROZ | SH | $1.1M | 1.55% | 34,897 | — | — | |
| ▸ 6 | AMD | SH | $1.1M | 1.53% | 1,888 | — | — | |
| ▸ 7 | CLF | SH | $952.4K | 1.33% | 101,432 | — | — | |
| ▸ 8 | SMIZ | SH | $933.3K | 1.30% | 20,917 | — | — | |
| ▸ 9 | CAT | SH | $915.8K | 1.28% | 860 | — | — | |
| ▸ 10 | MSFT | SH | $902.0K | 1.26% | 2,418 | — | — |
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Frequently Asked Questions
What stocks does Axim Planning & Wealth hold as of Q2 2026?
Axim Planning & Wealth reported 92 positions worth $71.5M in its Q2 2026 13F filing. Largest positions: EH (36.4%), HPF (5.4%), BIL (3.1%), XLK (1.6%) and GROZ (1.6%).
What did Axim Planning & Wealth buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Axim Planning & Wealth sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.