Axim Planning & Wealth
CIK 0001950607 · SPRINGBORO, OH · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$71.5M
2026 Q2
Positions
92
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
54.8%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
EH
EHANG HLDGS LTD
36.4%
HPF
HANCOCK JOHN PFD INCOME FD I
5.4%
BIL
SPDR SERIES TRUST
3.1%
XLK
SELECT SECTOR SPDR TR
1.6%
GROZ
ZACKS TRUST
1.6%
AMD
ADVANCED MICRO DEVICES INC
1.5%
CLF
CLEVELAND-CLIFFS INC NEW
1.3%
SMIZ
ZACKS TRUST
1.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.