13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001950607
Total reported value
$71.5M
$71.5M
81 檔
131.7%
During the Q3 2025 filing period, Axim Planning & Wealth (CIK: 0001950607) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $71.5M across 81 reported positions.
In Q3 2025, Axim Planning & Wealth displayed an active expansion posture, initiating 49 new positions and adding to 13 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EH | Ehang Holdings Ltd-sps Adr | Stock-Other | 64.83% | -11.55% | +0.58% | |
| 2 | HPF | John Hancock Prefer Inc Ii | Stock-Other | 4.43% | +0.28% | +3.34% | |
| 3 | CLF | Cleveland-cliffs Inc | Stock-Materials | 2.32% | +0.31% | +0.32% | |
| 4 | ARCM | Arrow Reserve Cap Mgmt ETF | ETF-Other | 1.68% | -1.38% | +45.96% | |
| 5 | NIO | Nio Inc - Adr | Stock-Consumer Disc | 1.10% | -0.48% | +120.26% | |
| 6 | BTAL | Agf US Market Neutral Anti-b | ETF-Other | 0.97% | -0.09% | -19.43% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 0.89% | +0.14% | -9.98% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 0.80% | +0.50% | -1.26% | |
| 9 | EXEL | Exelixis Inc | Stock-Healthcare | 0.71% | -0.63% | EXIT | |
| 10 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.71% | +0.30% | — | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.64% | +0.16% | -4.92% | |
| 12 | USB | US Bancorp | Stock-Financials | 0.60% | +0.12% | +1.94% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 0.53% | +0.21% | +94.10% | |
| 14 | PM | Philip Morris International | Stock-Consumer Staples | 0.52% | +0.21% | — | |
| 15 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 0.52% | +0.10% | — | |
| 16 | SMIZ | Zacks Small/mid Cap ETF | ETF-Other | 0.52% | +0.32% | — | |
| 17 | ZECP | Zacks Earnings Consistent Po | ETF-Other | 0.51% | -0.15% | — | |
| 18 | ANET | Arista Networks Inc | Stock-Tech | 0.49% | +0.18% | — | |
| 19 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.49% | +0.59% | NEW | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 0.48% | — | — | |
| 21 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 0.48% | — | — | |
| 22 | BSJS | Invesco Bulletshares 2028 Hy | ETF-Other | 0.48% | +0.09% | — | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.48% | +0.16% | -34.77% | |
| 24 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 0.48% | +0.12% | — | |
| 25 | BSJT | Invesco Bulletshares 2029 Hy | ETF-Other | 0.48% | +0.10% | — | |
| 26 | SNEX | Stonex Group Inc | Stock-Financials | 0.47% | — | — | |
| 27 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.46% | +0.12% | — | |
| 28 | JBL | Jabil Inc | Stock-Tech | 0.46% | — | — | |
| 29 | GROZ | Zacks Focus Growth ETF | ETF-Other | 0.45% | +0.45% | — | |
| 30 | CRM | Salesforce Inc | Stock-Tech | 0.45% | -0.52% | EXIT | |
| 31 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.44% | — | — | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.43% | -0.55% | EXIT | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.34% | +0.04% | +48.48% | |
| 34 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.34% | +0.02% | -2.04% | |
| 35 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.33% | +0.38% | +107.53% | |
| 36 | AMD | Advanced Micro Devices | Stock-Tech | 0.31% | +1.03% | -22.02% | |
| 37 | CAT | Caterpillar Inc | Stock-Industrials | 0.31% | +0.56% | +4.00% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.31% | +0.31% | NEW | |
| 39 | CTA | Simplify Managed Futures St | ETF-Other | 0.31% | -0.08% | -48.99% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.30% | — | — | |
| 41 | XLF | Ss Financial Select Sector | ETF-Other | 0.29% | +0.02% | +10.39% | |
| 42 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.28% | +0.02% | -14.64% | |
| 43 | SLV | Ishares Silver Trust | ETF-Commodities | 0.27% | -0.03% | — | |
| 44 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.27% | +0.05% | — | |
| 45 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.27% | +0.10% | -17.39% | |
| 46 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.25% | +0.05% | — | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.24% | +0.20% | -3.12% | |
| 48 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.24% | -0.18% | — | |
| 49 | VTV | Vanguard Value ETF | ETF-Other | 0.24% | +0.34% | NEW | |
| 50 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.23% | +0.04% | +4.81% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NIO | Nio Inc - Adr | +0.9% | +120.26% | Add |
| 2 | CLF | Cleveland-cliffs Inc | +0.7% | +0.32% | Add |
| 3 | XLK | Ss Technology Select Sector | +0.4% | -1.26% | Add |
| 4 | NVDA | Nvidia CORP | +0.4% | +94.10% | Add |
| 5 | BTAL | Agf US Market Neutral Anti-b | +0.2% | -19.43% | Add |
| 6 | SOFI | Sofi Technologies Inc | +0.1% | -17.39% | Trim |
| 7 | MSFT | Microsoft CORP | +0.1% | -9.98% | Trim |
| 8 | XLF | Ss Financial Select Sector | +0.1% | +10.39% | Add |
| 9 | CAT | Caterpillar Inc | +0.1% | +4.00% | Add |
| 10 | TSLA | Tesla Inc | +0.1% | -34.77% | Trim |
| 11 | AMD | Advanced Micro Devices | +0.1% | -22.02% | Trim |
| 12 | USB | US Bancorp | 0% | +1.94% | Add |
| 13 | JPM | Jpmorgan Chase & Co | 0% | -5.09% | Trim |
| 14 | RSP | Invesco S&p 500 Equal Weight | 0% | -1.14% | Add |
| 15 | IJH | Ishares Core S&p Midcap ETF | 0% | -3.12% | Add |
| 16 | META | Meta Platforms Inc-class A | — | -14.70% | Trim |
| 17 | VEA | Vanguard Ftse Developed ETF | 0% | -2.18% | Trim |
| 18 | VTV | Vanguard Value ETF | 0% | -3.70% | Trim |
| 19 | LCNB | Lcnb Corporation | 0% | — | Unchanged |
| 20 | CTA | Simplify Managed Futures St | 0% | -48.99% | Add |
| 21 | VBK | Vanguard Small-cap Grwth ETF | 0% | -2.32% | Trim |
| 22 | AMZN | Amazon.com Inc | 0% | -24.27% | Trim |
| 23 | ENVX | Enovix CORP | 0% | -55.31% | Trim |
| 24 | MDLZ | Mondelez International Inc-a | 0% | +4.81% | Add |
| 25 | XOM | Exxon Mobil CORP | -0.1% | -4.00% | Trim |
| 26 | VBR | Vanguard Small-cap Value ETF | -0.1% | -2.75% | Trim |
| 27 | PM | Philip Morris International | -0.1% | — | Unchanged |
| 28 | ACIO | Aptus Collared Invest Opp | -0.1% | -22.39% | Trim |
| 29 | IVE | Ishares S&p 500 Value ETF | -0.1% | -26.34% | Trim |
| 30 | PG | Procter & Gamble Co/the | -0.2% | -4.92% | Trim |
| 31 | HPF | John Hancock Prefer Inc Ii | -0.5% | +3.34% | Trim |
| 32 | EH | Ehang Holdings Ltd-sps Adr | -16.5% | +0.58% | Add |
| 33 | ARCM | Arrow Reserve Cap Mgmt ETF | — | NEW | New buy |
| 34 | EXEL | Exelixis Inc | — | NEW | New buy |
| 35 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | NEW | New buy |
| 36 | BSJR | Invesco Bulletshares 2027 Hy | — | NEW | New buy |
| 37 | SMIZ | Zacks Small/mid Cap ETF | — | NEW | New buy |
| 38 | ZECP | Zacks Earnings Consistent Po | — | NEW | New buy |
| 39 | ANET | Arista Networks Inc | — | NEW | New buy |
| 40 | SHOP | Shopify Inc - Class A | — | NEW | New buy |
| 41 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 42 | BSJP | Invesco Bulletshares 2025 Hy | — | NEW | New buy |
| 43 | BSJS | Invesco Bulletshares 2028 Hy | — | NEW | New buy |
| 44 | BSJQ | Invesco Bulletshares 2026 Hy | — | NEW | New buy |
| 45 | BSJT | Invesco Bulletshares 2029 Hy | — | NEW | New buy |
| 46 | SNEX | Stonex Group Inc | — | NEW | New buy |
| 47 | EXPE | Expedia Group Inc | — | NEW | New buy |
| 48 | JBL | Jabil Inc | — | NEW | New buy |
| 49 | GROZ | Zacks Focus Growth ETF | — | NEW | New buy |
| 50 | CRM | Salesforce Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Axim Planning & Wealth reported a total U.S. public equity portfolio value of $71.5M across 81 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including EH, HPF, CLF) accounted for 131.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
ARCM
市值: $2.1M
Top Position Liquidated / Trimmed
CTAS
前期市值: $466.3K
During Q3 2025, Axim Planning & Wealth's top holdings by market value included EH (64.8%)、HPF (4.4%)、CLF (2.3%). The largest single position, EH, represented 64.8% of total portfolio value.
In Q3 2025, Axim Planning & Wealth made 92 total portfolio adjustments, initiating 49 new buys, adding to 13 positions, trimming 17 holdings, and fully liquidating 13 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.