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CIK: 0001950607
Total reported value
$71.5M
$71.5M
72 檔
89.5%
The Q4 2025 SEC filing reveals that Axim Planning & Wealth held a total portfolio value of $71.5M, covering 72 public equity positions.
Axim Planning & Wealth executed strategic sector rebalancing during Q4 2025, establishing 13 new positions while fully exiting 22 holdings and trimming 27 positions.
In terms of portfolio concentration, the top 5 core holdings (including EH, HPF, BIL) accounted for 89.5% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EH | Ehang Holdings Ltd-sps Adr | Stock-Other | 58.03% | -11.55% | -5.38% | |
| 2 | HPF | John Hancock Prefer Inc Ii | Stock-Other | 5.46% | +0.28% | -2.94% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.69% | +0.30% | +80.11% | |
| 4 | CLF | Cleveland-cliffs Inc | Stock-Materials | 1.12% | +0.31% | -66.90% | |
| 5 | NIO | Nio Inc - Adr | Stock-Consumer Disc | 1.05% | -0.48% | +6.49% | |
| 6 | XLK | Ss Technology Select Sector | ETF-Tech | 1.04% | +0.50% | +90.48% | |
| 7 | ARCM | Arrow Reserve Cap Mgmt ETF | ETF-Other | 1.00% | -1.38% | -55.24% | |
| 8 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.98% | +0.16% | +22.63% | |
| 9 | BTAL | Agf US Market Neutral Anti-b | ETF-Other | 0.92% | -0.09% | -20.86% | |
| 10 | GROZ | Zacks Focus Growth ETF | ETF-Other | 0.92% | +0.45% | +51.83% | |
| 11 | USB | US Bancorp | Stock-Financials | 0.88% | +0.12% | — | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 0.86% | +0.14% | -22.87% | |
| 13 | MO | Altria Group Inc | Stock-Consumer Staples | 0.81% | +0.16% | — | |
| 14 | SMIZ | Zacks Small/mid Cap ETF | ETF-Other | 0.80% | +0.32% | +17.90% | |
| 15 | ZECP | Zacks Earnings Consistent Po | ETF-Other | 0.79% | -0.15% | +13.44% | |
| 16 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 0.78% | +0.10% | +14.77% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.76% | +0.21% | +8.31% | |
| 18 | BSJS | Invesco Bulletshares 2028 Hy | ETF-Other | 0.75% | +0.09% | +17.56% | |
| 19 | BSJT | Invesco Bulletshares 2029 Hy | ETF-Other | 0.74% | +0.10% | +16.72% | |
| 20 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 0.73% | +0.12% | +15.24% | |
| 21 | BSJU | Invesco Bulletshares 2030 Hy | ETF-Other | 0.72% | +0.12% | — | |
| 22 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.72% | +0.03% | — | |
| 23 | WDC | Western Digital CORP | Stock-Tech | 0.69% | — | — | |
| 24 | PM | Philip Morris International | Stock-Consumer Staples | 0.69% | +0.21% | — | |
| 25 | LRCX | Lam Research CORP | Stock-Tech | 0.69% | -0.52% | EXIT | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.67% | +0.15% | — | |
| 27 | ADBE | Adobe Inc | Stock-Tech | 0.65% | — | — | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.65% | +0.16% | +0.07% | |
| 29 | MEDP | Medpace Holdings Inc | Stock-Healthcare | 0.62% | — | — | |
| 30 | ANET | Arista Networks Inc | Stock-Tech | 0.62% | +0.18% | +4.11% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.59% | +0.04% | +32.86% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.55% | -0.55% | EXIT | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.50% | +0.56% | — | |
| 34 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.46% | +0.38% | +6.02% | |
| 35 | AMD | Advanced Micro Devices | Stock-Tech | 0.44% | +1.03% | -20.81% | |
| 36 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.43% | +0.02% | -4.12% | |
| 37 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.39% | +0.05% | +119.05% | |
| 38 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.39% | +0.04% | +27.50% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | +0.07% | — | |
| 40 | QUIZ | Zacks Qlty Inter'l Fund | ETF-Other | 0.38% | +0.34% | — | |
| 41 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.37% | -0.18% | +14.81% | |
| 42 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.37% | +0.05% | +13.89% | |
| 43 | CTA | Simplify Managed Futures St | ETF-Other | 0.36% | -0.08% | -8.80% | |
| 44 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.35% | +0.02% | -6.91% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.34% | +0.20% | +2.95% | |
| 46 | XLF | Ss Financial Select Sector | ETF-Other | 0.33% | +0.02% | -17.21% | |
| 47 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.32% | +0.31% | NEW | |
| 48 | CLS | Celestica Inc | Stock-Tech | 0.32% | +0.15% | -4.57% | |
| 49 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.32% | +0.10% | -11.05% | |
| 50 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.30% | +0.17% | -2.38% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HPF | John Hancock Prefer Inc Ii | +1% | -2.94% | Trim |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +1% | +80.11% | Add |
| 3 | GROZ | Zacks Focus Growth ETF | +0.5% | +51.83% | Add |
| 4 | PG | Procter & Gamble Co/the | +0.3% | +22.63% | Add |
| 5 | ZECP | Zacks Earnings Consistent Po | +0.3% | +13.44% | Add |
| 6 | SMIZ | Zacks Small/mid Cap ETF | +0.3% | +17.90% | Add |
| 7 | USB | US Bancorp | +0.3% | — | Unchanged |
| 8 | BSJS | Invesco Bulletshares 2028 Hy | +0.3% | +17.56% | Add |
| 9 | BSJT | Invesco Bulletshares 2029 Hy | +0.3% | +16.72% | Add |
| 10 | BSJR | Invesco Bulletshares 2027 Hy | +0.3% | +14.77% | Add |
| 11 | AGG | Ishares Core U.s. Aggregate | +0.3% | +32.86% | Add |
| 12 | BSJQ | Invesco Bulletshares 2026 Hy | +0.3% | +15.24% | Add |
| 13 | XLK | Ss Technology Select Sector | +0.2% | +90.48% | Add |
| 14 | NVDA | Nvidia CORP | +0.2% | +8.31% | Add |
| 15 | CAT | Caterpillar Inc | +0.2% | — | Unchanged |
| 16 | GRAB | Grab Holdings Limited | +0.2% | +160.59% | Add |
| 17 | PM | Philip Morris International | +0.2% | — | Unchanged |
| 18 | TSLA | Tesla Inc | +0.2% | +0.07% | Add |
| 19 | TLH | Ishares 10-20 Year Treasury | +0.2% | +27.50% | Add |
| 20 | LUNR | Intuitive Machines Inc | +0.1% | +26.22% | Add |
| 21 | PPA | Invesco Aerospace & Defense | +0.1% | +14.81% | Add |
| 22 | ANET | Arista Networks Inc | +0.1% | +4.11% | Add |
| 23 | XLP | Ss Consumer Staples Sel Sect | +0.1% | +6.02% | Add |
| 24 | AMD | Advanced Micro Devices | +0.1% | -20.81% | Trim |
| 25 | RBRK | Rubrik Inc-a | +0.1% | +38.47% | Add |
| 26 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +13.89% | Add |
| 27 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +119.05% | Add |
| 28 | JPM | Jpmorgan Chase & Co | +0.1% | -5.53% | Trim |
| 29 | CLS | Celestica Inc | +0.1% | -4.57% | Trim |
| 30 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +2.95% | Add |
| 31 | XLC | Ss Comm Select Sector Spdr | +0.1% | -4.12% | Trim |
| 32 | XOM | Exxon Mobil CORP | +0.1% | +2.37% | Add |
| 33 | GTO | Invesco Total Return Bond Et | +0.1% | -6.91% | Trim |
| 34 | XLV | Ss Health Care Select Sector | +0.1% | -7.81% | Trim |
| 35 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | -2.38% | Trim |
| 36 | LCNB | Lcnb Corporation | +0.1% | — | Unchanged |
| 37 | VBR | Vanguard Small-cap Value ETF | +0.1% | -3.14% | Trim |
| 38 | QUAL | Ishares Msci USA Quality Fac | +0.1% | -0.52% | Trim |
| 39 | IVE | Ishares S&p 500 Value ETF | +0.1% | -3.38% | Trim |
| 40 | CTA | Simplify Managed Futures St | +0.1% | -8.80% | Trim |
| 41 | SOFI | Sofi Technologies Inc | +0.1% | -11.05% | Trim |
| 42 | XLY | Ss Consumer Disc Select Sect | +0.1% | +84.84% | Add |
| 43 | VUG | Vanguard Growth ETF | +0.1% | -6.98% | Trim |
| 44 | XLF | Ss Financial Select Sector | 0% | -17.21% | Trim |
| 45 | IVW | Ishares S&p 500 Growth ETF | 0% | -11.80% | Trim |
| 46 | META | Meta Platforms Inc-class A | 0% | +3.11% | Add |
| 47 | ENVX | Enovix CORP | 0% | +50.98% | Add |
| 48 | VTV | Vanguard Value ETF | 0% | -17.77% | Trim |
| 49 | MDLZ | Mondelez International Inc-a | 0% | -2.03% | Trim |
| 50 | ACIO | Aptus Collared Invest Opp | 0% | -12.05% | Trim |
According to official SEC Form 13F filings, Axim Planning & Wealth reported a total U.S. public equity portfolio value of $71.5M across 72 disclosed positions in Q4 2025.
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Top New Position Initiated
MO
市值: $768.6K
Top Position Liquidated / Trimmed
SHOP
前期市值: $619.0K
During Q4 2025, Axim Planning & Wealth's top holdings by market value included EH (58.0%)、HPF (5.5%)、BIL (1.7%). The largest single position, EH, represented 58.0% of total portfolio value.
In Q4 2025, Axim Planning & Wealth made 90 total portfolio adjustments, initiating 13 new buys, adding to 28 positions, trimming 27 holdings, and fully liquidating 22 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.
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