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CIK: 0001950607
Total reported value
$71.5M
$71.5M
83 檔
68.8%
In Q1 2026, Axim Planning & Wealth's U.S. equity holdings reached a combined market value of $71.5M, distributed across 83 disclosed stock positions.
In Q1 2026, Axim Planning & Wealth displayed an active expansion posture, initiating 20 new positions and adding to 34 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 | 48.43% | -11.55% | -1.77% | |
| 2 | HPF | John Hancock Prefer Inc Ii | Stock-Other | 5.15% | +0.28% | -15.71% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.81% | +0.30% | +44.10% | |
| 4 | ARCM | Arrow Reserve Cap Mgmt ETF | ETF-Other | 1.94% | -1.38% | +68.76% | |
| 5 | NIO | Nio Inc - Adr | Stock-Consumer Disc | 1.39% | -0.48% | -2.66% | |
| 6 | BTAL | Agf US Market Neutral Anti-b | ETF-Other | 1.28% | -0.09% | +24.17% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.12% | +0.14% | +48.37% | |
| 8 | GROZ | Zacks Focus Growth ETF | ETF-Other | 1.10% | +0.45% | +11.88% | |
| 9 | XLK | Ss Technology Select Sector | ETF-Tech | 1.10% | +0.50% | -0.63% | |
| 10 | CLF | Cleveland-cliffs Inc | Stock-Materials | 1.02% | +0.31% | +24.41% | |
| 11 | USB | US Bancorp | Stock-Financials | 0.99% | +0.12% | — | |
| 12 | SMIZ | Zacks Small/mid Cap ETF | ETF-Other | 0.98% | +0.32% | +6.07% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.98% | +0.16% | -13.60% | |
| 14 | ZECP | Zacks Earnings Consistent Po | ETF-Other | 0.93% | -0.15% | +4.83% | |
| 15 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 0.88% | +0.10% | -1.20% | |
| 16 | BSJT | Invesco Bulletshares 2029 Hy | ETF-Other | 0.86% | +0.10% | +3.34% | |
| 17 | BSJS | Invesco Bulletshares 2028 Hy | ETF-Other | 0.86% | +0.09% | +0.71% | |
| 18 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 0.86% | +0.12% | +2.24% | |
| 19 | BSJU | Invesco Bulletshares 2030 Hy | ETF-Other | 0.84% | +0.12% | +4.02% | |
| 20 | PM | Philip Morris International | Stock-Consumer Staples | 0.82% | +0.21% | — | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.77% | +0.04% | +13.14% | |
| 22 | MO | Altria Group Inc | Stock-Consumer Staples | 0.77% | +0.16% | -27.98% | |
| 23 | CAT | Caterpillar Inc | Stock-Industrials | 0.71% | +0.56% | — | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.69% | +0.21% | -15.62% | |
| 25 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.68% | +0.05% | +40.41% | |
| 26 | EXEL | Exelixis Inc | Stock-Healthcare | 0.63% | -0.63% | EXIT | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.62% | +0.16% | +0.95% | |
| 28 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.60% | +0.05% | +39.82% | |
| 29 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.59% | -0.18% | +29.01% | |
| 30 | CTA | Simplify Managed Futures St | ETF-Other | 0.59% | -0.08% | +26.32% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.58% | +0.20% | +45.73% | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.56% | +0.15% | -22.56% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | +0.07% | +32.41% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.55% | -0.55% | EXIT | |
| 35 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.55% | +0.03% | -41.06% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.54% | +0.37% | — | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.52% | -0.52% | EXIT | |
| 38 | LRCX | Lam Research CORP | Stock-Tech | 0.52% | -0.52% | EXIT | |
| 39 | AMD | Advanced Micro Devices | Stock-Tech | 0.50% | +1.03% | +3.79% | |
| 40 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.50% | +0.12% | — | |
| 41 | QUIZ | Zacks Qlty Inter'l Fund | ETF-Other | 0.48% | +0.34% | +8.55% | |
| 42 | ANET | Arista Networks Inc | Stock-Tech | 0.48% | +0.18% | -28.33% | |
| 43 | QCOM | Qualcomm Inc | Stock-Tech | 0.48% | -0.48% | EXIT | |
| 44 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.46% | +0.38% | -18.71% | |
| 45 | ZETA | Zeta Global Holdings Corp-a | Stock-Tech | 0.45% | +0.09% | — | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.44% | -0.03% | -1.71% | |
| 47 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.43% | +0.02% | -7.84% | |
| 48 | RBRK | Rubrik Inc-a | Stock-Tech | 0.41% | +0.25% | +93.07% | |
| 49 | GRAB | Grab Holdings Limited | Stock-Tech | 0.40% | +0.03% | +83.45% | |
| 50 | OSCR | Oscar Health Inc - Class A | Stock-Healthcare | 0.39% | +0.40% | — |
According to official SEC Form 13F filings, Axim Planning & Wealth reported a total U.S. public equity portfolio value of $71.5M across 83 disclosed positions in Q1 2026.
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, BIL) accounted for 68.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
SCHD
市值: $441.1K
Top Position Liquidated / Trimmed
WDC
前期市值: $654.8K
During Q1 2026, Axim Planning & Wealth's top holdings by market value included EH (48.4%)、HPF (5.2%)、BIL (2.8%). The largest single position, EH, represented 48.4% of total portfolio value.
In Q1 2026, Axim Planning & Wealth made 85 total portfolio adjustments, initiating 20 new buys, adding to 34 positions, trimming 22 holdings, and fully liquidating 9 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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