Axim Planning & Wealth — 13F holdings

Axim Planning & Wealth reported 92 holdings worth $71.5M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. EH EHANG HLDGS LTD — $26.4M (36.9%)
  2. HPF HANCOCK JOHN PFD INCOME FD I — $3.89M (5.4%)
  3. BIL SPDR SERIES TRUST — $2.23M (3.1%)
  4. XLK SELECT SECTOR SPDR TR — $1.15M (1.6%)
  5. GROZ ZACKS TRUST — $1.11M (1.6%)
  6. AMD ADVANCED MICRO DEVICES INC — $1.10M (1.5%)
  7. CLF CLEVELAND-CLIFFS INC NEW — $952K (1.3%)
  8. SMIZ ZACKS TRUST — $933K (1.3%)
  9. CAT CATERPILLAR INC — $916K (1.3%)
  10. MSFT MICROSOFT CORP — $902K (1.3%)