Institutions / Axim Planning & Wealth
Axim Planning & Wealth
CIK 1950607 · Institution · as of Dec 31, 2025
Portfolio value
$93.85M
Positions
72
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 72 →
| Company | Value | % of portfolio |
|---|---|---|
| Ehang Hldgs Ltd | $54.28M | 57.8% |
| John Hancock Preferred Income Fund IIHPF | $5.19M | 5.5% |
| SPDR Series Trust | $1.61M | 1.7% |
| Cleveland-Cliffs Inc. | $1.06M | 1.1% |
| Select Sector SPDR Tr | $985.3K | 1.0% |
| Arrow Invts Tr | $950.3K | 1.0% |
| PROCTER & GAMBLE Co | $928.1K | 1.0% |
| Agf Invts Tr | $877.4K | 0.9% |
| Zacks Trust | $874.3K | 0.9% |
| US Bancorp \De | $838.9K | 0.9% |
| Microsoft Corp | $813.9K | 0.9% |
| Altria Group, Inc. | $768.5K | 0.8% |
| Zacks Trust | $762.7K | 0.8% |
| Zacks Trust | $751.3K | 0.8% |
| Invesco Exch Trd Slf Idx Fd | $745.6K | 0.8% |
| NVIDIA Corp | $724.6K | 0.8% |
| Invesco Exch Trd Slf Idx Fd | $715.2K | 0.8% |
| Invesco Exch Trd Slf Idx Fd | $703.4K | 0.7% |
| Invesco Exch Trd Slf Idx Fd | $697.8K | 0.7% |
| Invesco Exch Trd Slf Idx Fd | $680.5K | 0.7% |
| Bristol Myers Squibb Co | $679.8K | 0.7% |
| NIO Inc.NIO | $670.6K | 0.7% |
| Western Digital Corp | $654.8K | 0.7% |
| Philip Morris International Inc. | $653.6K | 0.7% |
| Lam Research Corp | $651.5K | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.