Funds › Axim Planning & Wealth
Axim Planning & Wealth
13F for Q3 2026, filed Oct 28, 2026. 21 positions worth $26.5M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | EH EHang Holdings Limited · ADR | 3.42M | $14.5M | 54.6% | -13.8% | 13F ↗ |
| 2 | HPF Hancock John Pfd Income Fd I | 237,374 | $3.2M | 12.1% | -3.3% | 13F ↗ |
| 3 | CLF Cleveland-Cliffs Inc. | 102,724 | $1.1M | 4.3% | +1.3% | 13F ↗ |
| 4 | AMD Advanced Micro Devices, Inc. | 1,469 | $898.7K | 3.4% | -22.2% | 13F ↗ |
| 5 | PM Philip Morris International Inc | 4,075 | $777.6K | 2.9% | Unchanged | 13F ↗ |
| 6 | Schwab Strategic Tr Us Dividend Eq | 21,717 | $706.5K | 2.7% | +5.8% | 13F ↗ |
| 7 | CAT Caterpillar, Inc. | 835 | $677.1K | 2.6% | -2.9% | 13F ↗ |
| 8 | TDUP ThredUp Inc. | 299,011 | $633.9K | 2.4% | +198% | 13F ↗ |
| 9 | iShares Tr Core S&P Mcp Etf | 6,835 | $491.8K | 1.9% | -5.7% | 13F ↗ |
| 10 | NKE Nike, Inc. | 13,070 | $462.7K | 1.7% | +28.4% | 13F ↗ |
| 11 | Vanguard Index Fds Sml Cp Grw Etf | 1,064 | $359.6K | 1.4% | -1.8% | 13F ↗ |
| 12 | MSFT Microsoft Corporation | 700 | $359.0K | 1.4% | -71.1% | 13F ↗ |
| 13 | Vanguard Index Fds Mrngstr Sml Cp V | 1,455 | $336.0K | 1.3% | -6.0% | 13F ↗ |
| 14 | TSLA Tesla, Inc. | 867 | $307.6K | 1.2% | -34.4% | 13F ↗ |
| 15 | Schwab Strategic Tr Us Lcap Gr Etf | 8,101 | $291.1K | 1.1% | -4.4% | 13F ↗ |
| 16 | NIO NIO Inc. · ADR | 81,877 | $280.8K | 1.1% | -4.1% | 13F ↗ |
| 17 | MDLZ Mondelez International, Inc. | 4,368 | $252.6K | 1.0% | -2.3% | 13F ↗ |
| 18 | Vanguard Index Fds Mrngstr Grwt Etf | 2,725 | $245.6K | 0.9% | -6.0% | 13F ↗ |
| 19 | CSCO Cisco Systems, Inc. | 2,067 | $222.5K | 0.8% | -16.2% | 13F ↗ |
| 20 | Vanguard Index Fds Mrngstr Val Etf | 999 | $215.9K | 0.8% | -9.6% | 13F ↗ |
| 21 | Mara Holdings Inc Dbcv 8/0 | 13,677 | $155.0K | 0.6% | New | 13F ↗ |
Changes since Q2 2026
1 new, 4 added to, 15 trimmed, 69 exited, 1 unchanged. By estimated dollars.
New positions (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| Mara Holdings Inc Dbcv 8/0 | 13,677 | New | $155.0K |
Added to (4)
Trimmed (15)
| EH EHang Holdings Limited · ADR | 3.42M | -13.8% | -$2.3M |
| MSFT Microsoft Corporation | 700 | -71.1% | -$881.2K |
| AMD Advanced Micro Devices, Inc. | 1,469 | -22.2% | -$256.3K |
| TSLA Tesla, Inc. | 867 | -34.4% | -$161.4K |
| HPF Hancock John Pfd Income Fd I | 237,374 | -3.3% | -$107.5K |
| CSCO Cisco Systems, Inc. | 2,067 | -16.2% | -$43.1K |
| iShares Tr Core S&P Mcp Etf | 6,835 | -5.7% | -$29.6K |
| Vanguard Index Fds Mrngstr Val Etf | 999 | -9.6% | -$22.9K |
| Vanguard Index Fds Mrngstr Sml Cp V | 1,455 | -6.0% | -$21.5K |
| CAT Caterpillar, Inc. | 835 | -2.9% | -$20.3K |
Exited (69)
| Spdr Series Trust St Str Blo 1 Etf | 24,316 | Exited | -$2.2M |
| Select Sector Spdr Tr St Str Techn Etf | 6,016 | Exited | -$1.1M |
| Zacks Trust Focus Growth Etf | 34,897 | Exited | -$1.1M |
| Zacks Trust SMALL/MID Cap | 20,917 | Exited | -$933.3K |
| Agf Invts Tr Etf | 76,602 | Exited | -$854.1K |
| PG Procter & Gamble Company | 5,562 | Exited | -$815.6K |
| USB U.S. Bancorp | 13,102 | Exited | -$791.4K |
| Invesco Exch Trd Slf Idx Fd Buletshs 2027 | 31,328 | Exited | -$700.0K |
| Invesco Exch Trd Slf Idx Fd Invsco Blsh 26 | 30,440 | Exited | -$698.8K |
| Invesco Exch Trd Slf Idx Fd Buletshs 2029 Hg | 32,565 | Exited | -$688.1K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 28, 2026 | 13F-HR | 21 | $26.5M | Current | SEC ↗ |
| Q2 2026 | Aug 14, 2026 | 13F-HR | 92 | $71.5M | Current | SEC ↗ |
| Q1 2026 | May 14, 2026 | 13F-HR | 84 | $82.4M | Current | SEC ↗ |
| Q4 2025 | Feb 13, 2026 | 13F-HR | 74 | $95.1M | Current | SEC ↗ |
| Q3 2025 | Nov 5, 2025 | 13F-HR | 83 | $126.7M | Current | SEC ↗ |
| Q2 2025 | Aug 6, 2025 | 13F-HR | 71 | $109.4M | Current | SEC ↗ |
| Q1 2025 | May 13, 2025 | 13F-HR | 45 | $112.8M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer