Q3 2026 13F · SEC CIK 1950607
Axim Planning & Wealth
Wealth managerFiled 2026-10-28 for Q3 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $26.5M
- Reported positions
- 21
- Top holdings a year, 3 yrs
- -20.1%
- Assets under management
- $127.2M
Axim Planning & Wealth is a wealth manager that reported 21 positions worth $26.5M in its Q3 2026 13F, filed 2026-10-28. Its largest holdings were Ehang Hldgs Ltd (EH, 54.6%), Hancock John Pfd Income Fd I (HPF, 12.1%), Cleveland-Cliffs Inc New (CLF, 4.3%). A portfolio copying its top holdings returned -20.1% a year over the last 3 years, against 20.4% for the S&P 500.
Axim Planning & Wealth holdings all 21 positions.
Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| EHEhang Hldgs Ltd | 54.6% | -13.8% | $14.5M |
| HPFHancock John Pfd Income Fd I | 12.1% | -3.3% | $3.2M |
| CLFCleveland-Cliffs Inc New | 4.3% | +1.3% | $1.1M |
| AMDAdvanced Micro Devices Inc | 3.4% | -22.2% | $899K |
| PMPhilip Morris Intl Inc | 2.9% | +0.0% | $778K |
| SCHDSchwab Strategic Tr | 2.7% | +5.8% | $706K |
| CATCaterpillar Inc | 2.6% | -2.9% | $677K |
| TDUPThredup Inc | 2.4% | +198.4% | $634K |
| IJHIshares Tr | 1.9% | -5.7% | $492K |
| NKENike Inc | 1.7% | +28.4% | $463K |
| VBKVanguard Index Fds | 1.4% | -1.8% | $360K |
| MSFTMicrosoft Corp | 1.4% | -71.1% | $359K |
| VBRVanguard Index Fds | 1.3% | -6.0% | $336K |
| TSLATesla Inc | 1.2% | -34.4% | $308K |
| SCHGSchwab Strategic Tr | 1.1% | — | $291K |
| NIONio Inc | 1.1% | -4.1% | $281K |
| MDLZMondelez International | 1.0% | — | $253K |
| VUGVanguard Index Fds | 0.9% | — | $246K |
| CSCOCisco Sys Inc | 0.8% | — | $222K |
| VTVVanguard Index Fds | 0.8% | — | $216K |
| 565788AK2Mara Holdings Inc | 0.6% | — | $155K |
What Axim Planning & Wealth bought and sold in Q3 2026, against Q2 2026.
New positions
Q2 2026's filing was too long to tell new positions apart.
Added to
- TDUP Thredup Inc+198.4% shares
- NKE Nike Inc+28.4% shares
- SCHD Schwab Strategic Tr+5.8% shares
Reduced
- MSFT Microsoft Corp-71.1% shares
- TSLA Tesla Inc-34.4% shares
- AMD Advanced Micro Devices Inc-22.2% shares
- EH Ehang Hldgs Ltd-13.8% shares
- VBR Vanguard Index Fds-6.0% shares
- IJH Ishares Tr-5.7% shares
Sold out
- BIL Spdr Series Trustwas 3.1%
- XLK Select Sector Spdr Trwas 1.6%
- GROZ Zacks Trustwas 1.6%
- SMIZ Zacks Trustwas 1.3%
- BTAL AGF Anti-Beta ETFwas 1.2%
- PG Procter & Gamble Cowas 1.2%
- USB US Bancorpwas 1.1%
- BSJR Invesco Exch Trd Slf Idx Fdwas 1.0%
Share counts compared with the Q2 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- -53.3% /yr
- S&P 500 +20.1%
- 3 years
- -20.1% /yr
- S&P 500 +20.4%
- 5 years
- -6.9% /yr
- S&P 500 +19.3%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q3 2026 | $26.5M | 21 |
| Q2 2026 | $70.8M | 89 |
| Q1 2026 | $82.1M | 83 |
| Q4 2025 | $93.9M | 72 |
| Q3 2025 | $125.7M | 81 |
| Q2 2025 | $109.4M | 71 |
| Q1 2025 | $112.8M | 45 |
| Q4 2024 | $93.9M | 41 |
| Q3 2024 | $88.8M | 35 |
| Q2 2024 | $83.5M | 27 |
| Q1 2024 | $123.3M | 24 |
| Q4 2023 | $109.3M | 28 |
Questions about Axim Planning & Wealth's portfolio
What stocks does Axim Planning & Wealth own?
Axim Planning & Wealth's latest 13F, for Q3 2026 and filed Oct 28, 2026, lists 21 positions worth $26.5M. The largest are Ehang Hldgs Ltd (EH) at 54.6%, Hancock John Pfd Income Fd I (HPF) at 12.1%, Cleveland-Cliffs Inc New (CLF) at 4.3%, Advanced Micro Devices Inc (AMD) at 3.4% and Philip Morris Intl Inc (PM) at 2.9%.
What did Axim Planning & Wealth buy last quarter?
In Q3 2026, Axim Planning & Wealth added Thredup Inc (TDUP) (+198.4% shares), Nike Inc (NKE) (+28.4% shares) and Schwab Strategic Tr (SCHD) (+5.8% shares), compared with its Q2 2026 filing.
What did Axim Planning & Wealth sell last quarter?
In Q3 2026, Axim Planning & Wealth sold all of Spdr Series Trust (BIL), sold all of Select Sector Spdr Tr (XLK), sold all of Zacks Trust (GROZ), sold all of Zacks Trust (SMIZ), sold all of AGF Anti-Beta ETF (BTAL), Microsoft Corp (MSFT) (-71.1% shares), Tesla Inc (TSLA) (-34.4% shares) and Advanced Micro Devices Inc (AMD) (-22.2% shares), compared with its Q2 2026 filing.
How has Axim Planning & Wealth's portfolio performed?
A portfolio copying Axim Planning & Wealth's 20 largest 13F holdings each quarter, from the day each filing was public, returned -20.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -53.3% against +20.1%. Over 5 years: -6.9% a year against +19.3%.
When is Axim Planning & Wealth's next 13F filing due?
13F filings are due 45 days after each quarter ends. Axim Planning & Wealth's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.
How much money does Axim Planning & Wealth manage?
Axim Planning & Wealth reported $127.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $26.5M.