CIK 1950607
Axim Planning & Wealth
Institutional 13F holdings & portfolio
Holdings
72
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 72
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EH | EHANG HLDGS LTD | 4.1M | $1M+ | SH |
| HPF | HANCOCK JOHN PFD INCOME FD I | 323K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 18K | $1M+ | SH |
| CLF | CLEVELAND-CLIFFS INC NEW | 80K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 7K | $500K+ | SH |
| ARCM | ARROW INVTS TR | 9K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 6K | $500K+ | SH |
| BTAL | AGF INVTS TR | 61K | $500K+ | SH |
| GROZ | ZACKS TRUST | 29K | $500K+ | SH |
| USB | US BANCORP DEL | 16K | $500K+ | SH |
| MSFT | MICROSOFT CORP | 2K | $500K+ | SH |
| MO | ALTRIA GROUP INC | 13K | $500K+ | SH |
| SMIZ | ZACKS TRUST | 21K | $500K+ | SH |
| ZECP | ZACKS TRUST | 22K | $500K+ | SH |
| BSJR | INVESCO EXCH TRD SLF IDX FD | 33K | $500K+ | SH |
| NVDA | NVIDIA CORPORATION | 4K | $500K+ | SH |
| BSJS | INVESCO EXCH TRD SLF IDX FD | 33K | $500K+ | SH |
| BSJT | INVESCO EXCH TRD SLF IDX FD | 33K | $500K+ | SH |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | 30K | $500K+ | SH |
| BSJU | INVESCO EXCH TRD SLF IDX FD | 26K | $500K+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 13K | $500K+ | SH |
| NIO | NIO INC | 131K | $500K+ | SH |
| WDC | WESTERN DIGITAL CORP | 4K | $500K+ | SH |
| PM | PHILIP MORRIS INTL INC | 4K | $500K+ | SH |
| LRCX | LAM RESEARCH CORP | 4K | $500K+ | SH |
| AAPL | APPLE INC | 2K | $500K+ | SH |
| ADBE | ADOBE INC | 2K | $500K+ | SH |
| TSLA | TESLA INC | 1K | $500K+ | SH |
| MEDP | MEDPACE HLDGS INC | 1K | $500K+ | SH |
| ANET | ARISTA NETWORKS INC | 4K | $500K+ | SH |
| AGG | ISHARES TR | 6K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. | 2K | $500K+ | SH |
| CAT | CATERPILLAR INC | 832 | $100K–$500K | SH |
| XLP | SELECT SECTOR SPDR TR | 6K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 2K | $100K–$500K | SH |
| XLC | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| XLU | SELECT SECTOR SPDR TR | 9K | $100K–$500K | SH |
| TLH | ISHARES TR | 4K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 722 | $100K–$500K | SH |
| QUIZ | ZACKS TRUST | 14K | $100K–$500K | SH |
| PPA | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |
| TLT | ISHARES TR | 4K | $100K–$500K | SH |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | 13K | $100K–$500K | SH |
| GTO | INVESCO ACTIVELY MANAGED EXC | 7K | $100K–$500K | SH |
| IJH | ISHARES TR | 5K | $100K–$500K | SH |
| XLF | SELECT SECTOR SPDR TR | 6K | $100K–$500K | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |
| CLS | CELESTICA INC | 1K | $100K–$500K | SH |
| SOFI | SOFI TECHNOLOGIES INC | 12K | $100K–$500K | SH |
| VBK | VANGUARD INDEX FDS | 944 | $100K–$500K | SH |