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 51–72 of 72
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RBRK | RUBRIK INC. | 4K | $100K–$500K | SH |
| VBR | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 2K | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| XLV | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC | 5K | $100K–$500K | SH |
| IVE | ISHARES TR | 1K | $100K–$500K | SH |
| GRAB | GRAB HOLDINGS LIMITED | 50K | $100K–$500K | SH |
| META | META PLATFORMS INC | 365 | $100K–$500K | SH |
| EXEL | EXELIXIS INC | 5K | $100K–$500K | SH |
| IVW | ISHARES TR | 2K | $100K–$500K | SH |
| QUAL | ISHARES TR | 1K | $100K–$500K | SH |
| NKE | NIKE INC | 4K | $100K–$500K | SH |
| TOST | TOAST INC | 6K | $100K–$500K | SH |
| LNTH | LANTHEUS HLDGS INC | 3K | $100K–$500K | SH |
| LUNR | INTUITIVE MACHINES INC | 14K | $100K–$500K | SH |
| XLY | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 440 | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 237 | $100K–$500K | SH |
| ACIO | ETF SER SOLUTIONS | 5K | $100K–$500K | SH |
| LCNB | LCNB CORP | 12K | $100K–$500K | SH |
| ENVX | ENOVIX CORPORATION | 17K | $100K–$500K | SH |