Axim Planning & Wealth Top Holdings and 13F Report (2026) About Axim Planning & WealthInvestment ActivityAxim Planning & Wealth has $26.45 million in total holdings as of June 30, 2026.Axim Planning & Wealth owns shares of 21 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 2.76% of the portfolio was purchased this quarter.About 131.44% of the portfolio was sold this quarter.This quarter, Axim Planning & Wealth has purchased 89 new stocks and bought additional shares in 4 stocks.Axim Planning & Wealth sold shares of 15 stocks and completely divested from 69 stocks this quarter.Largest Holdings EHang $14,451,402John Hancock Preferred Income Fund II $3,197,433Cleveland-Cliffs $1,130,991Advanced Micro Devices $898,675Philip Morris International $777,592 Largest New Holdings this Quarter 565788AK2 - MARA HOLDINGS INC $154,960 Holding Largest Purchases this Quarter ThredUp 198,532 shares (about $420.89K)MARA HOLDINGS INC 13,677 shares (about $154.96K)NIKE 2,888 shares (about $102.23K)Schwab US Dividend Equity ETF 1,183 shares (about $38.48K)Cleveland-Cliffs 1,292 shares (about $14.22K) Largest Sales this Quarter EHang 548,868 shares (about $2.32M)Microsoft 1,718 shares (about $881.16K)Advanced Micro Devices 419 shares (about $256.33K)Tesla 455 shares (about $161.44K)John Hancock Preferred Income Fund II 7,980 shares (about $107.49K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAxim Planning & Wealth Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorEHEHang$14,451,402$2,316,223 ▼-13.8%3,424,50354.6%IndustrialsHPFJohn Hancock Preferred Income Fund II$3,197,433$107,491 ▼-3.3%237,37412.1%FinanceCLFCleveland-Cliffs$1,130,991$14,225 ▲1.3%102,7244.3%MaterialsAMDAdvanced Micro Devices$898,675$256,327 ▼-22.2%1,4693.4%TechnologyPMPhilip Morris International$777,5920.0%4,0752.9%Consumer StaplesSCHDSchwab US Dividend Equity ETF$706,461$38,483 ▲5.8%21,7172.7%ETFCATCaterpillar$677,058$20,271 ▼-2.9%8352.6%IndustrialsTDUPThredUp$633,903$420,888 ▲197.6%299,0112.4%Consumer DiscretionaryIJHiShares Core S&P Mid-Cap ETF$491,804$29,645 ▼-5.7%6,8351.9%ETFNKENIKE$462,675$102,235 ▲28.4%13,0701.7%Consumer DiscretionaryVBKVanguard Small-Cap Growth ETF$359,596$6,759 ▼-1.8%1,0641.4%ETFMSFTMicrosoft$359,030$881,162 ▼-71.1%7001.4%TechnologyVBRVanguard Small-Cap Value ETF$336,043$21,479 ▼-6.0%1,4551.3%ETFTSLATesla$307,620$161,438 ▼-34.4%8671.2%Consumer DiscretionarySCHGSchwab U.S. Large-Cap Growth ETF$291,070$13,474 ▼-4.4%8,1011.1%ETFNIONIO$280,838$13,590 ▼-4.6%81,8771.1%Consumer DiscretionaryMDLZMondelez International$252,558$6,013 ▼-2.3%4,3681.0%Consumer StaplesVUGVanguard Growth ETF$245,572$15,771 ▼-6.0%2,7250.9%ETFCSCOCisco Systems$222,471$43,052 ▼-16.2%2,0670.8%TechnologyVTVVanguard Value ETF$215,875$22,906 ▼-9.6%9990.8%ETFMARA HOLDINGS INC$154,960$154,960 ▲New Holding13,6770.6%DBCV 8/0BILSPDR Bloomberg 1-3 Month T-Bill ETF$0$2,228,333 ▼-100.0%00.0%ETFXLKTechnology Select Sector SPDR Fund$0$1,146,168 ▼-100.0%00.0%ETFZACKS TRUST$0$1,109,027 ▼-100.0%00.0%FOCUS GROWTH ETFZACKS TRUST$0$933,317 ▼-100.0%00.0%SMALL/MID CAPBTALAGF U.S. Market Neutral Anti-Beta Fund$0$854,112 ▼-100.0%00.0%ETFPGProcter & Gamble$0$815,612 ▼-100.0%00.0%Consumer StaplesUSBU.S. Bancorp$0$791,361 ▼-100.0%00.0%FinanceBSJRInvesco BulletShares 2027 High Yield Corporate Bond ETF$0$700,043 ▼-100.0%00.0%ETFBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$0$698,750 ▼-100.0%00.0%ETFBSJTInvesco BulletShares 2029 High Yield Corporate Bond ETF$0$688,098 ▼-100.0%00.0%ETFBSJUInvesco BulletShares 2030 High Yield Corporate Bond ETF$0$685,052 ▼-100.0%00.0%ETFBSJSInvesco BulletShares 2028 High Yield Corporate Bond ETF$0$678,879 ▼-100.0%00.0%ETFMOAltria Group$0$667,264 ▼-100.0%00.0%Consumer StaplesNVDANVIDIA$0$644,115 ▼-100.0%00.0%TechnologyXLPConsumer Staples Select Sector SPDR Fund$0$599,184 ▼-100.0%00.0%ETFZACKS TRUST$0$588,227 ▼-100.0%00.0%QUALITY INTL ETFAGGiShares Core U.S. Aggregate Bond ETF$0$577,548 ▼-100.0%00.0%ETFOSCROscar Health$0$563,299 ▼-100.0%00.0%HealthcareZECPZacks Earnings Consistent Portfolio ETF$0$560,514 ▼-100.0%00.0%ETFXLUUtilities Select Sector SPDR Fund$0$520,549 ▼-100.0%00.0%ETFAAPLApple$0$509,274 ▼-100.0%00.0%TechnologyLAMRLamar Advertising$0$484,474 ▼-100.0%00.0%Real EstateARISTA NETWORKS INC$0$472,097 ▼-100.0%00.0%COM SHSRUBRIK INC.$0$469,879 ▼-100.0%00.0%CL ATLTiShares 20+ Year Treasury Bond ETF$0$461,742 ▼-100.0%00.0%ETFBRK.BBerkshire Hathaway$0$449,350 ▼-100.0%00.0%FinanceEXPEExpedia Group$0$441,137 ▼-100.0%00.0%Consumer DiscretionarySHOPIFY INC$0$422,694 ▼-100.0%00.0%CL A SUB VTG SHSBMYBristol Myers Squibb$0$417,054 ▼-100.0%00.0%HealthcareARCMArrow Reserve Capital Management ETF$0$403,318 ▼-100.0%00.0%ETFZETA GLOBAL HOLDINGS CORP$0$387,460 ▼-100.0%00.0%CL AFTITechnipFMC$0$380,562 ▼-100.0%00.0%EnergyVODVodafone Group$0$376,040 ▼-100.0%00.0%Communication ServicesCTASimplify Managed Futures Strategy ETF$0$364,742 ▼-100.0%00.0%ETFCELESTICA INC$0$348,384 ▼-100.0%00.0%COMMUMicron Technology$0$347,441 ▼-100.0%00.0%TechnologyNVONovo Nordisk A/S$0$333,806 ▼-100.0%00.0%HealthcareXLCCommunication Services Select Sector SPDR Fund$0$318,712 ▼-100.0%00.0%ETFGRABGrab$0$310,343 ▼-100.0%00.0%IndustrialsCOMMCommScope$0$301,838 ▼-100.0%00.0%TechnologyPPAInvesco Aerospace & Defense ETF$0$293,239 ▼-100.0%00.0%ETFXOMExxonMobil$0$292,307 ▼-100.0%00.0%EnergyHIMSHims & Hers Health$0$290,327 ▼-100.0%00.0%HealthcareQUALiShares MSCI USA Quality Factor ETF$0$288,478 ▼-100.0%00.0%ETFXLVHealth Care Select Sector SPDR Fund$0$279,083 ▼-100.0%00.0%ETFIVEiShares S&P 500 Value ETF$0$253,853 ▼-100.0%00.0%ETFUNHUnitedHealth Group$0$252,984 ▼-100.0%00.0%HealthcareIVWiShares S&P 500 Growth ETF$0$248,817 ▼-100.0%00.0%ETFTLHiShares 10-20 Year Treasury Bond ETF$0$241,743 ▼-100.0%00.0%ETFGSThe Goldman Sachs Group$0$238,683 ▼-100.0%00.0%FinanceASTSAST SpaceMobile$0$236,901 ▼-100.0%00.0%Communication ServicesMARAMARA$0$235,894 ▼-100.0%00.0%TechnologyUUPInvesco DB US Dollar Index Bullish Fund$0$233,729 ▼-100.0%00.0%ETFSOFISoFi Technologies$0$230,562 ▼-100.0%00.0%FinanceIJTiShares S&P Small-Cap 600 Growth ETF$0$225,654 ▼-100.0%00.0%ETFTERTeradyne$0$225,469 ▼-100.0%00.0%TechnologyAFRMAffirm$0$225,323 ▼-100.0%00.0%FinanceXLIIndustrial Select Sector SPDR Fund$0$220,794 ▼-100.0%00.0%ETFRSPInvesco S&P 500 Equal Weight ETF$0$218,824 ▼-100.0%00.0%ETFXLFFinancial Select Sector SPDR Fund$0$217,442 ▼-100.0%00.0%ETFAMZNAmazon.com$0$214,744 ▼-100.0%00.0%Consumer DiscretionaryMETAMeta Platforms$0$213,487 ▼-100.0%00.0%Communication ServicesGTOInvesco Total Return Bond ETF$0$209,275 ▼-100.0%00.0%ETFXLYConsumer Discretionary Select Sector SPDR Fund$0$205,826 ▼-100.0%00.0%ETFGLDSPDR Gold Shares$0$204,451 ▼-100.0%00.0%ETFIJSiShares S&P Small-Cap 600 Value ETF$0$202,543 ▼-100.0%00.0%ETFLCNBLCNB$0$202,285 ▼-100.0%00.0%FinanceGOVIInvesco Equal Weight 0-30 Year Treasury ETF$0$201,344 ▼-100.0%00.0%ETFSLViShares Silver Trust$0$201,154 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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