Axim Planning & Wealth Top Holdings and 13F Report (2026) About Axim Planning & WealthInvestment ActivityAxim Planning & Wealth has $82.44 million in total holdings as of March 31, 2026.Axim Planning & Wealth owns shares of 83 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 11.48% of the portfolio was purchased this quarter.About 8.12% of the portfolio was sold this quarter.This quarter, Axim Planning & Wealth has purchased 72 new stocks and bought additional shares in 34 stocks.Axim Planning & Wealth sold shares of 22 stocks and completely divested from 9 stocks this quarter.Largest Holdings EHang $39,928,103John Hancock Preferred Income Fund II $4,249,838SPDR Bloomberg 1-3 Month T-Bill ETF $2,320,382Arrow Reserve Capital Management ETF $1,603,001NIO $1,147,473 Largest New Holdings this Quarter 808524797 - Schwab US Dividend Equity ETF $441,136 Holding79466L302 - Salesforce $427,848 Holding30212P303 - Expedia Group $408,906 Holding747525103 - Qualcomm $393,938 Holding98956A105 - ZETA GLOBAL HOLDINGS CORP $370,872 Holding Largest Purchases this Quarter SPDR Bloomberg 1-3 Month T-Bill ETF 7,749 shares (about $710.11K)Arrow Reserve Capital Management ETF 6,527 shares (about $653.11K)Schwab US Dividend Equity ETF 14,379 shares (about $441.14K)Salesforce 2,292 shares (about $427.85K)Expedia Group 1,771 shares (about $408.91K) Largest Sales this Quarter John Hancock Preferred Income Fund II 50,759 shares (about $792.35K)EHang 74,032 shares (about $718.85K)LAM RESEARCH CORP 1,810 shares (about $386.72K)Bristol Myers Squibb 5,175 shares (about $313.86K)Altria Group 3,730 shares (about $246.14K) 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$39,928,103$718,851 â–¼-1.8%4,112,06048.4%AerospaceHPFJohn Hancock Preferred Income Fund II$4,249,838$792,348 â–¼-15.7%272,2515.2%Financial ServicesBILSPDR Bloomberg 1-3 Month T-Bill ETF$2,320,382$710,108 â–²44.1%25,3212.8%ETFARCMArrow Reserve Capital Management ETF$1,603,001$653,108 â–²68.8%16,0201.9%ETFNIONIO$1,147,473$31,344 â–¼-2.7%190,2941.4%Auto/Tires/TrucksBTALAGF U.S. Market Neutral Anti-Beta Fund$1,056,884$205,701 â–²24.2%75,7081.3%ETFMSFTMicrosoft$924,314$301,318 â–²48.4%2,4971.1%Computer and TechnologyZACKS TRUST$904,822$96,042 â–²11.9%32,8231.1%FOCUS GROWTH ETFXLKTechnology Select Sector SPDR Fund$903,853$5,715 â–¼-0.6%6,8011.1%ETFCLFCleveland-Cliffs$839,727$164,767 â–²24.4%99,3761.0%Basic MaterialsUSBU.S. Bancorp$817,7010.0%15,7221.0%FinanceZACKS TRUST$810,721$46,412 â–²6.1%21,8701.0%SMALL/MID CAPPGProcter & Gamble$808,142$127,252 â–¼-13.6%5,5951.0%Consumer StaplesZECPZacks Earnings Consistent Portfolio ETF$766,452$35,285 â–²4.8%22,6560.9%ETFBSJRInvesco BulletShares 2027 High Yield Corporate Bond ETF$728,562$8,834 â–¼-1.2%32,5760.9%ETFBSJTInvesco BulletShares 2029 High Yield Corporate Bond ETF$710,878$22,970 â–²3.3%33,7950.9%ETFBSJSInvesco BulletShares 2028 High Yield Corporate Bond ETF$710,010$5,009 â–²0.7%32,7420.9%ManufacturingBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$708,367$15,504 â–²2.2%30,5660.9%ETFBSJUInvesco BulletShares 2030 High Yield Corporate Bond ETF$693,847$26,818 â–²4.0%27,1140.8%ETFPMPhilip Morris International$673,7610.0%4,0750.8%Consumer StaplesAGGiShares Core U.S. Aggregate Bond ETF$635,229$73,758 â–²13.1%6,3990.8%FinanceMOAltria Group$633,438$246,143 â–¼-28.0%9,5990.8%Consumer StaplesCATCaterpillar$589,4390.0%8320.7%IndustrialsNVDANVIDIA$571,683$105,861 â–¼-15.6%3,2780.7%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$557,242$160,385 â–²40.4%12,1430.7%ETFEXELExelixis$518,755$283,289 â–²120.3%12,0950.6%MedicalTSLATesla$513,015$4,833 â–²1.0%1,3800.6%Auto/Tires/TrucksTLTiShares 20+ Year Treasury Bond ETF$491,879$140,091 â–²39.8%5,6740.6%ETFPPAInvesco Aerospace & Defense ETF$485,667$109,196 â–²29.0%2,9310.6%ETFCTASimplify Managed Futures Strategy ETF$482,946$100,633 â–²26.3%15,9810.6%ETFIJHiShares Core S&P Mid-Cap ETF$477,767$149,914 â–²45.7%7,0750.6%ETFAAPLApple$459,106$133,747 â–¼-22.6%1,8090.6%Computer and TechnologyBRK.BBerkshire Hathaway$458,115$112,133 â–²32.4%9560.6%FinanceJPMJPMorgan Chase & Co.$454,183$22,944 â–¼-4.8%1,5440.6%FinanceBMYBristol Myers Squibb$450,448$313,864 â–¼-41.1%7,4270.5%MedicalSCHDSchwab US Dividend Equity ETF$441,136$441,136 â–²New Holding14,3790.5%ETFCRMSalesforce$427,848$427,848 â–²New Holding2,2920.5%Computer and TechnologyLAM RESEARCH CORP$426,465$386,724 â–¼-47.6%1,9960.5%COM NEWAMDAdvanced Micro Devices$412,149$15,054 â–²3.8%2,0260.5%Computer and TechnologyEXPEExpedia Group$408,906$408,906 â–²New Holding1,7710.5%Retail/WholesaleZACKS TRUST$396,555$31,220 â–²8.5%14,7090.5%QUALITY INTERNATARISTA NETWORKS INC$394,247$155,808 â–¼-28.3%3,2110.5%COM SHSQCOMQualcomm$393,938$393,938 â–²New Holding3,0590.5%Computer and TechnologyXLPConsumer Staples Select Sector SPDR Fund$375,796$86,489 â–¼-18.7%4,5840.5%ETFZETA GLOBAL HOLDINGS CORP$370,872$370,872 â–²New Holding23,2960.4%CL AXOMExxonMobil$360,527$6,277 â–¼-1.7%2,1250.4%EnergyXLCCommunication Services Select Sector SPDR Fund$351,980$29,932 â–¼-7.8%3,1750.4%ETFRUBRIK INC.$339,607$163,707 â–²93.1%6,9350.4%CL AGRABGrab$333,422$151,674 â–²83.5%91,0990.4%Computer and TechnologyOSCROscar Health$325,094$325,094 â–²New Holding28,3430.4%FinanceVBKVanguard Small-Cap Growth ETF$315,869$30,529 â–²10.7%1,0450.4%ETFVBRVanguard Small-Cap Value ETF$309,011$41,288 â–²15.4%1,4220.4%ETFNKENIKE$308,745$121,121 â–²64.6%5,8450.4%Consumer DiscretionaryCOMMCommScope$296,860$296,860 â–²New Holding16,3110.4%Computer and TechnologyNVONovo Nordisk A/S$288,083$288,083 â–²New Holding7,8390.3%MedicalCELESTICA INC$279,427$9,014 â–¼-3.1%9920.3%COMXLVHealth Care Select Sector SPDR Fund$269,909$27,563 â–²11.4%1,8410.3%ETFMDLZMondelez International$266,7580.0%4,6280.3%Consumer StaplesSLViShares Silver Trust$257,160$257,160 â–²New Holding3,7740.3%ETFTDUPThredUp$253,675$253,675 â–²New Holding77,3400.3%Consumer StaplesIVEiShares S&P 500 Value ETF$252,113$4,434 â–²1.8%1,1940.3%ETFTLHiShares 10-20 Year Treasury Bond ETF$249,886$113,914 â–¼-31.3%2,4810.3%ETFUUPInvesco DB US Dollar Index Bullish Fund$242,269$242,269 â–²New Holding8,7210.3%FinanceGLDSPDR Gold Shares$240,102$240,102 â–²New Holding5580.3%FinanceHIMSHims & Hers Health$231,972$231,972 â–²New Holding11,1740.3%MedicalQUALiShares MSCI USA Quality Factor ETF$229,405$8,823 â–²4.0%1,1960.3%ETFXLFFinancial Select Sector SPDR Fund$228,879$52,579 â–¼-18.7%4,6360.3%ETFVRIGInvesco Variable Rate Investment Grade ETF$226,066$226,066 â–²New Holding9,0300.3%ETFGTOInvesco Total Return Bond ETF$225,486$98,577 â–¼-30.4%4,8150.3%ETFUNHUnitedHealth Group$216,237$216,237 â–²New Holding7990.3%MedicalVUGVanguard Growth ETF$216,221$24,025 â–²12.5%4950.3%ETFIVWiShares S&P 500 Growth ETF$213,562$3,733 â–¼-1.7%1,8880.3%ETFMETAMeta Platforms$213,404$4,577 â–²2.2%3730.3%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$207,500$207,500 â–²New Holding1,2830.3%ETFLUNRIntuitive Machines$203,752$48,442 â–¼-19.2%10,9780.2%AerospaceAMZNAmazon.com$202,022$202,022 â–²New Holding9700.2%Retail/WholesaleXLYConsumer Discretionary Select Sector SPDR Fund$201,940$5,340 â–²2.7%1,8530.2%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$200,531$200,531 â–²New Holding6,8840.2%ETFGSThe Goldman Sachs Group$200,5000.0%2370.2%FinanceSOFISoFi Technologies$182,6200.0%11,5000.2%FinanceLCNBLCNB$179,2850.0%11,5000.2%FinanceMARAMarathon Digital$167,321$167,321 â–²New Holding20,5050.2%FinanceEVGO INC$20,588$20,588 â–²New Holding11,9700.0%CL A COMWDCWestern Digital$0$654,798 â–¼-100.0%00.0%Computer and TechnologyADBEAdobe$0$620,182 â–¼-100.0%00.0%Computer and TechnologyMEDPMedpace$0$588,048 â–¼-100.0%00.0%MedicalRSPInvesco S&P 500 Equal Weight ETF$0$303,814 â–¼-100.0%00.0%ETFVTVVanguard Value ETF$0$257,264 â–¼-100.0%00.0%ETFTOSTToast$0$224,956 â–¼-100.0%00.0%Computer and TechnologyLNTHLantheus$0$223,009 â–¼-100.0%00.0%MedicalACIOAptus Collared Investment Opportunity ETF$0$201,807 â–¼-100.0%00.0%ETFENVXEnovix$0$121,090 â–¼-100.0%00.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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