Axim Planning & Wealth Top Holdings and 13F Report (2026) About Axim Planning & WealthInvestment ActivityAxim Planning & Wealth has $71.55 million in total holdings as of June 30, 2026.Axim Planning & Wealth owns shares of 89 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 7.86% of the portfolio was purchased this quarter.About 11.83% of the portfolio was sold this quarter.This quarter, Axim Planning & Wealth has purchased 83 new stocks and bought additional shares in 19 stocks.Axim Planning & Wealth sold shares of 54 stocks and completely divested from 8 stocks this quarter.Largest Holdings EHang $26,390,658John Hancock Preferred Income Fund II $3,893,773SPDR Bloomberg 1-3 Month T-Bill ETF $2,228,333Technology Select Sector SPDR Fund $1,146,168ZACKS TRUST $1,109,027 Largest New Holdings this Quarter 512816109 - Lamar Advertising $484,474 Holding82509L107 - SHOPIFY INC $422,694 HoldingG87110105 - TechnipFMC $380,562 Holding92857W308 - Vodafone Group $376,040 Holding595112103 - Micron Technology $347,441 Holding Largest Purchases this Quarter Lamar Advertising 3,106 shares (about $484.47K)SHOPIFY INC 3,702 shares (about $422.69K)TechnipFMC 5,740 shares (about $380.56K)Vodafone Group 28,434 shares (about $376.04K)Micron Technology 301 shares (about $347.44K) Largest Sales this Quarter Arrow Reserve Capital Management ETF 11,989 shares (about $1.20M)EHang 138,689 shares (about $921.16K)NIO 104,455 shares (about $793.71K)John Hancock Preferred Income Fund II 26,897 shares (about $426.86K)Zacks Earnings Consistent Portfolio ETF 7,804 shares (about $294.52K) 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$26,390,658$921,156 â–¼-3.4%3,973,37136.9%IndustrialsHPFJohn Hancock Preferred Income Fund II$3,893,773$426,856 â–¼-9.9%245,3545.4%FinanceBILSPDR Bloomberg 1-3 Month T-Bill ETF$2,228,333$92,099 â–¼-4.0%24,3163.1%ETFXLKTechnology Select Sector SPDR Fund$1,146,168$149,558 â–¼-11.5%6,0161.6%ETFZACKS TRUST$1,109,027$65,912 â–²6.3%34,8971.6%FOCUS GROWTH ETFAMDAdvanced Micro Devices$1,096,758$80,166 â–¼-6.8%1,8881.5%TechnologyCLFCleveland-Cliffs$952,446$19,306 â–²2.1%101,4321.3%MaterialsZACKS TRUST$933,317$42,523 â–¼-4.4%20,9171.3%SMALL/MID CAPCATCaterpillar$915,814$29,817 â–²3.4%8601.3%IndustrialsMSFTMicrosoft$901,962$29,469 â–¼-3.2%2,4181.3%TechnologyTDUPThredUp$870,025$200,355 â–²29.9%100,4791.2%Consumer DiscretionaryBTALAGF U.S. Market Neutral Anti-Beta Fund$854,112$9,968 â–²1.2%76,6021.2%ETFPGProcter & Gamble$815,612$4,839 â–¼-0.6%5,5621.1%Consumer StaplesUSBU.S. Bancorp$791,361$158,248 â–¼-16.7%13,1021.1%FinancePMPhilip Morris International$737,2080.0%4,0751.0%Consumer StaplesBSJRInvesco BulletShares 2027 High Yield Corporate Bond ETF$700,043$27,887 â–¼-3.8%31,3281.0%ETFBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$698,750$2,892 â–¼-0.4%30,4401.0%ETFBSJTInvesco BulletShares 2029 High Yield Corporate Bond ETF$688,098$25,990 â–¼-3.6%32,5651.0%ETFBSJUInvesco BulletShares 2030 High Yield Corporate Bond ETF$685,052$14,790 â–¼-2.1%26,5411.0%ETFBSJSInvesco BulletShares 2028 High Yield Corporate Bond ETF$678,879$33,096 â–¼-4.6%31,2200.9%ETFMOAltria Group$667,264$23,384 â–¼-3.4%9,2740.9%Consumer StaplesNIONIO$652,254$793,709 â–¼-54.9%85,8390.9%Consumer DiscretionarySCHDSchwab US Dividend Equity ETF$651,122$195,172 â–²42.8%20,5340.9%ETFNVDANVIDIA$644,115$11,806 â–¼-1.8%3,2190.9%TechnologyXLPConsumer Staples Select Sector SPDR Fund$599,184$218,391 â–²57.4%7,2130.8%ETFZACKS TRUST$588,227$158,452 â–²36.9%20,1320.8%QUALITY INTL ETFAGGiShares Core U.S. Aggregate Bond ETF$577,548$55,825 â–¼-8.8%5,8350.8%ETFOSCROscar Health$563,299$245,044 â–¼-30.3%19,7510.8%HealthcareZECPZacks Earnings Consistent Portfolio ETF$560,514$294,523 â–¼-34.4%14,8520.8%ETFIJHiShares Core S&P Mid-Cap ETF$558,846$13,264 â–²2.4%7,2470.8%ETFTSLATesla$556,033$24,395 â–¼-4.2%1,3220.8%Consumer DiscretionaryXLUUtilities Select Sector SPDR Fund$520,549$30,015 â–¼-5.5%11,4810.7%ETFAAPLApple$509,274$14,179 â–¼-2.7%1,7600.7%TechnologyLAMRLamar Advertising$484,474$484,474 â–²New Holding3,1060.7%Real EstateARISTA NETWORKS INC$472,097$73,388 â–¼-13.5%2,7790.7%COM SHSRUBRIK INC.$469,879$86,863 â–¼-15.6%5,8530.7%CL ATLTiShares 20+ Year Treasury Bond ETF$461,742$28,605 â–¼-5.8%5,3430.6%ETFBRK.BBerkshire Hathaway$449,350$29,023 â–¼-6.1%8980.6%FinanceEXPEExpedia Group$441,137$12,026 â–¼-2.7%1,7240.6%Consumer DiscretionarySHOPIFY INC$422,694$422,694 â–²New Holding3,7020.6%CL A SUB VTG SHSNKENIKE$417,984$178,039 â–²74.2%10,1820.6%Consumer DiscretionaryBMYBristol Myers Squibb$417,054$10,890 â–¼-2.5%7,2380.6%HealthcareARCMArrow Reserve Capital Management ETF$403,318$1,199,548 â–¼-74.8%4,0310.6%ETFVBKVanguard Small-Cap Growth ETF$396,512$14,266 â–²3.7%1,0840.6%ETFZETA GLOBAL HOLDINGS CORP$387,460$71,005 â–¼-15.5%19,6880.5%CL AFTITechnipFMC$380,562$380,562 â–²New Holding5,7400.5%EnergyVBRVanguard Small-Cap Value ETF$376,269$30,627 â–²8.9%1,5480.5%ETFVODVodafone Group$376,040$376,040 â–²New Holding28,4340.5%Communication ServicesCTASimplify Managed Futures Strategy ETF$364,742$49,805 â–¼-12.0%14,0610.5%ETFCELESTICA INC$348,384$13,498 â–¼-3.7%9550.5%COMMUMicron Technology$347,441$347,441 â–²New Holding3010.5%TechnologyNVONovo Nordisk A/S$333,806$41,995 â–¼-11.2%6,9630.5%HealthcareXLCCommunication Services Select Sector SPDR Fund$318,712$21,426 â–¼-6.3%2,9750.4%ETFGRABGrab$310,343$33,101 â–¼-9.6%82,3190.4%IndustrialsCOMMCommScope$301,838$93,383 â–²44.8%23,6180.4%TechnologyPPAInvesco Aerospace & Defense ETF$293,239$224,522 â–¼-43.4%1,6600.4%ETFXOMExxonMobil$292,307$1,777 â–²0.6%2,1380.4%EnergyHIMSHims & Hers Health$290,327$97,076 â–¼-25.1%8,3740.4%HealthcareCSCOCisco Systems$289,774$289,774 â–²New Holding2,4670.4%TechnologyQUALiShares MSCI USA Quality Factor ETF$288,478$26,106 â–²9.9%1,3150.4%ETFSCHGSchwab U.S. Large-Cap Growth ETF$286,811$53,870 â–²23.1%8,4760.4%ETFXLVHealth Care Select Sector SPDR Fund$279,083$13,010 â–¼-4.5%1,7590.4%ETFMDLZMondelez International$258,660$9,023 â–¼-3.4%4,4720.4%Consumer StaplesIVEiShares S&P 500 Value ETF$253,853$17,257 â–¼-6.4%1,1180.4%ETFUNHUnitedHealth Group$252,984$78,928 â–¼-23.8%6090.4%HealthcareVUGVanguard Growth ETF$249,819$207,177 â–²485.9%2,9000.3%ETFIVWiShares S&P 500 Growth ETF$248,817$10,866 â–¼-4.2%1,8090.3%ETFTLHiShares 10-20 Year Treasury Bond ETF$241,743$7,225 â–¼-2.9%2,4090.3%ETFVTVVanguard Value ETF$240,721$240,721 â–²New Holding1,1050.3%ETFGSThe Goldman Sachs Group$238,683$1,011 â–¼-0.4%2360.3%FinanceASTSAST SpaceMobile$236,901$236,901 â–²New Holding2,6660.3%Communication ServicesMARAMarathon Digital$235,894$48,921 â–¼-17.2%16,9830.3%TechnologyUUPInvesco DB US Dollar Index Bullish Fund$233,729$14,035 â–¼-5.7%8,2270.3%ETFSOFISoFi Technologies$230,562$24,367 â–²11.8%12,8590.3%FinanceIJTiShares S&P Small-Cap 600 Growth ETF$225,654$225,654 â–²New Holding1,2630.3%ETFTERTeradyne$225,469$225,469 â–²New Holding4660.3%TechnologyAFRMAffirm$225,323$225,323 â–²New Holding2,7630.3%FinanceXLIIndustrial Select Sector SPDR Fund$220,794$16,856 â–¼-7.1%1,1920.3%ETFRSPInvesco S&P 500 Equal Weight ETF$218,824$218,824 â–²New Holding1,0280.3%ETFXLFFinancial Select Sector SPDR Fund$217,442$31,094 â–¼-12.5%4,0560.3%ETFAMZNAmazon.com$214,744$16,445 â–¼-7.1%9010.3%Consumer DiscretionaryMETAMeta Platforms$213,487$3,380 â–²1.6%3790.3%Communication ServicesGTOInvesco Total Return Bond ETF$209,275$16,405 â–¼-7.3%4,4650.3%ETFXLYConsumer Discretionary Select Sector SPDR Fund$205,826$11,493 â–¼-5.3%1,7550.3%ETFGLDSPDR Gold Shares$204,451$1,105 â–¼-0.5%5550.3%ETFIJSiShares S&P Small-Cap 600 Value ETF$202,543$202,543 â–²New Holding1,4820.3%ETFLCNBLCNB$202,2850.0%11,5000.3%FinanceINVESCO EXCH TRADED FD TR II$201,344$201,344 â–²New Holding7,4160.3%EQUAL WEGT 0-30SLViShares Silver Trust$201,154$642 â–¼-0.3%3,7620.3%ETFEXELExelixis$0$518,755 â–¼-100.0%00.0%HealthcareJPMJPMorgan Chase & Co.$0$454,183 â–¼-100.0%00.0%FinanceCRMSalesforce$0$427,848 â–¼-100.0%00.0%TechnologyLAM RESEARCH CORP$0$426,465 â–¼-100.0%00.0%COM NEWQCOMQualcomm$0$393,938 â–¼-100.0%00.0%TechnologyVRIGInvesco Variable Rate Investment Grade ETF$0$226,066 â–¼-100.0%00.0%ETFLUNRIntuitive Machines$0$203,752 â–¼-100.0%00.0%IndustrialsEVGO INC$0$20,588 â–¼-100.0%00.0%CL A COMShowing largest 100 holdings. 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