Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Axim Planning & Wealth (CIK 1950607) reported $82.4M across 82 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: EH ($39.9M, 48.43%), HPF ($4.2M, 5.15%), BIL ($2.3M, 2.81%), ARCM ($1.6M, 1.94%), NIO ($1.1M, 1.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | EH | EHANG HLDGS LTD | $39.9M | 48.43% | 4.1M | Trimmed |
| 2 | HPF | HANCOCK JOHN PFD INCOME FD I | $4.2M | 5.15% | 272,251 | Trimmed |
| 3 | BIL | SPDR SERIES TRUST | $2.3M | 2.81% | 25,321 | Added |
| 4 | ARCM | ARROW INVTS TR | $1.6M | 1.94% | 16,020 | Added |
| 5 | NIO | NIO INC | $1.1M | 1.39% | 190,294 | Trimmed |
| 6 | BTAL | AGF INVTS TR | $1.1M | 1.28% | 75,708 | Added |
| 7 | MSFT | MICROSOFT CORP | $924,314 | 1.12% | 2,497 | Added |
| 8 | XLK | SELECT SECTOR SPDR TR | $903,853 | 1.10% | 6,801 | Trimmed |
| 9 | GROZ | ZACKS TRUST | $904,822 | 1.10% | 32,823 | Added |
| 10 | CLF | CLEVELAND-CLIFFS INC NEW | $839,727 | 1.02% | 99,376 | Added |
| 11 | USB | US BANCORP | $817,701 | 0.99% | 15,722 | Hold |
| 12 | PG | PROCTER & GAMBLE CO | $808,142 | 0.98% | 5,595 | Trimmed |
| 13 | SMIZ | ZACKS TRUST | $810,721 | 0.98% | 21,870 | Added |
| 14 | ZECP | ZACKS TRUST | $766,452 | 0.93% | 22,656 | Added |
| 15 | BSJR | INVESCO EXCH TRD SLF IDX FD | $728,562 | 0.88% | 32,576 | Trimmed |
| 16 | BSJQ | INVESCO EXCH TRD SLF IDX FD | $708,367 | 0.86% | 30,566 | Added |
| 17 | BSJS | INVESCO EXCH TRD SLF IDX FD | $710,010 | 0.86% | 32,742 | Added |
| 18 | BSJT | INVESCO EXCH TRD SLF IDX FD | $710,878 | 0.86% | 33,795 | Added |
| 19 | BSJU | INVESCO EXCH TRD SLF IDX FD | $693,847 | 0.84% | 27,114 | Added |
| 20 | PM | PHILIP MORRIS INTL INC | $673,761 | 0.82% | 4,075 | Hold |
| 21 | MO | ALTRIA GROUP INC | $633,438 | 0.77% | 9,599 | Trimmed |
| 22 | AGG | ISHARES TR | $635,229 | 0.77% | 6,399 | Added |
| 23 | CAT | CATERPILLAR INC | $589,439 | 0.71% | 832 | Hold |
| 24 | NVDA | NVIDIA CORPORATION | $571,683 | 0.69% | 3,278 | Trimmed |
| 25 | XLU | SELECT SECTOR SPDR TR | $557,242 | 0.68% | 12,143 | Added |
Source: SEC Form 13F filings · as of 2026-03-31