StockDriftsStockDriftsTop 20 Axim Planning & Wealth Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EH | EHANG HLDGS LTD | 54.63% | 3.42M | $14.5M | -13.80%(-548.30K) | $12.68(-71.45%) | 2026-09-30 | |
| HPF | HANCOCK JOHN PFD INCOME FD I | 12.09% | 237.4K | $3.2M | -3.25%(-7.98K) | $16.42(-21.91%) | 2026-09-30 | |
| CLF | CLEVELAND-CLIFFS INC NEW | 4.28% | 102.7K | $1.1M | +1.27%(+1.29K) | $10.66(+28.07%) | 2026-09-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 3.4% | 1.5K | $899K | -22.19%(-419) | $116.25(+394.91%) | 2026-09-30 | |
| PM | PHILIP MORRIS INTL INC | 2.94% | 4.1K | $778K | +0.00%(+0) | $92.19(+120.62%) | 2026-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 2.67% | 21.7K | $706K | +5.76%(+1.18K) | $29.80(+17.48%) | 2026-09-30 | |
| CAT | CATERPILLAR INC | 2.56% | 835 | $677K | -2.91%(-25) | $289.14(+148.07%) | 2026-09-30 | |
| TDUP | THREDUP INC | 2.4% | 299.0K | $634K | +198.38%(+198.80K) | $4.32(-50.06%) | 2026-09-30 | |
| IJH | ISHARES TR | 1.86% | 6.8K | $492K | -5.69%(-412) | $61.44(+18.75%) | 2026-09-30 | |
| NKE | NIKE INC | 1.75% | 13.1K | $463K | +28.36%(+2.89K) | $52.89(-30.28%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (17 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | -24.07% | -56.22% | — | — | -57.01% |
| Top 20 Holdings Unweighted | +6.72% | +21.55% | — | — | +41.13% |
Axim Planning & Wealth reports $26.45M in US-listed equity holdings across 21 positions in its most recent 13F filing. Its largest disclosed positions are EH (54.6%), HPF (12.1%) and CLF (4.3%). The top 20 holdings account for 99.43% of reported assets. Its disclosed equity book has returned -56.22% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Axim Planning & Wealth’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1950607). View Axim Planning & Wealth’s 13F filings on SEC