StockDriftsStockDriftsTop 50 Axim Planning & Wealth Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EH | EHANG HLDGS LTD | 36.77% | 3.97M | $26.0M | -3.39%(-139.25K) | $12.68(-53.24%) | 2026-06-30 | |
| HPF | HANCOCK JOHN PFD INCOME FD I | 5.5% | 245.4K | $3.9M | -9.88%(-26.90K) | $16.42(-2.95%) | 2026-06-30 | |
| BIL | SPDR SERIES TRUST | 3.15% | 24.3K | $2.2M | -3.97%(-1.00K) | $91.62(-0.09%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 1.62% | 6.0K | $1.1M | -11.54%(-785) | $112.00(+70.29%) | 2026-06-30 | |
| GROZ | ZACKS TRUST | 1.57% | 34.9K | $1.1M | +6.32%(+2.07K) | $28.54(+17.02%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 1.55% | 1.9K | $1.1M | -6.81%(-138) | $116.25(+340.67%) | 2026-06-30 | |
| CLF | CLEVELAND-CLIFFS INC NEW | 1.35% | 101.4K | $952K | +2.07%(+2.06K) | $10.67(+11.55%) | 2026-06-30 | |
| SMIZ | ZACKS TRUST | 1.32% | 20.9K | $933K | -4.36%(-953) | $35.92(+22.75%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 1.29% | 860 | $916K | +3.37%(+28) | $289.14(+200.71%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.27% | 2.4K | $902K | -3.16%(-79) | $318.73(+52.50%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (16 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | -16.55% | -41.89% | — | — | -45.32% |
| Top 20 Holdings Unweighted | +6.06% | +19.30% | — | — | +47.31% |
Axim Planning & Wealth reports $71.55M in US-listed equity holdings across 89 positions in its most recent 13F filing. Its largest disclosed positions are EH (36.8%), HPF (5.5%) and BIL (3.1%). The top 20 holdings account for 65.76% of reported assets. Its disclosed equity book has returned -41.89% on a three-year cumulative basis. Figures reflect the Q2 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