Axim Planning & Wealth
Axim Planning & Wealth reported 21 stocks worth $26.5M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are EH (54.6%), HPF (12.1%) and CLF (4.3%). Compared with Q2 2026, the fund opened new positions in MARA, added to CLF, SCHD and TDUP, trimmed EH, HPF and AMD and sold out of BIL, XLK and GROZ.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  EH Ehang Hldgs Ltd | $14.5M | 54.6% | 3.4M | −548K (−14%) | 8 of 8 | |
| 2 |  HPF Hancock John Pfd Income FD II Com | $3.2M | 12.1% | 237K | −7,980 (−3%) | 8 of 8 | |
| 3 |  CLF Cleveland-Cliffs Inc New | $1.1M | 4.3% | 103K | +1,292 (+1%) | 8 of 8 | |
| 4 |  AMD Advanced Micro Devices Inc | $899K | 3.4% | 1,469 | −419 (−22%) | 7 of 8 | |
| 5 |  PM Philip Morris Intl Inc | $778K | 2.9% | 4,075 | No change | 8 of 8 | |
| 6 |  SCHD Schwab US Dividend Equity ETF | $706K | 2.7% | 22K | +1,183 (+6%) | 3 of 8 | |
| 7 |  CAT Caterpillar Inc | $677K | 2.6% | 835 | −25 (−3%) | 8 of 8 | |
| 8 |  TDUP Thredup Inc | $634K | 2.4% | 299K | +199K (+198%) | 3 of 8 | |
| 9 |  IJH Ishares TR | $492K | 1.9% | 6,835 | −412 (−6%) | 7 of 8 | |
| 10 |  NKE Nike Inc | $463K | 1.8% | 13K | +2,888 (+28%) | 5 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 BIL ST Stert Spdr Blmbg 1 3 | $2.2M | 24K |
 XLK Select Sector Spdr TR | $1.1M | 6,016 |
 GROZ Zacks Trust | $1.1M | 35K |
 SMIZ Zacks Trust | $933K | 21K |
 BTAL Agf US Mkt Neutrl Anti Beta ETF | $854K | 77K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 28, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Axim Planning & Wealth 13F FAQ
What does Axim Planning & Wealth own?
Axim Planning & Wealth reported 21 stocks worth $26.5M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are EH (54.6%), HPF (12.1%) and CLF (4.3%). The table above lists every position in the filing (the top 10 without an account).
What did Axim Planning & Wealth buy and sell in Q3 2026?
Compared with Q2 2026: 1 new positions, 4 added to, 15 trimmed and 69 sold out. New positions include MARA. It sold all of BIL, XLK and GROZ.
When will Axim Planning & Wealth file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Axim Planning & Wealth's portfolio worth?
The Q3 2026 filing reports $26.5M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.