Axim Planning & Wealth

CIK

1950607

Location

SPRINGBORO, OH

Portfolio Value

Micro $70,015,771

Diversification

Moderately concentrated

Filing Date

Global Rank

#8,475 / 8,795 ▼ 282 · as of Jun 2026

Top Industry

Aerospace & Defense 51.9%

3Y Alpha vs SPY

-36.9%

Period ended 3 months ago

Filed Aug 14, 2026 · 53d

17 quarters · since Jun 2022

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

63 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

37.2%

−14.3 pts

Top 5

56.6%

−11.8 pts

Top 10

68.3%

−8.2 pts

HHI

1,533

Moderately concentrated−1,217

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Industrials	38.5%	$26,941,393	2
Unclassified	28.3%	$19,837,050	15
Technology	9.9%	$6,964,356	15
Financial Services	9.3%	$6,484,663	9
Consumer Cyclical	3.9%	$2,752,510	6
Consumer Defensive	3.5%	$2,478,743	4
Healthcare	2.7%	$1,857,601	5
Basic Materials	1.4%	$952,446	2
Energy	1.0%	$672,869	2
Communication Services	0.8%	$589,667	2
Real Estate	0.7%	$484,473	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
TDUP	ThredUp Inc.	+23,139	100,479	$688,280
FNDA	Schwab Fundamental U.S. Small Company ETF	+7,747	29,010	$937,960
VISN	Vistance Networks, Inc.	+7,307	23,618	$301,838
NKE	NIKE, Inc.	+4,337	10,182	$417,971
VB	Vanguard Morningstar Small-Cap ETF	+3,675	6,637	$1,263,184
—		+2,629	7,213	$599,183
CLF	Cleveland-Cliffs Inc.	+2,056	101,432	$952,446
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+1,914	27,821	$3,059,173
SOFI	SoFi Technologies, Inc.	+1,359	12,859	$230,561
—		+894	76,602	$854,112
CAT	Caterpillar Inc	+28	860	$915,814
XOM	ExxonMobil Holdings Corp	+13	2,138	$292,307
META	Meta Platforms, Inc.	+6	379	$213,486
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
EH	EHang Holdings Ltd	−138,689	3,973,371	$26,025,579
NIO	NIO Inc.	−104,455	85,839	$434,345
HPF	John Hancock Preferred Income Fund II	−26,897	245,354	$3,893,767
DVVY	Invesco Diversified Dividend Opportunities ETF	−9,380	4,465	$209,274
GRAB	Grab Holdings Ltd	−8,780	82,319	$310,342
OSCR	Oscar Health, Inc.	−8,592	19,751	$563,298
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	−4,699	152,094	$3,450,982
ZETA	Zeta Global Holdings Corp.	−3,608	19,688	$387,459
MARA	MARA Holdings, Inc.	−3,522	16,983	$235,893
HIMS	Hims & Hers Health, Inc.	−2,800	8,374	$290,326
USB	US Bancorp De	−2,620	13,102	$791,360
CTA-PB	EIDP, Inc.	−1,920	14,061	$0
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−1,918	25,178	$2,691,129
GROZ	Zacks Focus Growth ETF	−1,260	90,798	$3,191,092
RBRK	Rubrik, Inc.	−1,082	5,853	$469,878
—		−1,005	24,316	$2,228,318
NVO	Novo Nordisk A S	−876	6,963	$333,806
STT	State Street Corp	−580	4,056	$217,442
UUP	Invesco DB US Dollar Index Bullish Fund	−494	8,227	$233,729
ANET	Arista Networks, Inc.	−432	2,779	$472,096
MO	Altria Group, Inc.	−325	9,274	$667,264
ABI	VictoryShares Pioneer Asset-Based Income ETF	−243	2,688	$511,966
UNH	Unitedhealth Group Inc	−190	609	$253,118
BMY	Bristol Myers Squibb Co	−189	7,238	$417,053
MDLZ	Mondelez International, Inc.	−156	4,472	$258,660
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
LAMR	Lamar Advertising Co/New	3,106	$484,473
SHOP	Shopify Inc.	3,702	$422,694
FTI	TechnipFMC plc	5,740	$380,562
VOD	Vodafone Group Public Ltd Co	28,434	$376,181
MU	Micron Technology Inc	301	$347,441
CSCO	Cisco Systems, Inc.	2,467	$289,773
ASTS	AST SpaceMobile, Inc.	2,666	$236,900
TER	Teradyne, Inc	466	$225,469
AFRM	Affirm Holdings, Inc.	2,763	$225,322
BAB	Invesco Taxable Municipal Bond ETF	7,416	$201,344
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
EXEL	Exelixis, Inc.	12,095	$518,754
JPM	Jpmorgan Chase & Co	1,544	$454,183
CRM	Salesforce, Inc.	2,292	$427,847
LRCX	Lam Research Corp	1,996	$426,465
QCOM	Qualcomm Inc/De	3,059	$393,938
LUNR	Intuitive Machines, Inc.	10,978	$203,751
EVGO	EVgo Inc.	11,970	$20,588
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

63 tracked positions · $70,015,771 total · filing declares 92 positions · $71,548,463 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 63 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
EH	EHang Holdings Ltd CALL + SHARES Industrials	Reduced	3,973,371	-138,689	$26,025,579	−34.8%	37.17%
HPF	John Hancock Preferred Income Fund II Financial Services	Reduced	245,354	-26,897	$3,893,767	−8.4%	5.56%
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	Reduced	152,094	-4,699	$3,450,982	−2.8%	4.93%
GROZ	Zacks Focus Growth ETF	Reduced	90,798	-1,260	$3,191,092	+10.9%	4.56%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	27,821	+1,914	$3,059,173	—	4.37%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	25,178	-1,918	$2,691,129	+8.0%	3.84%
		Reduced	24,316	-1,005	$2,228,318	−4.0%	3.18%
VB	Vanguard Morningstar Small-Cap ETF	Added	6,637	+3,675	$1,263,184	+91.2%	1.80%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,888	-138	$1,096,758	+166.1%	1.57%
CLF	Cleveland-Cliffs Inc. Basic Materials	Added	101,432	+2,056	$952,446	+13.4%	1.36%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	29,010	+7,747	$937,960	+46.2%	1.34%
CAT	Caterpillar Inc Industrials	Added	860	+28	$915,814	+55.4%	1.31%
MSFT	Microsoft Corp Technology	Reduced	2,418	-79	$901,962	−2.4%	1.29%
		Added	76,602	+894	$854,112	−19.2%	1.22%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	5,562	-33	$815,611	+0.9%	1.16%
USB	US Bancorp De Financial Services	Reduced	13,102	-2,620	$791,360	−3.2%	1.13%
PM	Philip Morris International Inc. Consumer Defensive	Held	4,075	0	$737,208	+9.4%	1.05%
TDUP	ThredUp Inc. CALL + SHARES Consumer Cyclical	Added	100,479	+23,139	$688,280	+171.3%	0.98%
MO	Altria Group, Inc. Consumer Defensive	Reduced	9,274	-325	$667,264	+5.3%	0.95%
NVDA	Nvidia Corp Technology	Reduced	3,219	-59	$644,089	+12.7%	0.92%
		Added	7,213	+2,629	$599,183	+59.4%	0.86%
OSCR	Oscar Health, Inc. Healthcare	Reduced	19,751	-8,592	$563,298	+73.3%	0.80%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,322	-58	$556,033	+8.4%	0.79%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Reduced	2,688	-243	$511,966	+5.4%	0.73%
AAPL	Apple Inc. Technology	Reduced	1,760	-49	$509,273	+10.9%	0.73%
LAMR	Lamar Advertising Co/New Real Estate	NEW	3,106	NEW	$484,473	NEW	0.69%
ANET	Arista Networks, Inc. Technology	Reduced	2,779	-432	$472,096	+19.7%	0.67%
RBRK	Rubrik, Inc. Technology	Reduced	5,853	-1,082	$469,878	+38.4%	0.67%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	898	-58	$449,350	−1.9%	0.64%
EXPE	Expedia Group, Inc. Consumer Cyclical	Reduced	1,724	-47	$441,137	+7.9%	0.63%
NIO	NIO Inc. CALL + SHARES Consumer Cyclical	Reduced	85,839	-104,455	$434,345	−62.1%	0.62%
SHOP	Shopify Inc. Technology	NEW	3,702	NEW	$422,694	NEW	0.60%
NKE	NIKE, Inc. Consumer Cyclical	Added	10,182	+4,337	$417,971	+35.4%	0.60%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	7,238	-189	$417,053	−7.4%	0.60%
ZETA	Zeta Global Holdings Corp. Technology	Reduced	19,688	-3,608	$387,459	+4.5%	0.55%
FTI	TechnipFMC plc Energy	NEW	5,740	NEW	$380,562	NEW	0.54%
VOD	Vodafone Group Public Ltd Co Communication Services	NEW	28,434	NEW	$376,181	NEW	0.54%
CLS	Celestica Inc Technology	Reduced	955	-37	$348,384	+24.7%	0.50%
MU	Micron Technology Inc Technology	NEW	301	NEW	$347,441	NEW	0.50%
NVO	Novo Nordisk A S Healthcare	Reduced	6,963	-876	$333,806	+15.9%	0.48%
GRAB	Grab Holdings Ltd Technology	Reduced	82,319	-8,780	$310,342	−6.9%	0.44%
VISN	Vistance Networks, Inc. Technology	Added	23,618	+7,307	$301,838	+1.7%	0.43%
XOM	ExxonMobil Holdings Corp Energy	Added	2,138	+13	$292,307	−18.9%	0.42%
HIMS	Hims & Hers Health, Inc. Healthcare	Reduced	8,374	-2,800	$290,326	+25.2%	0.41%
CSCO	Cisco Systems, Inc. Technology	NEW	2,467	NEW	$289,773	NEW	0.41%
MDLZ	Mondelez International, Inc. Consumer Defensive	Reduced	4,472	-156	$258,660	−3.0%	0.37%
UNH	Unitedhealth Group Inc Healthcare	Reduced	609	-190	$253,118	+17.1%	0.36%
GS	Goldman Sachs Group Inc Financial Services	Reduced	236	-1	$238,683	+19.0%	0.34%
ASTS	AST SpaceMobile, Inc. Technology	NEW	2,666	NEW	$236,900	NEW	0.34%
MARA	MARA Holdings, Inc. Financial Services	Reduced	16,983	-3,522	$235,893	+41.0%	0.34%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.