account_balance
Investment manager · 13F filer · SEC CIK 1950607
Axim Planning & Wealth
Reported value$26.5Mas of Sep 30, 2026
Positions21 1 new, 69 sold out
Top 10 weight88.6%EH alone is 55%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
EHEHang Holdings Ltd
54.6%Trimmed −14%
HPFJohn Hancock Preferred Income Fund II
12.1%Trimmed −3%
CLFCleveland-Cliffs Inc.
4.3%
AMDAdvanced Micro Devices Inc
3.4%Trimmed −22%
PMPhilip Morris International Inc.
2.9%
SCHDSchwab Strategic Tr
2.7%
CATCaterpillar Inc
2.6%
TDUPThredUp Inc.
2.4%+198%
IJHiShares Tr
1.9%
NKENIKE, Inc.
1.7%
VBK1.4%
MSFTEHEHang Holdings Ltd
54.6%Trimmed −14%
HPFJohn Hancock Preferred Income Fund II
12.1%
CLF4.3%AMD3.4%PM2.9%SCHD2.7%
CAT2.6%TDUPIJH
NKEVBK
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
EH EHang Holdings Ltd 54.6% Trimmed −14%HPF John Hancock Preferred Income Fund II 12.1% Trimmed −3%CLF Cleveland-Cliffs Inc. 4.3% HeldAMD Advanced Micro Devices Inc 3.4% Trimmed −22%PM Philip Morris International Inc. 2.9% Held
SCHD Schwab Strategic Tr 2.7% Added +6%
CAT Caterpillar Inc 2.6% Trimmed −3%TDUP ThredUp Inc. 2.4% Added +198%IJH iShares Tr 1.9% Trimmed −6%
NKE NIKE, Inc. 1.7% Added +28%VBK Vanguard Index FDS 1.4% Held
MSFT Microsoft Corp 1.4% Trimmed −71%What changed
Biggest moves since Jun 30, 2026
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