Axim Planning & Wealth
Axim Planning & Wealth reported 92 holdings worth US$71.5M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Axim Planning & Wealth reported 92 holdings worth US$71.5M as of Jun 30, 2026. Largest: Advanced Micro Devices Inc, Cleveland-cliffs Inc. and Caterpillar, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 92
- Value as reported
- US$71.5M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Advanced Micro Devices Inc | 1,888 | US$1.1M | 1.5% |
| Cleveland-cliffs Inc. | 101K | US$952K | 1.3% |
| Caterpillar, Inc. | 860 | US$916K | 1.3% |
| Microsoft Corp. | 2,418 | US$902K | 1.3% |
| Procter & Gamble Company (the) | 5,562 | US$816K | 1.1% |
| U.s. Bancorp | 13,102 | US$791K | 1.1% |
| Philip Morris International Inc | 4,075 | US$737K | 1.0% |
| Thredup Inc. | 100K | US$686K | 0.96% |
| Altria Group, Inc. | 9,274 | US$667K | 0.93% |
| Nvidia Corporation | 3,219 | US$644K | 0.90% |
| Oscar Health, Inc. | 19,751 | US$563K | 0.79% |
| Tesla, Inc. | 1,322 | US$556K | 0.78% |
| Apple Inc | 1,760 | US$509K | 0.71% |
| Lamar Advertising Company | 3,106 | US$484K | 0.68% |
| Arista Networks, Inc. | 2,779 | US$472K | 0.66% |
| Rubrik, Inc. | 5,853 | US$470K | 0.66% |
| Berkshire Hathaway Inc. | 898 | US$449K | 0.63% |
| Expedia Group, Inc. | 1,724 | US$441K | 0.62% |
| Shopify Inc. | 3,702 | US$423K | 0.59% |
| Nike, Inc. | 10,182 | US$418K | 0.58% |
| Bristol-myers Squibb Company | 7,238 | US$417K | 0.58% |
| Zeta Global Holdings Corp. | 19,688 | US$387K | 0.54% |
| Vodafone Group Public Limited Company | 28,434 | US$376K | 0.53% |
| Celestica Inc. | 955 | US$348K | 0.49% |
| Micron Technology, Inc. | 301 | US$347K | 0.49% |
| Novo Nordisk A/s Class B | 6,963 | US$334K | 0.47% |
| Grab Holdings Limited | 82,319 | US$310K | 0.43% |
| Vistance Networks, Inc. | 23,618 | US$302K | 0.42% |
| Exxon Mobil Corporation | 2,138 | US$292K | 0.41% |
| Hims & Hers Health, Inc. | 8,374 | US$290K | 0.41% |
| Cisco Systems, Inc. | 2,467 | US$290K | 0.41% |
| Mondelez International, Inc. | 4,472 | US$259K | 0.36% |
| Unitedhealth Group Incorporated | 609 | US$253K | 0.35% |
| Goldman Sachs Group, Inc. (the) | 236 | US$239K | 0.33% |
| Ast Spacemobile, Inc. | 2,666 | US$237K | 0.33% |
| Mara Holdings, Inc. | 16,983 | US$236K | 0.33% |
| Sofi Technologies, Inc. | 12,859 | US$231K | 0.32% |
| Teradyne, Inc. | 466 | US$225K | 0.32% |
| Affirm Holdings, Inc. | 2,763 | US$225K | 0.31% |
| Amazon.com, Inc. | 901 | US$215K | 0.30% |
| Meta Platforms, Inc. | 379 | US$213K | 0.30% |
| Lcnb Corporation | 11,500 | US$202K | 0.28% |
| Evgo Inc. | 0 | US$0 | 0.00% |
| Exelixis, Inc. | 0 | US$0 | 0.00% |
| Intuitive Machines, Inc. | 0 | US$0 | 0.00% |
| Jp Morgan Chase & Co. | 0 | US$0 | 0.00% |
| Lam Research Corporation | 0 | US$0 | 0.00% |
| Qualcomm Incorporated | 0 | US$0 | 0.00% |
| Salesforce, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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