Axim Planning & Wealth: summary

Axim Planning & Wealth reported 21 positions with a reported value of $26.45M in its 13F for Q3 2026. Compared with Q2 2026: 1 new positions, 72 exited.

Top positions

• EHANG HLDGS LTD
• HANCOCK JOHN PFD INCOME FD II COM
• CLEVELAND-CLIFFS INC NEW
• ADVANCED MICRO DEVICES INC
• PHILIP MORRIS INTL INC COM
• SCHWAB US DIVIDEND EQUITY ETF
• CATERPILLAR INC COM
• ThredUp Inc
• ISHARES CORE S&P MID-CAP ETF
• NIKE INC CL B