1y return−33.3%S&P 500 +20.9%
3y return−26.3%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2022: $71 against $198 in the S&P 500.2
Axim Planning & WealthS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| EHEhang Hldgs Ltd | $26.0M | 36.8% | −3.4% |
| HPFHancock John Pfd Income Fd I | $3.9M | 5.5% | −9.9% |
| BILSpdr Series Trust | $2.2M | 3.1% | −4.0% |
| XLKSelect Sector Spdr Tr | $1.1M | 1.6% | −11.5% |
| GROZZacks Trust | $1.1M | 1.6% | +6.3% |
| AMDAdvanced Micro Devices Inc | $1.1M | 1.5% | −6.8% |
| CLFCleveland-cliffs Inc New | $952K | 1.3% | +2.1% |
| SMIZZacks Trust | $933K | 1.3% | −4.4% |
| CATCaterpillar Inc | $916K | 1.3% | +3.4% |
| MSFTMicrosoft Corp | $902K | 1.3% | −3.2% |
| BTALAgf Invts Tr | $854K | 1.2% | +1.2% |
| PGProcter & Gamble Co | $816K | 1.2% | |
| USBUs Bancorp | $791K | 1.1% | −16.7% |
| PMPhilip Morris Intl Inc | $737K | 1.0% | |
| BSJRInvesco Exch Trd Slf Idx Fd | $700K | 1.0% | −3.8% |
| BSJQInvesco Exch Trd Slf Idx Fd | $699K | 1.0% | |
| BSJTInvesco Exch Trd Slf Idx Fd | $688K | 1.0% | −3.6% |
| TDUPThredup Inc | $686K | 1.0% | +29.6% |
| BSJUInvesco Exch Trd Slf Idx Fd | $685K | 1.0% | −2.1% |
| BSJSInvesco Exch Trd Slf Idx Fd | $679K | 1.0% | −4.6% |
| MOAltria Group Inc | $667K | 0.9% | −3.4% |
| SCHDSchwab Strategic Tr | $651K | 0.9% | +42.8% |
| NVDANvidia Corporation | $644K | 0.9% | −1.8% |
| XLPSelect Sector Spdr Tr | $599K | 0.8% | +57.4% |
| QUIZZacks Trust | $588K | 0.8% | +36.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | March 31, 2025 | +465.4% | $1.1M |
| CATCaterpillar Inc | September 30, 2023 | +290.1% | $916K |
| OSCROscar Health Inc | March 31, 2026 | +148.6% | $563K |
| TDUPThredup Inc | March 31, 2026 | +108.8% | $686K |
| NVDANvidia Corporation | March 31, 2025 | +84.6% | $644K |
| XLKSelect Sector Spdr Tr | March 31, 2025 | +84.5% | $1.1M |
| PMPhilip Morris Intl Inc | June 30, 2022 | +83.2% | $737K |
| TSLATesla Inc | September 30, 2024 | +60.8% | $556K |
| USBUs Bancorp | September 30, 2022 | +49.8% | $791K |
| MSFTMicrosoft Corp | June 30, 2022 | +45.2% | $902K |
Sold off last quarter
- EXELExelixis Inc was $519K
- JPMJpmorgan Chase & Co was $454K
- CRMSalesforce Inc was $428K
- LRCXLam Research Corp was $426K
- QCOMQualcomm Inc was $394K
- VRIGInvesco Actively Managed Exc was $226K
- LUNRIntuitive Machines Inc was $204K
- EVGOEvgo Inc was $21K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −9.8% | +14.8% |
| March 31, 2026 | −16.2% | −4.6% |
| December 31, 2025 | −18.6% | +2.4% |
| September 30, 2025 | +8.3% | +7.8% |
| June 30, 2025 | −12.7% | +10.5% |
| March 31, 2025 | +24.1% | −4.6% |
| December 31, 2024 | +9.5% | +2.1% |
| September 30, 2024 | +4.5% | +5.4% |
| June 30, 2024 | −22.4% | +4.0% |
| March 31, 2024 | +12.4% | +10.0% |
| December 31, 2023 | −2.0% | +11.2% |
| September 30, 2023 | +4.3% | −3.6% |
| June 30, 2023 | +11.9% | +8.3% |
| March 31, 2023 | +12.1% | +7.0% |
| December 31, 2022 | +4.2% | +7.1% |
| September 30, 2022 | −26.3% | −5.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Axim Planning & Wealth Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1950607&type=13F-HR&dateb=&owner=include&count=40CIK 1950607
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1950607/000194104026000598/Filed August 14, 2026 · accession 0001941040-26-000598