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Portfolio (Quarterly) Guide ↗

Axim Planning & Wealth

· CIK 0001950607
13F Portfolio $82M AUM 84 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 34 Added 21 Reduced 10 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHD SCHWAB STRATEGIC TR 14,379.0 $441K 0.54% NEW $30.68 +6.1%
2 CRM SALESFORCE INC Technology 2,292.0 $428K 0.52% NEW $186.67 -4.9%
3 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,771.0 $409K 0.50% NEW $230.89 -1.9%
4 QCOM QUALCOMM INC Technology 3,059.0 $394K 0.48% NEW $128.78 +81.2%
5 ZETA ZETA GLOBAL HOLDINGS CORP Technology 23,296.0 $371K 0.45% NEW $15.92 +23.4%
6 OSCR OSCAR HEALTH INC Healthcare 28,343.0 $325K 0.39% NEW $11.47 +91.7%
7 VISN VISTANCE NETWORKS INC Technology 16,311.0 $297K 0.36% NEW $18.20 -31.4%
8 NVO NOVO-NORDISK A S Healthcare 7,839.0 $288K 0.35% NEW $36.75 +21.2%
9 SLV ISHARES SILVER TR Financial Services 3,774.0 $257K 0.31% NEW $68.14 -0.9%
10 TDUP THREDUP INC Consumer Cyclical 77,340.0 $254K 0.31% NEW $3.28 +42.1%
11 UUP INVESCO DB US DLR INDEX TR Financial Services 8,721.0 $242K 0.29% NEW $27.78 -0.1%
12 GLD SPDR GOLD TR Financial Services 558.0 $240K 0.29% NEW $430.29 -5.1%
13 HIMS HIMS & HERS HEALTH INC Healthcare 11,174.0 $232K 0.28% NEW $20.76 +21.4%
14 VRIG INVESCO ACTIVELY MANAGED EXC 9,030.0 $226K 0.27% NEW $25.03 +0.1%
15 UNH UNITEDHEALTH GROUP INC Healthcare 799.0 $216K 0.26% NEW $270.63 +41.9%
16 XLI SELECT SECTOR SPDR TR 1,283.0 $208K 0.25% NEW $161.73 +7.8%
17 AMZN AMAZON COM INC Consumer Cyclical 970.0 $202K 0.24% NEW $208.27 +30.5%
18 SCHG SCHWAB STRATEGIC TR 6,884.0 $201K 0.24% NEW $29.13 +18.7%
19 MARA MARA HOLDINGS INC Financial Services 20,505.0 $167K 0.20% NEW $8.16 +75.6%
20 EVGO EVGO INC Consumer Cyclical 11,970.0 $21K 0.03% NEW $1.72 +19.8%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 66.1%
Financial Services 11.3%
Technology 9.1%
Consumer Cyclical 4.0%
Consumer Defensive 3.9%
Healthcare 3.3%
Basic Materials 1.4%
Energy 0.6%
Communication Services 0.3%