Axim Planning & Wealth

CIK 0001950607 · Q2 2026

13F Equity AUM

$71.5M

-13.2% QoQ

Positions

+6 QoQ

AUM Rank

#8,166

Top 93%

Skill Alpha (FF)

-20.4%/yr^ns

No Clear Edge

Rank #8,253 · Top 99%

vs S&P -27.3%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 48.6%Top 10: 55.3%Top 20: 65.8%

EH36.9%

HPF5.4%

BIL3.1%

XLK1.6%

GROZ1.6%

AMD1.5%

CLF1.3%

SMIZ1.3%

CAT1.3%

MSFT1.3%

Others (79)44.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Industrials38.2%

Financial Services36.4%

Technology9.6%

Consumer Cyclical4.4%

Healthcare2.6%

Consumer Defensive2.4%

Other6.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 89Median: 0.54%Avg: 1.12%

0–0.5%

40(14.1%)

0.5–1%

34(24.9%)

1–3%

12(15.6%)

3–5%

1(3.1%)

5%+

2(42.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 89vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New14Increased19Decreased54Exited8

New Positions

LAMR0.7%

+3K

SHOP0.6%

+4K

VOD0.5%

+28K

FTI0.5%

+6K

MU0.5%

+301

CSCO0.4%

+2K

VTV0.3%

+1K

ASTS0.3%

+3K

IJT0.3%

+1K

TER0.3%

+466

Increased

TDUP1.2%

+23K(+30%)

VISN0.4%

+7K(+45%)

SCHD0.9%

+6K(+43%)

QUIZ0.8%

+5K(+37%)

NKE0.6%

+4K(+74%)

XLP0.8%

+3K(+57%)

VUG0.3%

+2K(+486%)

GROZ1.6%

+2K(+6%)

CLF1.3%

+2K(+2%)

SCHG0.4%

+2K(+23%)

Decreased

EH36.9%

-138,689(-3%)

NIO0.9%

-104,455(-55%)

HPF5.4%

-26,897(-10%)

ARCM0.6%

-11,989(-75%)

GRABW0.4%

-8,780(-10%)

OSCR0.8%

-8,592(-30%)

ZECP0.8%

-7,804(-34%)

ZETA0.5%

-3,608(-15%)

MARA0.3%

-3,522(-17%)

HIMS0.4%

-2,800(-25%)

Exited

-12,095

-1,544

-1,996

-2,292

-3,059

-9,030

-10,978

-11,970

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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