MondegarAI
Axim Planning & Wealth

Q2 2025 · 13F-HR

Axim Planning & Wealthholdings as filed

Filed 2025-08-06 · accession 0001941040-25-000429

$109.4M
Reported value
71
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · Axim Planning & Wealth · Q2 2025

AI · grounded in 13F

Axim Planning & Wealth established a new position in EH valued at $76.35M. The fund also initiated new stakes in HPF for $5.09M and CLF for $1.83M. Other new additions include BTAL, ARCM, and MSFT.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
26853E102EHEHANG HLDGS LTD$76.4M69.8%4,398,242CommonNONE
41013X106HPFHANCOCK JOHN PFD INCOME FD I$5.1M4.65%322,058CommonNONE
185899101CLFCLEVELAND-CLIFFS INC NEW$1.8M1.67%240,571CommonNONE
00110G408BTALAGF INVTS TR$1.7M1.55%95,623CommonNONE
042765719ARCMARROW INVTS TR$1.5M1.33%14,531CommonNONE
594918104MSFTMICROSOFT CORP$1.2M1.10%2,424CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$921,5040.84%3,639CommonNONE
742718109PGPROCTER AND GAMBLE CO$884,8630.81%5,554CommonNONE
718172109PMPHILIP MORRIS INTL INC$742,1800.68%4,075CommonNONE
82889N699CTASIMPLIFY EXCHANGE TRADED FUN$727,0870.66%27,191CommonNONE
902973304USBUS BANCORP DEL$697,8910.64%15,423CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$689,9880.63%697CommonNONE
88160R101TSLATESLA INC$665,1800.61%2,094CommonNONE
46432F339QUALISHARES TR$660,7110.60%3,614CommonNONE
464287309IVWISHARES TR$637,0390.58%5,786CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$524,4470.48%1,809CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$493,8980.45%9,069CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$448,5460.41%3,161CommonNONE
46090A804GTOINVESCO ACTIVELY MANAGED EXC$408,3650.37%8,709CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$398,0880.36%3,668CommonNONE
464287101OEFISHARES TR$396,5680.36%1,303CommonNONE
15101Q207CLSCELESTICA INC$392,1480.36%2,512CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$381,1090.35%2,097CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$326,6840.30%6,238CommonNONE
464287408IVEISHARES TR$322,0520.29%1,648CommonNONE
149123101CATCATERPILLAR INC$310,5680.28%800CommonNONE
30303M102METAMETA PLATFORMS INC$306,3070.28%415CommonNONE
609207105MDLZMONDELEZ INTL INC$303,9520.28%4,507CommonNONE
464287507IJHISHARES TR$301,9130.28%4,868CommonNONE
922908744VTVVANGUARD INDEX FDS$300,6350.27%1,701CommonNONE
464288877EFVISHARES TR$297,0860.27%4,680CommonNONE
67066G104NVDANVIDIA CORPORATION$291,9660.27%1,848CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$289,4700.26%409CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$287,5760.26%592CommonNONE
62914V106NIONIO INC$285,8870.26%83,349CommonNONE
83406F102SOFISOFI TECHNOLOGIES INC$284,9870.26%15,650CommonNONE
464287226AGGISHARES TR$284,4060.26%2,867CommonNONE
26922A222ACIOETF SER SOLUTIONS$280,1120.26%6,766CommonNONE
023135106AMZNAMAZON COM INC$277,5280.25%1,265CommonNONE
46138E107GOVIINVESCO EXCH TRADED FD TR II$274,8920.25%10,007CommonNONE
922908595VBKVANGUARD INDEX FDS$274,1710.25%990CommonNONE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$259,9000.24%2,807CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$258,8250.24%4,540CommonNONE
922908611VBRVANGUARD INDEX FDS$255,0730.23%1,308CommonNONE
293594107ENVXENOVIX CORPORATION$253,8680.23%24,552CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$242,8150.22%393CommonNONE
30231G102XOMEXXON MOBIL CORP$237,1600.22%2,200CommonNONE
26922A784ADMEETF SER SOLUTIONS$235,4090.22%4,884CommonNONE
46432F396MTUMISHARES TR$235,0330.21%978CommonNONE
02209S103MOALTRIA GROUP INC$234,2850.21%3,996CommonNONE
N97284108NBISNEBIUS GROUP N.V.$231,8330.21%4,190CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$227,9300.21%1,691CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$223,4150.20%1,028CommonNONE
46138G508BKLNINVESCO EXCH TRADED FD TR II$220,3710.20%10,534CommonNONE
17275R102CSCOCISCO SYS INC$218,4780.20%3,149CommonNONE
464288885EFGISHARES TR$218,0640.20%1,947CommonNONE
922908736VUGVANGUARD INDEX FDS$217,4460.20%496CommonNONE
833445109SNOWSNOWFLAKE INC$213,4770.20%954CommonNONE
68389X105ORCLORACLE CORP$212,2900.19%971CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$207,5260.19%2,563CommonNONE
109641100EATBRINKER INTL INC$204,8550.19%1,136CommonNONE
G4124C109GRABGRAB HOLDINGS LIMITED$203,6140.19%40,480CommonNONE
888787108TOSTTOAST INC$203,0250.19%4,584CommonNONE
67079U306NUTXNUTEX HEALTH INC$200,0550.18%1,607CommonNONE
15643U104LEUCENTRUS ENERGY CORP$200,0330.18%1,092CommonNONE
784730103SSRMSSR MINING IN$198,9030.18%15,579CommonNONE
M2197Q107CLBTCELLEBRITE DI LTD$172,8000.16%10,800CommonNONE
04014F102ARDCARES DYNAMIC CR ALLOCATION F$167,1560.15%11,755CommonNONE
50181P100LCNBLCNB CORP$167,0950.15%11,500CommonNONE
92189F411BIZDVANECK ETF TRUST$164,4930.15%10,104CommonNONE
03761U502MFICMIDCAP FINANCIAL INVSTMNT CO$148,6640.14%11,780CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.