Axim Planning & Wealth - Portfolio overview

Axim Planning & Wealth has 106 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Industrials and Financial Services.

Largest reported holdings by portfolio allocation

1. EH - EHANG HLDGS LTD, 44.41%
2. HPF - HANCOCK JOHN PFD INCOME FD I, 4.73%
3. BIL - SPDR SERIES TRUST, 2.58%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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