13F-HR filed by Axim Planning & Wealth
Axim Planning & Wealth filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-14, with 84 holding rows worth $82,441,450.
- Accession
- 0001941040-26-000358
- Filer
- CIK 1950607
- Filed
- 2026-05-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A combination report, 84 entries on the cover page, a total value of $82,441,450 stated on the cover page (in dollars after the unit check, H1), rows summing to $82,441,450 with VALUE read as dollars as filed, 13F file number 028-22663. The quarter's positions are built on this report. The resolved quarter.
Other managers
- reports for this filerFOUNDATIONS INVESTMENT ADVISORS, LLC028-18893
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| EHANG HLDGS LTD ADS | 26853E102 | ADR | 4,112,060 | $39,928,103 | dollars as filed | |
| HANCOCK JOHN PFD INCOME FD I | 41013X106 | COM | 272,251 | $4,249,838 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 25,321 | $2,320,382 | dollars as filed | |
| ARROW INVTS TR | 042765719 | RESV CAP ETF | 16,020 | $1,603,001 | dollars as filed | |
| AGF INVTS TR | 00110G408 | US MARKET NETRL | 75,708 | $1,056,884 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 2,497 | $924,314 | dollars as filed | |
| ZACKS FOCUS GROWTH ETF | 98888G808 | UIT EXCHANGE TRADED | 32,823 | $904,822 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 6,801 | $903,853 | dollars as filed | |
| CLEVELAND-CLIFFS INC NEW COM | 185899101 | Stock | 99,376 | $839,727 | dollars as filed | |
| USBANCORPDEL | 902973304 | COM NEW | 15,722 | $817,701 | dollars as filed | |
| ZACKS TRUST | 98888G204 | SMALL/MID CAP | 21,870 | $810,721 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 5,595 | $808,142 | dollars as filed | |
| ZACKS EARNINGS CONSISTENT PORTFOLIO ETF | 98888G105 | UIT EXCHANGE TRADED | 22,656 | $766,452 | dollars as filed | |
| NIO INC SPON ADS | 62914V106 | ADR | 126,294 | $761,553 | dollars as filed | |
| INVESCO EXCH TRD SLF IDX FD | 46138J585 | BULETSHS 2027 | 32,576 | $728,562 | dollars as filed | |
| INVESCO EXCH TRD SLF IDX FD | 46138J395 | BULETSHS 2029 HG | 33,795 | $710,878 | dollars as filed | |
| INVESCO EXCH TRD SLF IDX FD | 46138J452 | INVSCO 28 HYCORP | 32,742 | $710,010 | dollars as filed | |
| INVESCO EXCH TRD SLF IDX FD | 46138J635 | INVSCO BLSH 26 | 30,566 | $708,367 | dollars as filed | |
| INVESCO EXCH TRD SLF IDX FD | 46139W841 | BULLETSHS 2030 | 27,114 | $693,847 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 4,075 | $673,761 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 6,399 | $635,229 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 9,599 | $633,438 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 832 | $589,439 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 3,278 | $571,683 | dollars as filed | |
| Utilities Select Sector SPDR Fund | 81369Y886 | SHS | 12,143 | $557,242 | dollars as filed | |
| EXELIXIS INC COM | 30161Q104 | Stock | 12,095 | $518,755 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,380 | $513,015 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 5,674 | $491,879 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V100 | AEROSPACE DEFN | 2,931 | $485,667 | dollars as filed | |
| SIMPLIFY EXCHANGE TRADED FUN | 82889N699 | MANAGED FUTURES | 15,981 | $482,946 | dollars as filed | |
| IJH | 464287507 | COM | 7,075 | $477,767 | dollars as filed | |
| Apple Inc | 037833100 | COM | 1,809 | $459,106 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 956 | $458,115 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,544 | $454,183 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 7,427 | $450,448 | dollars as filed | |
| SCHD | 808524797 | COM | 14,379 | $441,136 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 2,292 | $427,848 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 1,996 | $426,465 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 2,026 | $412,149 | dollars as filed | |
| EXPEDIA GROUP INC COM NEW | 30212P303 | Stock | 1,771 | $408,906 | dollars as filed | |
| ZACKS TRUST | 98888G881 | QUALITY INTL ETF | 14,709 | $396,555 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 3,211 | $394,247 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 3,059 | $393,938 | dollars as filed | |
| NIO INC SPON ADS | 62914V106 | ADR | 64,000 | $385,920 | dollars as filed | call |
| SELECT SECTOR SPDR TR | 81369Y308 | STATE STREET CON | 4,584 | $375,796 | dollars as filed | |
| ZETA GLOBAL HOLDINGS CORP CL A | 98956A105 | Stock | 23,296 | $370,872 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 2,125 | $360,527 | dollars as filed | |
| Communication Services Select Sector SPDR Fund | 81369Y852 | SHS | 3,175 | $351,980 | dollars as filed | |
| RUBRIK INC. | 781154109 | CL A | 6,935 | $339,607 | dollars as filed | |
| GRABHLDGSLTDFCLASSCLASSA | G4124C109 | STOK | 91,099 | $333,422 | dollars as filed | |
| OSCAR HEALTH INC | 687793109 | CL A | 28,343 | $325,094 | dollars as filed | |
| Vanguard Small-Cap Growth ETF | 922908595 | SHS | 1,045 | $315,869 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 1,422 | $309,011 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 5,845 | $308,745 | dollars as filed | |
| COMMSCOPE HLDG CO INC | 20337X109 | COM | 16,311 | $296,860 | dollars as filed | |
| NOVO-NORDISK A S ADR | 670100205 | ADR | 7,839 | $288,083 | dollars as filed | |
| CELESTICA INC COM | 15101Q207 | Stock | 992 | $279,427 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 1,841 | $269,909 | dollars as filed | |
| Mondelez International,Inc. Class A | 609207105 | COM | 4,628 | $266,758 | dollars as filed | |
| iShares Silver Trust | 46428Q109 | COM | 3,774 | $257,160 | dollars as filed | |
| THREDUP INC CLASS A | 88556E102 | COMMON STOCK | 77,340 | $253,675 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 1,194 | $252,113 | dollars as filed | |
| ISHARES TR | 464288653 | 10-20 YR TRS ETF | 2,481 | $249,886 | dollars as filed | |
| INVESCO DB US DLR INDEX TR | 46141D203 | BULLISH FD | 8,721 | $242,269 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 558 | $240,102 | dollars as filed | |
| HIMS & HERS HEALTH INC | 433000106 | COM CL A | 11,174 | $231,972 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 1,196 | $229,405 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 4,636 | $228,879 | dollars as filed | |
| INVESCO ACTIVELY MANAGED EXC | 46090A879 | VAR RATE INVT | 9,030 | $226,066 | dollars as filed | |
| INVESCO ACTIVELY MANAGED EXC | 46090A804 | TOTAL RETURN | 4,815 | $225,486 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 799 | $216,237 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 495 | $216,221 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 1,888 | $213,562 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 373 | $213,404 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 1,283 | $207,500 | dollars as filed | |
| INTUITIVE MACHINES INC | 46125A100 | CLASS A COM | 10,978 | $203,752 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 970 | $202,022 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y407 | SBI CONS DISCR | 1,853 | $201,940 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 6,884 | $200,531 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 237 | $200,500 | dollars as filed | |
| SOFI TECHNOLOGIES INC COM | 83406F102 | Stock | 11,500 | $182,620 | dollars as filed | |
| LCNB CORP | 50181P100 | COM | 11,500 | $179,285 | dollars as filed | |
| MARA HOLDINGS INC COM | 565788106 | Stock | 20,505 | $167,321 | dollars as filed | |
| EVGO INC | 30052F100 | CL A COM | 11,970 | $20,588 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001941040-26-000358 | this filing | 2026-05-14 | acceptance time not in the bulk data set |