Axim Planning & Wealth
•CIK: 1950607•Filing: Q4 2025
**Axim Planning & Wealth** manages $94M across a portfolio of 72 positions. The fund exhibits a significant concentration in **EH**, holding $54.3M, representing over 58% of its disclosed assets. Notable secondary allocations include **HPF** at $5.2M and **BIL** at $1.6M. This structure suggests a highly concentrated, tactical approach anchored by its largest single holding.
Total AUM
$93.9M
QoQ Performance
-24.6%
Positions
49
Top 10 Concentration
72.0%
Latest Filing
Q4 2025
Top Holdings Allocation
EH
HPF
EH57.8%
HPF5.5%
BIL1.7%
CLF1.1%
XLK1.0%
ARCM1.0%
PG1.0%
BTAL0.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other91.0%
Technology4.4%
Financial1.2%
Consumer Staples1.1%
Consumer0.9%
Healthcare0.7%
Industrial0.5%
Energy0.3%
🚪 Exited Positionssold since Q3 2025
+17 more exited positions
Changes from Q3 2025
NEW13 new positions
↑28 increased
↓27 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023