Axim Planning & Wealth has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 21 individual positions held by the firm, with no disclosed options or other derivative positions.
The largest holding in the portfolio is Ehang Holdings Ltd ADS, which accounts for 3,424,503 shares. The firm also holds significant positions in Cleveland-Cliffs Inc New Com, with 102,724 shares, and ThredUp Inc CL A, with 299,011 shares.
Other notable positions in the portfolio include:
- Nike Inc CL B (13,070 shares)
- NIO Inc SPON ADS (81,877 shares)
- ThredUp Inc CL A (299,011 shares)
- Cleveland-Cliffs Inc New Com (102,724 shares)
- Ehang Holdings Ltd ADS (3,424,503 shares)
The filing was signed by Casey Stevenson, the Chief Compliance Officer for Axim Planning & Wealth, and was submitted on October 28, 2026.
