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Axim Planning & Wealth
hedge fundUpdated 8 days agoManaged by Axim Planning & Wealth • Latest filing Q3 2026
Portfolio value
$26.5M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
-79.1%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $126.7M |
| Q4 2025 | $95.1M |
| Q1 2026 | $82.4M |
| Q2 2026 | $71.5M |
| Q3 2026 | $26.5M |
Top holdings
21 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $14.5M | 3.42M | 54.63% | Added(+608159.9%) | |
| 2 | ? N/A HANCOCK JOHN PFD INCOME FD I | $3.2M | 237.4K | 12.09% | Trimmed(-3.3%) |
| 3 | $1.1M | 102.7K | 4.28% | Added(+1.3%) | |
| 4 | $899K | 1.5K | 3.40% | Trimmed(-22.2%) | |
| 5 | $778K | 4.1K | 2.94% | Unchanged | |
| 6 | $706K | 21.7K | 2.67% | Added(+5.8%) | |
| 7 | $677K | 835 | 2.56% | Trimmed(-2.9%) | |
| 8 | $634K | 299.0K | 2.40% | Added(+111471.3%) | |
| 9 | $492K | 6.8K | 1.86% | Trimmed(-5.7%) | |
| 10 | $463K | 13.1K | 1.75% | Added(+28.4%) | |
| 11 | $360K | 1.1K | 1.36% | Trimmed(-1.9%) | |
| 12 | $359K | 700 | 1.36% | Trimmed(-71.0%) | |
| 13 | $336K | 1.5K | 1.27% | Trimmed(-6.0%) | |
| 14 | $308K | 867 | 1.16% | Trimmed(-34.4%) | |
| 15 | $291K | 8.1K | 1.10% | Trimmed(-4.4%) | |
| 16 | $281K | 81.9K | 1.06% | Added(+18722.3%) | |
| 17 | $253K | 4.4K | 0.95% | Trimmed(-2.3%) | |
| 18 | $246K | 2.7K | 0.93% | Trimmed(-6.0%) | |
| 19 | $222K | 2.1K | 0.84% | Trimmed(-16.2%) | |
| 20 | $216K | 999 | 0.82% | Trimmed(-9.6%) |