Long-term investor
Axim Planning & Wealth @aximplanningwealth
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001950607).
Record
- Tracked since 2025-06-30 (441 days), 179 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year -39.6% · all -39.6%
- Max drawdown n/a · win rate 17% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- EH · 36.9% · long · since 2025-06-30
- HPF · 5.4% · long · since 2025-06-30
- BIL · 3.1% · long · since 2025-09-30
- XLK · 1.6% · long · since 2025-06-30
- GROZ · 1.6% · long · since 2025-09-30
- AMD · 1.5% · long · since 2025-06-30
- CLF · 1.3% · long · since 2025-06-30
- SMIZ · 1.3% · long · since 2025-09-30
- CAT · 1.3% · long · since 2025-06-30
- MSFT · 1.3% · long · since 2025-06-30
- TDUP · 1.2% · long · since 2026-03-31
- BTAL · 1.2% · long · since 2025-06-30