Skip to main content
Livermore
Livermore
ZHEN

Axim Planning & Wealth

SEC CIK
0001950607
Latest filing
Aug 13, 2026

The latest 13F from Axim Planning & Wealth covers Q2 2026 (filed Aug 13, 2026): 89 long positions worth $70.8M. The top 10 holdings make up 55.4% of the portfolio, and the largest is EHang Holdings Ltd (EH) at 36.8%. Livermore has 17 filings on Form 13F from this institution, going back to Q2 2022.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
14
Est. +$4.08M
Added
18
Est. +$1.29M
Reduced
55
Est. −$5.20M
Sold out
8
Est. −$2.67M

Top 5 holdings

Share of this quarter's portfolio value

  1. EHEHang Holdings Ltd
    36.8%$26.0MHistory
  2. HPFJohn Hancock Preferred Income Fund II
    5.5%$3.89MHistory
  3. State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663
    3.1%$2.23M
  4. State Street Technology Select Sector SPDR ETF81369Y803
    1.6%$1.15M
  5. Zacks Trust98888G808
    1.6%$1.11M

Biggest buys

New and added positions, by estimated amount bought

  1. LAMRLamar Advertising Co
    +$484.5KNewHistory
  2. SHOPShopify Inc.
    +$422.7KNewHistory
  3. FTITechnipFMC plc
    +$380.6KNewHistory
  4. VODVodafone Group Public Ltd Co
    +$376.0KNewHistory
  5. MUMicron Technology Inc
    +$347.4KNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. LAMRLamar Advertising Co
    +0.68 pp0.0% → 0.7%History
  2. TDUPThredUp Inc.
    +0.66 pp0.3% → 1.0%History
  3. SHOPShopify Inc.
    +0.60 pp0.0% → 0.6%History
  4. CATCaterpillar Inc
    +0.58 pp0.7% → 1.3%History
  5. FTITechnipFMC plc
    +0.54 pp0.0% → 0.5%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Arrow Invts Tr042765719
    −$1.20MReduced
  2. EHEHang Holdings Ltd
    −$912.1KReducedHistory
  3. EXELExelixis, Inc.
    −$518.8KSold outHistory
  4. JPMJPMorgan Chase & Co
    −$454.2KSold outHistory
  5. CRMSalesforce, Inc.
    −$427.8KSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. EHEHang Holdings Ltd
    −11.89 pp48.7% → 36.8%History
  2. Arrow Invts Tr042765719
    −1.38 pp2.0% → 0.6%
  3. EXELExelixis, Inc.
    −0.63 pp0.6% → 0.0%History
  4. JPMJPMorgan Chase & Co
    −0.55 pp0.6% → 0.0%History
  5. CRMSalesforce, Inc.
    −0.52 pp0.5% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$70.8M
−$11.3M (−13.7%) vs. prior quarter
Positions
89
+6 vs. prior quarter
Top 10 concentration
55.4%
Top 10 as share of value
Turnover
7.0%
Q2 2026, one quarter
Average holding period
10.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q2 2022), so positions held before then are understated.

13F filings by quarter

17 quarters, going back to Q2 2022. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $128.9M (Q2 2022)

Q2 2022: $128.9MQ3 2022: $101.6MQ4 2022: $97.3MQ1 2023: $101.0MQ2 2023: $111.3MQ3 2023: $113.2MQ4 2023: $109.3MQ1 2024: $123.3MQ2 2024: $83.5MQ3 2024: $88.8MQ4 2024: $93.9MQ1 2025: $112.8MQ2 2025: $109.4MQ3 2025: $125.7MQ4 2025: $93.9MQ1 2026: $82.1MQ2 2026: $70.8M
Q2 2022Q2 2026
13F filings of Axim Planning & Wealth by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 13, 202689$70.8MEHHPFState Street SPDR Bloomberg 1-3 Month T-Bill ETFvs. Q1 2026SEC
Q1 2026May 14, 202683$82.1MEHHPFState Street SPDR Bloomberg 1-3 Month T-Bill ETFvs. Q4 2025SEC
Q4 2025Feb 13, 202672$93.9MEHHPFState Street SPDR Bloomberg 1-3 Month T-Bill ETFvs. Q3 2025SEC
Q3 2025Nov 5, 202581$125.7MEHHPFCLFvs. Q2 2025SEC
Q2 2025Aug 6, 202571$109.4MEHHPFCLFvs. Q1 2025SEC
Q1 2025May 13, 202545$112.8MEHHPFCLFvs. Q4 2024SEC
Q4 2024Feb 11, 202541$93.9MEHHPFCLFvs. Q3 2024SEC
Q3 2024Nov 6, 202435$88.8MEHHPFCCLvs. Q2 2024SEC
Q2 2024Jul 29, 202427$83.5MEHHPFCCLvs. Q1 2024SEC
Q1 2024Apr 24, 202424$123.3MEHKraneshares TrustCCLvs. Q4 2023SEC
Q4 2023Jan 25, 202428$109.3MEHKraneshares TrustCCLvs. Q3 2023SEC
Q3 2023Nov 1, 202328$113.2MEHKraneshares TrustCCLvs. Q2 2023SEC
Q2 2023Jul 19, 202324$111.3MEHKraneshares TrustBOILvs. Q1 2023SEC
Q1 2023Apr 27, 202324$101.0MKraneshares TrustEHBOILvs. Q4 2022SEC
Q4 2022Feb 8, 202326$97.3MKraneshares TrustEHNIOvs. Q3 2022SEC
Q3 2022Nov 14, 2022167$101.6MInvesco Exchange Traded FD TNIOEHvs. Q2 2022SEC
Q2 2022Oct 13, 2022156$128.9MInvesco Exchange Traded FD TNIOEH–SEC

13D and 13G filings

Companies where Axim Planning & Wealth reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

1 company, largest stake first.

Companies where Axim Planning & Wealth owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
EHEHang Holdings Ltd13G/A5.30%7.99M shares−1.90 ppfrom 7.20%Mar 6, 20243 filingsAug 13, 2026SEC

Latest filings

3 filings on file made by Axim Planning & Wealth or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by Axim Planning & Wealth
CompanyFiled (ET)FormStakeChangeEvent dateFiling
EHEHang Holdings LtdAug 13, 20269:44 PM ET13G/A5.30%7.99M shares−1.90 ppfrom 7.20%Jun 30, 2026SEC
EHEHang Holdings LtdNov 18, 202412:40 PM ET13G/A7.20%9.16M shares–Sep 30, 2024SEC
EHEHang Holdings LtdMar 6, 202413GOld format–New–SEC