Axim Planning & Wealth

Q3 2026 13F-HR Holdings

Location
Springboro, OH
Holdings as of
9/30/2026
Date filed
10/28/2026
Form type
13F-HR
Num holdings
21
Total value ($000)
$26,454
Net value change ($000)
-45,094 (-63.0%)
New positions
1
Sold out positions
69
Turnover %
117.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CLF 179 18.8%
MARA HOLDINGS INC 155 NEW
SCHD 55 8.4%
NKE 45 10.8%
PM 41 5.6%
SCHG 4 1.4%
Top Reduces (Value $000, Stocks/ETFs)
EH -11,571 -44.5%
BIL -2,228 -100.0%
XLK -1,146 -100.0%
GROZ -1,109 -100.0%
SMIZ -933 -100.0%
BTAL -854 -100.0%
PG -816 -100.0%
USB -791 -100.0%
BSJR -700 -100.0%
BSJQ -699 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type