Axim Planning & Wealth

Q1 2026 13F-HR Holdings

Location
Springboro, OH
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
84
Total value ($000)
$82,441
Net value change ($000)
-12,627 (-13.3%)
New positions
20
Sold out positions
9
Turnover %
10.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
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)
BIL 714 44.5%
ARCM 653 68.7%
SCHD 441 NEW
CRM 428 NEW
EXPE 409 NEW
QCOM 394 NEW
ZETA 371 NEW
OSCR 325 NEW
VISN 297 NEW
NVO 288 NEW
Top Reduces (Value $000, Stocks/ETFs)
EH -14,354 -26.4%
HPF -941 -18.1%
WDC -655 -100.0%
ADBE -620 -100.0%
MEDP -588 -100.0%
RSP -304 -100.0%
VTV -257 -100.0%
BMY -230 -33.8%
LRCX -226 -34.7%
TOST -225 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 386 (0.5% of total reported value)
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