Axim Planning & Wealth

Q2 2026 13F-HR Holdings

Location
Springboro, OH
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
92
Total value ($000)
$71,548
Net value change ($000)
-10,893 (-13.2%)
New positions
14
Sold out positions
8
Turnover %
9.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 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)
AMD 685 166.3%
LAMR 484 NEW
TDUP 432 170.1%
SHOP 423 NEW
FTI 381 NEW
VOD 376 NEW
MU 347 NEW
CAT 327 55.5%
CSCO 290 NEW
XLK 242 26.8%
Top Reduces (Value $000, Stocks/ETFs)
EH -13,906 -34.8%
ARCM -1,200 -74.9%
EXEL -519 -100.0%
JPM -454 -100.0%
CRM -428 -100.0%
LRCX -426 -100.0%
QCOM -394 -100.0%
HPF -356 -8.4%
NIO -330 -43.3%
VRIG -226 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 773 (1.1% 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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type