WealthTrust Axiom LLC
All 13F Filings
- Location
- Wayne, PA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 388,726
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/13/2026 | 272 | 388,726 | 13F-HR | WealthTrust Axiom LLC |
| Q3 2025 | 11/14/2025 | 270 | 373,309 | 13F-HR | WealthTrust Axiom LLC |
| Q2 2025 | 8/13/2025 | 262 | 340,103 | 13F-HR | WealthTrust Axiom LLC |
| Q2 2014 | 8/1/2014 | 220 | 295,359 | 13F-HR | WealthTrust Axiom LLC |
| Q1 2014 | 4/30/2014 | 209 | 277,712 | 13F-HR | WealthTrust Axiom LLC |
| Q4 2013 | 2/7/2014 | 196 | 259,762 | 13F-HR | WealthTrust Axiom LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 362.9 K | 93.3% | 12.35 K | 0 | 12.35 K |
| ETFs | 24.28 K | 6.2% | 2.984 K | 0 | 2.984 K |
| Debt | 1.583 K | 0.4% | 81 | 0 | 81 |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
388,726
Holdings
272
QoQ value change ($000)
15,417
(4.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.