WealthTrust Axiom LLC
All 13F Filings
- Location
- Wayne, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 406,427
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/11/2026 | 290 | 406,427 | 13F-HR | WealthTrust Axiom LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 369.5 K | 90.9% | 6.635 K | 0 | 6.635 K |
| ETFs | 35.28 K | 8.7% | 11 K | 0 | 11 K |
| Debt | 1.66 K | 0.4% | 77 | 0 | 77 |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
406,427
Holdings
290
QoQ value change ($000)
17,701
(4.6%)
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.