Axim Planning & Wealth
All 13F Filings
- Location
- Springboro, OH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 82,441
- 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 | 5/14/2026 | 84 | 82,441 | 13F-HR | Axim Planning & Wealth |
| Q4 2025 | 2/13/2026 | 74 | 95,068 | 13F-HR | Axim Planning & Wealth |
| Q3 2025 | 11/5/2025 | 83 | 126,727 | 13F-HR | Axim Planning & Wealth |
| Q2 2025 | 8/6/2025 | 71 | 109,432 | 13F-HR | Axim Planning & Wealth |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
386
(0.5% of total reported value)
· QoQ Δ:
-831
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 64.39 K | 78.5% | 0 | 25.1 K | -25.1 K |
| ETFs | 17.67 K | 21.5% | 13.3 K | 0 | 13.3 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
82,441
Holdings
84
QoQ value change ($000)
-12,627
(-13.3%)
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.