Axim Planning & Wealth
All 13F Filings
- Location
- Springboro, OH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 95,068
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 | 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 |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.217 K
(1.3% of total reported value)
· QoQ Δ:
+153
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 89.48 K | 95.3% | 0 | 30.62 K | -30.62 K |
| ETFs | 4.369 K | 4.7% | 0 | 1.185 K | -1.185 K |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
95,068
Holdings
74
QoQ value change ($000)
-31,659
(-25.0%)
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.