Axim Planning & Wealth
All 13F Filings
- Location
- Springboro, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 71,548
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 92 | 71,548 | 13F-HR | Axim Planning & Wealth |
| 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 |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
772
(1.1% of total reported value)
· QoQ Δ:
+386
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 52.3 K | 73.9% | 0 | 12.09 K | -12.09 K |
| ETFs | 18.48 K | 26.1% | 806 | 0 | 806 |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
71,548
Holdings
92
QoQ value change ($000)
-10,893
(-13.2%)
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.