Axim Planning & Wealth Portfolio Holdings

Axim Planning & Wealth

  • $122 Million
  • Q3 2025

Axim Planning & Wealth has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $122 Million distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: E Hang Holdings LTD with a value of $81.2M, John Hancock Preferred Income Fund Ii with a value of $5.61M, Cleveland Cliffs Inc. with a value of $2.94M, Nio Inc. with a value of $1.25M, and Agf Invts Tr Agfiq Us Mkt Neut with a value of $1.23M.

Examining the 13F form we can see an increase of $15M in the current position value, from $107M to 122M.

Axim Planning & Wealth is based out at Dayton, OH

Below you can find more details about Axim Planning & Wealth portfolio as well as his latest detailed transactions.

Portfolio value $122 Million
Industrials: $82.9 Million
ETFs: $14.7 Million
Financial Services: $8.63 Million
Technology: $4.08 Million
Basic Materials: $2.94 Million
Consumer Defensive: $2.84 Million
Consumer Cyclical: $2.8 Million
Healthcare: $2.37 Million
Other: $497,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$866M
$81.2 Million 66.7% of portfolio
4,374,378
Q3 2025 Reduced 0.54%
$0
$5.61 Million 4.6% of portfolio
332,810
Q3 2025 Added 3.34%
$5.53B
$2.94 Million 2.42% of portfolio
241,339
Q3 2025 Added 0.32%
$10.3B
$1.25 Million 1.03% of portfolio
164,583
Q3 2025 Added 97.46%
$0
$1.23 Million 1.01% of portfolio
77,041
Q3 2025 Reduced 19.43%
$3.8T
$1.13 Million 0.93% of portfolio
2,182
Q3 2025 Reduced 9.98%
$0
$1.01 Million 0.83% of portfolio
3,593
Q3 2025 Reduced 1.26%
$13.4B
$901,000 0.74% of portfolio
21,817
Q3 2025 New
$0
$895,000 0.73% of portfolio
9,756
Q3 2025 New
$350B
$811,000 0.67% of portfolio
5,281
Q3 2025 Reduced 4.92%
$70B
$759,000 0.62% of portfolio
15,722
Q3 2025 Added 1.94%
$474B
$669,000 0.55% of portfolio
3,587
Q3 2025 Added 94.1%
$0
$653,000 0.54% of portfolio
28,729
Q3 2025 New
$241B
$660,000 0.54% of portfolio
4,075
Q1 2025 Reduced 0.02%
$0
$640,000 0.53% of portfolio
19,052
Q3 2025 New
$174B
$618,000 0.51% of portfolio
4,165
Q3 2025 New
$0
$610,000 0.5% of portfolio
26,488
Q3 2025 New
$540B
$611,000 0.5% of portfolio
1,791
Q3 2025 New
$0
$604,000 0.5% of portfolio
28,018
Q3 2025 New
$1.28T
$607,000 0.5% of portfolio
1,366
Q3 2025 Reduced 34.77%
$0
$610,000 0.5% of portfolio
27,654
Q3 2025 New
$1.82B
$600,000 0.49% of portfolio
5,949
Q3 2025 New
$27.2B
$582,000 0.48% of portfolio
2,684
Q3 2025 New
$40.2B
$585,000 0.48% of portfolio
2,741
Q3 2025 New
$65.1B
$556,000 0.46% of portfolio
6,959
Q3 2025 New
$244B
$564,000 0.46% of portfolio
2,381
Q3 2025 New
$891B
$541,000 0.44% of portfolio
1,717
Q3 2025 Reduced 5.09%
$0
$426,000 0.35% of portfolio
4,257
Q3 2025 Added 48.48%
$0
$425,000 0.35% of portfolio
3,593
Q3 2025 Reduced 2.04%
$292B
$396,000 0.33% of portfolio
832
Q3 2025 Added 4.0%
$0
$404,000 0.33% of portfolio
5,319
Q3 2025 Added 107.53%
$398B
$398,000 0.33% of portfolio
2,465
Q3 2025 Reduced 22.02%
$0
$387,000 0.32% of portfolio
13,871
Q3 2025 Reduced 48.99%
$0
$393,000 0.32% of portfolio
2,073
Q3 2025 Reduced 1.14%
$0
$378,000 0.31% of portfolio
4,340
Q3 2025 New
$0
$370,000 0.3% of portfolio
6,886
Q3 2025 Added 10.39%
$0
$353,000 0.29% of portfolio
7,434
Q3 2025 Reduced 14.64%
$0
$344,000 0.28% of portfolio
3,948
Q3 2025 New
$24.1B
$345,000 0.28% of portfolio
8,148
Q3 2025 New
$22.2B
$341,000 0.28% of portfolio
12,929
Q3 2025 Reduced 17.39%
$0
$318,000 0.26% of portfolio
3,563
Q3 2025 New
$0
$307,000 0.25% of portfolio
4,716
Q3 2025 Reduced 3.12%
$0
$305,000 0.25% of portfolio
1,638
Q3 2025 Reduced 3.7%
$0
$307,000 0.25% of portfolio
1,979
Q3 2025 New
$0
$287,000 0.24% of portfolio
967
Q3 2025 Reduced 2.32%
$157B
$292,000 0.24% of portfolio
2,637
Q3 2025 New
$0
$291,000 0.24% of portfolio
2,833
Q3 2025 New
$308B
$292,000 0.24% of portfolio
4,412
Q3 2025 New
$77.9B
$295,000 0.24% of portfolio
4,724
Q3 2025 Added 4.81%

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $122 Million
  • Prior Value $107 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 36 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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