13F Filings History of Axim Planning & Wealth

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$93,850,750
Signature - Title
Giselle Casella - Chief Compliance Officer
Location
Springboro, OH
Summary
This page shows a list of all the recent 13F filings made by Axim Planning & Wealth. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Axim Planning & Wealth reported 72 stock holdings with total value $93,850,750 as of Q4 2025. Top holdings included EH, HPF, BIL, CLF, and XLK.

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Holdings Value

List of Other Managers Reporting for Axim Planning & Wealth:

Name Holdings Value Location File Number
FOUNDATIONS INVESTMENT ADVISORS, LLC $7,624,732,644 Phoenix, AZ 028-18893
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 72 $93,850,750 +$9,962,669 -$17,185,901 -$7,223,232 EH, HPF, BIL, CLF, XLK 13F-HR 13 Feb 2026, 16:24
Q3 2025 81 $125,662,741 +$18,414,689 -$10,463,279 +$7,951,410 EH, HPF, CLF, ARCM, NIO 13F-HR 05 Nov 2025, 13:42
Q2 2025 71 $109,431,508 +$13,442,012 -$2,336,181 +$11,105,831 EH, HPF, CLF, BTAL, ARCM 13F-HR 05 Aug 2025, 19:54
Q1 2025 45 $112,831,552 +$5,480,670 -$9,459,244 -$3,978,574 EH, HPF, CLF, PG, MSFT 13F-HR 13 May 2025, 13:18
Q4 2024 41 $93,926,080 +$4,150,335 -$7,455,149 -$3,304,814 EH, HPF, CLF, PG, MSFT 13F-HR 11 Feb 2025, 15:21
Q3 2024 35 $88,843,814 +$3,351,829 -$1,763,358 +$1,588,471 EH, HPF, CCL, PG, MSFT 13F-HR 05 Nov 2024, 17:50
Q2 2024 27 $83,489,599 +$12,474,399 -$23,968,940 -$11,494,541 EH, HPF, CCL, MSFT, PG 13F-HR 29 Jul 2024, 11:57
Q1 2024 24 $123,251,934 +$7,973,033 -$7,587,492 +$385,541 EH, KWEB, CCL, HPF, PG 13F-HR 24 Apr 2024, 13:55
Q4 2023 28 $109,323,041 +$5,147,539 -$6,965,645 -$1,818,106 EH, KWEB, CCL, HPF, PG 13F-HR 25 Jan 2024, 11:54
Q3 2023 28 $113,198,732 +$13,373,929 -$16,300,351 -$2,926,422 EH, KWEB, CCL, PG, MSFT 13F-HR 01 Nov 2023, 14:18
Q2 2023 24 $111,316,344 +$12,555,025 -$12,907,681 -$352,656 EH, KWEB, BOIL, CCL, BABA 13F-HR 19 Jul 2023, 14:50
Q1 2023 24 $100,984,757 +$17,499,932 -$23,862,808 -$6,362,876 KWEB, EH, BOIL, CCL, BABA 13F-HR 26 Apr 2023, 17:37
Q4 2022 26 $97,297,444 +$53,222,015 -$61,387,815 -$8,165,800 KWEB, EH, NIO, CCL, BABA 13F-HR 08 Feb 2023, 15:06
Q3 2022 160 $101,591,000 +$7,954,194 -$1,511,417 +$6,442,777 PGJ, NIO, EH, CCL, DKNG 13F-HR 14 Nov 2022, 15:50
Q2 2022 145 $128,883,000 $0 $0 $0 PGJ, NIO, EH, CCL, DKNG 13F-HR 13 Oct 2022, 15:47