13F Filings History of Axim Planning & Wealth

Latest 13F report
Q3 2025 - 05 Nov 2025
Value $
$125,662,741
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 81 stock holdings with total value $125,662,741 as of Q3 2025. Top holdings included EH, HPF, CLF, ARCM, and NIO.

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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 $6,880,297,656 Phoenix, AZ 028-18893
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 81 $125,662,741 +$18,414,689 -$10,463,277 +$7,951,412 EH, HPF, CLF, ARCM, NIO 13F-HR 05 Nov 2025, 13:42
Q2 2025 71 $109,431,508 +$13,442,013 -$2,336,181 +$11,105,832 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 +$4,150,334 -$7,455,149 -$3,304,815 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 +$5,402,845 -$23,968,940 -$18,566,095 EH, HPF, CCL, MSFT, PG 13F-HR 29 Jul 2024, 11:57
Q1 2024 23 $37,411,534 +$2,405,207 -$7,587,493 -$5,182,286 KWEB, CCL, HPF, PG, MSFT 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 27 $45,679,306 +$2,371,494 -$16,300,345 -$13,928,851 KWEB, CCL, PG, MSFT, JPM 13F-HR 01 Nov 2023, 14:18
Q2 2023 24 $111,316,344 +$12,555,025 -$1,612,442 +$10,942,583 EH, KWEB, BOIL, CCL, BABA 13F-HR 19 Jul 2023, 14:50
Q1 2023 24 $100,984,757 +$17,499,932 -$18,691,099 -$1,191,167 KWEB, EH, BOILXXXX, CCL, BABA 13F-HR 26 Apr 2023, 17:37
Q4 2022 26 $97,297,444 +$53,222,015 -$56,740,784 -$3,518,769 KWEB, EH, NIO, CCL, BABA 13F-HR 08 Feb 2023, 14:06
Q3 2022 150 $101,591,000 +$8,210,843 -$1,272,418 +$6,938,425 PGJ, NIO, EH, CCL, DKNG 13F-HR 14 Nov 2022, 14:50
Q2 2022 130 $128,883,000 $0 PGJ, NIO, EH, CCL, DKNG 13F-HR 13 Oct 2022, 15:47