SEC 13F Intelligence

Managers / Q4 2024 · view latest →

Axim Planning & Wealth

CIK 0001950607 · 4 SYCAMORE CREEK DRIVE, SPRINGBORO, OH, 45066 · (937) 291-2060

Reported Value
$94M
Q4 2024
Positions
41
Filings on Record
16
2019–present window
Filed
Feb 11, 2025
original filing

Summary

Axim Planning & Wealth reported $94M in U.S.-listed holdings across 41 positions for Q4 2024.

The portfolio is heavily concentrated: EH alone accounts for 76.4% of reported value.

Compared with Q3 2024, the fund opened 7 new positions and exited 1.

Portfolio Metrics

Turnover
+6.5%
vs prior filed quarter
Top-10 Concentration
+93.6%
share of reported value
Largest Position
+76.4%
Ehang
New / Exited
7 / 1
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q3 ’22: $102MQ3 ’22Q4 ’22: $97MQ1 ’23: $101MQ1 ’23Q2 ’23: $111MQ3 ’23: $113MQ3 ’23Q4 ’23: $109MQ1 ’24: $123MQ1 ’24Q2 ’24: $83MQ3 ’24: $89MQ3 ’24Q4 ’24: $94MQ1 ’25: $113MQ1 ’25Q2 ’25: $109MQ3 ’25: $127MQ3 ’25Q4 ’25: $95MQ1 ’26: $82MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ADR: 76.7%Common Stock: 10.5%Closed-End Fund: 7.4%ETP: 5.4%
  • ADR · 76.7% · $72M
  • Common Stock · 10.5% · $10M
  • Closed-End Fund · 7.4% · $7M
  • ETP · 5.4% · $5M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
CLFCLEVELAND-CLIFFS INC NEWNEW+203.0K203.0K+$2M$2M
VBKVANGUARD INDEX FDSNEW+1.1K1.1K+$302,185$302,185
VBRVANGUARD INDEX FDSNEW+1.5K1.5K+$296,874$296,874
VTVVANGUARD INDEX FDSNEW+1.6K1.6K+$271,219$271,219
VEAVANGUARD TAX-MANAGED FDSNEW+4.9K4.9K+$235,753$235,753
CSCOCISCO SYS INCNEW+3.4K3.4K+$201,931$201,931
ARDCARES DYNAMIC CR ALLOCATION FNEW+10.2K10.2K+$154,439$154,439
TDUPTHREDUP INCSOLD OUT25.0K0$21,050$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2024

33 positions
#IssuerClass% PortfolioValueShares
1EHEHANG HLDGS LTDhistory →ADS76.37%$72M4.56M
2HPFHANCOCK JOHN PFD INCOME FD Ihistory →COM7.25%$7M411.3K
3QUALISHARES TRMSCI USA QLT FCT · S&P 500 GRWT ETF · S&P 500 VAL ETF · CORE S&P500 ETF · EAFE GRWTH ETF · EAFE VALUE ETF2.60%$2M19.0K
4CLFCLEVELAND-CLIFFS INC NEWhistory →COM2.03%$2M203.0K
5PGPROCTER AND GAMBLE COhistory →COM1.17%$1M6.6K
6MSFTMICROSOFT CORPhistory →COM1.14%$1M2.5K
7VBKVANGUARD INDEX FDSSML CP GRW ETF · SM CP VAL ETF · VALUE ETF0.93%$870,2784.2K
8USBUS BANCORP DELCOM NEW0.79%$737,68215.4K
9ETF SER SOLUTIONSAPTUS COLLRD INV · APTUS DRAWDOWN0.69%$651,52015.2K
10CCLCARNIVAL CORPUNIT 99/99/99990.66%$623,00025.0K
11PMPHILIP MORRIS INTL INCCOM0.52%$490,5474.1K
12JPMJPMORGAN CHASE & CO.COM0.50%$466,9551.9K
13TSLATESLA INCCOM0.46%$430,0901.1K
14DYNFBLACKROCK ETF TRUSTISHARES US EQUIT0.39%$366,0287.1K
15SOFISOFI TECHNOLOGIES INCCOM0.32%$297,40519.3K
16EXMOCEXXON MOBIL CORPCOM0.32%$296,0332.8K
17CATCATERPILLAR INCCOM0.31%$290,208800
18NIONIO INCSPON ADS0.31%$286,67465.8K
19AMZNAMAZON COM INCCOM0.30%$283,4521.3K
20QQQINVESCO QQQ TRUNIT SER 10.29%$275,042538
21MDLZMONDELEZ INTL INCCL A0.29%$269,2034.5K
22AAPLAPPLE INCCOM0.27%$250,4201.0K
23VEAVANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT0.25%$235,7534.9K
24GOOGLALPHABET INCCAP STK CL A0.24%$224,3211.2K
25METAMETA PLATFORMS INCCL A0.24%$223,079381
26MOALTRIA GROUP INCCOM0.23%$219,6184.2K
27BONDPIMCO ETF TRACTIVE BD ETF0.22%$210,2272.3K
28SBUXSTARBUCKS CORPCOM0.22%$210,1492.3K
29CSCOCISCO SYS INCCOM0.21%$201,9313.4K
30LCNBLCNB CORPCOM0.19%$173,99511.5K
31ARDCARES DYNAMIC CR ALLOCATION FCOM0.16%$154,43910.2K
32QSQUANTUMSCAPE CORPCOM CL A0.09%$80,65315.5K
33LUCID GROUP INCCOM0.05%$43,48814.4K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$82M84May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$95M74Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$127M83Nov 5, 202513F-HRchanges · EDGAR ↗
Q2 2025$109M71Aug 6, 202513F-HRchanges · EDGAR ↗
Q1 2025$113M45May 13, 202513F-HRchanges · EDGAR ↗
Q4 2024$94M41Feb 11, 202513F-HRchanges · EDGAR ↗
Q3 2024$89M35Nov 6, 202413F-HRchanges · EDGAR ↗
Q2 2024$83M27Jul 29, 202413F-HRchanges · EDGAR ↗
Q1 2024$123M24Apr 24, 202413F-HRchanges · EDGAR ↗
Q4 2023$109M28Jan 25, 202413F-HRchanges · EDGAR ↗
Q3 2023$113M28Nov 1, 202313F-HRchanges · EDGAR ↗
Q2 2023$111M24Jul 19, 202313F-HRchanges · EDGAR ↗
Q1 2023$101M24Apr 27, 202313F-HRchanges · EDGAR ↗
Q4 2022$97M26Feb 8, 202313F-HRchanges · EDGAR ↗
Q3 2022$102M167Nov 14, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.