Axim Planning & Wealth has filed its latest 13F-HR, reporting a total of $26.4 million in holdings as of September 30, 2026. This filing is significant as it provides insight into the company’s investment strategies and positions within the financial market.

Axim Planning & Wealth, based in Springboro, Ohio, is an institutional investment manager that focuses on wealth management and financial planning. The company is registered under the Central Index Key (CIK) 0001950607 and has been active in filing various forms with the SEC, including multiple 13F-HR submissions throughout the year.

The recent filing, accession number 0001420506-26-002379, indicates that Axim's portfolio includes a diverse range of investments. The report covers 21 different holdings, showcasing the firm’s strategy to maintain a varied investment approach. Notably, the filing states, "the total value of holdings is $26,453,627."

Among the companies in Axim's portfolio are well-known names such as Advanced Micro Devices Inc, Caterpillar Inc, and Microsoft Corp. The inclusion of these major corporations highlights Axim's focus on established firms within the technology and industrial sectors.

This filing may impact various stakeholders, including clients of Axim Planning & Wealth who rely on the firm’s investment strategies for their financial planning needs. Additionally, competitors in the financial advisory industry will be closely observing Axim's portfolio changes to gauge market trends and client preferences.

Looking ahead, it remains unclear what specific actions Axim Planning & Wealth will take following this filing. The document does not specify any upcoming votes or additional filings related to these holdings.