Axim Planning & Wealth
RIA/Wealth
Axim Planning & Wealth is a RIA/Wealth based in Springboro, OH led by Luong Pham, managing $125.1M across 80 long positions as of Q3 2025 with 71% Unknown concentration, 79% concentrated in top 10 holdings, and 65% allocation to EH.
Managing PartnerLuong Pham
- Portfolio Value
- $125.1M
- Positions
- 80
- Top Holding
- EH at 64.94%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Axim Planning & Wealth's portfolio (78.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Unknown Unknown | $81.2M | 64.94% | -$443.2K Sold | — 4.4M shares | |
Unknown Unknown | $5.6M | 4.48% | +$181.2K Bought | — 332.8K shares | |
Steel Basic Materials | $2.9M | 2.35% | +$9.4K Bought | 0.05% 241.3K shares | |
ETF ETF | $2.1M | 1.70% | +$669.2K Bought | — 21.2K shares | |
Unknown Unknown | $1.3M | 1.00% | +$619.0K Bought | — 164.6K shares | |
ETF ETF | $1.2M | 0.98% | -$295.8K Sold | — 77.0K shares | |
Software - Infrastructure Technology | $1.1M | 0.90% | -$125.3K Sold | 0.00% 2.2K shares | |
ETF ETF | $1.0M | 0.81% | -$13.0K Sold | — 3.6K shares | |
Biotechnology Healthcare | $901.0K | 0.72% | +$901.0K New | 0.01% 21.8K shares | |
ETF ETF | $895.1K | 0.72% | +$895.1K Bought | — 9.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Axim Planning & Wealth's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Axim Planning & Wealth
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