# EDGAR Filing Document

**Accession Number:** 0001950607
**File Stem:** 0001941040-25-000429
**Filing Date:** 2025-8
**Character Count:** 10956
**Document Hash:** 86ffed8bb4c4eef444d96cc320c8c8e5
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001941040-25-000429.hdr.sgml**: 20250806

**ACCESSION NUMBER**: 0001941040-25-000429

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250806

**DATE AS OF CHANGE**: 20250805

**EFFECTIVENESS DATE**: 20250806

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Axim Planning & Wealth
- **CENTRAL INDEX KEY:** 0001950607

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** OH
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22663
- **FILM NUMBER:** 251186797

**BUSINESS ADDRESS:**
- **STREET 1:** 4 SYCAMORE CREEK DRIVE
- **CITY:** SPRINGBORO
- **STATE:** OH
- **ZIP:** 45066
- **BUSINESS PHONE:** (937) 291-2060

**MAIL ADDRESS:**
- **STREET 1:** 4 SYCAMORE CREEK DRIVE
- **CITY:** SPRINGBORO
- **STATE:** OH
- **ZIP:** 45066

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Axim Planning  Wealth<br>**Address:** 4 SYCAMORE CREEK DRIVE<br>SPRINGBORO, OH 45066

**Form 13F File Number:** 028-22663

**CRD Number (if applicable):** 000319618

**SEC File Number (if applicable):** 801-124695

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Giselle Casella<br>**Title:** Chief Compliance Officer<br>**Phone:** 941-786-4482

**Signature, Place, and Date of Signing:**

Giselle Casella  SPRINGBORO, OH  08-05-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[ ] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[x] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 71

**Form 13F Information Table Value Total:** $109431508

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

|   No. | Name                                | Form 13F File Number   |   CRD Number | SEC File Number   |
|---:|:---|:---|---:|:---|
|     1 | FOUNDATIONS INVESTMENT ADVISORS LLC | 028-18893              |    000175083 | 801-100512        |

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 448546 | 3161 | SH |  | SOLE |  | 0 | 0 | 3161 |
| AGF INVTS TR | US MARKET NETRL | 00110G408 |  | 1692527 | 95623 | SH |  | SOLE |  | 0 | 0 | 95623 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 234285 | 3996 | SH |  | SOLE |  | 0 | 0 | 3996 |
| AMAZON COM INC | COM | 023135106 |  | 277528 | 1265 | SH |  | SOLE |  | 0 | 0 | 1265 |
| ARES DYNAMIC CR ALLOCATION F | COM | 04014F102 |  | 167156 | 11755 | SH |  | SOLE |  | 0 | 0 | 11755 |
| ARROW INVTS TR | RESV CAP ETF | 042765719 |  | 1456006 | 14531 | SH |  | SOLE |  | 0 | 0 | 14531 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 287576 | 592 | SH |  | SOLE |  | 0 | 0 | 592 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 |  | 493898 | 9069 | SH |  | SOLE |  | 0 | 0 | 9069 |
| BRINKER INTL INC | COM | 109641100 |  | 204855 | 1136 | SH |  | SOLE |  | 0 | 0 | 1136 |
| CATERPILLAR INC | COM | 149123101 |  | 310568 | 800 | SH |  | SOLE |  | 0 | 0 | 800 |
| CELESTICA INC | COM | 15101Q207 |  | 392148 | 2512 | SH |  | SOLE |  | 0 | 0 | 2512 |
| CELLEBRITE DI LTD | ORDINARY SHARES | M2197Q107 |  | 172800 | 10800 | SH |  | SOLE |  | 0 | 0 | 10800 |
| CENTRUS ENERGY CORP | CL A | 15643U104 |  | 200033 | 1092 | SH |  | SOLE |  | 0 | 0 | 1092 |
| CISCO SYS INC | COM | 17275R102 |  | 218478 | 3149 | SH |  | SOLE |  | 0 | 0 | 3149 |
| CLEVELAND-CLIFFS INC NEW | COM | 185899101 |  | 1828340 | 240571 | SH |  | SOLE |  | 0 | 0 | 240571 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 689988 | 697 | SH |  | SOLE |  | 0 | 0 | 697 |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 |  | 259900 | 2807 | SH |  | SOLE |  | 0 | 0 | 2807 |
| EHANG HLDGS LTD | ADS | 26853E102 |  | 76353481 | 4398242 | SH |  | SOLE |  | 0 | 0 | 4398242 |
| ENOVIX CORPORATION | COM | 293594107 |  | 253868 | 24552 | SH |  | SOLE |  | 0 | 0 | 24552 |
| ETF SER SOLUTIONS | APTUS COLLRD INV | 26922A222 |  | 280112 | 6766 | SH |  | SOLE |  | 0 | 0 | 6766 |
| ETF SER SOLUTIONS | APTUS DRAWDOWN | 26922A784 |  | 235409 | 4884 | SH |  | SOLE |  | 0 | 0 | 4884 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 237160 | 2200 | SH |  | SOLE |  | 0 | 0 | 2200 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 289470 | 409 | SH |  | SOLE |  | 0 | 0 | 409 |
| GRAB HOLDINGS LIMITED | CLASS A ORD | G4124C109 |  | 203614 | 40480 | SH |  | SOLE |  | 0 | 0 | 40480 |
| HANCOCK JOHN PFD INCOME FD I | COM | 41013X106 |  | 5091737 | 322058 | SH |  | SOLE |  | 0 | 0 | 322058 |
| INVESCO ACTIVELY MANAGED EXC | TOTAL RETURN | 46090A804 |  | 408365 | 8709 | SH |  | SOLE |  | 0 | 0 | 8709 |
| INVESCO EXCH TRADED FD TR II | SR LN ETF | 46138G508 |  | 220371 | 10534 | SH |  | SOLE |  | 0 | 0 | 10534 |
| INVESCO EXCH TRADED FD TR II | EQUAL WEGT 0-30 | 46138E107 |  | 274892 | 10007 | SH |  | SOLE |  | 0 | 0 | 10007 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 381109 | 2097 | SH |  | SOLE |  | 0 | 0 | 2097 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 218064 | 1947 | SH |  | SOLE |  | 0 | 0 | 1947 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 297086 | 4680 | SH |  | SOLE |  | 0 | 0 | 4680 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 235033 | 978 | SH |  | SOLE |  | 0 | 0 | 978 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 660711 | 3614 | SH |  | SOLE |  | 0 | 0 | 3614 |
| ISHARES TR | S 100 ETF | 464287101 |  | 396568 | 1303 | SH |  | SOLE |  | 0 | 0 | 1303 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 637039 | 5786 | SH |  | SOLE |  | 0 | 0 | 5786 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 322052 | 1648 | SH |  | SOLE |  | 0 | 0 | 1648 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 284406 | 2867 | SH |  | SOLE |  | 0 | 0 | 2867 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 301913 | 4868 | SH |  | SOLE |  | 0 | 0 | 4868 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 524447 | 1809 | SH |  | SOLE |  | 0 | 0 | 1809 |
| LCNB CORP | COM | 50181P100 |  | 167095 | 11500 | SH |  | SOLE |  | 0 | 0 | 11500 |
| META PLATFORMS INC | CL A | 30303M102 |  | 306307 | 415 | SH |  | SOLE |  | 0 | 0 | 415 |
| MICROSOFT CORP | COM | 594918104 |  | 1205722 | 2424 | SH |  | SOLE |  | 0 | 0 | 2424 |
| MIDCAP FINANCIAL INVSTMNT CO | COM NEW | 03761U502 |  | 148664 | 11780 | SH |  | SOLE |  | 0 | 0 | 11780 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 303952 | 4507 | SH |  | SOLE |  | 0 | 0 | 4507 |
| NEBIUS GROUP N.V. | SHS CLASS A | N97284108 |  | 231833 | 4190 | SH |  | SOLE |  | 0 | 0 | 4190 |
| NIO INC | SPON ADS | 62914V106 |  | 285887 | 83349 | SH |  | SOLE |  | 0 | 0 | 83349 |
| NUTEX HEALTH INC | COM | 67079U306 |  | 200055 | 1607 | SH |  | SOLE |  | 0 | 0 | 1607 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 291966 | 1848 | SH |  | SOLE |  | 0 | 0 | 1848 |
| ORACLE CORP | COM | 68389X105 |  | 212290 | 971 | SH |  | SOLE |  | 0 | 0 | 971 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 742180 | 4075 | SH |  | SOLE |  | 0 | 0 | 4075 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 884863 | 5554 | SH |  | SOLE |  | 0 | 0 | 5554 |
| SELECT SECTOR SPDR TR | COMMUNICATION | 81369Y852 |  | 398088 | 3668 | SH |  | SOLE |  | 0 | 0 | 3668 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 |  | 223415 | 1028 | SH |  | SOLE |  | 0 | 0 | 1028 |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 |  | 207526 | 2563 | SH |  | SOLE |  | 0 | 0 | 2563 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 326684 | 6238 | SH |  | SOLE |  | 0 | 0 | 6238 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 227930 | 1691 | SH |  | SOLE |  | 0 | 0 | 1691 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 921504 | 3639 | SH |  | SOLE |  | 0 | 0 | 3639 |
| SIMPLIFY EXCHANGE TRADED FUN | MANAGED FUTURES | 82889N699 |  | 727087 | 27191 | SH |  | SOLE |  | 0 | 0 | 27191 |
| SNOWFLAKE INC | CL A | 833445109 |  | 213477 | 954 | SH |  | SOLE |  | 0 | 0 | 954 |
| SOFI TECHNOLOGIES INC | COM | 83406F102 |  | 284987 | 15650 | SH |  | SOLE |  | 0 | 0 | 15650 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 242815 | 393 | SH |  | SOLE |  | 0 | 0 | 393 |
| SSR MINING IN | COM | 784730103 |  | 198903 | 15579 | SH |  | SOLE |  | 0 | 0 | 15579 |
| TESLA INC | COM | 88160R101 |  | 665180 | 2094 | SH |  | SOLE |  | 0 | 0 | 2094 |
| TOAST INC | CL A | 888787108 |  | 203025 | 4584 | SH |  | SOLE |  | 0 | 0 | 4584 |
| US BANCORP DEL | COM NEW | 902973304 |  | 697891 | 15423 | SH |  | SOLE |  | 0 | 0 | 15423 |
| VANECK ETF TRUST | BDC INCOME ETF | 92189F411 |  | 164493 | 10104 | SH |  | SOLE |  | 0 | 0 | 10104 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 217446 | 496 | SH |  | SOLE |  | 0 | 0 | 496 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 300635 | 1701 | SH |  | SOLE |  | 0 | 0 | 1701 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 274171 | 990 | SH |  | SOLE |  | 0 | 0 | 990 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 255073 | 1308 | SH |  | SOLE |  | 0 | 0 | 1308 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 258825 | 4540 | SH |  | SOLE |  | 0 | 0 | 4540 |

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