Axiom Advisory

Latest statistics and disclosures from Axiom Advisory's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VUG, BND, VOT, VTV, EFG, and represent 63.22% of Axiom Advisory's stock portfolio.
  • Added to shares of these 10 stocks: BND, VTV, VOT, EFG, VWO, VOE, VBK, VNQ, VBR, COMT.
  • Reduced shares in these 7 stocks: , AMZN, VOO, VUG, QCOM, VTI, BSV.
  • Sold out of its position in TSLA.
  • Axiom Advisory was a net buyer of stock by $4.1M.
  • Axiom Advisory has $136M in assets under management (AUM), dropping by 9.37%.
  • Central Index Key (CIK): 0001910475

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Positions held by Axiom Advisory consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Axiom Advisory

Axiom Advisory holds 36 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 25.9 $35M 102k 344.20
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 17.6 $24M +11% 329k 72.63
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 7.5 $10M +2% 43k 235.79
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Vanguard Index Fds Value Etf (VTV) 6.3 $8.6M +5% 53k 162.86
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Ishares Tr Eafe Grwth Etf (EFG) 5.9 $8.0M +2% 77k 103.79
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 4.7 $6.4M +2% 25k 260.72
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 3.7 $5.0M 43k 116.84
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Vanguard Index Fds Total Stk Mkt (VTI) 3.2 $4.4M 17k 259.90
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Vanguard Index Fds Sm Cp Val Etf (VBR) 3.0 $4.1M +3% 21k 191.88
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Vanguard Index Fds Real Estate Etf (VNQ) 2.5 $3.5M +4% 40k 86.48
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Alphabet Cap Stk Cl C (GOOG) 2.4 $3.2M 21k 152.26
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 2.2 $3.0M +7% 19k 155.91
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.0 $2.7M +8% 65k 41.77
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Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.9 $2.6M +3% 52k 49.55
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Vanguard Bd Index Fds Short Trm Bond (BSV) 1.5 $2.1M 27k 76.67
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Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 1.5 $2.0M +7% 75k 27.00
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.1 $1.5M 20k 77.31
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Uber Technologies (UBER) 1.0 $1.4M +2% 18k 76.99
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Apple (AAPL) 1.0 $1.3M +5% 7.8k 171.48
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $822k +5% 16k 50.17
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Microsoft Corporation (MSFT) 0.5 $705k 1.7k 420.76
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $620k -13% 1.3k 480.55
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Qualcomm (QCOM) 0.4 $587k -8% 3.5k 169.28
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Intuit (INTU) 0.4 $583k 897.00 650.32
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Chevron Corporation (CVX) 0.4 $516k 3.3k 157.72
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $335k 796.00 420.52
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Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 0.2 $305k 6.1k 50.38
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Amazon (AMZN) 0.2 $305k -29% 1.7k 180.38
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Airbnb Com Cl A (ABNB) 0.2 $292k 1.8k 164.96
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Meta Platforms Cl A (META) 0.2 $288k 594.00 485.59
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $275k 3.3k 84.45
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Ishares Tr U.s. Tech Etf (IYW) 0.2 $272k 2.0k 135.09
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $268k +9% 603.00 444.22
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Ishares Tr Russell 2000 Etf (IWM) 0.2 $224k 1.1k 210.25
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Nordstrom (JWN) 0.1 $203k 10k 20.27
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Northern Lts Fd Tr Iv Main Buywrite (BUYW) 0.1 $170k 12k 13.67
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Past Filings by Axiom Advisory

SEC 13F filings are viewable for Axiom Advisory going back to 2021