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Axiom Financial Strategies

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

Top 5 stock holdings are VO, FTCS, TIP, VGT, COMB, and represent 51.55% of Axiom Financial Strategies's stock portfolio.
Added to shares of these 10 stocks: FTCS (+$23M), BLV, COMB, VO, VWO, VB, VFH, QQQ, AMZN, VHT.
Started 3 new stock positions in FTCS, QQQ, AMZN.
Reduced shares in these 10 stocks: VV (-$6.8M), IVV (-$5.9M), TIP, WSBC, BSV, SHM, , JNJ, PZA, VGT.
Sold out of its positions in IVV, JNJ, UNH, WSBC.
Axiom Financial Strategies was a net buyer of stock by $14M.
Axiom Financial Strategies has $180M in assets under management (AUM), dropping by 12.95%.
Central Index Key (CIK): 0001831985

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

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Portfolio Holdings for Axiom Financial Strategies

Axiom Financial Strategies holds 36 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Mid Cap Etf Etf (VO)	14.9	$27M		127k	210.92	View chart
First Trust Capital Etf Strength Etf (FTCS)	12.8	$23M	NEW	315k	72.94	View chart
Ishares Tip Bond Etf Etf (TIP)	11.0	$20M	-5%	179k	110.25	View chart
Vanguard Information Etf Technology Etf (VGT)	8.2	$15M		38k	385.47	View chart
Graniteshares Etf Tr Etf Bloomberg Commodity Broad Strategy No K-1 Etf (COMB)	4.7	$8.4M	+33%	397k	21.25	View chart
Vanguard Health Care Etf Etf (VHT)	4.5	$8.0M	+2%	34k	238.46	View chart
Vanguard Small Cap Etf Etf (VB)	4.2	$7.5M	+3%	40k	189.56	View chart
Spdr Nuveen Etf Bloomberg Short Term Municipal Bond Etf Etf (SHM)	4.0	$7.2M	-2%	152k	47.55	View chart
Vanguard Long Term Etf Bond Etf (BLV)	3.9	$7.1M	+78%	92k	76.64	View chart
Vanguard Short Term Etf Etf Etf (BSV)	3.7	$6.6M	-9%	87k	76.49	View chart
Vanguard Emerging Etf Markets Government Bond Etf Etf (VWOB)	3.1	$5.5M		89k	62.31	View chart
Vanguard Financials Etf Etf (VFH)	2.7	$4.9M	+5%	63k	77.89	View chart
Invesco Tr Ii Etf Natl Amt-free Mun Bd Etf (PZA)	2.6	$4.6M		195k	23.68	View chart
Vanguard Total Intl Etf Stock Index Fund Etf (VXUS)	2.4	$4.3M		79k	55.21	View chart
Vanguard Intl Equity Etf Index Fds Ftse Emerging Mkts Etf Etf (VWO)	2.4	$4.3M	+8%	107k	40.40	View chart
Vanguard Industrials Etf Etf (VIS)	2.2	$3.9M		20k	190.51	View chart
Vanguard Etf Communication Services Etf (VOX)	2.1	$3.8M		39k	96.67	View chart
Vanguard Consumer Etf Discretonary Etf (VCR)	2.1	$3.7M	+3%	15k	252.55	View chart
Vanguard Energy Etf Etf (VDE)	1.9	$3.5M		31k	114.23	View chart
Vanguard Consumer St Etf Etf Etf (VDC)	1.7	$3.1M		16k	193.52	View chart
Vanguard Utilities Etf Etf (VPU)	0.7	$1.3M	+3%	8.7k	147.52	View chart
Vanguard Materials Etf Etf (VAW)	0.7	$1.2M	+2%	6.7k	177.82	View chart
Vaneck Vectors Etf High Yield Muni Etf Etf (HYD)	0.6	$1.0M		20k	51.74	View chart
Spdr Bloomberg Etf High Yield Bd Etf Etf (JNK)	0.5	$858k		9.2k	92.82	View chart
Microsoft Corp Stock (MSFT)	0.5	$856k		3.0k	288.34	View chart
Apple Stock (AAPL)	0.4	$800k		4.9k	164.90	View chart
Ishares Msci Eafe In Etf Etf (EFA)	0.4	$765k		11k	71.52	View chart
Vanguard Lrg Cap Etf Etf (VV)	0.2	$297k	-95%	1.6k	186.81	View chart
Wec Energy Group Stock (WEC)	0.2	$283k	+6%	3.0k	94.79	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$280k		2.1k	130.32	View chart
Pepsico Incorporated Stock (PEP)	0.2	$278k		1.5k	182.33	View chart
Lowes Companies Stock (LOW)	0.2	$272k		1.4k	199.97	View chart
Analog Devices Stock (ADI)	0.1	$253k		1.3k	197.22	View chart
Invesco Qqq Tr Etf Unit Ser 1 Etf (QQQ)	0.1	$220k	NEW	685.00	320.93	View chart
Amazon Stock (AMZN)	0.1	$215k	NEW	2.1k	103.29	View chart
Berkshire Hathaway Inc Series B Stock (BRK.B)	0.1	$201k		651.00	308.77	View chart

Past Filings by Axiom Financial Strategies

SEC 13F filings are viewable for Axiom Financial Strategies going back to 2020

Axiom Financial Strategies 2022 Q4 filed May 18, 2023
Axiom Financial Strategies 2023 Q1 filed May 18, 2023
Axiom Financial Strategies 2022 Q3 filed Oct. 17, 2022
Axiom Financial Strategies 2022 Q2 filed Aug. 10, 2022
Axiom Financial Strategies 2020 Q1 restated filed June 16, 2022
Axiom Financial Strategies 2022 Q1 restated filed June 15, 2022
Axiom Financial Strategies 2021 Q1 restated filed June 15, 2022
Axiom Financial Strategies 2021 Q2 restated filed June 15, 2022
Axiom Financial Strategies 2021 Q4 restated filed June 15, 2022
Axiom Financial Strategies 2020 Q2 restated filed June 15, 2022
Axiom Financial Strategies 2020 Q3 restated filed June 15, 2022
Axiom Financial Strategies 2020 Q4 restated filed June 15, 2022
Axiom Financial Strategies 2022 Q1 filed May 2, 2022
Axiom Financial Strategies 2021 Q4 filed Feb. 4, 2022
Axiom Financial Strategies 2021 Q3 filed Nov. 3, 2021
Axiom Financial Strategies 2021 Q2 filed Aug. 13, 2021

View all past filings

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