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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 RSP, IVV, FLMI, SPHB, VOT, and represent 70.82% of Axiom Financial Strategies's stock portfolio.
Added to shares of these 10 stocks: FLMI (+$33M), RSP (+$23M), IVV (+$17M), VOT (+$10M), SPHB (+$9.6M), AVDE (+$8.5M), PIZ (+$8.3M), PXH (+$6.4M), HIMU (+$5.5M), RFV.
Started 4 new stock positions in TSN, HIMU, TXN, FLMI.
Reduced shares in these 10 stocks: VO (-$11M), VXUS (-$11M), , PTIN (-$6.5M), VWO (-$5.8M), , VOX, , , VB.
Sold out of its positions in OUSM, AMAT, DFNL, PTIN, VXUS, VWO, VCR, VDC, VDE, VFH. VHT, VIS, VGT, VAW, VPU, VOX, VO, VB, ZECP, SMIZ, QUIZ.
Axiom Financial Strategies was a net buyer of stock by $48M.
Axiom Financial Strategies has $284M in assets under management (AUM), dropping by 19.53%.
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 32 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	21.7	$62M	+58%	321k	191.92	View chart
Ishares Tr Core S&p500 Etf (IVV)	20.7	$59M	+41%	90k	653.21	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	11.7	$33M	NEW	1.3M	24.79	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)	8.7	$25M	+63%	213k	115.95	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	8.1	$23M	+77%	90k	257.35	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	7.2	$21M	+70%	242k	84.84	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ)	7.0	$20M	+71%	400k	49.52	View chart
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)	4.9	$14M	+87%	513k	26.91	View chart
United Sts Commodity Index F Comm Idx Fnd (USCI)	2.1	$6.0M	-26%	63k	95.32	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	1.9	$5.5M	NEW	114k	47.98	View chart
Spdr Series Trust State Street Spd (SPTS)	1.5	$4.3M		146k	29.18	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.9	$2.5M		45k	55.35	View chart
Invesco Exchange Traded Fd T S&P MDCP400 VL (RFV)	0.6	$1.7M	+128%	13k	129.97	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.6	$1.7M	+123%	23k	75.49	View chart
Spdr Series Trust State Street Spd (SPYM)	0.5	$1.3M	+2%	17k	76.54	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$656k	+8%	1.4k	479.20	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$478k	+12%	1.7k	287.56	View chart
Capital One Financial (COF)	0.1	$401k	+21%	2.2k	182.43	View chart
Us Bancorp Com New (USB)	0.1	$385k	+22%	7.4k	52.01	View chart
JPMorgan Chase & Co. (JPM)	0.1	$374k		1.3k	294.16	View chart
Microsoft Corporation (MSFT)	0.1	$367k		990.00	370.17	View chart
Viatris (VTRS)	0.1	$366k	+19%	27k	13.51	View chart
Meta Platforms Cl A (META)	0.1	$348k	+15%	608.00	572.13	View chart
Cabot Oil & Gas Corporation (CTRA)	0.1	$310k	+13%	8.8k	35.14	View chart
Amazon (AMZN)	0.1	$298k	+15%	1.4k	208.27	View chart
MGM Resorts International. (MGM)	0.1	$292k	+8%	7.9k	37.01	View chart
CVS Caremark Corporation (CVS)	0.1	$282k	+7%	3.9k	71.82	View chart
Wells Fargo & Company (WFC)	0.1	$256k	+15%	3.2k	79.61	View chart
Tyson Foods Cl A (TSN)	0.1	$256k	NEW	4.0k	64.07	View chart
Texas Instruments Incorporated (TXN)	0.1	$249k	NEW	1.3k	194.14	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$236k		1.7k	138.32	View chart
Apple (AAPL)	0.1	$207k	-19%	814.00	253.79	View chart

Past Filings by Axiom Financial Strategies

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

Axiom Financial Strategies 2026 Q1 filed April 21, 2026
Axiom Financial Strategies 2025 Q4 filed Jan. 23, 2026
Axiom Financial Strategies 2025 Q3 filed Nov. 14, 2025
Axiom Financial Strategies 2025 Q2 filed July 30, 2025
Axiom Financial Strategies 2024 Q4 filed Jan. 22, 2025
Axiom Financial Strategies 2024 Q3 filed Nov. 12, 2024
Axiom Financial Strategies 2024 Q2 filed Aug. 13, 2024
Axiom Financial Strategies 2024 Q1 filed April 29, 2024
Axiom Financial Strategies 2023 Q3 filed Oct. 16, 2023
Axiom Financial Strategies 2023 Q2 filed Aug. 10, 2023
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

View all past filings

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