What does Axiom Financial Strategies, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of SEC 13F Filing: Axiom Financial Strategies, LLC

1. Portfolio Overview

Axiom Financial Strategies, LLC reported a substantial expansion in assets under management (AUM) for the quarter ending December 31, 2025. The total portfolio value surged by 159.3%, rising from $91.65M to $237.66M. This dramatic increase suggests significant capital inflows, a consolidation of accounts, or a major strategic pivot in asset allocation.

The portfolio consists of **49...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

RSP

INVESCO EXCHANGE TRADED FD T

$62M321K21.7%

IVV

ISHARES TR

$59M90K20.7%

FLMI

FRANKLIN TEMPLETON ETF TR

$33M1.3M11.7%

SPHB

INVESCO EXCH TRADED FD TR II

$25M212K8.7%

VOT

VANGUARD INDEX FDS

$23M89K8.1%

AVDE

AMERICAN CENTY ETF TR

$21M242K7.2%

PIZ

INVESCO EXCH TRADED FD TR II

$20M400K7.0%

PXH

INVESCO EXCH TRADED FD TR II

$14M513K4.9%

USCI

UNITED STS COMMODITY INDEX F

$6M63K2.1%

HIMU

BLACKROCK ETF TRUST II

$5M114K1.9%

Filing history

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