Axiom Financial Strategies, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$284.1M
Q ending 2026-03-31
Prior quarter
$237.7M
Q ending 2025-12-31
Change
+19.5% QoQ · +68.4% YoY
Positions
32
reported holdings
Largest positions
All 32 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Invesco Exchange Traded Fd T | RSP | Shares | $61.6M | 321K |
| Ishares Tr | IVV | Shares | $58.8M | 90K |
| Franklin Templeton Etf Tr | FLMI | Shares | $33.1M | 1.3M |
| Invesco Exch Traded Fd Tr Ii | SPHB | Shares | $24.6M | 212K |
| Vanguard Index Fds | VOT | Shares | $23.0M | 89K |
| American Centy Etf Tr | AVDE | Shares | $20.5M | 242K |
| Invesco Exch Traded Fd Tr Ii | PIZ | Shares | $19.8M | 400K |
| Invesco Exch Traded Fd Tr Ii | PXH | Shares | $13.8M | 513K |
| United Sts Commodity Index F | USCI | Shares | $6.0M | 63K |
| Blackrock Etf Trust Ii | HIMU | Shares | $5.5M | 114K |
| Spdr Series Trust | SPTS | Shares | $4.3M | 146K |
| Vanguard Scottsdale Fds | VGLT | Shares | $2.5M | 45K |
| Invesco Exchange Traded Fd T | RFV | Shares | $1.7M | 13K |
| Ishares Tr | SMLF | Shares | $1.7M | 23K |
| Spdr Series Trust | SPYM | Shares | $1.3M | 17K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $656K | 1K |
| Alphabet Inc | GOOGL | Shares | $478K | 2K |
| Capital One Finl Corp | COF | Shares | $401K | 2K |
| Us Bancorp | USB | Shares | $385K | 7K |
| Jpmorgan Chase & Co | JPM | Shares | $374K | 1K |
| Microsoft Corp | MSFT | Shares | $366K | 990 |
| Viatris Inc | VTRS | Shares | $366K | 27K |
| Meta Platforms Inc | META | Shares | $348K | 608 |
| Coterra Energy Inc | CTRA | Shares | $310K | 9K |
| Amazon Com Inc | AMZN | Shares | $298K | 1K |
| Mgm Resorts International | MGM | Shares | $292K | 8K |
| Cvs Health Corp | CVS | Shares | $282K | 4K |
| Wells Fargo & Co | WFC | Shares | $256K | 3K |
| Tyson Foods Inc | TSN | Shares | $256K | 4K |
| Texas Instrs Inc | TXN | Shares | $249K | 1K |
| Vanguard Intl Equity Index F | VT | Shares | $236K | 2K |
| Apple Inc | AAPL | Shares | $207K | 814 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.