Axiom Financial Strategies, LLC

Name: Axiom Financial Strategies, LLC — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001831985 · NEW ALBANY, IN · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source ↗

Axiom Financial Strategies, LLC reported 34 positions worth $319.1M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: RSP (21.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$319.1M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

94.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 34 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	RSP	INVESCO EXCHANGE TRADED FD T	SH	$69.6M	21.81%	327,090	—	—
▸ 2	IVV	ISHARES TR	SH	$68.1M	21.34%	90,945	—	—
▸ 3	SPHB	INVESCO EXCH TRADED FD TR II	SH	$32.6M	10.22%	209,633	—	—
▸ 4	FLMI	FRANKLIN TEMPLETON ETF TR	SH	$29.8M	9.34%	1,183,760	—	—
▸ 5	VOT	VANGUARD INDEX FDS	SH	$28.1M	8.79%	91,605	—	—
▸ 6	PIZ	INVESCO EXCH TRADED FD TR II	SH	$22.8M	7.14%	407,770	—	—
▸ 7	AVDE	AMERICAN CENTY ETF TR	SH	$22.3M	6.99%	250,119	—	—
▸ 8	PXH	INVESCO EXCH TRADED FD TR II	SH	$14.2M	4.44%	507,955	—	—
▸ 9	USCI	UNITED STS COMMODITY INDEX F	SH	$7.7M	2.42%	83,230	—	—
▸ 10	HIMU	BLACKROCK ETF TRUST II	SH	$4.9M	1.54%	98,593	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Axiom Financial Strategies, LLC hold as of Q2 2026?

Axiom Financial Strategies, LLC reported 34 positions worth $319.1M in its Q2 2026 13F filing. Largest positions: RSP (21.8%), IVV (21.3%), SPHB (10.2%), FLMI (9.3%) and VOT (8.8%).

What did Axiom Financial Strategies, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Axiom Financial Strategies, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.