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CIK: 0001910475
Total reported value
$10.7B
$10.7B
36 檔
0.8%
According to the latest 13F quarterly dataset, Axiom Advisory, LLC managed an equity portfolio of $10.7B at the end of Q1 2024, spanning 36 distinct U.S. exchange-listed positions.
During Q1 2024, Axiom Advisory, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 25.94% | — | -0.23% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 17.57% | — | +11.24% | |
| 3 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 7.48% | — | +2.98% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 6.32% | — | +5.89% | |
| 5 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 5.92% | — | +2.74% | |
| 6 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 4.71% | — | +2.47% | |
| 7 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 3.69% | — | +1.73% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.21% | — | -1.15% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.99% | — | +3.80% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.54% | — | +4.63% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.38% | — | +0.09% | |
| 12 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.20% | — | +7.45% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.00% | — | +8.43% | |
| 14 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.89% | — | +3.49% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.53% | — | -0.16% | |
| 16 | COMT | Ishares Gsci Commodity Dynam | ETF-Commodities | 1.50% | — | +7.16% | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.14% | — | +0.47% | |
| 18 | UBER | Uber Technologies Inc | Stock-Industrials | 1.03% | — | +2.75% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.98% | — | +5.21% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.60% | — | +5.14% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.52% | — | +0.06% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | — | -13.36% | |
| 23 | QCOM | Qualcomm Inc | Stock-Tech | 0.43% | — | -8.13% | |
| 24 | INTU | Intuit Inc | Stock-Tech | 0.43% | — | — | |
| 25 | CVX | Chevron CORP | Stock-Energy | 0.38% | — | +1.30% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.25% | — | — | |
| 27 | SECT | Main Sector Rotation ETF | ETF-Other | 0.22% | — | — | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.22% | — | -29.18% | |
| 29 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.22% | — | — | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.21% | — | — | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.20% | — | +0.09% | |
| 32 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.20% | — | +0.05% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.20% | — | +9.84% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.16% | — | +0.28% | |
| 35 | JWNUSD | Nordstrom Inc | Stock-Other | 0.15% | — | — | |
| 36 | BUYW | Main Buywrite ETF | ETF-Other | 0.13% | — | — |
According to official SEC Form 13F filings, Axiom Advisory, LLC reported a total U.S. public equity portfolio value of $10.7B across 36 disclosed positions in Q1 2024.
During Q1 2024, Axiom Advisory, LLC's top holdings by market value included VUG (25.9%)、BND (17.6%)、VOT (7.5%). The largest single position, VUG, represented 25.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VUG, BND, VOT) accounted for 0.8% of total reported equity market value during Q1 2024.
In Q1 2024, Axiom Advisory, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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