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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
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CIK: 0001910475
Total reported value
$10.7B
$10.7B
286 檔
53.0%
The Q2 2024 SEC filing reveals that Axiom Advisory, LLC held a total portfolio value of $10.7B, covering 286 public equity positions.
During Q2 2024, Axiom Advisory, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VUG, BND, VOT) accounted for 53.0% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 286 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 25.33% | — | +6381.17% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 18.04% | — | +6929.38% | |
| 3 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 6.97% | — | +6372.62% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 5.92% | — | +6343.80% | |
| 5 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 5.53% | — | +6313.91% | |
| 6 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 4.27% | — | +6292.97% | |
| 7 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 3.45% | — | +6201.93% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.01% | — | +6247.77% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.72% | — | +6265.91% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.48% | — | +6196.33% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.34% | — | +6420.52% | |
| 12 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.06% | — | +6399.22% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.97% | — | +6342.95% | |
| 14 | COMT | Ishares Gsci Commodity Dynam | ETF-Commodities | 1.48% | — | +6494.48% | |
| 15 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.44% | — | +5060.21% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.04% | — | +4494.78% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.97% | — | +6015.62% | |
| 18 | UBER | Uber Technologies Inc | Stock-Industrials | 0.84% | — | +6002.54% | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.69% | — | +4008.61% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.56% | — | +6211.90% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.49% | — | +6238.21% | |
| 22 | QCOM | Qualcomm Inc | Stock-Tech | 0.45% | — | +6201.61% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | — | +6259.57% | |
| 24 | INTU | Intuit Inc | Stock-Tech | 0.37% | — | +5952.29% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 0.36% | — | +6218.04% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.22% | — | +6200.00% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.20% | — | +6760.20% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.20% | — | +6207.58% | |
| 29 | SECT | Main Sector Rotation ETF | ETF-Other | 0.19% | — | +5800.00% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.19% | — | +6201.63% | |
| 31 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.19% | — | +6201.99% | |
| 32 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.19% | — | +6200.00% | |
| 33 | JWNUSD | Nordstrom Inc | Stock-Other | 0.17% | — | +7415.40% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.15% | — | +6295.87% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.14% | — | +3950.38% | |
| 36 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.12% | — | — | |
| 37 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | — | — | |
| 38 | BUYW | Main Buywrite ETF | ETF-Other | 0.11% | — | +5800.87% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.11% | — | — | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.11% | — | — | |
| 41 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.11% | — | — | |
| 42 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.10% | — | — | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.10% | — | — | |
| 44 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.08% | — | — | |
| 45 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.08% | — | — | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.08% | — | — | |
| 47 | CI | THE Cigna Group | Stock-Healthcare | 0.08% | — | — | |
| 48 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.08% | — | — | |
| 49 | LIN | Linde plc | Stock-Materials | 0.08% | — | — | |
| 50 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.07% | — | — |
According to official SEC Form 13F filings, Axiom Advisory, LLC reported a total U.S. public equity portfolio value of $10.7B across 286 disclosed positions in Q2 2024.
During Q2 2024, Axiom Advisory, LLC's top holdings by market value included VUG (25.3%)、BND (18.0%)、VOT (7.0%). The largest single position, VUG, represented 25.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In Q2 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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