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CIK: 0001831985
Total reported value
$319.1M
$319.1M
48 檔
30.0%
During the Q1 2025 filing period, Axiom Financial Strategies, LLC (CIK: 0001831985) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $319.1M across 48 reported positions.
In Q1 2025, Axiom Financial Strategies, LLC displayed an active expansion posture, initiating 48 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 17.47% | +0.63% | -0.17% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-Other | 16.07% | — | +12.57% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 9.80% | — | +0.19% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-Tech | 8.64% | — | +1.66% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 4.86% | — | +1.76% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.81% | — | +7.45% | |
| 7 | PTIN | Pacer Trendpilot Intl ETF | ETF-Other | 3.57% | — | +0.39% | |
| 8 | VOX | Vanguard Communication Servi | ETF-Other | 3.51% | — | -3.92% | |
| 9 | VHT | Vanguard Health Care ETF | ETF-Other | 3.48% | — | -1.04% | |
| 10 | VIS | Vanguard Industrials ETF | ETF-Other | 3.29% | — | -2.19% | |
| 11 | DFNL | Davis Select Financial ETF | ETF-Other | 3.02% | — | — | |
| 12 | OUSM | Alps Oshares US Small-cap Qu | ETF-Other | 2.88% | — | +2.39% | |
| 13 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 2.49% | — | +21.14% | |
| 14 | VDE | Vanguard Energy ETF | ETF-Other | 2.45% | — | -4.18% | |
| 15 | VFH | Vanguard Financials ETF | ETF-Other | 2.00% | — | -61.31% | |
| 16 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.54% | — | +3.55% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.31% | — | -16.39% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.18% | — | -1.44% | |
| 19 | VAW | Vanguard Materials ETF | ETF-Other | 1.05% | — | -27.34% | |
| 20 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.97% | — | -1.63% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.58% | -0.01% | +1.86% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.42% | — | -1.47% | |
| 23 | ZECP | Zacks Earnings Consistent Po | ETF-Other | 0.41% | — | +1.03% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.36% | -0.02% | +22.03% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.33% | — | +2.04% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.29% | — | — | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.19% | -0.01% | +32.37% | |
| 28 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.19% | — | -1.31% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.18% | +0.07% | NEW | |
| 30 | CB | Chubb Limited | Stock-Financials | 0.17% | — | +11.34% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.17% | — | +0.34% | |
| 32 | COF | Capital One Financial CORP | Stock-Financials | 0.16% | +0.01% | — | |
| 33 | ACN | Accenture plc | Stock-Tech | 0.16% | — | -0.23% | |
| 34 | SMIZ | Zacks Small/mid Cap ETF | ETF-Other | 0.15% | — | +0.89% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.15% | — | -1.12% | |
| 36 | ADP | Automatic Data Processing | Stock-Tech | 0.14% | — | -0.87% | |
| 37 | AMGN | Amgen Inc | Stock-Healthcare | 0.14% | — | — | |
| 38 | AFL | Aflac Inc | Stock-Financials | 0.14% | — | -0.92% | |
| 39 | ADI | Analog Devices Inc | Stock-Tech | 0.14% | — | -0.18% | |
| 40 | PAYX | Paychex Inc | Stock-Tech | 0.13% | — | -0.61% | |
| 41 | AMAT | Applied Materials Inc | Stock-Tech | 0.13% | — | — | |
| 42 | LIN | Linde plc | Stock-Materials | 0.13% | — | — | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.13% | — | +0.83% | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.13% | — | -0.83% | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.13% | — | — | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.12% | — | — | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.12% | — | — | |
| 48 | VTRS | Viatris Inc | Stock-Healthcare | 0.08% | +0.01% | — |
According to official SEC Form 13F filings, Axiom Financial Strategies, LLC reported a total U.S. public equity portfolio value of $319.1M across 48 disclosed positions in Q1 2025.
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 IVV, VO, VXUS) accounted for 30.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $29.5M
During Q1 2025, Axiom Financial Strategies, LLC's top holdings by market value included IVV (17.5%)、VO (16.1%)、VXUS (9.8%). The largest single position, IVV, represented 17.5% of total portfolio value.
In Q1 2025, Axiom Financial Strategies, LLC made 48 total portfolio adjustments, initiating 48 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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