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CIK: 0001831985
Total reported value
$319.1M
$319.1M
49 檔
38.7%
As reported in its official Q4 2025 Form 13F filing, Axiom Financial Strategies, LLC's tracked investment portfolio stood at $319.1M with 49 total positions.
Axiom Financial Strategies, LLC executed strategic sector rebalancing during Q4 2025, establishing 1 new positions while fully exiting 1 holdings and trimming 21 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 18.40% | +0.63% | -1.17% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 16.28% | +0.13% | +3.69% | |
| 3 | SPHB | Invesco S&p 500 High Beta Et | ETF-Large Cap & Growth | 6.40% | +1.55% | -4.09% | |
| 4 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 5.91% | +0.69% | +2.39% | |
| 5 | AVDE | Avantis International Equity | ETF-Other | 4.91% | -0.24% | +0.31% | |
| 6 | PIZ | Invesco Dorsey Wright Develo | ETF-Other | 4.80% | +0.17% | -1.25% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.79% | — | -0.37% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-Other | 4.50% | — | -0.57% | |
| 9 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.45% | — | +0.49% | |
| 10 | PXH | Inves Rafi Emer Mrkt-usd Inc | ETF-Other | 2.97% | -0.42% | +84.04% | |
| 11 | USCI | United States Commodity Inde | ETF-Commodities | 2.83% | +0.29% | +1.34% | |
| 12 | PTIN | Pacer Trendpilot Intl ETF | ETF-Other | 2.75% | — | -0.46% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.46% | — | -1.49% | |
| 14 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 1.78% | -0.15% | +1.48% | |
| 15 | VFH | Vanguard Financials ETF | ETF-Other | 1.62% | — | +2.54% | |
| 16 | VOX | Vanguard Communication Servi | ETF-Other | 1.55% | — | -1.26% | |
| 17 | VHT | Vanguard Health Care ETF | ETF-Other | 1.49% | — | -0.95% | |
| 18 | VIS | Vanguard Industrials ETF | ETF-Other | 1.39% | — | -0.38% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 1.27% | — | -19.10% | |
| 20 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.07% | -0.08% | -34.22% | |
| 21 | OUSM | Alps Oshares US Small-cap Qu | ETF-Other | 0.94% | — | -2.65% | |
| 22 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.90% | — | +0.15% | |
| 23 | VDE | Vanguard Energy ETF | ETF-Other | 0.75% | — | -1.98% | |
| 24 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | +0.03% | +1.93% | |
| 25 | DFNL | Davis Select Financial ETF | ETF-Other | 0.54% | — | — | |
| 26 | VAW | Vanguard Materials ETF | ETF-Other | 0.51% | — | -1.18% | |
| 27 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.39% | — | +1.20% | |
| 28 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 0.32% | -0.04% | +1.09% | |
| 29 | RFV | Invesco S&p Midcap 400 Pure | ETF-Other | 0.31% | -0.08% | +2.48% | |
| 30 | ZECP | Zacks Earnings Consistent Po | ETF-Other | 0.31% | — | — | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | -0.02% | — | |
| 32 | VPU | Vanguard Utilities ETF | ETF-Other | 0.26% | — | +29.95% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.20% | -0.01% | -8.76% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.19% | +0.02% | -3.15% | |
| 35 | COF | Capital One Financial CORP | Stock-Financials | 0.18% | +0.01% | — | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.17% | — | -6.27% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.15% | -0.01% | +6.68% | |
| 38 | AMAT | Applied Materials Inc | Stock-Tech | 0.14% | — | -31.55% | |
| 39 | USB | US Bancorp | Stock-Financials | 0.14% | — | +0.52% | |
| 40 | QUIZ | Zacks Qlty Inter'l Fund | ETF-Other | 0.13% | — | +0.18% | |
| 41 | CVS | Cvs Health CORP | Stock-Healthcare | 0.12% | +0.03% | — | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.12% | +0.03% | — | |
| 43 | SMIZ | Zacks Small/mid Cap ETF | ETF-Other | 0.12% | — | — | |
| 44 | VTRS | Viatris Inc | Stock-Healthcare | 0.12% | +0.01% | +15.32% | |
| 45 | AAPL | Apple Inc | Stock-Tech | 0.11% | — | -16.18% | |
| 46 | MGM | Mgm Resorts International | Stock-Consumer Disc | 0.11% | +0.02% | -3.35% | |
| 47 | WFC | Wells Fargo & Co | Stock-Financials | 0.11% | -0.01% | — | |
| 48 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.10% | — | +3.02% | |
| 49 | CTRA | Coterra Energy Inc | Stock-Energy | 0.09% | -0.11% | EXIT |
According to official SEC Form 13F filings, Axiom Financial Strategies, LLC reported a total U.S. public equity portfolio value of $319.1M across 49 disclosed positions in Q4 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, RSP, SPHB) accounted for 38.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
CTRA
市值: $205.0K
Top Position Liquidated / Trimmed
TXN
前期市值: $204.7K
During Q4 2025, Axiom Financial Strategies, LLC's top holdings by market value included IVV (18.4%)、RSP (16.3%)、SPHB (6.4%). The largest single position, IVV, represented 18.4% of total portfolio value.
In Q4 2025, Axiom Financial Strategies, LLC made 42 total portfolio adjustments, initiating 1 new buys, adding to 19 positions, trimming 21 holdings, and fully liquidating 1 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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