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CIK: 0001831985
Total reported value
$319.1M
$319.1M
32 檔
63.0%
According to the latest 13F quarterly dataset, Axiom Financial Strategies, LLC managed an equity portfolio of $319.1M at the end of Q1 2026, spanning 32 distinct U.S. exchange-listed positions.
Axiom Financial Strategies, LLC executed strategic sector rebalancing during Q1 2026, establishing 4 new positions while fully exiting 21 holdings and trimming 3 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 21.68% | +0.13% | +58.87% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 20.71% | +0.63% | +41.05% | |
| 3 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 11.66% | -2.32% | — | |
| 4 | SPHB | Invesco S&p 500 High Beta Et | ETF-Large Cap & Growth | 8.67% | +1.55% | +63.34% | |
| 5 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 8.10% | +0.69% | +77.85% | |
| 6 | AVDE | Avantis International Equity | ETF-Other | 7.23% | -0.24% | +70.70% | |
| 7 | PIZ | Invesco Dorsey Wright Develo | ETF-Other | 6.97% | +0.17% | +71.85% | |
| 8 | PXH | Inves Rafi Emer Mrkt-usd Inc | ETF-Other | 4.86% | -0.42% | +87.41% | |
| 9 | USCI | United States Commodity Inde | ETF-Commodities | 2.13% | +0.29% | -26.94% | |
| 10 | HIMU | Ishares High Yild Muni A ETF | ETF-Other | 1.92% | -0.38% | — | |
| 11 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 1.50% | -0.15% | +0.81% | |
| 12 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.88% | -0.08% | -1.28% | |
| 13 | RFV | Invesco S&p Midcap 400 Pure | ETF-Other | 0.61% | -0.08% | +128.32% | |
| 14 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 0.60% | -0.04% | +123.21% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | +0.03% | +2.02% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | -0.02% | +8.23% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.17% | +0.02% | +12.60% | |
| 18 | COF | Capital One Financial CORP | Stock-Financials | 0.14% | +0.01% | +21.41% | |
| 19 | USB | US Bancorp | Stock-Financials | 0.14% | — | +22.95% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.13% | — | — | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.13% | -0.01% | — | |
| 22 | VTRS | Viatris Inc | Stock-Healthcare | 0.13% | +0.01% | +19.88% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.12% | -0.01% | +15.37% | |
| 24 | CTRA | Coterra Energy Inc | Stock-Energy | 0.11% | -0.11% | EXIT | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.10% | +0.03% | +15.52% | |
| 26 | MGM | Mgm Resorts International | Stock-Consumer Disc | 0.10% | +0.02% | +8.85% | |
| 27 | CVS | Cvs Health CORP | Stock-Healthcare | 0.10% | +0.03% | +7.81% | |
| 28 | WFC | Wells Fargo & Co | Stock-Financials | 0.09% | -0.01% | +15.47% | |
| 29 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 0.09% | -0.02% | — | |
| 30 | TXN | Texas Instruments Inc | Stock-Tech | 0.09% | +0.03% | — | |
| 31 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.08% | — | — | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.07% | — | -19.00% |
According to official SEC Form 13F filings, Axiom Financial Strategies, LLC reported a total U.S. public equity portfolio value of $319.1M across 32 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including RSP, IVV, FLMI) accounted for 63.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
FLMI
市值: $33.1M
Top Position Liquidated / Trimmed
VO
前期市值: $11.4M
During Q1 2026, Axiom Financial Strategies, LLC's top holdings by market value included RSP (21.7%)、IVV (20.7%)、FLMI (11.7%). The largest single position, RSP, represented 21.7% of total portfolio value.
In Q1 2026, Axiom Financial Strategies, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 22 positions, trimming 3 holdings, and fully liquidating 21 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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