Axiom Financial Strategies, LLC Top Holdings and 13F Report (2025) About Axiom Financial Strategies, LLCInvestment ActivityAxiom Financial Strategies, LLC has $179.24 million in total holdings as of June 30, 2025.Axiom Financial Strategies, LLC owns shares of 40 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 3.43% of the portfolio was purchased this quarter.About 5.79% of the portfolio was sold this quarter.This quarter, Axiom Financial Strategies, LLC has purchased 48 new stocks and bought additional shares in 6 stocks.Axiom Financial Strategies, LLC sold shares of 24 stocks and completely divested from 17 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $31,203,812Vanguard Mid-Cap ETF $28,669,617Vanguard Total International Stock ETF $17,680,379Vanguard Information Technology ETF $17,136,281Vanguard FTSE Emerging Markets ETF $8,810,371 Largest New Holdings this Quarter 46137V357 - Invesco S&P 500 Equal Weight ETF $4,016,126 Holding02079K305 - Alphabet $273,509 Holding46432F842 - iShares Core MSCI EAFE ETF $248,940 Holding023135106 - Amazon.com $248,788 Holding902973304 - U.S. Bancorp $240,504 Holding Largest Purchases this Quarter Invesco S&P 500 Equal Weight ETF 22,098 shares (about $4.02M)Alphabet 1,552 shares (about $273.51K)iShares Core MSCI EAFE ETF 2,982 shares (about $248.94K)Amazon.com 1,134 shares (about $248.79K)U.S. Bancorp 5,315 shares (about $240.50K) Largest Sales this Quarter iShares Core S&P 500 ETF 2,187 shares (about $1.36M)Vanguard Total International Stock ETF 10,375 shares (about $716.81K)Vanguard Information Technology ETF 1,044 shares (about $692.46K)Vanguard Mid-Cap ETF 2,369 shares (about $662.92K)Microsoft 1,169 shares (about $581.47K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAxiom Financial Strategies, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$31,203,812$1,357,902 ▼-4.2%50,25617.4%ETFVOVanguard Mid-Cap ETF$28,669,617$662,915 ▼-2.3%102,45416.0%ETFVXUSVanguard Total International Stock ETF$17,680,379$716,808 ▼-3.9%255,9049.9%ETFVGTVanguard Information Technology ETF$17,136,281$692,455 ▼-3.9%25,8369.6%ETFVWOVanguard FTSE Emerging Markets ETF$8,810,371$47,828 ▼-0.5%178,1314.9%ETFVBVanguard Small-Cap ETF$8,684,566$71,331 ▼-0.8%36,6474.8%ETFVOXVanguard Communication Services ETF$6,644,499$176,674 ▼-2.6%38,8503.7%ETFVISVanguard Industrials ETF$6,132,579$152,075 ▼-2.4%21,8973.4%ETFPTINPacer Trendpilot International ETF$5,993,002$29,126 ▲0.5%206,5843.3%ETFVHTVanguard Health Care ETF$5,425,020$82,449 ▼-1.5%21,8453.0%ETFDFNLDavis Select Financial ETF$5,356,894$218,608 ▼-3.9%124,7533.0%ETFOUSMALPS O'Shares U.S. Small-Cap Quality Dividend ETF$4,902,720$84,735 ▼-1.7%113,4632.7%ETFVCRVanguard Consumer Discretionary ETF$4,520,378$153,626 ▼-3.3%12,4762.5%ETFRSPInvesco S&P 500 Equal Weight ETF$4,016,126$4,016,126 ▲New Holding22,0982.2%ETFVDEVanguard Energy ETF$3,748,323$53,961 ▼-1.4%31,4672.1%ETFVFHVanguard Financials ETF$3,584,318$9,548 ▼-0.3%28,1562.0%ETFVWOBVanguard Emerging Markets Government Bond ETF$2,409,803$240,490 ▼-9.1%36,8751.3%ETFEFAiShares MSCI EAFE ETF$2,183,0830.0%24,4221.2%FinanceBSVVanguard Short-Term Bond ETF$1,957,536$268,450 ▼-12.1%24,8731.1%ETFVAWVanguard Materials ETF$1,807,601$17,924 ▼-1.0%9,2781.0%ETFVDCVanguard Consumer Staples ETF$1,607,586$33,943 ▼-2.1%7,3410.9%ETFMSFTMicrosoft$723,732$581,473 ▼-44.6%1,4550.4%Computer and TechnologyZECPZacks Earnings Consistent Portfolio ETF$717,082$17,391 ▼-2.4%22,4720.4%ETFBRK.BBerkshire Hathaway$580,495$31,575 ▲5.8%1,1950.3%FinanceMETAMeta Platforms$494,520$87,095 ▲21.4%6700.3%Computer and TechnologyVNQVanguard Real Estate ETF$456,833$23,781 ▼-4.9%5,1290.3%ETFJPMJPMorgan Chase & Co.$446,171$205,256 ▼-31.5%1,5390.2%FinanceCOFCapital One Financial$367,011$43,190 ▲13.3%1,7250.2%FinanceAAPLApple$334,017$324,579 ▼-49.3%1,6280.2%Computer and TechnologyAMATApplied Materials$317,626$34,417 ▲12.2%1,7350.2%Computer and TechnologyZACKS TRUST$277,186$10,743 ▼-3.7%8,1790.2%SMALL/MID CAPGOOGLAlphabet$273,509$273,509 ▲New Holding1,5520.2%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$248,940$248,940 ▲New Holding2,9820.1%ETFAMZNAmazon.com$248,788$248,788 ▲New Holding1,1340.1%Retail/WholesaleUSBU.S. Bancorp$240,504$240,504 ▲New Holding5,3150.1%FinanceCVSCVS Health$228,807$228,807 ▲New Holding3,3170.1%MedicalWFCWells Fargo & Company$215,603$215,603 ▲New Holding2,6910.1%FinanceAVGOBroadcom$207,013$207,013 ▲New Holding7510.1%Computer and TechnologyMGMMGM Resorts International$206,409$206,409 ▲New Holding6,0020.1%Consumer DiscretionaryVTRSViatris$185,664$40,551 ▲27.9%20,7910.1%MedicalLOWLowe's Companies$0$316,960 ▼-100.0%00.0%Retail/WholesaleUNHUnitedHealth Group$0$300,633 ▼-100.0%00.0%MedicalCBChubb$0$293,534 ▼-100.0%00.0%FinanceCVXChevron$0$292,748 ▼-100.0%00.0%EnergyACNAccenture$0$270,227 ▼-100.0%00.0%Computer and TechnologyCOSTCostco Wholesale$0$250,632 ▼-100.0%00.0%Retail/WholesaleADPAutomatic Data Processing$0$244,118 ▼-100.0%00.0%Computer and TechnologyAMGNAmgen$0$241,451 ▼-100.0%00.0%MedicalAFLAflac$0$238,280 ▼-100.0%00.0%FinanceADIAnalog Devices$0$228,290 ▼-100.0%00.0%Computer and TechnologyPAYXPaychex$0$224,940 ▼-100.0%00.0%Computer and TechnologyLINDE PLC$0$220,248 ▼-100.0%00.0%SHSPEPPepsiCo$0$218,313 ▼-100.0%00.0%Consumer StaplesCSCOCisco Systems$0$214,134 ▼-100.0%00.0%Computer and TechnologyABTAbbott Laboratories$0$210,914 ▼-100.0%00.0%MedicalJNJJohnson & Johnson$0$205,144 ▼-100.0%00.0%MedicalPGProcter & Gamble$0$201,441 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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