Axiom Financial Strategies, LLC Top Holdings and 13F Report (2025) About Axiom Financial Strategies, LLCInvestment ActivityAxiom Financial Strategies, LLC has $168.67 million in total holdings as of March 31, 2025.Axiom Financial Strategies, LLC owns shares of 48 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 7.28% of the portfolio was purchased this quarter.About 11.43% of the portfolio was sold this quarter.This quarter, Axiom Financial Strategies, LLC has purchased 42 new stocks and bought additional shares in 18 stocks.Axiom Financial Strategies, LLC sold shares of 20 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $29,467,700Vanguard Mid-Cap ETF $27,109,249Vanguard Total International Stock ETF $16,535,942Vanguard Information Technology ETF $14,579,007Vanguard Small-Cap ETF $8,193,156 Largest New Holdings this Quarter 23908L108 - Davis Select Financial ETF $5,100,272 Holding922908553 - Vanguard Real Estate ETF $488,554 Holding14040H105 - Capital One Financial $272,895 Holding038222105 - Applied Materials $224,501 HoldingG54950103 - LINDE PLC $220,248 Holding Largest Purchases this Quarter Davis Select Financial ETF 129,844 shares (about $5.10M)Vanguard Mid-Cap ETF 11,703 shares (about $3.03M)Vanguard Consumer Discretionary ETF 2,251 shares (about $732.71K)Vanguard FTSE Emerging Markets ETF 12,418 shares (about $562.04K)Vanguard Real Estate ETF 5,396 shares (about $488.55K) Largest Sales this Quarter Vanguard Financials ETF 44,731 shares (about $5.34M)Vanguard Materials ETF 3,526 shares (about $665.75K)Vanguard Short-Term Bond ETF 5,545 shares (about $434.07K)Vanguard Communication Services ETF 1,628 shares (about $241.58K)Vanguard Energy ETF 1,392 shares (about $180.55K) 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$29,467,700$50,571 ▼-0.2%52,44317.5%ETFVOVanguard Mid-Cap ETF$27,109,249$3,026,621 ▲12.6%104,82316.1%ETFVXUSVanguard Total International Stock ETF$16,535,942$31,547 ▲0.2%266,2799.8%ETFVGTVanguard Information Technology ETF$14,579,007$237,560 ▲1.7%26,8808.6%ETFVBVanguard Small-Cap ETF$8,193,156$141,697 ▲1.8%36,9484.9%ETFVWOVanguard FTSE Emerging Markets ETF$8,105,986$562,039 ▲7.5%179,0984.8%ETFPTINPacer Trendpilot International ETF$6,027,606$23,397 ▲0.4%205,5803.6%ETFVOXVanguard Communication Services ETF$5,918,268$241,580 ▼-3.9%39,8833.5%ETFVHTVanguard Health Care ETF$5,870,984$61,418 ▼-1.0%22,1773.5%ETFVISVanguard Industrials ETF$5,554,923$124,515 ▼-2.2%22,4403.3%ETFDFNLDavis Select Financial ETF$5,100,272$5,100,272 ▲New Holding129,8443.0%ETFOUSMALPS O'Shares U.S. Small-Cap Quality Dividend ETF$4,850,114$113,202 ▲2.4%115,4242.9%ETFVCRVanguard Consumer Discretionary ETF$4,199,026$732,714 ▲21.1%12,9002.5%ETFVDEVanguard Energy ETF$4,140,294$180,554 ▼-4.2%31,9202.5%ETFVFHVanguard Financials ETF$3,372,770$5,344,032 ▼-61.3%28,2312.0%ETFVWOBVanguard Emerging Markets Government Bond ETF$2,603,601$89,237 ▲3.5%40,5551.5%ETFBSVVanguard Short-Term Bond ETF$2,214,094$434,067 ▼-16.4%28,2841.3%ETFEFAiShares MSCI EAFE ETF$1,996,010$29,178 ▼-1.4%24,4221.2%FinanceVAWVanguard Materials ETF$1,769,160$665,748 ▼-27.3%9,3701.0%ETFVDCVanguard Consumer Staples ETF$1,640,265$27,134 ▼-1.6%7,4961.0%ETFMSFTMicrosoft$985,023$18,019 ▲1.9%2,6240.6%Computer and TechnologyAAPLApple$713,037$10,662 ▼-1.5%3,2100.4%Computer and TechnologyZECPZacks Earnings Consistent Portfolio ETF$692,582$7,041 ▲1.0%23,0170.4%ETFBRK.BBerkshire Hathaway$601,815$108,646 ▲22.0%1,1300.4%FinanceJPMJPMorgan Chase & Co.$551,189$11,038 ▲2.0%2,2470.3%FinanceVNQVanguard Real Estate ETF$488,554$488,554 ▲New Holding5,3960.3%ETFMETAMeta Platforms$318,151$77,809 ▲32.4%5520.2%Computer and TechnologyLOWLowe's Companies$316,960$4,198 ▼-1.3%1,3590.2%Retail/WholesaleUNHUnitedHealth Group$300,633$524 ▼-0.2%5740.2%MedicalCBChubb$293,534$29,897 ▲11.3%9720.2%FinanceCVXChevron$292,748$1,004 ▲0.3%1,7500.2%EnergyCOFCapital One Financial$272,895$272,895 ▲New Holding1,5220.2%FinanceACNAccenture$270,227$624 ▼-0.2%8660.2%Computer and TechnologyZACKS TRUST$257,058$2,269 ▲0.9%8,4960.2%SMALL/MID CAPCOSTCostco Wholesale$250,632$2,837 ▼-1.1%2650.1%Retail/WholesaleADPAutomatic Data Processing$244,118$2,139 ▼-0.9%7990.1%Business ServicesAMGNAmgen$241,4510.0%7750.1%MedicalAFLAflac$238,280$2,224 ▼-0.9%2,1430.1%FinanceADIAnalog Devices$228,290$403 ▼-0.2%1,1320.1%Computer and TechnologyPAYXPaychex$224,940$1,389 ▼-0.6%1,4580.1%Business ServicesAMATApplied Materials$224,501$224,501 ▲New Holding1,5470.1%Computer and TechnologyLINDE PLC$220,248$220,248 ▲New Holding4730.1%SHSPEPPepsiCo$218,313$1,799 ▲0.8%1,4560.1%Consumer StaplesCSCOCisco Systems$214,134$1,790 ▼-0.8%3,4700.1%Computer and TechnologyABTAbbott Laboratories$210,914$210,914 ▲New Holding1,5900.1%MedicalJNJJohnson & Johnson$205,144$205,144 ▲New Holding1,2370.1%MedicalPGProcter & Gamble$201,441$201,441 ▲New Holding1,1820.1%Consumer StaplesVTRSViatris$141,538$141,538 ▲New Holding16,2500.1%MedicalCOMBGraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF$0$6,438,822 ▼-100.0%00.0%FinanceJNKSPDR Bloomberg High Yield Bond ETF$0$4,202,097 ▼-100.0%00.0%FinanceBLVVanguard Long-Term Bond ETF$0$1,455,775 ▼-100.0%00.0%ETFShowing 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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