Axiom Financial Strategies, LLC Top Holdings and 13F Report (2026) About Axiom Financial Strategies, LLCInvestment ActivityAxiom Financial Strategies, LLC has $314.84 million in total holdings as of September 30, 2026.Axiom Financial Strategies, LLC owns shares of 34 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 3.44% of the portfolio was purchased this quarter.About 3.47% of the portfolio was sold this quarter.This quarter, Axiom Financial Strategies, LLC has purchased 34 new stocks and bought additional shares in 14 stocks.Axiom Financial Strategies, LLC sold shares of 18 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P 500 ETF $68,892,802Invesco S&P 500 Equal Weight ETF $67,132,479Franklin Dynamic Municipal Bond ETF $27,832,334Invesco S&P 500 High Beta ETF $25,918,172Vanguard Mid-Cap Growth ETF $25,088,811 Largest New Holdings this Quarter N53745100 - LyondellBasell Industries $224,938 Holding Largest Purchases this Quarter United States Commodity Index Fund 50,273 shares (about $5.50M)SPDR Portfolio Short Term Treasury ETF 150,044 shares (about $4.30M)Invesco Dorsey Wright Developed Markets Momentum ETF 7,803 shares (about $413.87K)Franklin Dynamic Municipal Bond ETF 9,736 shares (about $227.04K)LyondellBasell Industries 3,914 shares (about $224.94K) Largest Sales this Quarter Invesco S&P 500 High Beta ETF 37,682 shares (about $5.68M)Vanguard Mid-Cap Growth ETF 5,714 shares (about $1.67M)Vanguard Long-Term Treasury ETF 25,659 shares (about $1.29M)Invesco S&P 500 Equal Weight ETF 4,369 shares (about $908.84K)iShares Core S&P 500 ETF 989 shares (about $757.43K) 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$68,892,802$757,426 ▼-1.1%89,95621.9%ETFRSPInvesco S&P 500 Equal Weight ETF$67,132,479$908,840 ▼-1.3%322,72121.3%ETFFLMIFranklin Dynamic Municipal Bond ETF$27,832,334$227,044 ▲0.8%1,193,4968.8%ETFSPHBInvesco S&P 500 High Beta ETF$25,918,172$5,679,807 ▼-18.0%171,9518.2%ETFVOTVanguard Mid-Cap Growth ETF$25,088,811$1,669,063 ▼-6.2%85,8918.0%ETFAVDEAvantis International Equity ETF$22,455,154$83,081 ▼-0.4%249,1977.1%ETFPIZInvesco Dorsey Wright Developed Markets Momentum ETF$22,042,004$413,871 ▲1.9%415,5737.0%ETFPXHInvesco RAFI Emerging Markets ETF$14,847,795$81,541 ▲0.6%510,7604.7%ETFUSCIUnited States Commodity Index Fund$14,607,231$5,500,620 ▲60.4%133,5034.6%ETFSPTSSPDR Portfolio Short Term Treasury ETF$8,562,588$4,301,764 ▲101.0%298,6602.7%ETFBLACKROCK ETF TRUST II$4,503,793$46 ▲0.0%98,5941.4%ISH HIG MUN ETFSMLFiShares U.S. Small Cap Equity Factor ETF$1,644,715$17,130 ▼-1.0%19,6830.5%ETFRFVInvesco S&P MidCap 400 Pure Value ETF$1,636,628$24,043 ▼-1.4%11,5720.5%ETFSPLGSPDR Portfolio S&P 500 ETF$1,634,070$47,393 ▲3.0%18,2050.5%ETFVGLTVanguard Long-Term Treasury ETF$1,033,419$1,286,522 ▼-55.5%20,6110.3%ETFBRK.BBerkshire Hathaway$629,907$51,289 ▼-7.5%1,2650.2%FinanceGOOGLAlphabet$570,829$14,795 ▼-2.5%1,6590.2%Communication ServicesMSFTMicrosoft$510,336$4,616 ▼-0.9%9950.2%TechnologyCOFCapital One Financial$464,333$10,426 ▲2.3%2,4050.1%FinanceUSBU.S. Bancorp$442,730$11,379 ▲2.6%7,6650.1%FinanceAMZNAmazon.com$442,241$6,976 ▲1.6%1,7750.1%Consumer DiscretionaryVTRSViatris$433,343$50,910 ▼-10.5%24,4550.1%HealthcareJPMJPMorgan Chase & Co.$423,462$2,647 ▼-0.6%1,2800.1%FinanceMETAMeta Platforms$418,429$13,778 ▼-3.2%5770.1%Communication ServicesDVNDevon Energy$375,778$5,341 ▲1.4%8,1620.1%EnergyCVSCVS Health$346,359$5,570 ▲1.6%4,0420.1%HealthcareTXNTexas Instruments$286,252$80,946 ▼-22.0%1,0220.1%TechnologyMGMMGM Resorts International$262,217$5,868 ▲2.3%8,4450.1%Consumer DiscretionaryWFCWells Fargo & Company$257,5210.0%3,2170.1%FinanceVTVanguard Total World Stock ETF$255,401$14,838 ▼-5.5%1,6180.1%ETFAAPLApple$255,093$10,324 ▼-3.9%7660.1%TechnologyLYBLyondellBasell Industries$224,938$224,938 ▲New Holding3,9140.1%MaterialsTSNTyson Foods$207,021$1,415 ▲0.7%4,0970.1%Consumer StaplesTECKTeck Resources$201,054$38,553 ▼-16.1%3,0560.1%MaterialsUNHUnitedHealth Group$0$231,922 ▼-100.0%00.0%HealthcareShowing largest 100 holdings. 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