Axiom Financial Strategies, LLC Top Holdings and 13F Report (2026) About Axiom Financial Strategies, LLCInvestment ActivityAxiom Financial Strategies, LLC has $319.10 million in total holdings as of June 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 2.13% of the portfolio was purchased this quarter.About 1.87% of the portfolio was sold this quarter.This quarter, Axiom Financial Strategies, LLC has purchased 32 new stocks and bought additional shares in 21 stocks.Axiom Financial Strategies, LLC sold shares of 8 stocks and completely divested from 1 stock this quarter.Largest Holdings Invesco S&P 500 Equal Weight ETF $69,594,839iShares Core S&P 500 ETF $68,108,056Invesco S&P 500 High Beta ETF $32,616,831Franklin Dynamic Municipal Bond ETF $29,795,250Vanguard Mid-Cap Growth ETF $28,058,728 Largest New Holdings this Quarter 25179M103 - Devon Energy $332,461 Holding91324P102 - UnitedHealth Group $231,922 Holding878742204 - Teck Resources $216,553 Holding Largest Purchases this Quarter United States Commodity Index Fund 19,892 shares (about $1.84M)Invesco S&P 500 Equal Weight ETF 6,228 shares (about $1.33M)Avantis International Equity ETF 8,142 shares (about $726.27K)iShares Core S&P 500 ETF 886 shares (about $663.52K)Vanguard Mid-Cap Growth ETF 2,139 shares (about $655.18K) Largest Sales this Quarter Franklin Dynamic Municipal Bond ETF 152,495 shares (about $3.84M)BLACKROCK ETF TRUST II 15,087 shares (about $751.34K)Invesco S&P 500 High Beta ETF 2,820 shares (about $438.76K)iShares U.S. Small Cap Equity Factor ETF 2,853 shares (about $254.31K)Invesco S&P MidCap 400 Pure Value ETF 1,633 shares (about $233.40K) 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 PortfolioSectorRSPInvesco S&P 500 Equal Weight ETF$69,594,839$1,325,130 â–²1.9%327,09021.8%ETFIVViShares Core S&P 500 ETF$68,108,056$663,519 â–²1.0%90,94521.3%ETFSPHBInvesco S&P 500 High Beta ETF$32,616,831$438,764 â–¼-1.3%209,63310.2%ETFFLMIFranklin Dynamic Municipal Bond ETF$29,795,250$3,838,301 â–¼-11.4%1,183,7609.3%ETFVOTVanguard Mid-Cap Growth ETF$28,058,728$655,178 â–²2.4%91,6058.8%ETFPIZInvesco Dorsey Wright Developed Markets Momentum ETF$22,794,324$443,566 â–²2.0%407,7707.1%ETFAVDEAvantis International Equity ETF$22,310,630$726,267 â–²3.4%250,1197.0%ETFPXHInvesco RAFI Emerging Markets ETF$14,161,794$138,201 â–¼-1.0%507,9554.4%ETFUSCIUnited States Commodity Index Fund$7,710,427$1,842,795 â–²31.4%83,2302.4%ETFBLACKROCK ETF TRUST II$4,909,950$751,335 â–¼-13.3%98,5931.5%ISH HIG MUN ETFSPTSSPDR Portfolio Short Term Treasury ETF$4,311,352$76,906 â–²1.8%148,6161.4%ETFVGLTVanguard Long-Term Treasury ETF$2,553,163$65,167 â–²2.6%46,2700.8%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$1,772,778$254,311 â–¼-12.5%19,8880.6%ETFRFVInvesco S&P MidCap 400 Pure Value ETF$1,678,225$233,396 â–¼-12.2%11,7420.5%ETFSPLGSPDR Portfolio S&P 500 ETF$1,553,421$51,848 â–²3.5%17,6770.5%ETFBRK.BBerkshire Hathaway$684,5340.0%1,3680.2%FinanceGOOGLAlphabet$608,244$14,295 â–²2.4%1,7020.2%Communication ServicesCOFCapital One Financial$471,658$30,294 â–²6.9%2,3510.1%FinanceUSBU.S. Bancorp$451,067$4,228 â–²0.9%7,4680.1%FinanceVTRSViatris$433,969$3,875 â–²0.9%27,3280.1%HealthcareJPMJPMorgan Chase & Co.$421,601$5,892 â–²1.4%1,2880.1%FinanceAMZNAmazon.com$416,380$75,792 â–²22.3%1,7470.1%Consumer DiscretionaryCVSCVS Health$411,421$5,690 â–²1.4%3,9770.1%HealthcareMGMMGM Resorts International$394,719$17,642 â–²4.7%8,2560.1%Consumer DiscretionaryTXNTexas Instruments$390,770$8,942 â–²2.3%1,3110.1%TechnologyMSFTMicrosoft$374,512$5,222 â–²1.4%1,0040.1%TechnologyMETAMeta Platforms$335,721$6,759 â–¼-2.0%5960.1%Communication ServicesDVNDevon Energy$332,461$332,461 â–²New Holding8,0460.1%EnergyVTVanguard Total World Stock ETF$268,698$942 â–²0.4%1,7120.1%ETFWFCWells Fargo & Company$265,8530.0%3,2170.1%FinanceTSNTyson Foods$232,950$4,637 â–²2.0%4,0690.1%Consumer StaplesUNHUnitedHealth Group$231,922$231,922 â–²New Holding5580.1%HealthcareAAPLApple$230,620$4,919 â–¼-2.1%7970.1%TechnologyTECKTeck Resources$216,553$216,553 â–²New Holding3,6420.1%MaterialsCTRACoterra Energy$0$309,513 â–¼-100.0%00.0%EnergyShowing largest 100 holdings. 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