Axiom Financial Strategies, LLC Top Holdings and 13F Report (2026) About Axiom Financial Strategies, LLCInvestment ActivityAxiom Financial Strategies, LLC has $284.09 million in total holdings as of March 31, 2026.Axiom Financial Strategies, LLC owns shares of 32 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 43.78% of the portfolio was purchased this quarter.About 26.96% of the portfolio was sold this quarter.This quarter, Axiom Financial Strategies, LLC has purchased 49 new stocks and bought additional shares in 22 stocks.Axiom Financial Strategies, LLC sold shares of 3 stocks and completely divested from 21 stocks this quarter.Largest Holdings Invesco S&P 500 Equal Weight ETF $61,579,843iShares Core S&P 500 ETF $58,827,368Franklin Dynamic Municipal Bond ETF $33,125,751Invesco S&P 500 High Beta ETF $24,633,973Vanguard Mid-Cap Growth ETF $23,023,977 Largest New Holdings this Quarter 35473P868 - Franklin Dynamic Municipal Bond ETF $33,125,751 Holding092528843 - BLACKROCK ETF TRUST II $5,454,361 Holding902494103 - Tyson Foods $255,511 Holding882508104 - Texas Instruments $248,693 Holding Largest Purchases this Quarter Franklin Dynamic Municipal Bond ETF 1,336,255 shares (about $33.13M)Invesco S&P 500 Equal Weight ETF 118,897 shares (about $22.82M)iShares Core S&P 500 ETF 26,208 shares (about $17.12M)Vanguard Mid-Cap Growth ETF 39,162 shares (about $10.08M)Invesco S&P 500 High Beta ETF 82,383 shares (about $9.55M) Largest Sales this Quarter United States Commodity Index Fund 23,350 shares (about $2.23M)Apple 191 shares (about $48.47K)Vanguard Long-Term Treasury ETF 583 shares (about $32.27K) 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$61,579,843$22,818,715 ▲58.9%320,86221.7%ETFIVViShares Core S&P 500 ETF$58,827,368$17,119,307 ▲41.0%90,05920.7%ETFFLMIFranklin Dynamic Municipal Bond ETF$33,125,751$33,125,751 ▲New Holding1,336,25511.7%ETFSPHBInvesco S&P 500 High Beta ETF$24,633,973$9,552,327 ▲63.3%212,4538.7%ETFVOTVanguard Mid-Cap Growth ETF$23,023,977$10,078,298 ▲77.9%89,4668.1%ETFAVDEAvantis International Equity ETF$20,529,336$8,502,498 ▲70.7%241,9777.2%ETFPIZInvesco Dorsey Wright Developed Markets Momentum ETF$19,799,817$8,278,303 ▲71.9%399,8357.0%ETFPXHInvesco RAFI Emerging Markets ETF$13,802,469$6,437,521 ▲87.4%512,9124.9%ETFUSCIUnited States Commodity Index Fund$6,037,201$2,225,657 ▼-26.9%63,3382.1%ETFBLACKROCK ETF TRUST II$5,454,361$5,454,361 ▲New Holding113,6801.9%ISHARES HIGH YIESPTSSPDR Portfolio Short Term Treasury ETF$4,259,257$34,316 ▲0.8%145,9651.5%ETFVGLTVanguard Long-Term Treasury ETF$2,495,888$32,272 ▼-1.3%45,0890.9%ETFRFVInvesco S&P MidCap 400 Pure Value ETF$1,738,334$976,976 ▲128.3%13,3750.6%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$1,716,689$947,610 ▲123.2%22,7410.6%ETFSPLGSPDR Portfolio S&P 500 ETF$1,307,862$25,871 ▲2.0%17,0870.5%ETFBRK.BBerkshire Hathaway$655,546$49,837 ▲8.2%1,3680.2%FinanceGOOGLAlphabet$477,925$53,486 ▲12.6%1,6620.2%Computer and TechnologyCOFCapital One Financial$401,346$70,783 ▲21.4%2,2000.1%FinanceUSBU.S. Bancorp$384,770$71,826 ▲23.0%7,3980.1%FinanceJPMJPMorgan Chase & Co.$373,5830.0%1,2700.1%FinanceMSFTMicrosoft$366,4680.0%9900.1%Computer and TechnologyVTRSViatris$365,905$60,687 ▲19.9%27,0840.1%MedicalMETAMeta Platforms$347,855$46,343 ▲15.4%6080.1%Computer and TechnologyCTRACoterra Energy$309,513$35,878 ▲13.1%8,8080.1%EnergyAMZNAmazon.com$297,618$39,988 ▲15.5%1,4290.1%Retail/WholesaleMGMMGM Resorts International$291,898$23,723 ▲8.8%7,8870.1%Consumer DiscretionaryCVSCVS Health$281,678$20,397 ▲7.8%3,9220.1%MedicalWFCWells Fargo & Company$256,105$34,312 ▲15.5%3,2170.1%FinanceTSNTyson Foods$255,511$255,511 ▲New Holding3,9880.1%Consumer StaplesTXNTexas Instruments$248,693$248,693 ▲New Holding1,2810.1%Computer and TechnologyVTVanguard Total World Stock ETF$235,9740.0%1,7060.1%ETFAAPLApple$206,585$48,474 ▼-19.0%8140.1%Computer and TechnologyVOVanguard Mid-Cap ETF$0$11,378,287 ▼-100.0%00.0%ETFVXUSVanguard Total International Stock ETF$0$10,683,866 ▼-100.0%00.0%ETFVGTVanguard Information Technology ETF$0$10,584,309 ▼-100.0%00.0%ETFPTINPacer Trendpilot International ETF$0$6,534,964 ▼-100.0%00.0%ETFVWOVanguard FTSE Emerging Markets ETF$0$5,838,158 ▼-100.0%00.0%ETFVFHVanguard Financials ETF$0$3,846,799 ▼-100.0%00.0%ETFVOXVanguard Communication Services ETF$0$3,683,322 ▼-100.0%00.0%ETFVHTVanguard Health Care ETF$0$3,539,145 ▼-100.0%00.0%ETFVISVanguard Industrials ETF$0$3,312,415 ▼-100.0%00.0%ETFVBVanguard Small-Cap ETF$0$3,018,147 ▼-100.0%00.0%ETFOUSMALPS O'Shares U.S. Small-Cap Quality Dividend ETF$0$2,231,266 ▼-100.0%00.0%ETFVCRVanguard Consumer Discretionary ETF$0$2,148,872 ▼-100.0%00.0%ETFVDEVanguard Energy ETF$0$1,793,616 ▼-100.0%00.0%ETFDFNLDavis Select Financial ETF$0$1,274,365 ▼-100.0%00.0%ETFVAWVanguard Materials ETF$0$1,213,703 ▼-100.0%00.0%ETFVDCVanguard Consumer Staples ETF$0$925,917 ▼-100.0%00.0%ETFZECPZacks Earnings Consistent Portfolio ETF$0$725,545 ▼-100.0%00.0%ETFVPUVanguard Utilities ETF$0$617,478 ▼-100.0%00.0%ETFAMATApplied Materials$0$341,283 ▼-100.0%00.0%Computer and TechnologyZACKS TRUST$0$318,200 ▼-100.0%00.0%QUALITY INTERNATZACKS TRUST$0$281,642 ▼-100.0%00.0%SMALL/MID CAPShowing 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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