§ 13F · FUND PROFILE
Axiom Financial Strategies, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $232M (13F)Positions · 49Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$39M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | RSP | INVESCO EXCHANGE TRADED FD T | 321K | $62M | 21.7% | +59% |
| 2 | IVV | ISHARES TR | 90K | $59M | 20.7% | +41% |
| 3 | FLMI | FRANKLIN TEMPLETON ETF TR | 1.34M | $33M | 11.7% | NEW |
| 4 | SPHB | INVESCO EXCH TRADED FD TR II | 212K | $25M | 8.7% | +63% |
| 5 | VOT | VANGUARD INDEX FDS | 89K | $23M | 8.1% | +78% |
| 6 | AVDE | AMERICAN CENTY ETF TR | 242K | $21M | 7.2% | +71% |
| 7 | PIZ | INVESCO EXCH TRADED FD TR II | 400K | $20M | 7.0% | +72% |
| 8 | PXH | INVESCO EXCH TRADED FD TR II | 513K | $14M | 4.9% | +87% |
| 9 | USCI | UNITED STS COMMODITY INDEX F | 63K | $6M | 2.1% | −27% |
| 10 | HIMU | BLACKROCK ETF TRUST II | 114K | $5M | 1.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AXIOM SIGNAL
AC read
Axiom Financial Strategies, LLC is a Other fund managing $232 million in assets. The fund runs a portfolio of 49 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed