§ 13F · FUND PROFILE
Axiom Financial Strategies, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $179.2T (13F)Positions · 40Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$205.0B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 64K | $43.7T | 18.4% | −1% |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | 202K | $38.7T | 16.3% | +4% |
| 3 | SPHB | INVESCO EXCH TRADED FD TR II | 130K | $15.2T | 6.4% | −4% |
| 4 | VOT | VANGUARD INDEX FDS | 50K | $14.0T | 5.9% | +2% |
| 5 | AVDE | AMERICAN CENTY ETF TR | 142K | $11.7T | 4.9% | ±0% |
| 6 | PIZ | INVESCO EXCH TRADED FD TR II | 233K | $11.4T | 4.8% | −1% |
| 7 | VO | VANGUARD INDEX FDS | 39K | $11.4T | 4.8% | ±0% |
| 8 | VXUS | VANGUARD STAR FDS | 142K | $10.7T | 4.5% | −1% |
| 9 | VGT | VANGUARD WORLD FD | 14K | $10.6T | 4.5% | ±0% |
| 10 | PXH | INVESCO EXCH TRADED FD TR II | 274K | $7.1T | 3.0% | +84% |
§ 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 $179244.4 trillion in assets. The fund runs a portfolio of 40 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed