StockDriftsStockDriftsTop 50 Axiom Advisory, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 25.2% | 7.25M | $2.70B | +9.26%(+614.65K) | — | 2024-09-30 | |
| BND | VANGUARD BD INDEX FDS | 19.3% | 27.91M | $2.07B | +20.75%(+4.79M) | — | 2024-09-30 | |
| VOT | VANGUARD INDEX FDS | 6.75% | 3.10M | $722.2M | +11.20%(+312.32K) | — | 2024-09-30 | |
| VTV | VANGUARD INDEX FDS | 5.95% | 3.80M | $636.2M | +11.77%(+399.95K) | — | 2024-09-30 | |
| EFG | ISHARES TR | 5.26% | 5.42M | $562.6M | +9.17%(+455.59K) | — | 2024-09-30 | |
| VBK | VANGUARD INDEX FDS | 4.04% | 1.69M | $432.4M | +7.53%(+118.21K) | — | 2024-09-30 | |
| VSS | VANGUARD INTL EQUITY INDEX F | 3.21% | 2.85M | $343.4M | +5.48%(+147.95K) | — | 2024-09-30 | |
| VTI | VANGUARD INDEX FDS | 2.78% | 1.09M | $297.6M | +2.39%(+25.47K) | — | 2024-09-30 | |
| VBR | VANGUARD INDEX FDS | 2.61% | 1.45M | $279.1M | +7.59%(+102.42K) | — | 2024-09-30 | |
| VNQ | VANGUARD INDEX FDS | 2.54% | 2.95M | $271.4M | +13.17%(+343.03K) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Axiom Advisory, Llc reports $10.70B in US-listed equity holdings across 291 positions in its most recent 13F filing. Its largest disclosed positions are VUG (25.2%), BND (19.3%) and VOT (6.8%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Axiom Advisory, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1910475). View Axiom Advisory, Llc’s 13F filings on SEC