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Axiom Financial Strategies, LLC

Portfolio Manager
Axiom Financial Strategies, LLC
Performance
-0.89% (2026 Q1)
AUM (13F)
$284.09M
# of Holdings
32
Performance Rank
Allocation (Top 20)
98.79%

Axiom Financial Strategies, LLC Holdings Map

Top 32 Axiom Financial Strategies, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
RSP
INVESCO EXCHANGE TRADED FD T
21.68%320.9K$61.6M
+58.87%(+118.90K)
2025-Q1: 0 shares2025-Q2: 22.1K shares2025-Q3: 194.8K shares2025-Q4: 202.0K shares2026-Q1: 320.9K shares
$187.44(+8.26%)
2026-03-31
IVV
ISHARES TR
20.71%90.1K$58.8M
+41.05%(+26.21K)
2025-Q1: 52.4K shares2025-Q2: 50.3K shares2025-Q3: 64.6K shares2025-Q4: 63.9K shares2026-Q1: 90.1K shares
$521.86(+42.90%)
2026-03-31
FLMI
FRANKLIN TEMPLETON ETF TR
11.66%1.34M$33.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 1.34M shares
$24.83(+0.24%)
2026-03-31
SPHB
INVESCO EXCH TRADED FD TR II
8.67%212.5K$24.6M
+63.34%(+82.38K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 135.6K shares2025-Q4: 130.1K shares2026-Q1: 212.5K shares
$108.63(+29.02%)
2026-03-31
VOT
VANGUARD INDEX FDS
8.1%89.5K$23.0M
+77.85%(+39.16K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 49.1K shares2025-Q4: 50.3K shares2026-Q1: 89.5K shares
$175.60(+63.62%)
2026-03-31
AVDE
AMERICAN CENTY ETF TR
7.23%242.0K$20.5M
+70.70%(+100.22K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 141.3K shares2025-Q4: 141.8K shares2026-Q1: 242.0K shares
$79.41(+15.06%)
2026-03-31
PIZ
INVESCO EXCH TRADED FD TR II
6.97%399.8K$19.8M
+71.85%(+167.17K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 235.6K shares2025-Q4: 232.7K shares2026-Q1: 399.8K shares
$47.83(+22.63%)
2026-03-31
PXH
INVESCO EXCH TRADED FD TR II
4.86%512.9K$13.8M
+87.41%(+239.22K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 148.7K shares2025-Q4: 273.7K shares2026-Q1: 512.9K shares
$25.61(+14.48%)
2026-03-31
USCI
UNITED STS COMMODITY INDEX F
2.13%63.3K$6.0M
-26.94%(-23.35K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 85.5K shares2025-Q4: 86.7K shares2026-Q1: 63.3K shares
$75.62(+35.01%)
2026-03-31
HIMU
BLACKROCK ETF TRUST II
1.92%113.7K$5.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 113.7K shares
$48.33(+0.56%)
2026-03-31

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