StockDriftsStockDriftsTop 34 Axiom Financial Strategies, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RSP | INVESCO EXCHANGE TRADED FD T | 21.81% | 327.1K | $69.6M | +1.94%(+6.23K) | $187.69(+17.65%) | 2026-06-30 | |
| IVV | ISHARES TR | 21.34% | 90.9K | $68.1M | +0.98%(+886) | $523.51(+48.49%) | 2026-06-30 | |
| SPHB | INVESCO EXCH TRADED FD TR II | 10.22% | 209.6K | $32.6M | -1.33%(-2.82K) | $108.63(+35.71%) | 2026-06-30 | |
| FLMI | FRANKLIN TEMPLETON ETF TR | 9.34% | 1.18M | $29.8M | -11.41%(-152.50K) | $24.83(-0.44%) | 2026-06-30 | |
| VOT | VANGUARD INDEX FDS | 8.79% | 91.6K | $28.1M | +2.39%(+2.14K) | $177.99(+71.78%) | 2026-06-30 | |
| PIZ | INVESCO EXCH TRADED FD TR II | 7.14% | 407.8K | $22.8M | +1.98%(+7.93K) | $47.91(+12.22%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 6.99% | 250.1K | $22.3M | +3.36%(+8.14K) | $79.62(+17.97%) | 2026-06-30 | |
| PXH | INVESCO EXCH TRADED FD TR II | 4.44% | 508.0K | $14.2M | -0.97%(-4.96K) | $25.61(+14.13%) | 2026-06-30 | |
| USCI | UNITED STS COMMODITY INDEX F | 2.42% | 83.2K | $7.7M | +31.41%(+19.89K) | $80.09(+28.39%) | 2026-06-30 | |
| HIMU | BLACKROCK ETF TRUST II | 1.54% | 98.6K | $4.9M | -13.27%(-15.09K) | $48.33(+0.63%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.88% | +51.61% | +6.30% | +35.75% |
| Top 20 Holdings Unweighted | +13.42% | +45.90% | +5.39% | +30.03% |
Axiom Financial Strategies, LLC reports $319.10M in US-listed equity holdings across 34 positions in its most recent 13F filing. Its largest disclosed positions are RSP (21.8%), IVV (21.3%) and SPHB (10.2%). The top 20 holdings account for 98.59% of reported assets. Its disclosed equity book has returned +51.61% on a three-year cumulative basis. Figures reflect the Q2 2026 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 Financial Strategies, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1831985). View Axiom Financial Strategies, LLC’s 13F filings on SEC