Axiom Financial Strategies, LLC Reduced Holdings in Q3 2025

Axiom Financial Strategies, LLC

  • $220 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
-63.1K
- 61.59%
$279.83 - $293.74 $17.7M - $18.5M
39.4K $11.6M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-113K
- 44.34%
$68.24 - $73.73 $7.74M - $8.37M
142K $10.5M
VGT
Vanguard Information Technolog

ETFs
-11.9K
- 45.91%
$656.44 - $753.15 $7.79M - $8.93M
14K $10.4M
VB
Vanguard Small Cap ETF

ETFs
-22.2K
- 60.53%
$237.58 - $259.17 $5.27M - $5.75M
14.5K $3.68M
DFNL
Davis Fundamental ETF Tr

ETFs
-98.4K
- 78.86%
$42.35 - $45.92 $4.17M - $4.52M
26.4K $1.19M
VOX
Vanguard Communication Service

ETFs
-19.6K
- 50.41%
$169.0 - $192.17 $3.31M - $3.76M
19.3K $3.62M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-67.9K
- 38.11%
$49.43 - $54.52 $3.36M - $3.7M
110K $5.97M
VIS
Vanguard Industrial ETF

ETFs
-10.8K
- 49.11%
$281.0 - $296.29 $3.02M - $3.19M
11.1K $3.3M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
-61.1K
- 53.82%
$42.79 - $45.73 $2.61M - $2.79M
52.4K $2.35M
VCR
Vanguard Consumer Discretionar

ETFs
-7.03K
- 56.34%
$359.61 - $401.35 $2.53M - $2.82M
5.45K $2.16M
VDE
Vanguard Energy ETF

ETFs
-16.9K
- 53.82%
$118.37 - $129.65 $2M - $2.2M
14.5K $1.83M
VDC
Vanguard Consumer Staples ETF

ETFs
-3.01K
- 41.0%
$212.64 - $225.25 $640K - $678K
4.33K $925K
VAW
Vanguard Materials ETF

ETFs
-3.36K
- 36.21%
$193.21 - $210.15 $649K - $706K
5.92K $1.21M
MSFT
Microsoft Corp

Technology
-370
- 25.43%
$491.09 - $535.64 $182K - $198K
1.09K $561K
META
Meta Platforms, Inc.

Communication Services
-176
- 26.27%
$695.21 - $791.73 $122K - $139K
494 $362K
AAPL
Apple Inc.

Technology
-429
- 26.35%
$202.38 - $256.87 $86.8K - $110K
1.2K $305K
JPM
Jpmorgan Chase & CO

Financial Services
-184
- 11.96%
$282.78 - $316.06 $52K - $58.2K
1.36K $427K
ZECP
Zacks Tr Earnings Constant Por

ETFs
-1.6K
- 7.12%
$31.92 - $33.66 $51K - $53.8K
20.9K $701K
Zacks Trust
-565
- 6.91%
N/A
7.61K $0
VTRS
Viatris Inc

Healthcare
-1.2K
- 5.77%
$8.74 - $10.69 $10.5K - $12.8K
19.6K $193K
GOOGL
Alphabet Inc.

Communication Services
-28
- 1.8%
$174.36 - $254.72 $4.88K - $7.13K
1.52K $370K
VFH
Vanguard Financial ETF

ETFs
-54
- 0.19%
$125.23 - $132.78 $6.76K - $7.17K
28.1K $3.69M
Activity Summary
Buys All Purchases 26 New Holdings 15 Increased Positions 11 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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