Axiom Financial Strategies, LLC Portfolio Holdings

Axiom Financial Strategies, LLC

  • $179 Million
  • Q2 2025

Axiom Financial Strategies, LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $179 Million distributed in 40 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $31.2M, Vanguard Mid Cap ETF with a value of $28.7M, Vanguard Star Fd Vanguard Tota with a value of $17.7M, Vanguard Information Technolog with a value of $17.1M, and Vanguard Ftse Emerging Mkts Et with a value of $8.81M.

Examining the 13F form we can see an increase of $10.7M in the current position value, from $168M to 179M.

Axiom Financial Strategies, LLC is based out at New Albany, IN

Below you can find more details about Axiom Financial Strategies, LLC portfolio as well as his latest detailed transactions.

Portfolio value $179 Million
ETFs: $174 Million
Financial Services: $1.85 Million
Technology: $1.58 Million
Communication Services: $767,000
Consumer Cyclical: $454,000
Healthcare: $413,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$31.2 Million 17.45% of portfolio
50,256
Q2 2025 Reduced 4.17%
$0
$28.7 Million 16.03% of portfolio
102,454
Q2 2025 Reduced 2.26%
$0
$17.7 Million 9.89% of portfolio
255,904
Q2 2025 Reduced 3.9%
$0
$17.1 Million 9.58% of portfolio
25,836
Q2 2025 Reduced 3.88%
$0
$8.81 Million 4.93% of portfolio
178,131
Q2 2025 Reduced 0.54%
$0
$8.68 Million 4.86% of portfolio
36,647
Q2 2025 Reduced 0.81%
$0
$6.64 Million 3.72% of portfolio
38,850
Q2 2025 Reduced 2.59%
$0
$6.13 Million 3.43% of portfolio
21,897
Q2 2025 Reduced 2.42%
$0
$5.99 Million 3.35% of portfolio
206,584
Q2 2025 Added 0.49%
$0
$5.42 Million 3.03% of portfolio
21,845
Q2 2025 Reduced 1.5%
$0
$5.36 Million 2.99% of portfolio
124,753
Q2 2025 Reduced 3.92%
$0
$4.9 Million 2.74% of portfolio
113,463
Q2 2025 Reduced 1.7%
$0
$4.52 Million 2.53% of portfolio
12,476
Q2 2025 Reduced 3.29%
$0
$4.02 Million 2.25% of portfolio
22,098
Q2 2025 New
$0
$3.75 Million 2.1% of portfolio
31,467
Q2 2025 Reduced 1.42%
$0
$3.58 Million 2.0% of portfolio
28,156
Q2 2025 Reduced 0.27%
$0
$2.18 Million 1.22% of portfolio
24,422
Q1 2025 Reduced 1.44%
$0
$1.96 Million 1.09% of portfolio
24,873
Q2 2025 Reduced 12.06%
$0
$1.81 Million 1.01% of portfolio
9,278
Q2 2025 Reduced 0.98%
$0
$1.61 Million 0.9% of portfolio
7,341
Q2 2025 Reduced 2.07%
$0
$717,000 0.4% of portfolio
22,472
Q2 2025 Reduced 2.37%
$0
$456,000 0.25% of portfolio
5,129
Q2 2025 Reduced 4.95%
$0
$248,000 0.14% of portfolio
2,982
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $179 Million
  • Prior Value $168 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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