Axiom Financial Strategies, LLC Portfolio Holdings
Axiom Financial Strategies, LLC
- $220 Million
- Q3 2025
Axiom Financial Strategies, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $220 Million distributed in 49 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 $43.2M, Invesco S&P 500 Equal Weight E with a value of $36.9M, Invesco ETF Tr Ii S&P 500 High with a value of $14.9M, Vanguard Mid Cap Growth Index with a value of $14.4M, and Vanguard Mid Cap ETF with a value of $11.6M.
Examining the 13F form we can see an increase of $40.9M in the current position value, from $179M to 220M.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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