Axiom Financial Strategies, LLC
CIK: 1831985
Holdings (34)
Q2 2026 13F, quarter ended Jun 30, 2026, filed Aug 6, 2026
- RSP
INVESCO EXCHANGE TRADED FD T
$69.59M
327,090 sh21.81%+1.9% - IVV
ISHARES TR
$68.11M
90,945 sh21.34%+1.0% - SPHB
INVESCO EXCH TRADED FD TR II
$32.62M
209,633 sh10.22%-1.3% - FLMI
FRANKLIN TEMPLETON ETF TR
$29.8M
1.18M sh9.34%-11.4% - VOT
VANGUARD INDEX FDS
$28.06M
91,605 sh8.79%+2.4% - PIZ
INVESCO EXCH TRADED FD TR II
$22.79M
407,770 sh7.14%+2.0% - AVDE
AMERICAN CENTY ETF TR
$22.31M
250,119 sh6.99%+3.4% - PXH
INVESCO EXCH TRADED FD TR II
$14.16M
507,955 sh4.44%-1.0% - USCI
UNITED STS COMMODITY INDEX F
$7.71M
83,230 sh2.42%+31.4% - HIMU
BLACKROCK ETF TRUST II
$4.91M
98,593 sh1.54%-13.3% - SPTS
SPDR SERIES TRUST
$4.31M
148,616 sh1.35%+1.8% - VGLT
VANGUARD SCOTTSDALE FDS
$2.55M
46,270 sh0.80%+2.6% - SMLF
ISHARES TR
$1.77M
19,888 sh0.56%-12.6% - RFV
INVESCO EXCHANGE TRADED FD T
$1.68M
11,742 sh0.53%-12.2% - SPYM
SPDR SERIES TRUST
$1.55M
17,677 sh0.49%+3.5% - BRK.B
BERKSHIRE HATHAWAY INC DEL
$685K
1,368 sh0.21%+0.0% - GOOGL
ALPHABET INC
$608K
1,702 sh0.19%+2.4% - COF
CAPITAL ONE FINL CORP
$472K
2,351 sh0.15%+6.9% - USB
US BANCORP
$451K
7,468 sh0.14%+0.9% - VTRS
VIATRIS INC
$434K
27,328 sh0.14%+0.9% - JPM
JPMORGAN CHASE & CO
$422K
1,288 sh0.13%+1.4% - AMZN
AMAZON COM INC
$416K
1,747 sh0.13%+22.3% - CVS
CVS HEALTH CORP
$411K
3,977 sh0.13%+1.4% - MGM
MGM RESORTS INTERNATIONAL
$395K
8,256 sh0.12%+4.7% - TXN
TEXAS INSTRS INC
$391K
1,311 sh0.12%+2.3% - MSFT
MICROSOFT CORP
$375K
1,004 sh0.12%+1.4% - META
META PLATFORMS INC
$336K
596 sh0.11%-2.0% - DVN
DEVON ENERGY CORP NEW
$332K
8,046 sh0.10%New - VT
VANGUARD INTL EQUITY INDEX F
$269K
1,712 sh0.08%+0.3% - WFC
WELLS FARGO & CO
$266K
3,217 sh0.08%+0.0% - TSN
TYSON FOODS INC
$233K
4,069 sh0.07%+2.0% - UNH
UNITEDHEALTH GROUP INC
$232K
558 sh0.07%New - AAPL
APPLE INC
$231K
797 sh0.07%-2.1% - TECK
TECK RESOURCES LTD
$217K
3,642 sh0.07%New
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 RSP INVESCO EXCHANGE TRADED FD T | 327,090 | $69.59M | +1.9% | 21.81% | Q2 2026 |
 IVV ISHARES TR | 90,945 | $68.11M | +1.0% | 21.34% | Q2 2026 |
 SPHB INVESCO EXCH TRADED FD TR II | 209,633 | $32.62M | -1.3% | 10.22% | Q2 2026 |
 FLMI FRANKLIN TEMPLETON ETF TR | 1.18M | $29.8M | -11.4% | 9.34% | Q2 2026 |
 VOT VANGUARD INDEX FDS | 91,605 | $28.06M | +2.4% | 8.79% | Q2 2026 |
 PIZ INVESCO EXCH TRADED FD TR II | 407,770 | $22.79M | +2.0% | 7.14% | Q2 2026 |
 AVDE AMERICAN CENTY ETF TR | 250,119 | $22.31M | +3.4% | 6.99% | Q2 2026 |
 PXH INVESCO EXCH TRADED FD TR II | 507,955 | $14.16M | -1.0% | 4.44% | Q2 2026 |
 USCI UNITED STS COMMODITY INDEX F | 83,230 | $7.71M | +31.4% | 2.42% | Q2 2026 |
 HIMU BLACKROCK ETF TRUST II | 98,593 | $4.91M | -13.3% | 1.54% | Q2 2026 |
 SPTS SPDR SERIES TRUST | 148,616 | $4.31M | +1.8% | 1.35% | Q2 2026 |
 VGLT VANGUARD SCOTTSDALE FDS | 46,270 | $2.55M | +2.6% | 0.80% | Q2 2026 |
 SMLF ISHARES TR | 19,888 | $1.77M | -12.6% | 0.56% | Q2 2026 |
 RFV INVESCO EXCHANGE TRADED FD T | 11,742 | $1.68M | -12.2% | 0.53% | Q2 2026 |
 SPYM SPDR SERIES TRUST | 17,677 | $1.55M | +3.5% | 0.49% | Q2 2026 |
 BRK.B BERKSHIRE HATHAWAY INC DEL | 1,368 | $685K | +0.0% | 0.21% | Q2 2026 |
 GOOGL ALPHABET INC | 1,702 | $608K | +2.4% | 0.19% | Q2 2026 |
 COF CAPITAL ONE FINL CORP | 2,351 | $472K | +6.9% | 0.15% | Q2 2026 |
 USB US BANCORP | 7,468 | $451K | +0.9% | 0.14% | Q2 2026 |
 VTRS VIATRIS INC | 27,328 | $434K | +0.9% | 0.14% | Q2 2026 |
 JPM JPMORGAN CHASE & CO | 1,288 | $422K | +1.4% | 0.13% | Q2 2026 |
 AMZN AMAZON COM INC | 1,747 | $416K | +22.3% | 0.13% | Q2 2026 |
 CVS CVS HEALTH CORP | 3,977 | $411K | +1.4% | 0.13% | Q2 2026 |
 MGM MGM RESORTS INTERNATIONAL | 8,256 | $395K | +4.7% | 0.12% | Q2 2026 |
 TXN TEXAS INSTRS INC | 1,311 | $391K | +2.3% | 0.12% | Q2 2026 |
 MSFT MICROSOFT CORP | 1,004 | $375K | +1.4% | 0.12% | Q2 2026 |
 META META PLATFORMS INC | 596 | $336K | -2.0% | 0.11% | Q2 2026 |
 DVN DEVON ENERGY CORP NEW | 8,046 | $332K | New | 0.10% | Q2 2026 |
 VT VANGUARD INTL EQUITY INDEX F | 1,712 | $269K | +0.3% | 0.08% | Q2 2026 |
 WFC WELLS FARGO & CO | 3,217 | $266K | +0.0% | 0.08% | Q2 2026 |
 TSN TYSON FOODS INC | 4,069 | $233K | +2.0% | 0.07% | Q2 2026 |
 UNH UNITEDHEALTH GROUP INC | 558 | $232K | New | 0.07% | Q2 2026 |
 AAPL APPLE INC | 797 | $231K | -2.1% | 0.07% | Q2 2026 |
 TECK TECK RESOURCES LTD | 3,642 | $217K | New | 0.07% | Q2 2026 |
1-34 of 34 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About Axiom Financial Strategies, LLC
Axiom Financial Strategies, LLC is a Bank that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 1831985). Signal8 holds 21 13F filings from it. Its SEC filings list Indiana as its state of incorporation.
Its most recent 13F holdings report covers Q2 2026 (the quarter ended Jun 30, 2026) and was filed on Aug 6, 2026. That report lists 34 securities, not counting options, up from 32 in Q1 2026.
Its five largest reported positions, in order, are INVESCO EXCHANGE TRADED FD T (RSP), ISHARES TR (IVV), INVESCO EXCH TRADED FD TR II (SPHB), FRANKLIN TEMPLETON ETF TR (FLMI) and VANGUARD INDEX FDS (VOT). The next five are INVESCO EXCH TRADED FD TR II (PIZ), AMERICAN CENTY ETF TR (AVDE), INVESCO EXCH TRADED FD TR II (PXH), UNITED STS COMMODITY INDEX F (USCI) and BLACKROCK ETF TRUST II (HIMU).
Recent 13F filings by Axiom Financial Strategies, LLC
- Q2 2026: 13F-HR filed Aug 6, 2026, listing 34 securities.
- Q1 2026: 13F-HR filed Apr 20, 2026, listing 32 securities.
- Q4 2025: 13F-HR filed Jan 23, 2026, listing 49 securities.
- Q3 2025: 13F-HR filed Nov 14, 2025, listing 49 securities.
- Q2 2025: 13F-HR filed Jul 30, 2025, listing 40 securities.
- Q1 2025: 13F-HR filed May 14, 2025, listing 48 securities.