13F-HR filed by Axiom Financial Strategies, LLC
Axiom Financial Strategies, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-14, with 48 holding rows worth $168,666,777.
- Accession
- 0001951757-25-000558
- Filer
- CIK 1831985
- Filed
- 2025-05-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 48 entries on the cover page, a total value of $168,666,777 stated on the cover page (in dollars after the unit check, H1), rows summing to $168,666,777 with VALUE read as dollars as filed, 13F file number 028-20384. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 52,443 | $29,467,700 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 104,823 | $27,109,249 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 266,279 | $16,535,942 | dollars as filed | |
| VGT | 92204A702 | SHS | 26,880 | $14,579,007 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 36,948 | $8,193,156 | dollars as filed | |
| VWO | 922042858 | SHS | 179,098 | $8,105,986 | dollars as filed | |
| PACER TRENDPILOT INTERNATIONAL ETF | 69374H683 | ETF | 205,580 | $6,027,606 | dollars as filed | |
| Vanguard Communication Services ETF | 92204A884 | SHS | 39,883 | $5,918,268 | dollars as filed | |
| VANGUARD HEALTH CARE ETF | 92204A504 | ETF | 22,177 | $5,870,984 | dollars as filed | |
| VANGUARD WORLD FD | 92204A603 | INDUSTRIAL ETF | 22,440 | $5,554,923 | dollars as filed | |
| DAVIS FUNDAMENTAL ETF TR | 23908L108 | SELECT FINL | 129,844 | $5,100,272 | dollars as filed | |
| ALPS O'SHARES US SMALL-CAP QUALITY DIVIDEND ETF | 00162Q395 | ETF | 115,424 | $4,850,114 | dollars as filed | |
| Vanguard Consumer Discretionary ETF | 92204A108 | SHS | 12,900 | $4,199,026 | dollars as filed | |
| Vanguard Energy ETF | 92204A306 | SHS | 31,920 | $4,140,294 | dollars as filed | |
| VANGUARD WORLD FD | 92204A405 | FINANCIALS ETF | 28,231 | $3,372,770 | dollars as filed | |
| VANGUARD WHITEHALL FDS | 921946885 | COM | 40,555 | $2,603,601 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 28,284 | $2,214,094 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 24,422 | $1,996,010 | dollars as filed | |
| Vanguard Materials ETF | 92204A801 | SHS | 9,370 | $1,769,160 | dollars as filed | |
| Vanguard Consumer Staples ETF | 92204A207 | SHS | 7,496 | $1,640,265 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 2,624 | $985,023 | dollars as filed | |
| Apple Inc | 037833100 | COM | 3,210 | $713,037 | dollars as filed | |
| ZACKS EARNINGS CONSISTENT PORTFOLIO ETF | 98888G105 | UIT EXCHANGE TRADED | 23,017 | $692,582 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,130 | $601,815 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 2,247 | $551,189 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 5,396 | $488,554 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 552 | $318,151 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 1,359 | $316,960 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 574 | $300,633 | dollars as filed | |
| Chubb Limited | H1467J104 | COM | 972 | $293,534 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 1,750 | $292,748 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 1,522 | $272,895 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 866 | $270,227 | dollars as filed | |
| ZACKS TRUST | 98888G204 | SMALL/MID CAP | 8,496 | $257,058 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 265 | $250,632 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 799 | $244,118 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 775 | $241,451 | dollars as filed | |
| AFLAC INC COM | 001055102 | Stock | 2,143 | $238,280 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 1,132 | $228,290 | dollars as filed | |
| PAYCHEX INC | 704326107 | COM | 1,458 | $224,940 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 1,547 | $224,501 | dollars as filed | |
| Linde plc | G54950103 | COM | 473 | $220,248 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 1,456 | $218,313 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 3,470 | $214,134 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 1,590 | $210,914 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 1,237 | $205,144 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 1,182 | $201,441 | dollars as filed | |
| VIATRIS INC COM | 92556V106 | Stock | 16,250 | $141,538 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001951757-25-000558 | this filing | 2025-05-14 | acceptance time not in the bulk data set |