13F-HR filed by Axiom Financial Strategies, LLC
Axiom Financial Strategies, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-21, with 32 holding rows worth $284,089,099.
- Accession
- 0001951757-26-000668
- Filer
- CIK 1831985
- Filed
- 2026-04-21
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 32 entries on the cover page, a total value of $284,089,099 stated on the cover page (in dollars after the unit check, H1), rows summing to $284,089,099 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 |
|---|---|---|---|---|---|---|
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 320,862 | $61,579,843 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 90,059 | $58,827,368 | dollars as filed | |
| FRANKLIN TEMPLETON ETF TR | 35473P868 | FRANKLIN DYN MUN | 1,336,255 | $33,125,751 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E370 | S&P 500 HB ETF | 212,453 | $24,633,973 | dollars as filed | |
| Vanguard Mid-Cap Growth ETF | 922908538 | SHS | 89,466 | $23,023,977 | dollars as filed | |
| Avantis International Equity ETF | 025072703 | SHS | 241,977 | $20,529,336 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E875 | DORSEY WRGT DVLP | 399,835 | $19,799,817 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E727 | RAFI EMRGNG MRKT | 512,912 | $13,802,469 | dollars as filed | |
| UNITED STATES COMMODITY INDE | 911717106 | Common Stock | 63,338 | $6,037,201 | dollars as filed | |
| BLACKROCK ETF TRUST | 092528843 | ISHARES HIGH YIE | 113,680 | $5,454,361 | dollars as filed | |
| SPDR SER TR | 78468R101 | PORTFOLIO SH TSR | 145,965 | $4,259,257 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C847 | COM | 45,089 | $2,495,888 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V191 | S&P MDCP400 VL | 13,375 | $1,738,334 | dollars as filed | |
| iShares U.S. Small Cap Equity Factor ETF | 46434V290 | SHS | 22,741 | $1,716,689 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 17,087 | $1,307,862 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,368 | $655,546 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,662 | $477,925 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 2,200 | $401,346 | dollars as filed | |
| USBANCORPDEL | 902973304 | COM NEW | 7,398 | $384,770 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,270 | $373,583 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 990 | $366,468 | dollars as filed | |
| VIATRIS INC COM | 92556V106 | Stock | 27,084 | $365,905 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 608 | $347,855 | dollars as filed | |
| COTERRA ENERGY INC COM | 127097103 | Stock | 8,808 | $309,513 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 1,429 | $297,618 | dollars as filed | |
| MGM RESORTS INTERNATIONAL | 552953101 | COM | 7,887 | $291,898 | dollars as filed | |
| CVS Health Corporation | 126650100 | COM | 3,922 | $281,678 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 3,217 | $256,105 | dollars as filed | |
| TYSON FOODS INC CL A | 902494103 | Stock | 3,988 | $255,511 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 1,281 | $248,693 | dollars as filed | |
| Vanguard Total World Stock ETF | 922042742 | SHS | 1,706 | $235,974 | dollars as filed | |
| Apple Inc | 037833100 | COM | 814 | $206,585 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001951757-26-000668 | this filing | 2026-04-21 | acceptance time not in the bulk data set |