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Axiom Financial Strategies, LLC

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13F filer, CIK 1831985, NEW ALBANY, IN

Axiom Financial Strategies, LLC reported $179,244,404 across 40 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-30. Its ten largest share positions make up 76.09% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-25-001001

Period
2025-06-30
Reported value
$179M
Holdings
40
Top 10 weight
76.09%
New
9
Sold out
17

Largest buys vs the previous quarter

SecurityShares changeApprox. value
RSPnew+22,098$4.02M
GOOGLnew+1,552$274K
IEFAnew+2,982$249K
AMZNnew+1,134$249K
USBnew+5,315$241K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IVVreduced-2,187-$1.36M
VXUSreduced-10,375-$717K
VGTreduced-1,044-$692K
VOreduced-2,369-$663K
MSFTreduced-1,169-$581K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001951757-25-001001, largest first. % of portfolio is the value over $179,244,404, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,691 shares; 2024Q4: 52,533 shares; 2025Q1: 52,443 shares; 2025Q2: 50,256 shares 50,256$31.2M17.41%-2,187Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,214 shares; 2024Q4: 93,120 shares; 2025Q1: 104,823 shares; 2025Q2: 102,454 shares 102,454$28.7M15.99%-2,369Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,345 shares; 2024Q4: 265,771 shares; 2025Q1: 266,279 shares; 2025Q2: 255,904 shares 255,904$17.7M9.86%-10,375Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,313 shares; 2024Q4: 26,442 shares; 2025Q1: 26,880 shares; 2025Q2: 25,836 shares 25,836$17.1M9.56%-1,044Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,241 shares; 2024Q4: 166,680 shares; 2025Q1: 179,098 shares; 2025Q2: 178,131 shares 178,131$8.81M4.92%-967Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,157 shares; 2024Q4: 36,309 shares; 2025Q1: 36,948 shares; 2025Q2: 36,647 shares 36,647$8.68M4.85%-301Timeline
VOXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,829 shares; 2024Q4: 41,511 shares; 2025Q1: 39,883 shares; 2025Q2: 38,850 shares 38,850$6.64M3.71%-1,033Timeline
VISVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,816 shares; 2024Q4: 22,943 shares; 2025Q1: 22,440 shares; 2025Q2: 21,897 shares 21,897$6.13M3.42%-543Timeline
PTINPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,107 shares; 2024Q4: 204,782 shares; 2025Q1: 205,580 shares; 2025Q2: 206,584 shares 206,584$5.99M3.34%+1,004Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,086 shares; 2024Q4: 22,409 shares; 2025Q1: 22,177 shares; 2025Q2: 21,845 shares 21,845$5.43M3.03%-332Timeline
DFNLDAVIS FUNDAMENTAL ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 129,844 shares; 2025Q2: 124,753 shares 124,753$5.36M2.99%-5,091Timeline
OUSMALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,010 shares; 2024Q4: 112,730 shares; 2025Q1: 115,424 shares; 2025Q2: 113,463 shares 113,463$4.9M2.74%-1,961Timeline
VCRVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,288 shares; 2024Q4: 10,649 shares; 2025Q1: 12,900 shares; 2025Q2: 12,476 shares 12,476$4.52M2.52%-424Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,098 shares 22,098$4.02M2.24%newTimeline
VDEVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,697 shares; 2024Q4: 33,312 shares; 2025Q1: 31,920 shares; 2025Q2: 31,467 shares 31,467$3.75M2.09%-453Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,756 shares; 2024Q4: 72,962 shares; 2025Q1: 28,231 shares; 2025Q2: 28,156 shares 28,156$3.58M2%-75Timeline
VWOBVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,175 shares; 2024Q4: 39,165 shares; 2025Q1: 40,555 shares; 2025Q2: 36,875 shares 36,875$2.41M1.34%-3,680Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,779 shares; 2024Q4: 24,779 shares; 2025Q1: 24,422 shares; 2025Q2: 24,422 shares 24,422$2.18M1.22%0Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,162 shares; 2024Q4: 33,829 shares; 2025Q1: 28,284 shares; 2025Q2: 24,873 shares 24,873$1.96M1.09%-3,411Timeline
VAWVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,075 shares; 2024Q4: 12,896 shares; 2025Q1: 9,370 shares; 2025Q2: 9,278 shares 9,278$1.81M1.01%-92Timeline
VDCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,047 shares; 2024Q4: 7,620 shares; 2025Q1: 7,496 shares; 2025Q2: 7,341 shares 7,341$1.61M0.9%-155Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,523 shares; 2024Q4: 2,576 shares; 2025Q1: 2,624 shares; 2025Q2: 1,455 shares 1,455$724K0.4%-1,169Timeline
ZECPZACKS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,715 shares; 2024Q4: 22,783 shares; 2025Q1: 23,017 shares; 2025Q2: 22,472 shares 22,472$717K0.4%-545Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 926 shares; 2024Q4: 926 shares; 2025Q1: 1,130 shares; 2025Q2: 1,195 shares 1,195$580K0.32%+65Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: 417 shares; 2025Q1: 552 shares; 2025Q2: 670 shares 670$495K0.28%+118Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,396 shares; 2025Q2: 5,129 shares 5,129$457K0.25%-267Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,345 shares; 2024Q4: 2,202 shares; 2025Q1: 2,247 shares; 2025Q2: 1,539 shares 1,539$446K0.25%-708Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,522 shares; 2025Q2: 1,725 shares 1,725$367K0.2%+203Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,656 shares; 2024Q4: 3,258 shares; 2025Q1: 3,210 shares; 2025Q2: 1,628 shares 1,628$334K0.19%-1,582Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,004 shares; 2024Q4: not reported; 2025Q1: 1,547 shares; 2025Q2: 1,735 shares 1,735$318K0.18%+188Timeline
SMIZZACKS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,396 shares; 2024Q4: 8,421 shares; 2025Q1: 8,496 shares; 2025Q2: 8,179 shares 8,179$277K0.15%-317Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,552 shares 1,552$274K0.15%newTimeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,982 shares 2,982$249K0.14%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,134 shares 1,134$249K0.14%newTimeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,315 shares 5,315$241K0.13%newTimeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,317 shares 3,317$229K0.13%newTimeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,691 shares 2,691$216K0.12%newTimeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 751 shares 751$207K0.12%newTimeline
MGMMGM RESORTS INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,002 shares 6,002$206K0.12%newTimeline
VTRSVIATRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,250 shares; 2025Q2: 20,791 shares 20,791$186K0.1%+4,541Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
LOWLOWES COS INC1,359$317Kshares
UNHUNITEDHEALTH GROUP INC574$301Kshares
CBCHUBB LIMITED972$294Kshares
CVXCHEVRON CORPORATION1,750$293Kshares
ACNACCENTURE PLC IRELAND866$270Kshares
COSTCOSTCO WHOLESALE CORPORATION265$251Kshares
ADPAUTOMATIC DATA PROCESSING IN799$244Kshares
AMGNAMGEN INC775$241Kshares
AFLAFLAC INC2,143$238Kshares
ADIANALOG DEVICES INC1,132$228Kshares
PAYXPAYCHEX INC1,458$225Kshares
LINLINDE PLC473$220Kshares
PEPPEPSICO INC1,456$218Kshares
CSCOCISCO SYS INC3,470$214Kshares
ABTABBOTT LABORATORIES1,590$211Kshares
JNJJOHNSON & JOHNSON1,237$205Kshares
PGPROCTER & GAMBLE CO1,182$201Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001951757-25-001001 base2025-07-30acceptance time not in the bulk data set