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Axiom Financial Strategies, LLC

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13F filer, CIK 1831985, NEW ALBANY, IN

Axiom Financial Strategies, LLC reported $237,662,655 across 49 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-23. Its ten largest share positions make up 73.4% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-26-000277

Period
2025-12-31
Reported value
$238M
Holdings
49
Top 10 weight
73.4%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PXHadded+124,974$3.23M
RSPadded+7,191$1.38M
VOTadded+1,176$328K
CTRAnew+7,787$205K
VPUadded+769$142K

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
VGLTreduced-23,756-$1.33M
VBreduced-2,763-$713K
SPHBreduced-5,551-$649K
IVVreduced-755-$517K
TXNexited-1,114-$205K

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, Q4 2025

Share positions as resolved from 13F-HR 0001951757-26-000277, largest first. % of portfolio is the value over $237,662,655, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,691 shares; 2024Q4: 52,533 shares; 2025Q1: 52,443 shares; 2025Q2: 50,256 shares; 2025Q3: 64,606 shares; 2025Q4: 63,851 shares 63,851$43.7M18.4%-755Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,098 shares; 2025Q3: 194,774 shares; 2025Q4: 201,965 shares 201,965$38.7M16.28%+7,191Timeline
SPHBINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 135,621 shares; 2025Q4: 130,070 shares 130,070$15.2M6.4%-5,551Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,128 shares; 2025Q4: 50,304 shares 50,304$14M5.91%+1,176Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 141,314 shares; 2025Q4: 141,759 shares 141,759$11.7M4.91%+445Timeline
PIZINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 235,598 shares; 2025Q4: 232,664 shares 232,664$11.4M4.8%-2,934Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,214 shares; 2024Q4: 93,120 shares; 2025Q1: 104,823 shares; 2025Q2: 102,454 shares; 2025Q3: 39,352 shares; 2025Q4: 39,206 shares 39,206$11.4M4.79%-146Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,345 shares; 2024Q4: 265,771 shares; 2025Q1: 266,279 shares; 2025Q2: 255,904 shares; 2025Q3: 142,437 shares; 2025Q4: 141,621 shares 141,621$10.7M4.5%-816Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,313 shares; 2024Q4: 26,442 shares; 2025Q1: 26,880 shares; 2025Q2: 25,836 shares; 2025Q3: 13,974 shares; 2025Q4: 14,042 shares 14,042$10.6M4.45%+68Timeline
PXHINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 148,714 shares; 2025Q4: 273,688 shares 273,688$7.06M2.97%+124,974Timeline
USCIUNITED STS COMMODITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 85,541 shares; 2025Q4: 86,688 shares 86,688$6.73M2.83%+1,147Timeline
PTINPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,107 shares; 2024Q4: 204,782 shares; 2025Q1: 205,580 shares; 2025Q2: 206,584 shares; 2025Q3: 208,759 shares; 2025Q4: 207,789 shares 207,789$6.53M2.75%-970Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,241 shares; 2024Q4: 166,680 shares; 2025Q1: 179,098 shares; 2025Q2: 178,131 shares; 2025Q3: 110,245 shares; 2025Q4: 108,597 shares 108,597$5.84M2.46%-1,648Timeline
SPTSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 142,672 shares; 2025Q4: 144,789 shares 144,789$4.24M1.78%+2,117Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,756 shares; 2024Q4: 72,962 shares; 2025Q1: 28,231 shares; 2025Q2: 28,156 shares; 2025Q3: 28,102 shares; 2025Q4: 28,817 shares 28,817$3.85M1.62%+715Timeline
VOXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,829 shares; 2024Q4: 41,511 shares; 2025Q1: 39,883 shares; 2025Q2: 38,850 shares; 2025Q3: 19,264 shares; 2025Q4: 19,022 shares 19,022$3.68M1.55%-242Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,086 shares; 2024Q4: 22,409 shares; 2025Q1: 22,177 shares; 2025Q2: 21,845 shares; 2025Q3: 12,413 shares; 2025Q4: 12,295 shares 12,295$3.54M1.49%-118Timeline
VISVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,816 shares; 2024Q4: 22,943 shares; 2025Q1: 22,440 shares; 2025Q2: 21,897 shares; 2025Q3: 11,143 shares; 2025Q4: 11,101 shares 11,101$3.31M1.39%-42Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,157 shares; 2024Q4: 36,309 shares; 2025Q1: 36,948 shares; 2025Q2: 36,647 shares; 2025Q3: 14,464 shares; 2025Q4: 11,701 shares 11,701$3.02M1.27%-2,763Timeline
VGLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69,428 shares; 2025Q4: 45,672 shares 45,672$2.55M1.07%-23,756Timeline
OUSMALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,010 shares; 2024Q4: 112,730 shares; 2025Q1: 115,424 shares; 2025Q2: 113,463 shares; 2025Q3: 52,402 shares; 2025Q4: 51,012 shares 51,012$2.23M0.94%-1,390Timeline
VCRVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,288 shares; 2024Q4: 10,649 shares; 2025Q1: 12,900 shares; 2025Q2: 12,476 shares; 2025Q3: 5,447 shares; 2025Q4: 5,455 shares 5,455$2.15M0.9%+8Timeline
VDEVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,697 shares; 2024Q4: 33,312 shares; 2025Q1: 31,920 shares; 2025Q2: 31,467 shares; 2025Q3: 14,531 shares; 2025Q4: 14,244 shares 14,244$1.79M0.75%-287Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,432 shares; 2025Q4: 16,749 shares 16,749$1.34M0.57%+317Timeline
DFNLDAVIS FUNDAMENTAL ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 129,844 shares; 2025Q2: 124,753 shares; 2025Q3: 26,368 shares; 2025Q4: 26,368 shares 26,368$1.27M0.54%0Timeline
VAWVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,075 shares; 2024Q4: 12,896 shares; 2025Q1: 9,370 shares; 2025Q2: 9,278 shares; 2025Q3: 5,918 shares; 2025Q4: 5,848 shares 5,848$1.21M0.51%-70Timeline
VDCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,047 shares; 2024Q4: 7,620 shares; 2025Q1: 7,496 shares; 2025Q2: 7,341 shares; 2025Q3: 4,331 shares; 2025Q4: 4,383 shares 4,383$926K0.39%+52Timeline
SMLFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,078 shares; 2025Q4: 10,188 shares 10,188$763K0.32%+110Timeline
RFVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,716 shares; 2025Q4: 5,858 shares 5,858$749K0.31%+142Timeline
ZECPZACKS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,715 shares; 2024Q4: 22,783 shares; 2025Q1: 23,017 shares; 2025Q2: 22,472 shares; 2025Q3: 20,873 shares; 2025Q4: 20,873 shares 20,873$726K0.31%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 926 shares; 2024Q4: 926 shares; 2025Q1: 1,130 shares; 2025Q2: 1,195 shares; 2025Q3: 1,264 shares; 2025Q4: 1,264 shares 1,264$635K0.27%0Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,338 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,568 shares; 2025Q4: 3,337 shares 3,337$617K0.26%+769Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,523 shares; 2024Q4: 2,576 shares; 2025Q1: 2,624 shares; 2025Q2: 1,455 shares; 2025Q3: 1,085 shares; 2025Q4: 990 shares 990$479K0.2%-95Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,552 shares; 2025Q3: 1,524 shares; 2025Q4: 1,476 shares 1,476$462K0.19%-48Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,522 shares; 2025Q2: 1,725 shares; 2025Q3: 1,812 shares; 2025Q4: 1,812 shares 1,812$439K0.18%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,345 shares; 2024Q4: 2,202 shares; 2025Q1: 2,247 shares; 2025Q2: 1,539 shares; 2025Q3: 1,355 shares; 2025Q4: 1,270 shares 1,270$409K0.17%-85Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: 417 shares; 2025Q1: 552 shares; 2025Q2: 670 shares; 2025Q3: 494 shares; 2025Q4: 527 shares 527$348K0.15%+33Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,004 shares; 2024Q4: not reported; 2025Q1: 1,547 shares; 2025Q2: 1,735 shares; 2025Q3: 1,940 shares; 2025Q4: 1,328 shares 1,328$341K0.14%-612Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,315 shares; 2025Q3: 5,986 shares; 2025Q4: 6,017 shares 6,017$321K0.14%+31Timeline
QUIZZACKS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,976 shares; 2025Q4: 11,997 shares 11,997$318K0.13%+21Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,317 shares; 2025Q3: 3,638 shares; 2025Q4: 3,638 shares 3,638$289K0.12%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,134 shares; 2025Q3: 1,237 shares; 2025Q4: 1,237 shares 1,237$286K0.12%0Timeline
SMIZZACKS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,396 shares; 2024Q4: 8,421 shares; 2025Q1: 8,496 shares; 2025Q2: 8,179 shares; 2025Q3: 7,614 shares; 2025Q4: 7,614 shares 7,614$282K0.12%0Timeline
VTRSVIATRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,250 shares; 2025Q2: 20,791 shares; 2025Q3: 19,591 shares; 2025Q4: 22,592 shares 22,592$281K0.12%+3,001Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,656 shares; 2024Q4: 3,258 shares; 2025Q1: 3,210 shares; 2025Q2: 1,628 shares; 2025Q3: 1,199 shares; 2025Q4: 1,005 shares 1,005$273K0.11%-194Timeline
MGMMGM RESORTS INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,002 shares; 2025Q3: 7,497 shares; 2025Q4: 7,246 shares 7,246$264K0.11%-251Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,691 shares; 2025Q3: 2,786 shares; 2025Q4: 2,786 shares 2,786$260K0.11%0Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,656 shares; 2025Q4: 1,706 shares 1,706$241K0.1%+50Timeline
CTRACOTERRA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,787 shares 7,787$205K0.09%newTimeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
TXNTEXAS INSTRS INC1,114$205Kshares

How Q4 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 0001951757-26-000277 base2026-01-23acceptance time not in the bulk data set