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Axiom Financial Strategies, LLC

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13F filer, CIK 1831985, NEW ALBANY, IN

Axiom Financial Strategies, LLC reported $284,089,099 across 32 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-21. Its ten largest share positions make up 93.92% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-26-000668

Period
2026-03-31
Reported value
$284M
Holdings
32
Top 10 weight
93.92%
New
4
Sold out
21

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FLMInew+1,336,255$33.1M
RSPadded+118,897$22.8M
IVVadded+26,208$17.1M
VOTadded+39,162$10.1M
SPHBadded+82,383$9.55M

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
VOexited-39,206-$11.4M
VXUSexited-141,621-$10.7M
VGTexited-14,042-$10.6M
PTINexited-207,789-$6.53M
VWOexited-108,597-$5.84M

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, Q1 2026

Share positions as resolved from 13F-HR 0001951757-26-000668, largest first. % of portfolio is the value over $284,089,099, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,098 shares; 2025Q3: 194,774 shares; 2025Q4: 201,965 shares; 2026Q1: 320,862 shares 320,862$61.6M21.68%+118,897Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 90,059 shares 90,059$58.8M20.71%+26,208Timeline
FLMIFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,336,255 shares 1,336,255$33.1M11.66%newTimeline
SPHBINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 135,621 shares; 2025Q4: 130,070 shares; 2026Q1: 212,453 shares 212,453$24.6M8.67%+82,383Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,128 shares; 2025Q4: 50,304 shares; 2026Q1: 89,466 shares 89,466$23M8.1%+39,162Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 141,314 shares; 2025Q4: 141,759 shares; 2026Q1: 241,977 shares 241,977$20.5M7.23%+100,218Timeline
PIZINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 235,598 shares; 2025Q4: 232,664 shares; 2026Q1: 399,835 shares 399,835$19.8M6.97%+167,171Timeline
PXHINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 148,714 shares; 2025Q4: 273,688 shares; 2026Q1: 512,912 shares 512,912$13.8M4.86%+239,224Timeline
USCIUNITED STS COMMODITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 85,541 shares; 2025Q4: 86,688 shares; 2026Q1: 63,338 shares 63,338$6.04M2.13%-23,350Timeline
HIMUBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 113,680 shares 113,680$5.45M1.92%newTimeline
SPTSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 142,672 shares; 2025Q4: 144,789 shares; 2026Q1: 145,965 shares 145,965$4.26M1.5%+1,176Timeline
VGLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69,428 shares; 2025Q4: 45,672 shares; 2026Q1: 45,089 shares 45,089$2.5M0.88%-583Timeline
RFVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,716 shares; 2025Q4: 5,858 shares; 2026Q1: 13,375 shares 13,375$1.74M0.61%+7,517Timeline
SMLFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,078 shares; 2025Q4: 10,188 shares; 2026Q1: 22,741 shares 22,741$1.72M0.6%+12,553Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,432 shares; 2025Q4: 16,749 shares; 2026Q1: 17,087 shares 17,087$1.31M0.46%+338Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 926 shares; 2024Q4: 926 shares; 2025Q1: 1,130 shares; 2025Q2: 1,195 shares; 2025Q3: 1,264 shares; 2025Q4: 1,264 shares; 2026Q1: 1,368 shares 1,368$656K0.23%+104Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,552 shares; 2025Q3: 1,524 shares; 2025Q4: 1,476 shares; 2026Q1: 1,662 shares 1,662$478K0.17%+186Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,522 shares; 2025Q2: 1,725 shares; 2025Q3: 1,812 shares; 2025Q4: 1,812 shares; 2026Q1: 2,200 shares 2,200$401K0.14%+388Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,315 shares; 2025Q3: 5,986 shares; 2025Q4: 6,017 shares; 2026Q1: 7,398 shares 7,398$385K0.14%+1,381Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,270 shares 1,270$374K0.13%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 990 shares 990$366K0.13%0Timeline
VTRSVIATRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,250 shares; 2025Q2: 20,791 shares; 2025Q3: 19,591 shares; 2025Q4: 22,592 shares; 2026Q1: 27,084 shares 27,084$366K0.13%+4,492Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: 417 shares; 2025Q1: 552 shares; 2025Q2: 670 shares; 2025Q3: 494 shares; 2025Q4: 527 shares; 2026Q1: 608 shares 608$348K0.12%+81Timeline
CTRACOTERRA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,787 shares; 2026Q1: 8,808 shares 8,808$310K0.11%+1,021Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,134 shares; 2025Q3: 1,237 shares; 2025Q4: 1,237 shares; 2026Q1: 1,429 shares 1,429$298K0.1%+192Timeline
MGMMGM RESORTS INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,002 shares; 2025Q3: 7,497 shares; 2025Q4: 7,246 shares; 2026Q1: 7,887 shares 7,887$292K0.1%+641Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,317 shares; 2025Q3: 3,638 shares; 2025Q4: 3,638 shares; 2026Q1: 3,922 shares 3,922$282K0.1%+284Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,691 shares; 2025Q3: 2,786 shares; 2025Q4: 2,786 shares; 2026Q1: 3,217 shares 3,217$256K0.09%+431Timeline
TSNTYSON FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,988 shares 3,988$256K0.09%newTimeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,114 shares; 2025Q4: not reported; 2026Q1: 1,281 shares 1,281$249K0.09%newTimeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,656 shares; 2025Q4: 1,706 shares; 2026Q1: 1,706 shares 1,706$236K0.08%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 814 shares 814$207K0.07%-191Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
VOVANGUARD INDEX FDS39,206$11.4Mshares
VXUSVANGUARD STAR FDS141,621$10.7Mshares
VGTVANGUARD WORLD FD14,042$10.6Mshares
PTINPACER FDS TR207,789$6.53Mshares
VWOVANGUARD INTL EQUITY INDEX F108,597$5.84Mshares
VFHVANGUARD WORLD FD28,817$3.85Mshares
VOXVANGUARD WORLD FD19,022$3.68Mshares
VHTVANGUARD WORLD FD12,295$3.54Mshares
VISVANGUARD WORLD FD11,101$3.31Mshares
VBVANGUARD INDEX FDS11,701$3.02Mshares
OUSMALPS ETF TR51,012$2.23Mshares
VCRVANGUARD WORLD FD5,455$2.15Mshares
VDEVANGUARD WORLD FD14,244$1.79Mshares
DFNLDAVIS FUNDAMENTAL ETF TR26,368$1.27Mshares
VAWVANGUARD WORLD FD5,848$1.21Mshares
VDCVANGUARD WORLD FD4,383$926Kshares
ZECPZACKS TRUST20,873$726Kshares
VPUVANGUARD WORLD FD3,337$617Kshares
AMATAPPLIED MATLS INC1,328$341Kshares
QUIZZACKS TRUST11,997$318Kshares
SMIZZACKS TRUST7,614$282Kshares

How Q1 2026 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 0001951757-26-000668 base2026-04-21acceptance time not in the bulk data set