Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Axiom Financial Strategies, LLC (CIK 1831985) reported $284.1M across 32 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: RSP ($61.6M, 21.68%), IVV ($58.8M, 20.71%), FLMI ($33.1M, 11.66%), SPHB ($24.6M, 8.67%), VOT ($23.0M, 8.10%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RSP | INVESCO EXCHANGE TRADED FD T | $61.6M | 21.68% | 320,862 | Added |
| 2 | IVV | ISHARES TR | $58.8M | 20.71% | 90,059 | Added |
| 3 | FLMI | FRANKLIN TEMPLETON ETF TR | $33.1M | 11.66% | 1.3M | New |
| 4 | SPHB | INVESCO EXCH TRADED FD TR II | $24.6M | 8.67% | 212,453 | Added |
| 5 | VOT | VANGUARD INDEX FDS | $23.0M | 8.10% | 89,466 | Added |
| 6 | AVDE | AMERICAN CENTY ETF TR | $20.5M | 7.23% | 241,977 | Added |
| 7 | PIZ | INVESCO EXCH TRADED FD TR II | $19.8M | 6.97% | 399,835 | Added |
| 8 | PXH | INVESCO EXCH TRADED FD TR II | $13.8M | 4.86% | 512,912 | Added |
| 9 | USCI | UNITED STS COMMODITY INDEX F | $6.0M | 2.13% | 63,338 | Trimmed |
| 10 | HIMU | BLACKROCK ETF TRUST II | $5.5M | 1.92% | 113,680 | New |
| 11 | SPTS | SPDR SERIES TRUST | $4.3M | 1.50% | 145,965 | Added |
| 12 | VGLT | VANGUARD SCOTTSDALE FDS | $2.5M | 0.88% | 45,089 | Trimmed |
| 13 | RFV | INVESCO EXCHANGE TRADED FD T | $1.7M | 0.61% | 13,375 | Added |
| 14 | SMLF | ISHARES TR | $1.7M | 0.60% | 22,741 | Added |
| 15 | SPLG | SPDR SERIES TRUST | $1.3M | 0.46% | 17,087 | Added |
| 16 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $655,546 | 0.23% | 1,368 | Added |
| 17 | GOOGL | ALPHABET INC | $477,925 | 0.17% | 1,662 | Added |
| 18 | USB | US BANCORP | $384,770 | 0.14% | 7,398 | Added |
| 19 | COF | CAPITAL ONE FINL CORP | $401,346 | 0.14% | 2,200 | Added |
| 20 | JPM | JPMORGAN CHASE & CO | $373,583 | 0.13% | 1,270 | Hold |
| 21 | MSFT | MICROSOFT CORP | $366,468 | 0.13% | 990 | Hold |
| 22 | VTRS | VIATRIS INC | $365,905 | 0.13% | 27,084 | Added |
| 23 | META | META PLATFORMS INC | $347,855 | 0.12% | 608 | Added |
| 24 | CTRA | COTERRA ENERGY INC | $309,513 | 0.11% | 8,808 | Added |
| 25 | MGM | MGM RESORTS INTERNATIONAL | $291,898 | 0.10% | 7,887 | Added |
Source: SEC Form 13F filings · as of 2026-03-31