Universe · entity
Axiom Financial Strategies, LLC
Institutional manager (13F) · CIK 1831985
13F holdings · as of 2026-03-31 · top 32 · reported portfolio $284M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | INVESCO EXCHANGE TRADED FD T | $62M | 320,862 |
| 2 | ISHARES TR | $59M | 90,059 |
| 3 | FRANKLIN TEMPLETON ETF TR | $33M | 1,336,255 |
| 4 | INVESCO EXCH TRADED FD TR II | $25M | 212,453 |
| 5 | VANGUARD INDEX FDS | $23M | 89,466 |
| 6 | AMERICAN CENTY ETF TR | $21M | 241,977 |
| 7 | INVESCO EXCH TRADED FD TR II | $20M | 399,835 |
| 8 | INVESCO EXCH TRADED FD TR II | $14M | 512,912 |
| 9 | UNITED STS COMMODITY INDEX F | $6M | 63,338 |
| 10 | BLACKROCK ETF TRUST II | $5M | 113,680 |
| 11 | SPDR SERIES TRUST | $4M | 145,965 |
| 12 | VANGUARD SCOTTSDALE FDS | $2M | 45,089 |
| 13 | INVESCO EXCHANGE TRADED FD T | $2M | 13,375 |
| 14 | ISHARES TR | $2M | 22,741 |
| 15 | SPDR SERIES TRUST | $1M | 17,087 |
| 16 | BERKSHIRE HATHAWAY INC DEL | $656k | 1,368 |
| 17 | ALPHABET INC | $478k | 1,662 |
| 18 | CAPITAL ONE FINL CORP | $401k | 2,200 |
| 19 | US BANCORP | $385k | 7,398 |
| 20 | JPMORGAN CHASE & CO | $374k | 1,270 |
| 21 | MICROSOFT CORP | $366k | 990 |
| 22 | VIATRIS INC | $366k | 27,084 |
| 23 | META PLATFORMS INC | $348k | 608 |
| 24 | COTERRA ENERGY INC | $310k | 8,808 |
| 25 | AMAZON COM INC | $298k | 1,429 |
| 26 | MGM RESORTS INTERNATIONAL | $292k | 7,887 |
| 27 | CVS HEALTH CORP | $282k | 3,922 |
| 28 | WELLS FARGO & CO | $256k | 3,217 |
| 29 | TYSON FOODS INC | $256k | 3,988 |
| 30 | TEXAS INSTRS INC | $249k | 1,281 |
| 31 | VANGUARD INTL EQUITY INDEX F | $236k | 1,706 |
| 32 | APPLE INC | $207k | 814 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.