account_balance
Investment manager · 13F filer · SEC CIK 1831985
Axiom Financial Strategies, LLC
Reported value$315Mas of Sep 30, 2026
Positions34 1 new, 1 sold out
Top 10 weight94.5%IVV alone is 22%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
21.9%
RSPInvesco Exchange Traded Fd T
21.3%
FLMIFranklin Templeton ETF Tr
8.8%
SPHBInvesco Exch Traded Fd Tr II
8.2%Trimmed −18%
VOTVanguard Index FDS
8.0%Trimmed −6%
AVDEAmerican Centy ETF Tr
7.1%
PIZInvesco Exch Traded Fd Tr II
7.0%
PXHInvesco Exch Traded Fd Tr II
4.7%
USCIUnited STS Commodity Index F
4.6%Added +60%
SPTSSPDR Series Trust
2.7%Added +101%
HIMU1.4%
SMLF
IVViShares Tr
21.9%
RSPInvesco Exchange Traded Fd T
21.3%
FLMI8.8%
SPHB8.2%
VOT8.0%
AVDE7.1%
PIZ7.0%
PXH4.7%
USCI4.6%SPTS
HIMU
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 21.9% Held
RSP Invesco Exchange Traded Fd T 21.3% Held
FLMI Franklin Templeton ETF Tr 8.8% Held
SPHB Invesco Exch Traded Fd Tr II 8.2% Trimmed −18%
VOT Vanguard Index FDS 8.0% Trimmed −6%
AVDE American Centy ETF Tr 7.1% Held
PIZ Invesco Exch Traded Fd Tr II 7.0% Held
PXH Invesco Exch Traded Fd Tr II 4.7% Held
USCI United STS Commodity Index F 4.6% Added +60%SPTS SPDR Series Trust 2.7% Added +101%
HIMU BlackRock ETF Trust II 1.4% Held
SMLF iShares Tr 0.5% Held
What changed