Axiom Financial Strategies, LLC
CIK 1831985 · Holdings on Dec 31, 2025 · First reported Jan 23, 2026
Top ten holdings
Q4 2025- IVV18.40%
- RSP16.28%
- SPHB6.40%
- VOT5.91%
- AVDE4.91%
- PIZ4.80%
- VO4.79%
- VXUS4.50%
- VGT4.45%
- PXH2.97%
Share classes counted separately73.41%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- PXHWeight increased · +1.34 pp1.63% → 2.97%Shares +124.97K (+84.04%)
- VGLTWeight decreased · -0.63 pp1.70% → 1.07%Shares -23.76K (-34.22%)
- RSPWeight increased · +0.38 pp15.90% → 16.28%Shares +7.19K (+3.69%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $43.73M | 18.40% | 63.85K shares | 18.61% → 18.40%-0.21 pp -755 (-1.17%) | Reduced | ↗▾ |
| 02 | RSPINVESCO S&P 500 EQUAL WEIGHTS&P500 EQL WGT View history and evidence | $38.69M | 16.28% | 201.97K shares | 15.90% → 16.28%+0.38 pp +7.19K (+3.69%) | Added | ↗▾ |
| 03 | SPHBINVESCO S&P 500 HIGH BETA ETS&P 500 HB ETF View history and evidence | $15.21M | 6.40% | 130.07K shares | 6.41% → 6.40%-0.01 pp -5.55K (-4.09%) | Reduced | ↗▾ |
| 04 | VOTVNGRD MRNGSTR MC GRW ETF-USDMCAP GR IDXVIP View history and evidence | $14.04M | 5.91% | 50.30K shares | 6.21% → 5.91%-0.30 pp +1.18K (+2.39%) | Added | ↗▾ |
| 05 | AVDEAVANTIS INTERNATIONAL EQUITYINTL EQT ETF View history and evidence | $11.67M | 4.91% | 141.76K shares | 4.80% → 4.91%+0.11 pp +445 (+0.31%) | Added | ↗▾ |
| 06 | PIZINVESCO DORSEY WRIGHT DEVELODORSEY WRGT DVLP View history and evidence | $11.40M | 4.80% | 232.66K shares | 4.83% → 4.80%-0.03 pp -2.93K (-1.25%) | Reduced | ↗▾ |
| 07 | VOVNGRD MRNGSTR MD-CAP ETF-USDMID CAP ETF View history and evidence | $11.38M | 4.79% | 39.21K shares | 4.97% → 4.79%-0.18 pp -146 (-0.37%) | Reduced | ↗▾ |
| 08 | VXUSVANGUARD TOTAL INTL STOCKVG TL INTL STK F View history and evidence | $10.68M | 4.50% | 141.62K shares | 4.50% → 4.50%+0.00 pp -816 (-0.57%) | Reduced | ↗▾ |
| 09 | VGTVANGUARD INFO TECH ETFINF TECH ETF View history and evidence | $10.58M | 4.45% | 14.04K shares | 4.49% → 4.45%-0.04 pp +68 (+0.49%) | Added | ↗▾ |
| 10 | PXHINVES RAFI EMER MRKT-USD INCRAFI EMRGNG MRKT View history and evidence | $7.06M | 2.97% | 273.69K shares | 1.63% → 2.97%+1.34 pp +124.97K (+84.04%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| TXN TEXAS INSTRUMENTS INC | Non-derivative | -1,114 | -$204.68K | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1831985 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-01-23
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 237662655
}Research all 49 reported holdings.
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