Portfolio (Quarterly) Guide ↗

Axiom Financial Strategies, LLC

· CIK 0001831985

13F Portfolio $319M AUM 34 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 7 New 24 Added 2 Reduced 22 Exited

Page 1 of 2 · 22 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	VO	VANGUARD INDEX FDS	—	39,206	$11.4M	4.79%	SOLD
2	VXUS	VANGUARD STAR FDS	—	141,621	$10.7M	4.50%	SOLD
3	VGT	VANGUARD WORLD FD	—	14,042	$10.6M	4.45%	SOLD
4	PTIN	PACER FDS TR	—	207,789	$6.5M	2.75%	SOLD
5	VWO	VANGUARD INTL EQUITY INDEX F	—	108,597	$5.8M	2.46%	SOLD
6	VFH	VANGUARD WORLD FD	—	28,817	$3.8M	1.62%	SOLD
7	VOX	VANGUARD WORLD FD	—	19,022	$3.7M	1.55%	SOLD
8	VHT	VANGUARD WORLD FD	—	12,295	$3.5M	1.49%	SOLD
9	VIS	VANGUARD WORLD FD	—	11,101	$3.3M	1.39%	SOLD
10	VB	VANGUARD INDEX FDS	—	11,701	$3.0M	1.27%	SOLD
11	OUSM	ALPS ETF TR	—	51,012	$2.2M	0.94%	SOLD
12	VCR	VANGUARD WORLD FD	—	5,455	$2.1M	0.90%	SOLD
13	VDE	VANGUARD WORLD FD	—	14,244	$1.8M	0.76%	SOLD
14	DFNL	DAVIS FUNDAMENTAL ETF TR	—	26,368	$1.3M	0.54%	SOLD
15	VAW	VANGUARD WORLD FD	—	5,848	$1.2M	0.51%	SOLD
16	VDC	VANGUARD WORLD FD	—	4,383	$926K	0.39%	SOLD
17	ZECP	ZACKS TRUST	—	20,873	$726K	0.30%	SOLD
18	VPU	VANGUARD WORLD FD	—	3,337	$617K	0.26%	SOLD
19	AMAT	APPLIED MATLS INC	Technology	1,328	$341K	0.14%	SOLD
20	QUIZ	ZACKS TRUST	—	11,997	$318K	0.13%	SOLD

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Sector Allocation

Financial Services 66.9%

Healthcare 7.7%

Technology 7.1%

Communication Services 6.8%

Consumer Cyclical 5.8%

Energy 2.4%

Consumer Defensive 1.7%

Basic Materials 1.6%