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Portfolio (Quarterly) Guide ↗

Axiom Financial Strategies, LLC

· CIK 0001831985
13F Portfolio $238M AUM 49 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1 New 15 Added 18 Reduced 1 Exited
Page 2 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 OUSM ALPS ETF TR 51,012.0 $2.2M 0.94% -1K -2.6% $43.74 +6.9%
22 VCR VANGUARD WORLD FD 5,455.0 $2.1M 0.90% $393.93 +0.3%
23 VDE VANGUARD WORLD FD 14,244.0 $1.8M 0.76% -287.0 -2.0% $125.92 +31.9%
24 SPYM SPDR SERIES TRUST 16,749.0 $1.3M 0.56% +317.0 +1.9% $80.22 +9.9%
25 DFNL DAVIS FUNDAMENTAL ETF TR 26,368.0 $1.3M 0.54% $48.33 -3.6%
26 VAW VANGUARD WORLD FD 5,848.0 $1.2M 0.51% -70.0 -1.2% $207.54 +11.4%
27 VDC VANGUARD WORLD FD 4,383.0 $926K 0.39% +52.0 +1.2% $211.25 +7.4%
28 SMLF ISHARES TR 10,188.0 $763K 0.32% +110.0 +1.1% $74.88 +13.8%
29 RFV INVESCO EXCHANGE TRADED FD T 5,858.0 $749K 0.32% +142.0 +2.5% $127.79 +9.4%
30 ZECP ZACKS TRUST 20,873.0 $726K 0.30% $34.76 +6.8%
31 BERKSHIRE HATHAWAY INC DEL 1,264.0 $635K 0.27% $502.65
32 VPU VANGUARD WORLD FD 3,337.0 $617K 0.26% +769.0 +29.9% $185.04 +6.5%
33 MSFT MICROSOFT CORP Technology 990.0 $479K 0.20% -95.0 -8.8% $483.62 -14.0%
34 GOOGL ALPHABET INC Communication Services 1,476.0 $462K 0.19% -48.0 -3.1% $313.00 +23.6%
35 COF CAPITAL ONE FINL CORP Financial Services 1,812.0 $439K 0.18% $242.36 -22.7%
36 JPM JPMORGAN CHASE & CO. Financial Services 1,270.0 $409K 0.17% -85.0 -6.3% $322.22 -4.8%
37 META META PLATFORMS INC Communication Services 527.0 $348K 0.15% +33.0 +6.7% $660.09 -7.9%
38 AMAT APPLIED MATLS INC Technology 1,328.0 $341K 0.14% -612.0 -31.6% $256.99 +74.5%
39 USB US BANCORP DEL Financial Services 6,017.0 $321K 0.14% +31.0 +0.5% $53.36 +2.8%
40 QUIZ ZACKS TRUST 11,997.0 $318K 0.13% $26.52 +10.5%
Page 2 of 3  ·  49 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 71.6%
Technology 9.6%
Communication Services 7.1%
Healthcare 5.0%
Consumer Cyclical 4.8%
Energy 1.8%