Axiom Financial Strategies, LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $220 Million distributed in 49 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $43.1M, Invesco S&P 500 Equal Weight E with a value of $37.8M, Invesco ETF Tr Ii S&P 500 High with a value of $14.4M, Vanguard Mid Cap Growth Index with a value of $14.1M, and American Centy ETF Tr Avantis with a value of $11.4M.
Examining the 13F form we can see an increase of $602K in the current position value, from $220M to 220M.
Axiom Financial Strategies, LLC is based out at New Albany, IN
Below you can find more details about Axiom Financial Strategies, LLC portfolio as well as his latest detailed transactions.
