Axiom Financial Strategies, LLC Top Holdings and 13F Report (2025) About Axiom Financial Strategies, LLCInvestment ActivityAxiom Financial Strategies, LLC has $179.27 million in total holdings as of December 31, 2024.Axiom Financial Strategies, LLC owns shares of 42 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 1.11% of the portfolio was purchased this quarter.About 5.56% of the portfolio was sold this quarter.This quarter, Axiom Financial Strategies, LLC has purchased 45 new stocks and bought additional shares in 15 stocks.Axiom Financial Strategies, LLC sold shares of 24 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $30,924,868Vanguard Mid-Cap ETF $24,595,669Vanguard Information Technology ETF $16,441,865Vanguard Total International Stock ETF $15,661,861Vanguard Small-Cap ETF $8,724,407 Largest New Holdings this Quarter Cisco Systems $207,141 Holding Largest Purchases this Quarter Vanguard Energy ETF 6,615 shares (about $802.46K)iShares Core S&P 500 ETF 842 shares (about $495.66K)Vanguard Communication Services ETF 1,682 shares (about $260.64K)Cisco Systems 3,499 shares (about $207.14K)Vanguard Financials ETF 1,206 shares (about $142.39K) Largest Sales this Quarter Vanguard Small-Cap ETF 9,848 shares (about $2.37M)ALPS O'Shares U.S. Small-Cap Quality Dividend ETF 35,280 shares (about $1.54M)Vanguard Mid-Cap ETF 5,094 shares (about $1.35M)Vanguard FTSE Emerging Markets ETF 20,561 shares (about $905.51K)Vanguard Information Technology ETF 871 shares (about $541.60K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAxiom Financial Strategies, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$30,924,868$495,664 ▲1.6%52,53317.2%ETFVOVanguard Mid-Cap ETF$24,595,669$1,345,472 ▼-5.2%93,12013.7%ETFVGTVanguard Information Technology ETF$16,441,865$541,595 ▼-3.2%26,4429.2%ETFVXUSVanguard Total International Stock ETF$15,661,861$151,686 ▼-1.0%265,7718.7%ETFVBVanguard Small-Cap ETF$8,724,407$2,366,299 ▼-21.3%36,3094.9%ETFVFHVanguard Financials ETF$8,614,608$142,392 ▲1.7%72,9624.8%ETFVWOVanguard FTSE Emerging Markets ETF$7,340,603$905,508 ▼-11.0%166,6804.1%ETFCOMBGraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF$6,438,822$20,967 ▼-0.3%322,7483.6%FinanceVOXVanguard Communication Services ETF$6,432,577$260,644 ▲4.2%41,5113.6%ETFVISVanguard Industrials ETF$5,836,468$222,082 ▼-3.7%22,9433.3%ETFVHTVanguard Health Care ETF$5,684,840$425,431 ▼-7.0%22,4093.2%ETFPTINPacer Trendpilot International ETF$5,682,701$36,769 ▼-0.6%204,7823.2%ETFOUSMALPS O'Shares U.S. Small-Cap Quality Dividend ETF$4,928,573$1,542,447 ▼-23.8%112,7302.7%ETFJNKSPDR Bloomberg High Yield Bond ETF$4,202,097$4,869 ▲0.1%44,0152.3%FinanceVDEVanguard Energy ETF$4,041,071$802,464 ▲24.8%33,3122.3%ETFVCRVanguard Consumer Discretionary ETF$3,997,278$239,859 ▼-5.7%10,6492.2%ETFBSVVanguard Short-Term Bond ETF$2,613,953$25,731 ▼-1.0%33,8291.5%ETFVWOBVanguard Emerging Markets Government Bond ETF$2,473,243$631 ▼0.0%39,1651.4%ETFVAWVanguard Materials ETF$2,422,307$33,622 ▼-1.4%12,8961.4%ETFEFAiShares MSCI EAFE ETF$1,873,5400.0%24,7791.0%FinanceVDCVanguard Consumer Staples ETF$1,610,664$513,003 ▼-24.2%7,6200.9%ETFBLVVanguard Long-Term Bond ETF$1,455,775$5,064 ▼-0.3%21,2740.8%ETFMSFTMicrosoft$1,085,784$22,340 ▲2.1%2,5760.6%Computer and TechnologyAAPLApple$815,868$99,667 ▼-10.9%3,2580.5%Computer and TechnologyZECPZacks Earnings Consistent Portfolio ETF$693,854$2,071 ▲0.3%22,7830.4%ETFJPMJPMorgan Chase & Co.$527,841$34,279 ▼-6.1%2,2020.3%FinanceBRK.BBerkshire Hathaway$419,7370.0%9260.2%FinanceLOWLowe's Companies$339,844$10,859 ▲3.3%1,3770.2%Retail/WholesaleACNAccenture$305,354$13,016 ▲4.5%8680.2%Computer and TechnologyUNHUnitedHealth Group$290,869$10,117 ▲3.6%5750.2%MedicalZACKS TRUST$279,403$829 ▲0.3%8,4210.2%SMALL/MID CAPCVXChevron$252,624$579 ▼-0.2%1,7440.1%Oils/EnergyCOSTCostco Wholesale$245,560$5,498 ▲2.3%2680.1%Retail/WholesaleMETAMeta Platforms$244,158$4,099 ▼-1.7%4170.1%Computer and TechnologyCBChubb$241,210$9,671 ▼-3.9%8730.1%FinanceADIAnalog Devices$240,930$2,125 ▼-0.9%1,1340.1%Computer and TechnologyADPAutomatic Data Processing$235,940$7,611 ▲3.3%8060.1%Business ServicesAFLAflac$223,741$6,413 ▲3.0%2,1630.1%FinancePEPPepsiCo$219,575$2,585 ▼-1.2%1,4440.1%Consumer StaplesCSCOCisco Systems$207,141$207,141 ▲New Holding3,4990.1%Computer and TechnologyPAYXPaychex$205,703$3,786 ▼-1.8%1,4670.1%Business ServicesAMGNAmgen$201,996$2,346 ▲1.2%7750.1%MedicalVPUVanguard Utilities ETF$0$580,983 ▼-100.0%00.0%ETFVVVanguard Large-Cap ETF$0$419,158 ▼-100.0%00.0%ETFLINDE PLC$0$227,939 ▼-100.0%00.0%SHSAMATApplied Materials$0$202,858 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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