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The Analysis of Axiom Financial Strategies, LLC's Holdings & P&L

Currently, Axiom Financial Strategies, LLC holds 32 types of securities in its portfolio with a total value $284.1M. In the most recent quarter, they have increased their positions in FLMI (+1.3M shares, valued at $33.1M), N/A (+118.9K shares, valued at $22.8M), IVV (+26.2K shares, valued at $17.1M); decreased their positions in USCI (-23.4K shares, valued at $2.2M), AAPL (-191 shares, valued at $48.5K), VGLT (-583 shares, valued at $32.3K); initiated new positions in FLMI (+1.3M shares, valued at $33.1M), HIMU (+113.7K shares, valued at $5.5M), TSN (+4.0K shares, valued at $255.5K).

1M P&L

+7.2M+3.33%

3M P&L

+10.2M+4.80%

HY P&L

+23.1M+11.54%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A203.2M

97.9%

2Banks - Diversified629.7K

0.3%

3Credit Services401.3K

0.2%

Top Industries by Stock Count

1N/A14 stocks

50.0%

2Banks - Diversified2 stocks

7.1%

3Internet Retail1 stocks

3.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T320.9K shares58.87%2026-03-312026-04-21

IVV ISHARES TR90.1K shares41.05%2026-03-312026-04-21

FLMI FRANKLIN TEMPLETON ETF TR1.3M sharesnew addition2026-03-312026-04-21

SPHB INVESCO EXCH TRADED FD TR II212.5K shares63.34%2026-03-312026-04-21

VOT VANGUARD INDEX FDS89.5K shares77.85%2026-03-312026-04-21

AVDE AMERICAN CENTY ETF TR242.0K shares70.70%2026-03-312026-04-21

PIZ INVESCO EXCH TRADED FD TR II399.8K shares71.85%2026-03-312026-04-21

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II512.9K shares87.41%2026-03-312026-04-21

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USCI UNITED STS COMMODITY INDEX F63.3K shares-26.94%2026-03-312026-04-21

HIMU BLACKROCK ETF TRUST II113.7K sharesnew addition2026-03-312026-04-21

SPTS SPDR SERIES TRUST146.0K shares0.81%2026-03-312026-04-21

VGLT VANGUARD SCOTTSDALE FDS45.1K shares-1.28%2026-03-312026-04-21

RFV INVESCO EXCHANGE TRADED FD T13.4K shares128.32%2026-03-312026-04-21

SMLF ISHARES TR22.7K shares123.21%2026-03-312026-04-21

SPYM SPDR SERIES TRUST17.1K shares2.02%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.4K shares8.23%2026-03-312026-04-21

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ALPHABET INC ALPHABET INC1.7K shares12.60%2026-03-312026-04-21

COF CAPITAL ONE FINL CORP2.2K shares21.41%2026-03-312026-04-21

USB US BANCORP7.4K shares22.95%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO1.3K shares0.00%2026-03-312026-04-21

MSFT MICROSOFT CORP990 shares0.00%2026-03-312026-04-21

VTRS VIATRIS INC27.1K shares19.88%2026-03-312026-04-21

META META PLATFORMS INC608 shares15.37%2026-03-312026-04-21

CTRA COTERRA ENERGY INC8.8K shares13.11%2026-03-312026-04-21

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AMZN AMAZON COM INC1.4K shares15.52%2026-03-312026-04-21

MGM MGM RESORTS INTERNATIONAL7.9K shares8.85%2026-03-312026-04-21

CVS CVS HEALTH CORP3.9K shares7.81%2026-03-312026-04-21

WFC WELLS FARGO & CO3.2K shares15.47%2026-03-312026-04-21

TSN TYSON FOODS INC4.0K sharesnew addition2026-03-312026-04-21

TXN TEXAS INSTRS INC1.3K sharesnew addition2026-03-312026-04-21

VT VANGUARD INTL EQUITY INDEX F1.7K shares0.00%2026-03-312026-04-21

AAPL APPLE INC814 shares-19.00%2026-03-312026-04-21

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INVESCO EXCHANGE TRADED FD T

58.87%

Shares320.9K

Event2026-03-31

Filed2026-04-21

IVV

ISHARES TR

41.05%

Shares90.1K

Event2026-03-31

Filed2026-04-21

FLMI

FRANKLIN TEMPLETON ETF TR

New

Shares1.3M

Event2026-03-31

Filed2026-04-21

SPHB

INVESCO EXCH TRADED FD TR II

63.34%

Shares212.5K

Event2026-03-31

Filed2026-04-21

VOT

VANGUARD INDEX FDS

77.85%

Shares89.5K

Event2026-03-31

Filed2026-04-21

AVDE

AMERICAN CENTY ETF TR

70.70%

Shares242.0K

Event2026-03-31

Filed2026-04-21

PIZ

INVESCO EXCH TRADED FD TR II

71.85%

Shares399.8K

Event2026-03-31

Filed2026-04-21

INVESCO EXCH TRADED FD TR II

87.41%

Shares512.9K

Event2026-03-31

Filed2026-04-21

USCI

UNITED STS COMMODITY INDEX F

-26.94%

Shares63.3K

Event2026-03-31

Filed2026-04-21

HIMU

BLACKROCK ETF TRUST II

New

Shares113.7K

Event2026-03-31

Filed2026-04-21

SPTS

SPDR SERIES TRUST

0.81%

Shares146.0K

Event2026-03-31

Filed2026-04-21

VGLT

VANGUARD SCOTTSDALE FDS

-1.28%

Shares45.1K

Event2026-03-31

Filed2026-04-21

RFV

INVESCO EXCHANGE TRADED FD T

128.32%

Shares13.4K

Event2026-03-31

Filed2026-04-21

SMLF

ISHARES TR

123.21%

Shares22.7K

Event2026-03-31

Filed2026-04-21

SPYM

SPDR SERIES TRUST

2.02%

Shares17.1K

Event2026-03-31

Filed2026-04-21

BERKSHIRE HATHAWAY INC DEL

8.23%

Shares1.4K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

12.60%

Shares1.7K

Event2026-03-31

Filed2026-04-21

COF

CAPITAL ONE FINL CORP

21.41%

Shares2.2K

Event2026-03-31

Filed2026-04-21

USB

US BANCORP

22.95%

Shares7.4K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

0.00%

Shares990

Event2026-03-31

Filed2026-04-21

VTRS

VIATRIS INC

19.88%

Shares27.1K

Event2026-03-31

Filed2026-04-21