Axiom Financial Strategies, LLC
All 13F Filings
- Location
- New Albany, IN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 284,089
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/21/2026 | 32 | 284,089 | 13F-HR | Axiom Financial Strategies, LLC |
| Q4 2025 | 1/23/2026 | 49 | 237,663 | 13F-HR | Axiom Financial Strategies, LLC |
| Q3 2025 | 11/14/2025 | 49 | 232,377 | 13F-HR | Axiom Financial Strategies, LLC |
| Q2 2025 | 7/30/2025 | 40 | 179,244 | 13F-HR | Axiom Financial Strategies, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 11.56 K | 4.1% | 0 | 103.3 K | -103.3 K |
| ETFs | 272.5 K | 95.9% | 149.8 K | 0 | 149.8 K |
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Fund Snapshot
Q1 2026
Latest filed
4/21/2026
Total value ($000)
284,089
Holdings
32
QoQ value change ($000)
46,426
(19.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.