Axiom Financial Strategies, LLC

Q3 2025 13F-HR Holdings

Location
New Albany, IN
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
49
Total value ($000)
$232,377
Net value change ($000)
+53,133 (29.6%)
New positions
15
Sold out positions
5
Turnover %
34.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2025 Next filing: 1/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
RSP 32,933 820.0%
SPHB 14,891 NEW
VOT 14,433 NEW
IVV 12,037 38.6%
PIZ 11,232 NEW
AVDE 11,150 NEW
USCI 6,663 NEW
SPTS 4,183 NEW
VGLT 3,948 NEW
PXH 3,780 NEW
Top Reduces (Value $000, Stocks/ETFs)
VO -17,111 -59.7%
VXUS -7,217 -40.8%
VGT -6,703 -39.1%
VB -5,007 -57.7%
DFNL -4,165 -77.7%
VOX -3,028 -45.6%
VWO -2,837 -32.2%
VIS -2,831 -46.2%
OUSM -2,555 -52.1%
VWOB -2,410 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type