Axiom Financial Strategies, LLC

Q4 2025 13F-HR Holdings

Location
New Albany, IN
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
49
Total value ($000)
$237,663
Net value change ($000)
+5,286 (2.3%)
New positions
1
Sold out positions
1
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: 4/21/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
PXH 3,284 86.9%
RSP 1,739 4.7%
AVDE 520 4.7%
IVV 493 1.1%
SPHB 323 2.2%
VHT 316 9.8%
VXUS 221 2.1%
CTRA 205 NEW
PTIN 174 2.7%
PIZ 165 1.5%
Top Reduces (Value $000, Stocks/ETFs)
VGLT -1,400 -35.5%
VB -660 -17.9%
VOT -391 -2.7%
TXN -205 -100.0%
VO -181 -1.6%
VWO -135 -2.3%
OUSM -117 -5.0%
MSFT -83 -14.8%
AMAT -56 -14.1%
VDE -35 -1.9%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type