Axiom Financial Strategies, LLC

Q1 2026 13F-HR Holdings

Location
New Albany, IN
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
32
Total value ($000)
$284,089
Net value change ($000)
+46,426 (19.5%)
New positions
4
Sold out positions
21
Turnover %
39.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
FLMI 33,126 NEW
RSP 22,892 59.2%
IVV 15,093 34.5%
SPHB 9,420 61.9%
VOT 8,982 64.0%
AVDE 8,859 75.9%
PIZ 8,403 73.7%
PXH 6,738 95.4%
HIMU 5,454 NEW
RFV 989 132.0%
Top Reduces (Value $000, Stocks/ETFs)
VO -11,378 -100.0%
VXUS -10,684 -100.0%
VGT -10,584 -100.0%
PTIN -6,535 -100.0%
VWO -5,838 -100.0%
VFH -3,847 -100.0%
VOX -3,683 -100.0%
VHT -3,539 -100.0%
VIS -3,312 -100.0%
VB -3,018 -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