Axiom Financial Strategies, LLC
All 13F Filings
- Location
- New Albany, IN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 319,103
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 34 | 319,103 | 13F-HR | Axiom Financial Strategies, LLC |
| 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 | 14.62 K | 4.6% | 3.056 K | 0 | 3.056 K |
| ETFs | 304.5 K | 95.4% | 31.96 K | 0 | 31.96 K |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
319,103
Holdings
34
QoQ value change ($000)
35,014
(12.3%)
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.