Axiom Financial Strategies, LLC
All 13F Filings
- Location
- New Albany, IN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 237,663
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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 | 114.9 K | 48.3% | 4.123 K | 0 | 4.123 K |
| ETFs | 122.8 K | 51.7% | 1.165 K | 0 | 1.165 K |
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Fund Snapshot
Q4 2025
Latest filed
1/23/2026
Total value ($000)
237,663
Holdings
49
QoQ value change ($000)
5,286
(2.3%)
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.