Arkolith/Funds/Axiom Financial Strategies, LLC

Axiom Financial Strategies, LLC

CIK 1831985
Holdings as of Jun 30, 2026·disclosed Aug 6, 2026·~37-day 13F lag·13F-HR
Active Filer

Axiom Financial Strategies, LLC holds a concentrated book of 34 stocks worth $319.1M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Devon Energy Corp and trimmed Invesco S&P 500 High Beta Et. Their largest long position is Invesco S&P 500 Equal Weight at 22% of the equity book.

Opened
47
bought for the first time
Added to
21
already held, bought more
Trimmed
8
sold some, still holds it
Sold out
1
exited the position entirely

Concentration

Top-heavy: concentrated book

Top 5 holdings
72%
Top 10 holdings
94%
Top 20 holdings
99%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

5% mapped to company sectors

ETF / fund or unclassified
95%
Financials
3%
Information Technology
1%
Consumer Discretionary
0%
Health Care
0%
Consumer Staples
0%
Energy
0%
Materials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Axiom Financial Strategies, LLC

Manager / fundShared namesTheir $ in those
LPL Financial LLC78 / 34$55.4B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO78 / 34$48.0B
MORGAN STANLEY77 / 34$382.5B
OSAIC HOLDINGS, INC.77 / 34$11.7B
IFP Advisors, Inc77 / 34$844.9M
HARBOUR INVESTMENTS, INC.77 / 34$766.5M
ROYAL BANK OF CANADA76 / 34$116.6B
ENVESTNET ASSET MANAGEMENT INC76 / 34$69.6B

Ranked by how many of Axiom Financial Strategies, LLC's top 34 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

34 positions
#SecurityValueShares% PortLast moveHistory
1Invesco Exchange Traded FD T
S&P500 EQL WGT
$69.6M327.1K
21.8%
+1.9%
Added · +6K sh
2Ishares TR
CORE S&P500 ETF
$68.1M90.9K
21.3%
+1.0%
Added · +886 sh
3Invesco Exch Traded FD TR II
S&P 500 HB ETF
$32.6M209.6K
10.2%
−1.3%
Reduced · −3K sh
4Franklin Templeton ETF TR
FRANKLIN DYN MUN
$29.8M1.18M
9.3%
−11%
Reduced · −152K sh
5Vanguard Index FDS
MCAP GR IDXVIP
$28.1M91.6K
8.8%
+2.4%
Added · +2K sh
6Invesco Exch Traded FD TR II
DORSEY WRGT DVLP
$22.8M407.8K
7.1%
+2.0%
Added · +8K sh
7American Centy ETF TR
INTL EQT ETF
$22.3M250.1K
7.0%
+3.4%
Added · +8K sh
8Invesco Exch Traded FD TR II
RAFI EMRGNG MRKT
$14.2M508.0K
4.4%
−1.0%
Reduced · −5K sh
9United STS Commodity Index F
COMM IDX FND
$7.7M83.2K
2.4%
+31%
Added · +20K sh
10BlackRock ETF Trust II
ISH HIG MUN ETF
$4.9M98.6K
1.5%
−13%
Reduced · −15K sh
11SPDR Series Trust
ST SHO TREAS ETF
$4.3M148.6K
1.4%
+1.8%
Added · +3K sh
12Vanguard Scottsdale FDS
LONG TERM TREAS
$2.6M46.3K
0.8%
+2.6%
Added · +1K sh
13Ishares TR
US SML CAP EQT
$1.8M19.9K
0.6%
−13%
Reduced · −3K sh
14Invesco Exchange Traded FD T
S&P MDCP400 VL
$1.7M11.7K
0.5%
−12%
Reduced · −2K sh
15SPDR Series Trust
ST STR P500ETF
$1.6M17.7K
0.5%
+3.5%
Added · +590 sh
16Berkshire Hathaway Inc Del
CL B NEW
$685K1.4K
0.2%
Held
17Alphabet Inc
CAP STK CL A
$608K1.7K
0.2%
+2.4%
Added · +40 sh
18Capital One Finl Corp
COM
$472K2.4K
0.1%
+6.9%
Added · +151 sh
19US Bancorp
COM NEW
$451K7.5K
0.1%
+0.9%
Added · +70 sh
20Viatris Inc
COM
$434K27.3K
0.1%
+0.9%
Added · +244 sh
21JPMorgan Chase & Co
COM
$422K1.3K
0.1%
+1.4%
Added · +18 sh
22Amazon Com Inc
COM
$416K1.7K
0.1%
+22%
Added · +318 sh
23CVS Health Corp
COM
$411K4.0K
0.1%
+1.4%
Added · +55 sh
24MGM Resorts International
COM
$395K8.3K
0.1%
+4.7%
Added · +369 sh
25Texas Instrs Inc
COM
$391K1.3K
0.1%
+2.3%
Added · +30 sh
26Microsoft Corp
COM
$375K1.0K
0.1%
+1.4%
Added · +14 sh
27Meta Platforms Inc
CL A
$336K596
0.1%
−2.0%
Reduced · −12 sh
28Devon Energy Corp New
COM
$332K8.0K
0.1%
New
New position
29Vanguard Intl Equity Index F
TT WRLD ST ETF
$269K1.7K
0.1%
+0.3%
Added · +6 sh
30Wells Fargo & Co
COM
$266K3.2K
0.1%
Held
31Tyson Foods Inc
CL A
$233K4.1K
0.1%
+2.0%
Added · +81 sh
32Unitedhealth Group Inc
COM
$232K558
0.1%
New
New position
33Apple Inc
COM
$231K797
0.1%
−2.1%
Reduced · −17 sh
34Teck Resources Ltd
CL B
$217K3.6K
0.1%
New
New position
Showing all 34 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 6, 202634$319.1M13F-HR
Q1 2026Mar 31, 2026Apr 21, 202632$284.1M13F-HR
Q4 2025Dec 31, 2025Jan 23, 202649$237.7M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202549$232.4M13F-HR
Q2 2025Jun 30, 2025Jul 30, 202540$179.2M13F-HR
Q4 2024Dec 31, 2024Jan 22, 202542$179.3M13F-HR
Q3 2024Sep 30, 2024Nov 12, 202445$189.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.