Axiom Financial Strategies, LLC - Portfolio overview

Axiom Financial Strategies, LLC has 54 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. RSP - INVESCO EXCHANGE TRADED FD T, 17.13%
2. IVV - ISHARES TR, 16.36%
3. FLMI - FRANKLIN TEMPLETON ETF TR, 9.21%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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