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Axiom Financial Strategies, LLC
Axiom Financial Strategies, LLC is a registered investment adviser headquartered in New Albany, Indiana. The firm primarily serves individual investors—including high-net-worth individuals—as well as charitable organizations. Founded in the early 2010s, Axiom manages portfolios with a focus on long-term wealth creation and employs a staff of around 9 employees. The group provides personalized financial planning, portfolio management, and investment advisory services to a largely US-based clientele.
Investment Strategy
Axiom Financial Strategies, LLC primarily serves individuals and high-net-worth investors, offering discretionary investment management and financial planning. The firm’s strategy emphasizes diversification across sectors and asset classes, utilizing both ETFs and direct equities. Frequently, their portfolio’s largest allocations are to broad market index funds and sector-specific ETFs, reflecting a risk-managed, asset allocation approach tailored to individual needs. They prioritize aligning portfolios with clients’ risk tolerance, goals, and investment horizons, aiming for long-term capital appreciation while managing market volatility.
Latest 13F Filing Activity
Axiom Financial Strategies, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 40 equity positions with a total 13F market value of $179M. The fund increased holdings in Invesco Exchange Traded FD T, Vanguard World FD, Ishares TR among other positions. Axiom Financial Strategies, LLC reduced exposure to Vanguard World FD, Vanguard World FD, Apple Inc. among others.
Top Holdings
Equity Positions (40)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 17.41% | $31.2M | 50,256 | $499.79 | $620.90 | +$1.7M |
V VO | VANGUARD INDEX FDS | 15.99% | $28.7M | 102,454 | $180.70 | $279.83 | +$1.6M |
V VXUS | VANGUARD STAR FDS | 9.86% | $17.7M | 255,904 | $54.96 | $69.09 | +$1.1M |
V VGT | VANGUARD WORLD FD | 9.56% | $17.1M | 25,836 | $299.43 | $663.28 | +$2.6M |
V VWO | VANGUARD INTL EQUITY INDEX F | 4.92% | $8.8M | 178,131 | $42.02 | $49.46 | +$704.4K |
Industry Allocation
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