Axiom Financial Strategies
Axiom Financial Strategies reported 34 stocks worth $319M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are RSP (21.8%), IVV (21.3%) and SPHB (10.2%). Compared with Q1 2026, the fund opened new positions in DVN, UNH and TECK, added to RSP, IVV and VOT, trimmed SPHB, FLMI and PXH and sold out of CTRA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  RSP Invesco Exchange Traded FD T | $69.6M | 21.8% | 327K | +6,228 (+2%) | 5 of 8 | |
| 2 |  IVV Ishares TR | $68.1M | 21.3% | 91K | +886 (+1%) | 8 of 8 | |
| 3 |  SPHB Invesco Exch Traded FD TR II | $32.6M | 10.2% | 210K | −2,820 (−1%) | 4 of 8 | |
| 4 |  FLMI Franklin Templeton ETF TR | $29.8M | 9.3% | 1.2M | −152K (−11%) | 2 of 8 | |
| 5 |  VOT Vanguard Index Fds | $28.1M | 8.8% | 92K | +2,139 (+2%) | 4 of 8 | |
| 6 |  PIZ Invesco Dorsey | $22.8M | 7.1% | 408K | +7,935 (+2%) | 4 of 8 | |
| 7 |  AVDE American Centy ETF TR | $22.3M | 7.0% | 250K | +8,142 (+3%) | 4 of 8 | |
| 8 |  PXH Invesco Exch Traded FD TR II | $14.2M | 4.4% | 508K | −4,957 (−1%) | 4 of 8 | |
| 9 |  USCI United Sts Commodity Index F | $7.7M | 2.4% | 83K | +20K (+31%) | 4 of 8 | |
| 10 |  HIMU Ishares High | $4.9M | 1.5% | 99K | −15K (−13%) | 2 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 CTRA Coterra Energy Inc | $310K | 8,808 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 6, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Axiom Financial Strategies 13F FAQ
What does Axiom Financial Strategies own?
Axiom Financial Strategies reported 34 stocks worth $319M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are RSP (21.8%), IVV (21.3%) and SPHB (10.2%). The table above lists every position in the filing (the top 10 without an account).
What did Axiom Financial Strategies buy and sell in Q2 2026?
Compared with Q1 2026: 3 new positions, 21 added to, 8 trimmed and 1 sold out. New positions include DVN, UNH and TECK. It sold all of CTRA.
When will Axiom Financial Strategies file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Axiom Financial Strategies's portfolio worth?
The Q2 2026 filing reports $319M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.