Axiom Financial Strategies, LLC historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Axiom Financial Strategies, LLC opened 26 positions, added to 91, reduced 115 and sold out of 35.
- Q2 2026: Stock IVV; Country of operation —; Class CORE S&P500 ETF; Shares before 90,059.
- Q2 2026: Stock RSP; Country of operation —; Class S&P500 EQL WGT; Shares before 320,862.
- Q2 2026: Stock VOT; Country of operation —; Class MCAP GR IDXVIP; Shares before 89,466.
- Q2 2026: Stock PIZ; Country of operation —; Class DORSEY WRGT DVLP; Shares before 399,835.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1831985), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-06); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-21); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-23); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-30); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-22); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-29). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-09-30.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | IVV
ISHARES TR | | CORE S&P500 ETF | 90,059 | 90,945 | +886 | $58,827,368 | $68,108,056 | +$9,280,688 | 2026-08-06 |
|---|
| Q2 2026 | RSP
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL WGT | 320,862 | 327,090 | +6,228 | $61,579,843 | $69,594,839 | +$8,014,996 | 2026-08-06 |
|---|
| Q2 2026 | VOT
VANGUARD INDEX FDS | | MCAP GR IDXVIP | 89,466 | 91,605 | +2,139 | $23,023,977 | $28,058,728 | +$5,034,751 | 2026-08-06 |
|---|
| Q2 2026 | PIZ
INVESCO EXCH TRADED FD TR II | | DORSEY WRGT DVLP | 399,835 | 407,770 | +7,935 | $19,799,817 | $22,794,324 | +$2,994,507 | 2026-08-06 |
|---|
| Q2 2026 | AVDE
AMERICAN CENTY ETF TR | | INTL EQT ETF | 241,977 | 250,119 | +8,142 | $20,529,336 | $22,310,630 | +$1,781,294 | 2026-08-06 |
|---|
| Q2 2026 | VGLT
VANGUARD SCOTTSDALE FDS | | LONG TERM TREAS | 45,089 | 46,270 | +1,181 | $2,495,888 | $2,553,163 | +$57,275 | 2026-08-06 |
|---|
| Q2 2026 | VT
VANGUARD INTL EQUITY INDEX F | | TT WRLD ST ETF | 1,706 | 1,712 | +6 | $235,974 | $268,698 | +$32,724 | 2026-08-06 |
|---|
| Q1 2026 | RSP
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL WGT | 201,965 | 320,862 | +118,897 | $38,688,388 | $61,579,843 | +$22,891,455 | 2026-04-21 |
|---|
| Q1 2026 | IVV
ISHARES TR | | CORE S&P500 ETF | 63,851 | 90,059 | +26,208 | $43,734,163 | $58,827,368 | +$15,093,205 | 2026-04-21 |
|---|
| Q1 2026 | SPHB
INVESCO EXCH TRADED FD TR II | | S&P 500 HB ETF | 130,070 | 212,453 | +82,383 | $15,214,277 | $24,633,973 | +$9,419,696 | 2026-04-21 |
|---|
| Q1 2026 | VOT
VANGUARD INDEX FDS | | MCAP GR IDXVIP | 50,304 | 89,466 | +39,162 | $14,041,866 | $23,023,977 | +$8,982,111 | 2026-04-21 |
|---|
| Q1 2026 | AVDE
AMERICAN CENTY ETF TR | | INTL EQT ETF | 141,759 | 241,977 | +100,218 | $11,669,642 | $20,529,336 | +$8,859,694 | 2026-04-21 |
|---|
| Q1 2026 | PIZ
INVESCO EXCH TRADED FD TR II | | DORSEY WRGT DVLP | 232,664 | 399,835 | +167,171 | $11,396,513 | $19,799,817 | +$8,403,304 | 2026-04-21 |
|---|
| Q1 2026 | PXH
INVESCO EXCH TRADED FD TR II | | RAFI EMRGNG MRKT | 273,688 | 512,912 | +239,224 | $7,063,896 | $13,802,469 | +$6,738,573 | 2026-04-21 |
|---|
| Q1 2026 | RFV
INVESCO EXCHANGE TRADED FD T | | S&P MDCP400 VL | 5,858 | 13,375 | +7,517 | $748,585 | $1,738,334 | +$989,749 | 2026-04-21 |
|---|
| Q1 2026 | SMLF
ISHARES TR | | US SML CAP EQT | 10,188 | 22,741 | +12,553 | $762,848 | $1,716,689 | +$953,841 | 2026-04-21 |
|---|
| Q1 2026 | SPYM
SPDR SERIES TRUST | United States | STATE STREET SPD | 16,749 | 17,087 | +338 | $1,343,614 | $1,307,862 | -$35,752 | 2026-04-21 |
|---|
| Q1 2026 | SPTS
SPDR SERIES TRUST | | STATE STREET SPD | 144,789 | 145,965 | +1,176 | $4,239,410 | $4,259,257 | +$19,847 | 2026-04-21 |
|---|
| Q4 2025 | PXH
INVESCO EXCH TRADED FD TR II | | RAFI EMRGNG MRKT | 148,714 | 273,688 | +124,974 | $3,780,297 | $7,063,896 | +$3,283,599 | 2026-01-23 |
|---|
| Q4 2025 | RSP
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL WGT | 194,774 | 201,965 | +7,191 | $36,948,657 | $38,688,388 | +$1,739,731 | 2026-01-23 |
|---|
| Q4 2025 | AVDE
AMERICAN CENTY ETF TR | | INTL EQT ETF | 141,314 | 141,759 | +445 | $11,149,675 | $11,669,642 | +$519,967 | 2026-01-23 |
|---|
| Q4 2025 | VOT
VANGUARD INDEX FDS | | MCAP GR IDXVIP | 49,128 | 50,304 | +1,176 | $14,433,315 | $14,041,866 | -$391,449 | 2026-01-23 |
|---|
| Q4 2025 | VFH
VANGUARD WORLD FD | | FINANCIALS ETF | 28,102 | 28,817 | +715 | $3,688,146 | $3,846,799 | +$158,653 | 2026-01-23 |
|---|
| Q4 2025 | VGT
VANGUARD WORLD FD | | INF TECH ETF | 13,974 | 14,042 | +68 | $10,433,040 | $10,584,309 | +$151,269 | 2026-01-23 |
|---|
| Q4 2025 | VPU
VANGUARD WORLD FD | | UTILITIES ETF | 2,568 | 3,337 | +769 | $486,405 | $617,478 | +$131,073 | 2026-01-23 |
|---|
| Q4 2025 | QUIZ
ZACKS TRUST | | QUALITY INTERNAT | 11,976 | 11,997 | +21 | $302,214 | $318,200 | +$15,986 | 2026-01-23 |
|---|
| Q4 2025 | RFV
INVESCO EXCHANGE TRADED FD T | | S&P MDCP400 VL | 5,716 | 5,858 | +142 | $733,233 | $748,585 | +$15,352 | 2026-01-23 |
|---|
| Q4 2025 | SMLF
ISHARES TR | | US SML CAP EQT | 10,078 | 10,188 | +110 | $749,322 | $762,848 | +$13,526 | 2026-01-23 |
|---|
| Q4 2025 | VT
VANGUARD INTL EQUITY INDEX F | | TT WRLD ST ETF | 1,656 | 1,706 | +50 | $228,197 | $240,648 | +$12,451 | 2026-01-23 |
|---|
| Q4 2025 | VCR
VANGUARD WORLD FD | | CONSUM DIS ETF | 5,447 | 5,455 | +8 | $2,157,830 | $2,148,872 | -$8,958 | 2026-01-23 |
|---|
| Q4 2025 | VDC
VANGUARD WORLD FD | | CONSUM STP ETF | 4,331 | 4,383 | +52 | $925,677 | $925,917 | +$240 | 2026-01-23 |
|---|
| Q3 2025 | RSP
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL WGT | 22,098 | 194,774 | +172,676 | $4,016,126 | $36,948,657 | +$32,932,531 | 2025-11-14 |
|---|
| Q3 2025 | IVV
ISHARES TR | | CORE S&P500 ETF | 50,256 | 64,606 | +14,350 | $31,203,812 | $43,240,845 | +$12,037,033 | 2025-11-14 |
|---|
| Q3 2025 | PTIN
PACER FDS TR | | TRENDPILOT INTL | 206,584 | 208,759 | +2,175 | $5,993,002 | $6,360,887 | +$367,885 | 2025-11-14 |
|---|
| Q2 2025 | PTIN
PACER FDS TR | | TRENDPILOT INTL | 205,580 | 206,584 | +1,004 | $6,027,606 | $5,993,002 | -$34,604 | 2025-07-30 |
|---|
| Q1 2025 | VO
VANGUARD INDEX FDS | | MID CAP ETF | 93,120 | 104,823 | +11,703 | $24,595,669 | $27,109,249 | +$2,513,580 | 2025-05-14 |
|---|
| Q1 2025 | VGT
VANGUARD WORLD FD | | INF TECH ETF | 26,442 | 26,880 | +438 | $16,441,865 | $14,579,007 | -$1,862,858 | 2025-05-14 |
|---|
| Q1 2025 | VXUS
VANGUARD STAR FDS | | VG TL INTL STK F | 265,771 | 266,279 | +508 | $15,661,861 | $16,535,942 | +$874,081 | 2025-05-14 |
|---|
| Q1 2025 | VWO
VANGUARD INTL EQUITY INDEX F | | FTSE EMR MKT ETF | 166,680 | 179,098 | +12,418 | $7,340,603 | $8,105,986 | +$765,383 | 2025-05-14 |
|---|
| Q1 2025 | VB
VANGUARD INDEX FDS | | SMALL CP ETF | 36,309 | 36,948 | +639 | $8,724,407 | $8,193,156 | -$531,251 | 2025-05-14 |
|---|
| Q1 2025 | PTIN
PACER FDS TR | | TRENDPILOT INTL | 204,782 | 205,580 | +798 | $5,682,701 | $6,027,606 | +$344,905 | 2025-05-14 |
|---|
| Q1 2025 | VCR
VANGUARD WORLD FD | | CONSUM DIS ETF | 10,649 | 12,900 | +2,251 | $3,997,278 | $4,199,026 | +$201,748 | 2025-05-14 |
|---|
| Q1 2025 | VWOB
VANGUARD WHITEHALL FDS | | EM MK GOV BD ETF | 39,165 | 40,555 | +1,390 | $2,473,243 | $2,603,601 | +$130,358 | 2025-05-14 |
|---|
| Q1 2025 | OUSM
ALPS ETF TR | | OSHARES US SMLCP | 112,730 | 115,424 | +2,694 | $4,928,573 | $4,850,114 | -$78,459 | 2025-05-14 |
|---|
| Q1 2025 | SMIZ
ZACKS TRUST | | SMALL/MID CAP | 8,421 | 8,496 | +75 | $279,403 | $257,058 | -$22,345 | 2025-05-14 |
|---|
| Q1 2025 | ZECP
ZACKS TRUST | | EARNGS CONSTANT | 22,783 | 23,017 | +234 | $693,854 | $692,582 | -$1,272 | 2025-05-14 |
|---|
| Q4 2024 | IVV
ISHARES TR | | CORE S&P500 ETF | 51,691 | 52,533 | +842 | $29,816,341 | $30,924,868 | +$1,108,527 | 2025-01-22 |
|---|
| Q4 2024 | VDE
VANGUARD WORLD FD | | ENERGY ETF | 26,697 | 33,312 | +6,615 | $3,269,566 | $4,041,071 | +$771,505 | 2025-01-22 |
|---|
| Q4 2024 | VFH
VANGUARD WORLD FD | | FINANCIALS ETF | 71,756 | 72,962 | +1,206 | $7,886,750 | $8,614,608 | +$727,858 | 2025-01-22 |
|---|
| Q4 2024 | VOX
VANGUARD WORLD FD | | COMM SRVC ETF | 39,829 | 41,511 | +1,682 | $5,790,688 | $6,432,577 | +$641,889 | 2025-01-22 |
|---|
| Q4 2024 | JNK
SPDR SER TR | | BLOOMBERG HIGH Y | 43,964 | 44,015 | +51 | $4,299,288 | $4,202,097 | -$97,191 | 2025-01-22 |
|---|
| Q4 2024 | ZECP
ZACKS TRUST | | EARNGS CONSTANT | 22,715 | 22,783 | +68 | $700,494 | $693,854 | -$6,640 | 2025-01-22 |
|---|
| Q4 2024 | SMIZ
ZACKS TRUST | | SMALL/MID CAP | 8,396 | 8,421 | +25 | $277,889 | $279,403 | +$1,514 | 2025-01-22 |
|---|
| Q3 2024 | IVV
ISHARES TR | | CORE S&P500 ETF | 28,970 | 51,691 | +22,721 | $15,853,399 | $29,816,341 | +$13,962,942 | 2024-11-12 |
|---|
| Q3 2024 | VB
VANGUARD INDEX FDS | | SMALL CP ETF | 33,067 | 46,157 | +13,090 | $7,209,895 | $10,948,845 | +$3,738,950 | 2024-11-12 |
|---|
| Q3 2024 | JNK
SPDR SER TR | | BLOOMBERG HIGH Y | 9,613 | 43,964 | +34,351 | $906,171 | $4,299,288 | +$3,393,117 | 2024-11-12 |
|---|
| Q3 2024 | OUSM
ALPS ETF TR | | OSHARES US SMLCP | 98,383 | 148,010 | +49,627 | $4,056,337 | $6,670,824 | +$2,614,487 | 2024-11-12 |
|---|
| Q3 2024 | VFH
VANGUARD WORLD FD | | FINANCIALS ETF | 53,739 | 71,756 | +18,017 | $5,367,459 | $7,886,750 | +$2,519,291 | 2024-11-12 |
|---|
| Q3 2024 | VGT
VANGUARD WORLD FD | | INF TECH ETF | 24,690 | 27,313 | +2,623 | $14,236,217 | $16,019,419 | +$1,783,202 | 2024-11-12 |
|---|
| Q3 2024 | VOX
VANGUARD WORLD FD | | COMM SRVC ETF | 30,268 | 39,829 | +9,561 | $4,183,070 | $5,790,688 | +$1,607,618 | 2024-11-12 |
|---|
| Q3 2024 | VXUS
VANGUARD STAR FDS | | VG TL INTL STK F | 265,568 | 268,345 | +2,777 | $16,013,733 | $17,372,682 | +$1,358,949 | 2024-11-12 |
|---|
| Q3 2024 | VIS
VANGUARD WORLD FD | | INDUSTRIAL ETF | 22,695 | 23,816 | +1,121 | $5,338,305 | $6,193,955 | +$855,650 | 2024-11-12 |
|---|
| Q3 2024 | VWO
VANGUARD INTL EQUITY INDEX F | | FTSE EMR MKT ETF | 186,412 | 187,241 | +829 | $8,157,383 | $8,959,475 | +$802,092 | 2024-11-12 |
|---|
| Q3 2024 | VDE
VANGUARD WORLD FD | | ENERGY ETF | 19,696 | 26,697 | +7,001 | $2,512,623 | $3,269,566 | +$756,943 | 2024-11-12 |
|---|
| Q3 2024 | COMB
GRANITESHARES ETF TR | | BBG COMMD K 1 | 297,628 | 323,799 | +26,171 | $6,059,716 | $6,635,154 | +$575,438 | 2024-11-12 |
|---|
| Q3 2024 | PTIN
PACER FDS TR | | TRENDPILOT INTL | 203,699 | 206,107 | +2,408 | $5,890,975 | $6,372,828 | +$481,853 | 2024-11-12 |
|---|
| Q3 2024 | VAW
VANGUARD WORLD FD | | MATERIALS ETF | 12,229 | 13,075 | +846 | $2,355,704 | $2,764,885 | +$409,181 | 2024-11-12 |
|---|
| Q3 2024 | VCR
VANGUARD WORLD FD | | CONSUM DIS ETF | 11,011 | 11,288 | +277 | $3,439,075 | $3,843,406 | +$404,331 | 2024-11-12 |
|---|
| Q3 2024 | VWOB
VANGUARD WHITEHALL FDS | | EM MK GOV BD ETF | 37,660 | 39,175 | +1,515 | $2,369,200 | $2,600,033 | +$230,833 | 2024-11-12 |
|---|
| Q3 2024 | EFA
ISHARES TR | | MSCI EAFE ETF | 24,672 | 24,779 | +107 | $1,932,558 | $2,072,268 | +$139,710 | 2024-11-12 |
|---|
| Q2 2024 | VO
VANGUARD INDEX FDS | | MID CAP ETF | 97,733 | 98,281 | +548 | $24,419,480 | $23,793,844 | -$625,636 | 2024-08-13 |
|---|
| Q2 2024 | VWO
VANGUARD INTL EQUITY INDEX F | | FTSE EMR MKT ETF | 186,342 | 186,412 | +70 | $7,783,485 | $8,157,383 | +$373,898 | 2024-08-13 |
|---|
| Q2 2024 | COMB
GRANITESHARES ETF TR | | BBG COMMD K 1 | 294,621 | 297,628 | +3,007 | $5,854,129 | $6,059,716 | +$205,587 | 2024-08-13 |
|---|
| Q2 2024 | BSV
VANGUARD BD INDEX FDS | | SHORT TRM BOND | 114,711 | 116,809 | +2,098 | $8,794,868 | $8,959,241 | +$164,373 | 2024-08-13 |
|---|
| Q2 2024 | VAW
VANGUARD WORLD FD | | MATERIALS ETF | 12,187 | 12,229 | +42 | $2,491,482 | $2,355,704 | -$135,778 | 2024-08-13 |
|---|
| Q2 2024 | VHT
VANGUARD WORLD FD | | HEALTH CAR ETF | 26,169 | 26,280 | +111 | $7,079,296 | $6,990,579 | -$88,717 | 2024-08-13 |
|---|
| Q2 2024 | BLV
VANGUARD BD INDEX FDS | | LONG TERM BOND | 49,872 | 50,254 | +382 | $3,607,206 | $3,532,355 | -$74,851 | 2024-08-13 |
|---|
| Q2 2024 | VDE
VANGUARD WORLD FD | | ENERGY ETF | 19,595 | 19,696 | +101 | $2,580,721 | $2,512,623 | -$68,098 | 2024-08-13 |
|---|
| Q2 2024 | VPU
VANGUARD WORLD FD | | UTILITIES ETF | 7,214 | 7,252 | +38 | $1,028,503 | $1,072,751 | +$44,248 | 2024-08-13 |
|---|
| Q2 2024 | VCR
VANGUARD WORLD FD | | CONSUM DIS ETF | 10,888 | 11,011 | +123 | $3,459,319 | $3,439,075 | -$20,244 | 2024-08-13 |
|---|
| Q2 2024 | VWOB
VANGUARD WHITEHALL FDS | | EM MK GOV BD ETF | 37,401 | 37,660 | +259 | $2,388,031 | $2,369,200 | -$18,831 | 2024-08-13 |
|---|
| Q2 2024 | VXUS
VANGUARD STAR FDS | | VG TL INTL STK F | 265,305 | 265,568 | +263 | $15,997,868 | $16,013,733 | +$15,865 | 2024-08-13 |
|---|
| Q2 2024 | VDC
VANGUARD WORLD FD | | CONSUM STP ETF | 13,614 | 13,652 | +38 | $2,779,209 | $2,771,723 | -$7,486 | 2024-08-13 |
|---|
| Q2 2024 | JNK
SPDR SER TR | | BLOOMBERG HIGH Y | 9,510 | 9,613 | +103 | $905,329 | $906,171 | +$842 | 2024-08-13 |
|---|
| Q1 2024 | VIS
VANGUARD WORLD FD | | INDUSTRIAL ETF | 19,577 | 22,725 | +3,148 | $4,315,317 | $5,548,213 | +$1,232,896 | 2024-04-29 |
|---|
| Q1 2024 | VXUS
VANGUARD STAR FDS | | VG TL INTL STK F | 261,700 | 265,305 | +3,605 | $15,168,149 | $15,997,868 | +$829,719 | 2024-04-29 |
|---|
| Q1 2024 | COMB
GRANITESHARES ETF TR | | BBG COMMD K 1 | 262,926 | 294,621 | +31,695 | $5,108,652 | $5,854,129 | +$745,477 | 2024-04-29 |
|---|
| Q1 2024 | PTIN
PACER FDS TR | | TRENDPILOT INTL | 203,061 | 205,950 | +2,889 | $5,596,361 | $5,986,966 | +$390,605 | 2024-04-29 |
|---|
| Q1 2024 | VWO
VANGUARD INTL EQUITY INDEX F | | FTSE EMR MKT ETF | 180,630 | 186,342 | +5,712 | $7,423,874 | $7,783,485 | +$359,611 | 2024-04-29 |
|---|
| Q1 2024 | VAW
VANGUARD WORLD FD | | MATERIALS ETF | 12,154 | 12,187 | +33 | $2,308,535 | $2,491,482 | +$182,947 | 2024-04-29 |
|---|
| Q1 2024 | EFA
ISHARES TR | | MSCI EAFE ETF | 24,396 | 24,672 | +276 | $1,838,239 | $1,970,306 | +$132,067 | 2024-04-29 |
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