Current Market Value 179,244,404
Current Holdings 40
Most Recent File Date 2025-07-30
Total Filings on Record 31
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Axiom Financial Strategies, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

Upgrade to unlock premium data.

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-30 2025-06-30 13F-HR 40 179,244
2025-05-14 2025-03-31 13F-HR 48 168,667
2025-01-22 2024-12-31 13F-HR 42 179,275
2024-11-12 2024-09-30 13F-HR 45 189,364
2024-08-13 2024-06-30 13F-HR 26 153,899
2024-04-29 2024-03-31 13F-HR 36 157,078
2024-02-13 2023-12-31 13F-HR 35 154,091
2023-10-16 2023-09-30 13F-HR 32 149,005
2023-08-10 2023-06-30 13F-HR 34 174,348
2023-05-18 2023-03-31 13F-HR 36 179,840
2023-05-18 2022-12-31 13F-HR 37 159,225
2022-10-17 2022-09-30 13F-HR 73 188,069
2022-08-10 2022-06-30 13F-HR 77 190,099
2022-06-15 2022-03-31 13F-HR/A 1 R 75 198,429
2022-05-02 2022-03-31 13F-HR 75 198,429
2022-06-15 2021-12-31 13F-HR/A 1 R 80 220,062
2022-02-04 2021-12-31 13F-HR 80 220,062
2021-11-03 2021-09-30 13F-HR 76 212,200
2022-06-15 2021-06-30 13F-HR/A 1 R 77 216,865
2021-08-13 2021-06-30 13F-HR 77 216,865
2022-06-15 2021-03-31 13F-HR/A 1 R 77 203,591
2021-05-13 2021-03-31 13F-HR 77 203,591
2022-06-15 2020-12-31 13F-HR/A 1 R 73 166,445
2021-02-05 2020-12-31 13F-HR 74 191,412
2022-06-15 2020-09-30 13F-HR/A 1 R 73 166,445
2020-11-13 2020-09-30 13F-HR 73 166,445
2022-06-15 2020-06-30 13F-HR/A 1 R 68 153,452
2020-11-23 2020-06-30 13F-HR 68 153,452
2022-06-16 2020-03-31 13F-HR/A 2 R 61 123,763
2020-11-23 2020-03-31 13F-HR/A 1 R 61 123,763
2020-11-23 2020-03-31 13F-HR 61 123,763