13F Filings History of Axiom Financial Strategies, LLC

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$237,662,655
Signature - Title
David Vaughan Scott - Chief Compliance Officer
Location
New Albany, IN
Summary
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. Axiom Financial Strategies, LLC reported 49 stock holdings with total value $237,662,655 as of Q4 2025. Top holdings included IVV, RSP, SPHB, VOT, and AVDE.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 49 $237,662,655 +$5,747,306 -$4,288,474 +$1,458,832 IVV, RSP, SPHB, VOT, AVDE 13F-HR 23 Jan 2026, 09:05
Q3 2025 49 $232,376,750 +$116,933,506 -$75,841,959 +$41,091,547 IVV, RSP, SPHB, VOT, VO 13F-HR 14 Nov 2025, 11:07
Q2 2025 40 $179,244,404 +$6,151,653 -$10,376,952 -$4,225,299 IVV, VO, VXUS, VGT, VWO 13F-HR 30 Jul 2025, 16:32
Q1 2025 48 $168,666,777 +$12,281,043 -$19,282,281 -$7,001,238 IVV, VO, VXUS, VGT, VB 13F-HR 14 May 2025, 10:52
Q4 2024 42 $179,274,922 +$1,994,275 -$9,963,895 -$7,969,620 IVV, VO, VGT, VXUS, VB 13F-HR 22 Jan 2025, 16:36
Q3 2024 45 $189,364,047 +$36,209,075 -$10,782,019 +$25,427,056 IVV, VO, VXUS, VGT, VB 13F-HR 12 Nov 2024, 12:43
Q2 2024 26 $153,898,694 +$528,840 -$4,264,428 -$3,735,588 VO, VXUS, IVV, VGT, BSV 13F-HR 13 Aug 2024, 17:03
Q1 2024 36 $157,077,823 +$2,418,192 -$8,622,346 -$6,204,154 VO, VXUS, IVV, VGT, BSV 13F-HR 29 Apr 2024, 10:11
Q4 2023 35 $154,090,530 +$1,217,461 -$8,738,246 -$7,520,785 VO, VXUS, IVV, VGT, BSV 13F-HR 13 Feb 2024, 13:56
Q3 2023 32 $149,004,975 +$29,390,853 -$48,894,635 -$19,503,782 VO, VXUS, IVV, VGT, BSV 13F-HR 16 Oct 2023, 08:45
Q2 2023 34 $174,348,216 +$16,081,269 -$26,896,953 -$10,815,684 VO, TIP, VGT, BSV, COMB 13F-HR 10 Aug 2023, 10:53
Q1 2023 36 $179,839,614 +$30,414,333 -$16,271,078 +$14,143,255 VO, FTCS, TIP, VGT, COMB 13F-HR 18 May 2023, 17:16
Q4 2022 37 $159,225,151 +$7,601,915 -$45,272,243 -$37,670,328 VO, TIP, VGT, VHT, SHM 13F-HR 18 May 2023, 17:12
Q3 2022 72 $188,069,000 +$34,534,379 -$27,594,228 +$6,940,151 VO, WSBC, TIP, VGT, COMB 13F-HR 17 Oct 2022, 14:02
Q2 2022 76 $190,099,000 +$6,703,288 -$2,905,312 +$3,797,976 VO, WSBC, TIP, VGT, MUB 13F-HR 10 Aug 2022, 16:41
Q1 2022 75 $196,535,000 +$23,903,666 -$19,502,693 +$4,400,973 VO, WSBC, TIP, VGT, MUB Restatement 15 Jun 2022, 12:43
Q4 2021 80 $220,062,000 +$17,244,648 -$17,238,783 +$5,865 VO, WSBC, VGT, VWO, VB Restatement 15 Jun 2022, 15:14
Q3 2021 76 $212,200,000 +$17,538,274 -$18,408,884 -$870,610 WSBC, VO, VB, VWO, VGT 13F-HR 03 Nov 2021, 14:46
Q2 2021 77 $216,865,000 +$10,118,335 -$6,543,378 +$3,574,957 VB, WSBC, VO, VWO, MUB Restatement 15 Jun 2022, 14:52
Q1 2021 76 $203,591,000 +$26,166,701 -$21,944,641 +$4,222,060 WSBC, VO, VB, VWO, MUB Restatement 15 Jun 2022, 13:55
Q4 2020 72 $139,071,000 $0 $0 $0 VO, MUB, VGT, BIV, VWO Restatement 15 Jun 2022, 16:11
Q3 2020 72 $166,445,000 +$14,350,090 -$8,790,684 +$5,559,406 VO, WSBC, MUB, VGT, BIV Restatement 15 Jun 2022, 16:06
Q2 2020 68 $153,452,000 +$24,712,631 -$10,279,594 +$14,433,037 VO, WSBC, MUB, BIV, VGT Restatement 15 Jun 2022, 15:58
Q1 2020 61 $123,763,000 $0 $0 $0 VO, WSBC, BIV, MUB, VB Restatement 16 Jun 2022, 15:11