⏳
Showing Q3 2024 data
Axiom Advisory, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Axiom Advisory, LLC
•CIK: 1910475•Filing: Q3 2024
Axiom Advisory, LLC manages $10.7B across a diversified portfolio of 291 positions. The fund exhibits significant overweighting in growth and fixed income, anchored by a $2,696.9M position in VUG and a $2,065.7M allocation to BND. Top holdings further reveal substantial exposure to market breadth and sector representation, including $722.2M in VOT and $636.2M in VTV. This structure suggests a core strategy balancing equity growth potential with defensive fixed-income ballast.
Total AUM
$10.7B
QoQ Performance
+16.6%
Positions
194
Top 10 Concentration
77.9%
Latest Filing
Q3 2024
Top Holdings Allocation
VUG
BND
VOT
VTV
EFG
VUG25.2%
BND19.3%
VOT6.7%
VTV5.9%
EFG5.3%
VBK4.0%
VSS3.2%
VTI2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other90.1%
Technology7.2%
Consumer1.2%
ETF0.5%
Healthcare0.3%
Financial0.3%
Communication0.1%
Materials0.1%
🚪 Exited Positionssold since Q2 2024
+84 more exited positions
Changes from Q2 2024
NEW3 new positions
↑178 increased
↓19 decreased
Historical Filings
Q3 2024Q2 2024Q1 2024Q4 2023