Axiom Financial Strategies, LLC

**Axiom Financial Strategies, LLC** manages $238M across a diversified portfolio of 49 positions. The strategy exhibits a notable tilt toward broad market exposure, evidenced by top holdings including IVV ($43.7M) and RSP ($38.7M). Further allocations are concentrated in sector-specific and thematic plays, with significant weights assigned to SPHB ($15.2M) and VOT ($14.0M). This structure suggests a core mandate combining low-cost index tracking with targeted, high-conviction factor bets.

📌 Top Holdings