Axiom Financial Strategies, LLC
Axiom Financial Strategies, LLC reported 34 holdings worth US$319M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 6, 2026
Axiom Financial Strategies, LLC reported 34 holdings worth US$319M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Alphabet Inc (google) Class C and Capital One Financial Corporation. Filed Aug 6, 2026 (Form 13F).
- Holdings
- 34
- Value as reported
- US$319M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Berkshire Hathaway Inc. | 1,368 | US$685K | 0.21% |
| Alphabet Inc (google) Class C | 1,702 | US$608K | 0.19% |
| Capital One Financial Corporation | 2,351 | US$472K | 0.15% |
| U.s. Bancorp | 7,468 | US$451K | 0.14% |
| Viatris Inc. | 27,328 | US$434K | 0.14% |
| Jp Morgan Chase & Co. | 1,288 | US$422K | 0.13% |
| Amazon.com, Inc. | 1,747 | US$416K | 0.13% |
| Cvs Health Corporation | 3,977 | US$411K | 0.13% |
| Mgm Resorts International | 8,256 | US$395K | 0.12% |
| Texas Instruments Incorporated | 1,311 | US$391K | 0.12% |
| Microsoft Corp. | 1,004 | US$375K | 0.12% |
| Meta Platforms, Inc. | 596 | US$336K | 0.11% |
| Devon Energy Corporation | 8,046 | US$332K | 0.10% |
| Wells Fargo & Company | 3,217 | US$266K | 0.08% |
| Tyson Foods, Inc. | 4,069 | US$233K | 0.07% |
| Unitedhealth Group Incorporated | 558 | US$232K | 0.07% |
| Apple Inc | 797 | US$231K | 0.07% |
| Teck Resources Limited Class A | 3,642 | US$217K | 0.07% |
| Coterra Energy Inc. | 0 | US$0 | 0.00% |