Sign In
test

David (Vaughan) Scott

Axiom Financial Strategies, Llc

Assets Managed
$284.089M
Holdings
32
Last Quarter
2026 - Q1
Filed Date
26d ago
Growth Rate
19.54%(2Q avg: 10.91%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Axiom Financial Strategies, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 32 positions.

Assets under management

The assets under management (AUM) of Axiom Financial Strategies, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 284.089M in assets, with a quarterly growth rate of 19.54% and a 2-quarter average growth rate of 10.91%. The portfolio is managed by David (Vaughan) Scott, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 58.88%
21.68%
$61.58M
320,862 shares@ $191.93 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 41.05%
20.71%
$58.827M
90,059 shares@ $653.21 avg price
FLMI
Franklin Dynamic Municipal B
Recent Activity
New Position
11.67%
$33.126M
1.336M shares@ $24.79 avg price
SPHB
Invesco S&p 500 High Beta Et
Recent Activity
Increased 63.34%
8.68%
$24.634M
212,453 shares@ $115.96 avg price
VOT
Vanguard Mid-cap Growth Etf
Recent Activity
Increased 77.86%
8.11%
$23.024M
89,466 shares@ $257.35 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 70.7%
7.23%
$20.529M
241,977 shares@ $84.85 avg price
PIZ
Invesco Dorsey Wright Develo
Recent Activity
Increased 71.86%
6.97%
$19.8M
399,835 shares@ $49.52 avg price
PXH
Invesco Ftse Rafi Emerging M
Recent Activity
Increased 87.41%
4.86%
$13.802M
512,912 shares@ $26.92 avg price
USCI
United States Commodity Inde
Recent Activity
Decreased -26.93%
2.13%
$6.037M
63,338 shares@ $95.32 avg price
HIMU
Ishares High Yild Muni A Etf
Recent Activity
New Position
1.92%
$5.454M
113,680 shares@ $47.98 avg price

1-10 of 32