Axiom Financial Strategies, LLC

RIA/Wealth

Axiom Financial Strategies, LLC is a RIA/Wealth based in New Albany, IN led by David Vaughan Scott, reporting $372.9M in AUM as of Q3 2025 with 89% ETF concentration, 74% concentrated in top 10 holdings, and 19% allocation to IVV.

CEODavid Vaughan Scott

Portfolio Value: $232.1M
Positions: 48
Top Holding: IVV at 18.63%
Last Reported: Q3 2025

Address101 W. Spring Street, 5th Floor, New Albany, IN, 47150, United States

Top Holdings

Largest long holdings in Axiom Financial Strategies, LLC's portfolio (73.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P 500 ETF IVV	ETF ETF	$43.2M	18.63%	+$9.6M Bought	— 64.6K shares	Q1 2020 Held for 5y 8m
2 Invesco S&P 500 Equal Weight ETF RSP	ETF ETF	$36.9M	15.92%	+$32.8M Bought	— 194.8K shares	Q2 2025 Held for 5 months
3 Invesco S&P 500 High Beta SPHB	ETF ETF	$14.9M	6.42%	+$14.9M New	— 135.6K shares	Q3 2025 Held for 2 months
4 Vanguard Mid-Cap Growth VOT	Unknown Unknown	$14.4M	6.22%	+$14.4M New	— 49.1K shares	Q3 2025 Held for 2 months
5 Vanguard Mid-Cap Fund VO	ETF ETF	$11.6M	4.98%	-$18.5M Sold	— 39.4K shares	Q1 2020 Held for 5y 8m
6 Invesco Dorsey Wright Developed Markets Momentum PIZ	ETF ETF	$11.2M	4.84%	+$11.2M New	— 235.6K shares	Q3 2025 Held for 2 months
7 Avantis International Equity AVDE	ETF ETF	$11.1M	4.80%	+$11.1M New	— 141.3K shares	Q3 2025 Held for 2 months
8 Vanguard Total International Stock VXUS	ETF ETF	$10.5M	4.51%	-$8.3M Sold	— 142.4K shares	Q1 2020 Held for 5y 8m
9 Vanguard Information Technology VGT	ETF ETF	$10.4M	4.50%	-$8.9M Sold	— 14.0K shares	Q1 2020 Held for 5y 8m
10 USCI US Commodity Index USCI	Unknown Unknown	$6.7M	2.87%	+$6.7M New	— 85.5K shares	Q3 2025 Held for 2 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Axiom Financial Strategies, LLC's latest filing

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Market Value

$232.1M

Prior: $179.2M

Q/Q Change

+29.47%

+$52.8M

Net Flows % of MV

+17.28%

Turnover Ratio

41.47%

New Purchases

12 stocks

$73.3M

Added To

11 stocks

+$42.7M

Sold Out Of

6 stocks

$7.5M

Reduced Holdings

23 stocks

-$68.4M

Increased Positions

Position	Shares Δ	Change
1 Invesco S&P 500 High Beta SPHB	New	0 → 135.6K +$14.9M
2 Vanguard Mid-Cap Growth VOT	New	0 → 49.1K +$14.4M
3 Invesco Dorsey Wright Developed Markets Momentum PIZ	New	0 → 235.6K +$11.2M
4 Avantis International Equity AVDE	New	0 → 141.3K +$11.1M
5 USCI US Commodity Index USCI	New	0 → 85.5K +$6.7M

Decreased Positions

Position	Shares Δ	Change
1 Vanguard Emerging Markets Government Bond VWOB	Sold	36.9K → 0 −$2.4M
2 iShares MSCI EAFE EFA	Sold	24.4K → 0 −$2.2M
3 Vanguard Short-Term Bond BSV	Sold	24.9K → 0 −$2.0M
4 Vanguard Real Estate VNQ	Sold	5.1K → 0 −$456.8K
5 iShares Core MSCI EAFE ETF IEFA	Sold	3.0K → 0 −$248.9K