SEC 13F Intelligence

Managers / Q2 2022 · view latest →

Axiom Advisory, LLC

CIK 0001910475 · 750 B STREET, SUITE 1610, SAN DIEGO, CA, 92101 · 800-836-4792

Reported Value
$90M
Q2 2022
Positions
28
Filings on Record
12
2019–present window
Filed
Aug 10, 2022
original filing

Summary

Axiom Advisory, Llc reported $90M in U.S.-listed holdings across 28 positions for Q2 2022.

The portfolio is heavily concentrated: BND alone accounts for 27.4% of reported value.

Compared with Q1 2022, the fund opened 1 new position and exited 5.

Reported Value by Quarter

13F Reported Value
Q4 ’21: $122MQ4 ’21Q1 ’22: $120MQ2 ’22: $90MQ2 ’22Q3 ’22: $84MQ4 ’22: $94.5BQ4 ’22Q1 ’23: $104MQ2 ’23: $113MQ2 ’23Q3 ’23: $111MQ4 ’23: $124MQ4 ’23Q1 ’24: $136MQ2 ’24: $9.2BQ2 ’24Q3 ’24: $10.7Bfilingsflow.com

Portfolio Composition

By security type
ETP: 93.4%Common Stock: 6.6%Other: 0.0%
  • ETP · 93.4% · $84M
  • Common Stock · 6.6% · $6M
  • Other · 0.0% · $10,000

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2022

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2024$10.7B291Oct 7, 202413F-HRchanges · EDGAR ↗
Q2 2024$9.2B286Aug 13, 202413F-HRchanges · EDGAR ↗
Q1 2024$136M36Apr 12, 202413F-HRchanges · EDGAR ↗
Q4 2023$124M37Jan 30, 202413F-HRchanges · EDGAR ↗
Q3 2023$111M34Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$113M35Aug 8, 202313F-HRchanges · EDGAR ↗
Q1 2023$104M30Apr 24, 202313F-HRchanges · EDGAR ↗
Q4 2022$94.5B26Feb 8, 202313F-HRchanges · EDGAR ↗
Q3 2022$84M26Oct 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$90M28Aug 10, 202213F-HRchanges · EDGAR ↗
Q1 2022$120M32Apr 26, 202213F-HRchanges · EDGAR ↗
Q4 2021$122M32Feb 11, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.