Athena Wealth Management, LLC
Athena Wealth Management, LLC reported 104 positions worth $134.5M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: FLDR (30.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | FLDR | SH | $40.7M | 30.28% | 812,484 | — | — | |
| ▸ 2 | AAPL | SH | $5.7M | 4.28% | 19,867 | — | — | |
| ▸ 3 | PVAL | SH | $3.8M | 2.86% | 75,508 | — | — | |
| ▸ 4 | IVV | SH | $3.5M | 2.63% | 4,724 | — | — | |
| ▸ 5 | MSFT | SH | $3.3M | 2.47% | 8,913 | — | — | |
| ▸ 6 | AMZN | SH | $3.1M | 2.32% | 13,110 | — | — | |
| ▸ 7 | EXMOC | SH | $2.9M | 2.17% | 21,330 | — | — | |
| ▸ 8 | TSM | SH | $2.8M | 2.09% | 5,887 | — | — | |
| ▸ 9 | C | SH | $2.3M | 1.71% | 16,392 | — | — | |
| ▸ 10 | CSCO | SH | $2.1M | 1.54% | 17,607 | — | — |
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Frequently Asked Questions
What stocks does Athena Wealth Management, LLC hold as of Q2 2026?
Athena Wealth Management, LLC reported 104 positions worth $134.5M in its Q2 2026 13F filing. Largest positions: FLDR (30.3%), AAPL (4.3%), PVAL (2.9%), IVV (2.6%) and MSFT (2.5%).
What did Athena Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Athena Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.