Arkolith/Funds/Apollon Wealth Management, LLC

Apollon Wealth Management, LLC

CIK 1764387
Holdings as of Mar 31, 2026·disclosed Apr 22, 2026·~22-day 13F lag·13F-HR
Inactive

Apollon Wealth Management, LLC holds a diversified book of 993 stocks worth $6.2B as of Q1 2026 (disclosed Apr 22, 2026, a ~45-day 13F lag). This quarter they opened ASTRAZENECA PLC and trimmed VANGUARD REAL ESTATE ETF. Their largest long position is ISHR IBX USD INVGD CB ETF-UI at 7% of the equity book. They also disclosed $21K in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2019 would be +93% (+9.4%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Apollon Wealth Management, LLC's latest
holdings, largest changes, and filing provenance.
Opened
100
new positions
Added to
562
existing
Trimmed
285
reduced
Sold out
50
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+93.2%
+9.4%/yr · since Feb '19
Their reported book
+107.0%
held from quarter-end
S&P 500
+199.1%
same window
$9K$14K$20K$25K$31KFeb '19Aug '20Jan '22Jul '23Dec '24Jun '26
Apollon Wealth Management, LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +107.0%, a 13.8-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Apollon Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
21%
Top 10 holdings
33%
Top 20 holdings
46%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

15% mapped to company sectors

ETF / fund or unclassified
85%
Financials
4%
Health Care
3%
Industrials
2%
Consumer Discretionary
2%
Communication Services
1%
Utilities
1%
Energy
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,401 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$242.9M1.39M
3.9%
+5.7%
Added · +76K sh
2Apple Inc
COM
$231.1M910.4K
3.8%
+8.1%
Added · +68K sh
3Ishares TR
CORE S&P500 ETF
$218.9M335.0K
3.6%
+4.7%
Added · +15K sh
4Microsoft Corp
COM
$147.6M398.7K
2.4%
+10%
Added · +37K sh
5Amazon Com Inc
COM
$112.9M542.2K
1.8%
+13%
Added · +63K sh
6Vanguard Index FDS
S&P 500 ETF SHS
$107.7M180.3K
1.8%
−3.5%
Reduced · −7K sh
7Alphabet Inc
CAP STK CL A
$103.9M361.4K
1.7%
+21%
Added · +63K sh
8American Centy ETF TR
US LARGE CAP VLU
$102.3M1.27M
1.7%
−3.9%
Reduced · −52K sh
9Vanguard Scottsdale FDS
VNG RUS1000GRW
$92.9M846.8K
1.5%
−3.7%
Reduced · −33K sh
10Broadcom Inc
COM
$89.0M287.5K
1.4%
+6.1%
Added · +16K sh
11Pgim ETF TR
TOTAL RETURN BON
$71.7M1.73M
1.2%
+0.9%
Added · +16K sh
12JPMorgan Chase & Co
COM
$64.4M219.1K
1.0%
+9.4%
Added · +19K sh
13Meta Platforms Inc
CL A
$61.6M107.6K
1.0%
+18%
Added · +16K sh
14Eli Lilly & Co
COM
$60.9M66.2K
1.0%
+53%
Added · +23K sh
15Dimensional ETF Trust
INTL CORE EQT MK
$60.6M1.56M
1.0%
+8.6%
Added · +123K sh
16Alphabet Inc
CAP STK CL C
$56.9M198.4K
0.9%
+3.9%
Added · +8K sh
17Vanguard Scottsdale FDS
INT-TERM CORP
$56.6M684.1K
0.9%
+442%
Added · +558K sh
18Invesco QQQ TR
UNIT SER 1
$55.8M96.6K
0.9%
+5.2%
Added · +5K sh
19Pimco ETF TR
COMMODITY STRAT
$55.5M1.72M
0.9%
+11%
Added · +177K sh
20Costco Wholesale Corporation
COM
$54.8M55.0K
0.9%
+17%
Added · +8K sh
21Vanguard Scottsdale FDS
INTER TERM TREAS
$54.7M917.7K
0.9%
+470%
Added · +757K sh
22Hartford FDS Exchange Traded
CORE BD ETF
$54.1M1.54M
0.9%
+0.3%
Added · +4K sh
23Ishares TR
MSCI INTL QUALTY
$52.4M1.13M
0.9%
+1.4%
Added · +16K sh
24Ishares TR
CORE S&P MCP ETF
$52.3M775.0K
0.9%
+0.9%
Added · +7K sh
25Ishares TR
MSCI USA QLT FCT
$51.1M266.6K
0.8%
+2.0%
Added · +5K sh
26Walmart Inc
COM
$50.7M407.7K
0.8%
+18%
Added · +63K sh
27Vanguard World FD
INF TECH ETF
$50.6M72.5K
0.8%
+3.4%
Added · +2K sh
28Pimco ETF TR
MULTISECTOR BD
$48.7M1.86M
0.8%
+5.2%
Added · +92K sh
29J P Morgan Exchange Traded F
EQUITY PREMIUM
$45.6M804.5K
0.7%
+8.3%
Added · +61K sh
30Berkshire Hathaway Inc Del
CL B NEW
$44.3M92.4K
0.7%
+4.9%
Added · +4K sh
31American Centy ETF TR
AVANTIS EMGMKT
$41.3M512.9K
0.7%
+3.1%
Added · +15K sh
32State STR SPDR S&P 500 ETF T
TR UNIT
$38.0M58.4K
0.6%
−5.5%
Reduced · −3K sh
33Ge Vernova Inc
COM
$37.6M43.1K
0.6%
+32%
Added · +11K sh
34Corning Inc
COM
$37.1M272.6K
0.6%
+37%
Added · +74K sh
35J P Morgan Exchange Traded F
NASDAQ EQT PREM
$36.6M659.6K
0.6%
+7.8%
Added · +48K sh
36Home Depot Inc
COM
$36.6M111.2K
0.6%
+32%
Added · +27K sh
37Tesla Inc
COM
$34.5M92.7K
0.6%
+2.3%
Added · +2K sh
38Ishares TR
CRE U S REIT ETF
$34.1M576.2K
0.6%
+7.1%
Added · +38K sh
39Johnson & Johnson
COM
$32.8M134.1K
0.5%
+18%
Added · +20K sh
40Exxon Mobil Corp
COM
$32.5M191.5K
0.5%
−0.4%
Reduced · −803 sh
41Mastercard Incorporated
CL A
$31.0M62.1K
0.5%
+19%
Added · +10K sh
42American Centy ETF TR
US SML CP VALU
$30.4M274.8K
0.5%
+0.5%
Added · +1K sh
43Invesco Exchange Traded FD T
S&P SMLCP MOMENT
$29.6M389.3K
0.5%
+1.1%
Added · +4K sh
44International Business Machs
COM
$27.5M113.5K
0.4%
+24%
Added · +22K sh
45Goldman Sachs Group Inc
COM
$27.5M32.5K
0.4%
+23%
Added · +6K sh
46Abbvie Inc
COM
$26.0M119.6K
0.4%
+6.8%
Added · +8K sh
47Ishares TR
S&P 500 GRWT ETF
$25.5M225.6K
0.4%
−18%
Reduced · −50K sh
48Ge Aerospace
COM NEW
$22.7M80.0K
0.4%
+91%
Added · +38K sh
49Vanguard Index FDS
TOTAL STK MKT
$22.6M70.4K
0.4%
−3.9%
Reduced · −3K sh
50Ishares TR
HIGH YLD SYSTM B
$22.5M484.2K
0.4%
+50%
Added · +161K sh
Showing 50 of 1,401 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Call notional (bullish)$21K
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishVENTURE GLOBAL INC-CL AVG$19K12K
CALL · bullishNAKAMOTO INC$1K20K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Apr 22, 20261,404$6.2B13F-HR
Q4 2025Dec 31, 2025Jan 22, 20261,302$5.8B13F-HR
Q3 2025Sep 30, 2025Oct 17, 20251,319$5.6B13F-HR
Q2 2025Jun 30, 2025Jul 25, 20251,272$5.1B13F-HR
Q1 2025Mar 31, 2025May 2, 20251,207$4.5B13F-HR
Q4 2024Dec 31, 2024Jan 28, 20251,198$4.3B13F-HR
Q3 2024Sep 30, 2024Nov 5, 20241,132$3.5B13F-HR
Q2 2024Jun 30, 2024Jul 19, 20241,099$3.3B13F-HR
Q1 2024Mar 31, 2024May 2, 20241,115$3.2B13F-HR
Q4 2023Dec 31, 2023Feb 6, 20241,071$2.9B13F-HR
Q3 2023Sep 30, 2023Nov 14, 2023906$2.0B13F-HR
Q2 2023Jun 30, 2023Aug 4, 2023940$2.1B13F-HR
Q1 2023Mar 31, 2023May 16, 2023870$1.6B13F-HR
Q4 2022Dec 31, 2022Feb 15, 2023859$1.4B13F-HR
Q3 2022Sep 30, 2022Nov 8, 2022814$1.2B13F-HR
Q2 2022Jun 30, 2022Aug 11, 2022754$1.2B13F-HR
Q1 2022Mar 31, 2022May 16, 2022761$1.4B13F-HR
Q4 2021Dec 31, 2021Feb 14, 2022764$1.3B13F-HR
Q3 2021Sep 30, 2021Nov 15, 2021471$729.7M13F-HR
Q2 2021Jun 30, 2021Aug 12, 2021361$559.2M13F-HR
Q1 2021Mar 31, 2021May 17, 2021335$517.3M13F-HR
Q4 2020Dec 31, 2020Jan 29, 2021198$369.0M13F-HR
Q3 2020Sep 30, 2020Nov 3, 2020159$222.8M13F-HR
Q2 2020Jun 30, 2020Aug 14, 2020765$181.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.