Arkolith/Funds/Athena Wealth Management, LLC

Athena Wealth Management, LLC

CIK 2128243Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 21, 2026·~21-day 13F lag·13F-HR
Active Filer

Athena Wealth Management, LLC holds a focused book of 104 reported positions worth $134.5M as of Q2 2026 (disclosed Jul 21, 2026, a ~21-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Vaneck Gold Miners ETF and trimmed Citigroup Inc. Their largest long position is Fidelity Low Durat Fact ETF at 30% of the reported non-option book. Cloning the disclosed picks since 2026 would be +5% (+12.7%/yr). That is a simulation of the disclosed long book, not audited returns.

Athena Wealth Management, LLC is a wealth platform: this book aggregates client accounts across many advisers.

Opened
18
bought for the first time
+15 more · largest first
2 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Sold out
22
exited the position entirely
+19 more · largest first, by prior value

Growth of $10,000: cloning the disclosed book

If you'd copied them
+5.0%
+12.7%/yr · since Apr '26
Their reported book
+11.4%
held from quarter-end
S&P 500
+7.6%
same window
$10K$10K$10K$11K$11KApr '26May '26Jun '26Jul '26Aug '26Sep '26
Athena Wealth Management, LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +11.4%, a 6.4-point gap that is the cost of the ~21-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Athena Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~21 days for the latest filing, with 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.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
43%
Top 10 holdings
52%
Top 20 holdings
64%

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

Where the money is, by sector

59% mapped to company sectors

ETFs / funds
38%
Information Technology
18%
Financials
10%
Industrials
7%
Energy
6%
Consumer Discretionary
5%
Health Care
4%
No sector on file yet
3%

+5 sectors below the cut, 8% together

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 (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Athena Wealth Management, LLC

Manager / fundShared namesTheir $ in those
Evelyn Partners Group Ltd49 / 80$44.5B
Swiss Re Ltd39 / 80$1.0B
United American Securities Inc. (d/b/a UAS Asset Management)9 / 80$424.4M
BlueSpruce Investments, LP9 / 80$590.6M
Ketron Financial12 / 80$246.6M
Hoey Investments, Inc48 / 80$582.5M
Independent Investors Inc20 / 80$383.9M
MKP Capital Management, L.L.C.9 / 80$2.6B

Ranked by the share of each fund's own book sitting in the names it shares with Athena Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

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

104 positions
#SecurityValueShares% PortLast moveHistory
1Fidelity Merrimack STR TR
LOW DURTIN ETF
$40.7M812.5K
30.3%
+9.9%
Added · +73K sh
2Apple Inc
COM
$5.7M19.9K
4.3%
+86%
Added · +9K sh
3Putnam ETF Trust
FOCUSED LAR CAP
$3.8M75.5K
2.9%
~0%
Added · +37 sh
4Ishares TR
CORE S&P500 ETF
$3.5M4.7K
2.6%
~0%
Added · +1 sh
5Microsoft Corp
COM
$3.3M8.9K
2.5%
+141%
Added · +5K sh
6Amazon Com Inc
COM
$3.1M13.1K
2.3%
+47%
Added · +4K sh
7Exxon Mobil Corp
COM
$2.9M21.3K
2.2%
+5.1%
Added · +1K sh
8Taiwan Semiconductor Manufac
SPONSORED ADS
$2.8M5.9K
2.1%
+3.8%
Added · +216 sh
9Citigroup Inc
COM NEW
$2.3M16.4K
1.7%
−6.4%
Reduced · −1K sh
10Cisco Sys Inc
COM
$2.1M17.6K
1.5%
−27%
Reduced · −7K sh
11Nvidia Corporation
COM
$1.9M9.4K
1.4%
−0.6%
Reduced · −56 sh
12Coca Cola Co
COM
$1.6M19.9K
1.2%
+10%
Added · +2K sh
13Bank Of Amer Corp
COM
$1.6M27.8K
1.2%
+4.9%
Added · +1K sh
14Schwab Charles Corp
COM
$1.5M16.6K
1.1%
+49%
Added · +5K sh
15Southwest Airls Co
COM
$1.5M29.5K
1.1%
−1.0%
Reduced · −295 sh
16Freeport McMoran Inc
CL B
$1.5M24.0K
1.1%
+8.9%
Added · +2K sh
17Hilton Worldwide Hldgs Inc
COM
$1.5M4.4K
1.1%
−15%
Reduced · −784 sh
18Allstate Corp
COM
$1.4M6.0K
1.1%
+11%
Added · +574 sh
19ConocoPhillips
COM
$1.4M13.3K
1.0%
+1.5%
Added · +196 sh
20Philip Morris Intl Inc
COM
$1.4M7.6K
1.0%
−1.2%
Reduced · −95 sh
21Berkshire Hathaway Inc Del
CL B NEW
$1.3M2.5K
0.9%
+202%
Added · +2K sh
22Valero Energy Corp
COM
$1.2M4.8K
0.9%
−4.3%
Reduced · −216 sh
23Unitedhealth Group Inc
COM
$1.2M3.0K
0.9%
+53%
Added · +1K sh
24Vaneck ETF Trust
GOLD MINERS ETF
$1.2M16.0K
0.9%
New
New position
25Alphabet Inc
CAP STK CL A
$1.2M3.4K
0.9%
−40%
Reduced · −2K sh
26Seagate Technology HLDNGS PL
ORD SHS
$1.2M1.2K
0.9%
−58%
Reduced · −2K sh
27Capital One Finl Corp
COM
$1.2M5.8K
0.9%
+5.8%
Added · +315 sh
28United Rentals Inc
COM
$1.1M1.0K
0.8%
+14%
Added · +120 sh
29SPDR Series Trust
ST STR P500ETF
$1.1M12.2K
0.8%
+0.5%
Added · +56 sh
30General MTRS Co
COM
$1.1M13.9K
0.8%
−0.3%
Reduced · −36 sh
31Ishares TR
TRS FLT RT BD
$1.1M21.0K
0.8%
New
New position
32NextEra Energy Inc
COM
$1.1M12.0K
0.8%
+1.8%
Added · +218 sh
33Thermo Fisher Scientific Inc
COM
$1.1M2.1K
0.8%
+3.1%
Added · +63 sh
34Goldman Sachs Group Inc
COM
$1.0M1.0K
0.8%
+3.0%
Added · +30 sh
35AstraZeneca PLC
ORD
$1.0M5.3K
0.7%
−46%
Reduced · −4K sh
36NRG Energy Inc
COM NEW
$969K6.6K
0.7%
+123%
Added · +4K sh
37Pulte Group Inc
COM
$965K7.0K
0.7%
+1.7%
Added · +116 sh
38Abbvie Inc
COM
$946K3.8K
0.7%
New
New position
39Corteva Inc
COM
$930K11.0K
0.7%
+3.5%
Added · +369 sh
40ASML Hldg NV
N Y REGISTRY SHS
$914K459
0.7%
+32%
Added · +110 sh
41Prologis Inc.
COM
$894K6.6K
0.7%
−3.8%
Reduced · −264 sh
42McKesson Corp
COM
$855K1.1K
0.6%
−25%
Reduced · −368 sh
43Northrop Grumman Corp
COM
$825K1.6K
0.6%
+9.2%
Added · +136 sh
44Walmart Inc
COM
$812K7.2K
0.6%
−14%
Reduced · −1K sh
45Mercadolibre Inc
COM
$793K467
0.6%
New
New position
46Fedex Corp
COM
$792K2.5K
0.6%
−19%
Reduced · −584 sh
47Vertex Pharmaceuticals Inc
COM
$779K1.6K
0.6%
New
New position
48American Elec PWR Co Inc
COM
$775K5.7K
0.6%
New
New position
49Chevron Corporation
COM
$749K4.5K
0.6%
−9.1%
Reduced · −451 sh
50Occidental Pete Corp
COM
$742K15.3K
0.6%
−18%
Reduced · −3K sh
Showing 50 of 104 positions
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Filing history

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

$134.5M · Q2 2026Q4 2025 · $102.9MQ2 2026 · $134.5M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 21, 202621d104$134.5M13F-HR
Q1 2026Mar 31, 2026Apr 17, 202617d106$122.2M13F-HR
Q4 2025Dec 31, 2025Apr 17, 2026107d106$102.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.