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CIK: 0002011195
Total reported value
$847.6M
$847.6M
255 檔
16.9%
According to the latest 13F quarterly dataset, Apollon Financial, LLC managed an equity portfolio of $847.6M at the end of Q4 2025, spanning 255 distinct U.S. exchange-listed positions.
In Q4 2025, Apollon Financial, LLC displayed an active expansion posture, initiating 10 new positions and adding to 36 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 255 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.80% | -0.11% | +1.11% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.61% | +0.05% | +0.51% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.22% | -0.04% | +3.38% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.16% | +0.17% | +2.55% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.97% | -0.05% | +2.26% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.78% | -0.33% | +6.90% | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 2.64% | +0.68% | +105.84% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.33% | +0.14% | +1.41% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.32% | -0.02% | +2.26% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.14% | -0.02% | +3.29% | |
| 11 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 2.09% | +0.01% | +6.38% | |
| 12 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.78% | +0.09% | +11.85% | |
| 13 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.73% | +0.12% | +209.58% | |
| 14 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.69% | +0.08% | +5.70% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.45% | -0.05% | +39.56% | |
| 16 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.44% | +0.04% | +0.98% | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.39% | -0.18% | -7.63% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.39% | -0.09% | -3.75% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.16% | +0.12% | +8.70% | |
| 20 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.12% | -0.10% | +10.97% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.02% | -0.11% | +0.19% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.02% | -0.01% | +1.20% | |
| 23 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.98% | -0.02% | +4.54% | |
| 24 | VHT | Vanguard Health Care ETF | ETF-Other | 0.97% | -0.06% | -1.65% | |
| 25 | XLF | Ss Financial Select Sector | ETF-Other | 0.95% | -0.05% | +139.80% | |
| 26 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.92% | -0.06% | -0.67% | |
| 27 | DFAI | Dimensional International Co | ETF-Other | 0.91% | +0.04% | +10.25% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.91% | -0.01% | +3.56% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.89% | -0.16% | -4.02% | |
| 30 | IAU | Ishares Gold Trust | ETF-Commodities | 0.89% | -0.22% | -3.33% | |
| 31 | GLD | Spdr Gold Shares | ETF-Commodities | 0.86% | -0.29% | +23.15% | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.80% | -0.03% | -0.44% | |
| 33 | IQLT | Ishares Msci International Q | ETF-Other | 0.77% | +0.01% | +13.45% | |
| 34 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.75% | -0.08% | -2.40% | |
| 35 | HCRB | Hartford Core Bond ETF | ETF-Other | 0.71% | -0.08% | +0.92% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.70% | -0.13% | +17.13% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.68% | — | +25.77% | |
| 38 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.67% | -0.08% | -2.66% | |
| 39 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 0.66% | -0.06% | +7.61% | |
| 40 | XLV | Ss Health Care Select Sector | ETF-Other | 0.66% | -0.02% | +195.65% | |
| 41 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.65% | -0.05% | +6.54% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.64% | +0.28% | +8.08% | |
| 43 | VPU | Vanguard Utilities ETF | ETF-Other | 0.64% | -0.09% | +9.59% | |
| 44 | SO | Southern Co/the | Stock-Utilities | 0.60% | -0.08% | +2.51% | |
| 45 | XLI | Ss Industrial Select Sector | ETF-Other | 0.58% | — | +111.32% | |
| 46 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.56% | -0.07% | +7.21% | |
| 47 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 0.55% | -0.01% | -4.20% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.55% | -0.01% | +0.25% | |
| 49 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.55% | +0.02% | -2.40% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | -0.03% | +18.07% |
According to official SEC Form 13F filings, Apollon Financial, LLC reported a total U.S. public equity portfolio value of $847.6M across 255 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including IVV, NVDA, AAPL) accounted for 16.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
XLC
市值: $2.5M
Top Position Liquidated / Trimmed
SPYM
前期市值: $10.1M
During Q4 2025, Apollon Financial, LLC's top holdings by market value included IVV (5.8%)、NVDA (5.6%)、AAPL (3.2%). The largest single position, IVV, represented 5.8% of total portfolio value.
In Q4 2025, Apollon Financial, LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 36 positions, trimming 4 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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