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CIK: 0001764387
Total reported value
$8.2B
$8.2B
1272 檔
10.3%
The Q2 2025 SEC filing reveals that Apollon Wealth Management, LLC held a total portfolio value of $8.2B, covering 1272 public equity positions.
In Q2 2025, Apollon Wealth Management, LLC displayed an active expansion posture, initiating 1 new positions and adding to 34 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1272 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.01% | -0.37% | +2.14% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.74% | -0.05% | +0.68% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.46% | -0.45% | -1.07% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.46% | -0.53% | +3.31% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.03% | +0.04% | +3.08% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.01% | +0.14% | +0.64% | |
| 7 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.95% | +0.25% | -1.15% | |
| 8 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.74% | +0.10% | +0.36% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.43% | -0.10% | +1.16% | |
| 10 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 1.38% | -0.06% | +20.35% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.24% | -0.02% | +2.33% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.05% | -0.17% | +4.38% | |
| 13 | HCRB | Hartford Core Bond ETF | ETF-Other | 1.03% | -0.05% | -7.86% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.98% | -0.06% | +1.49% | |
| 15 | DFAI | Dimensional International Co | ETF-Other | 0.97% | +0.22% | -6.38% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.96% | -0.05% | +1.59% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.96% | -0.11% | -14.29% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.96% | -0.19% | +2.01% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.92% | -0.22% | +3.67% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.90% | +0.04% | +6.25% | |
| 21 | IQLT | Ishares Msci International Q | ETF-Other | 0.90% | +0.17% | -1.82% | |
| 22 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.88% | +0.02% | -4.11% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.87% | +0.02% | +2.00% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.84% | -0.08% | +2.17% | |
| 25 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.83% | -0.06% | -23.59% | |
| 26 | CMDT | Pimco Commodity Active Strat | ETF-Commodities | 0.75% | -0.03% | +0.16% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.71% | +0.01% | -5.99% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.66% | +0.37% | -0.33% | |
| 29 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.66% | +0.16% | -5.86% | |
| 30 | NFLX | Netflix Inc | Stock-Comm Services | 0.66% | +0.04% | +4.67% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.65% | -0.20% | +4.62% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.61% | -0.10% | +4.63% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.59% | — | +12.52% | |
| 34 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.57% | +0.13% | -11.66% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.54% | -0.05% | +0.83% | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.53% | +0.02% | -2.44% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.53% | +0.02% | +7.36% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.52% | -0.07% | -0.89% | |
| 39 | IBM | Intl Business Machines CORP | Stock-Tech | 0.51% | -0.05% | +53.17% | |
| 40 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.50% | +0.15% | -2.77% | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.49% | -0.04% | +4.45% | |
| 42 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.47% | +0.09% | -2.65% | |
| 43 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.45% | — | +1.04% | |
| 44 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.45% | — | +1.76% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.42% | -0.01% | +16.71% | |
| 46 | WM | Waste Management Inc | Stock-Industrials | 0.40% | -0.05% | +49.69% | |
| 47 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.40% | -0.06% | -2.78% | |
| 48 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.38% | +0.44% | +10.30% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | -0.20% | -1.05% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.38% | -0.04% | -1.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1% | +2.14% | Add |
| 2 | MSFT | Microsoft CORP | +0.6% | +3.31% | Add |
| 3 | AVGO | Broadcom Inc | +0.5% | +1.16% | Add |
| 4 | HMOP | Hartford Municipal Opp ETF | +0.3% | NEW | New buy |
| 5 | HYDB | Ishares High Yield Systemati | +0.3% | +868.03% | Add |
| 6 | IBM | Intl Business Machines CORP | +0.2% | +53.17% | Add |
| 7 | META | Meta Platforms Inc-class A | +0.2% | +2.33% | Add |
| 8 | NFLX | Netflix Inc | +0.2% | +4.67% | Add |
| 9 | GS | Goldman Sachs Group Inc | +0.2% | +72.27% | Add |
| 10 | ORCL | Oracle CORP | +0.2% | +4.45% | Add |
| 11 | GEV | GE Vernova Inc | +0.2% | +17.83% | Add |
| 12 | CGDV | Cap Group Dividend Value | +0.2% | +1993.95% | Add |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | +4.38% | Add |
| 14 | PTRB | Pgim Total Return Bond ETF | +0.1% | +20.35% | Add |
| 15 | WM | Waste Management Inc | +0.1% | +49.69% | Add |
| 16 | VGT | Vanguard Info Tech ETF | +0.1% | +2.00% | Add |
| 17 | ISRG | Intuitive Surgical Inc | +0.1% | +47.64% | Add |
| 18 | MLPX | Global X Mlp & Energy Infras | +0.1% | +247.06% | Add |
| 19 | AMZN | Amazon.com Inc | +0.1% | +0.64% | Add |
| 20 | VONG | Vanguard Russell 1000 Growth | +0.1% | -1.15% | Trim |
| 21 | SMH | Vaneck Semiconductor ETF | +0.1% | +28.06% | Add |
| 22 | PLTR | Palantir Technologies Inc-a | +0.1% | +11.07% | Add |
| 23 | CGGO | Cap Group Global Growth | +0.1% | +181.04% | Add |
| 24 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +1.49% | Add |
| 25 | SPSB | Ss Spdr P St C CORP ETF | +0.1% | +801.78% | Add |
| 26 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +16.71% | Add |
| 27 | PANW | Palo Alto Networks Inc | +0.1% | +10.30% | Add |
| 28 | JPST | Jpmorgan Ultra-short Income | +0.1% | +37.38% | Add |
| 29 | VOO | Vanguard S&p 500 ETF | 0% | +3.08% | Add |
| 30 | GOOGL | Alphabet Inc-cl A | 0% | +1.59% | Add |
| 31 | WMT | Walmart Inc | 0% | +4.62% | Add |
| 32 | TSLA | Tesla Inc | 0% | -2.44% | Trim |
| 33 | IVW | Ishares S&p 500 Growth ETF | 0% | -0.89% | Trim |
| 34 | IJH | Ishares Core S&p Midcap ETF | 0% | +6.25% | Add |
| 35 | GOOG | Alphabet Inc-cl C | 0% | -0.33% | Trim |
| 36 | IVV | Ishares Core S&p 500 ETF | — | +0.68% | Add |
| 37 | QUAL | Ishares Msci USA Quality Fac | 0% | +2.01% | Add |
| 38 | COST | Costco Wholesale CORP | 0% | +3.67% | Add |
| 39 | AVLV | Avantis US Large Cap Value | -0.1% | +0.36% | Add |
| 40 | TMO | Thermo Fisher Scientific Inc | -0.1% | -35.68% | Trim |
| 41 | VB | Vanguard Small-cap ETF | -0.1% | -31.37% | Trim |
| 42 | USRT | Ishares Core US Reit ETF | -0.2% | -11.66% | Trim |
| 43 | UNH | Unitedhealth Group Inc | -0.2% | -15.28% | Trim |
| 44 | HCRB | Hartford Core Bond ETF | -0.2% | -7.86% | Trim |
| 45 | FISV | Fiserv Inc | -0.2% | -50.85% | Trim |
| 46 | JEPI | Jpmorgan Equity Premium Inco | -0.3% | -14.29% | Trim |
| 47 | JNK | Ss Spdr Bb High Yield Bond | -0.3% | -87.94% | Trim |
| 48 | JEPQ | JPM Nasdaq Equity Premium | -0.3% | -23.59% | Trim |
| 49 | MUB | Ishares National Muni Bond E | -0.4% | -82.02% | Trim |
| 50 | AAPL | Apple Inc | -0.8% | -1.07% | Trim |
According to official SEC Form 13F filings, Apollon Wealth Management, LLC reported a total U.S. public equity portfolio value of $8.2B across 1272 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, IVV, AAPL) accounted for 10.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
HMOP
市值: $15.8M
Top Position Liquidated / Trimmed
AAPL
前期市值: $192.0M
During Q2 2025, Apollon Wealth Management, LLC's top holdings by market value included NVDA (4.0%)、IVV (3.7%)、AAPL (3.5%). The largest single position, NVDA, represented 4.0% of total portfolio value.
In Q2 2025, Apollon Wealth Management, LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 34 positions, trimming 15 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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