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CIK: 0001764387
Total reported value
$8.2B
$8.2B
1402 檔
11.6%
During the Q1 2026 filing period, Apollon Wealth Management, LLC (CIK: 0001764387) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $8.2B across 1402 reported positions.
In Q1 2026, Apollon Wealth Management, LLC displayed an active expansion posture, initiating 13 new positions and adding to 130 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1402 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.95% | -0.37% | +5.73% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.75% | -0.45% | +8.09% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.56% | -0.05% | +4.74% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.40% | -0.53% | +10.25% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.84% | +0.14% | +13.04% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.75% | +0.04% | -3.51% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.69% | -0.05% | +21.02% | |
| 8 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.66% | +0.10% | -3.92% | |
| 9 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.51% | +0.25% | -3.73% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.45% | -0.10% | +6.07% | |
| 11 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 1.17% | -0.06% | +0.92% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.05% | -0.17% | +9.44% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.00% | -0.02% | +18.07% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.99% | — | +52.60% | |
| 15 | DFAI | Dimensional International Co | ETF-Other | 0.98% | +0.22% | +8.55% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.92% | +0.37% | +3.93% | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.92% | -0.21% | +441.51% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.91% | -0.06% | +5.23% | |
| 19 | CMDT | Pimco Commodity Active Strat | ETF-Commodities | 0.90% | -0.03% | +11.49% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.89% | -0.22% | +16.60% | |
| 21 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.89% | -0.18% | +469.93% | |
| 22 | HCRB | Hartford Core Bond ETF | ETF-Other | 0.88% | -0.05% | +0.25% | |
| 23 | IQLT | Ishares Msci International Q | ETF-Other | 0.85% | +0.17% | +1.39% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.85% | +0.04% | +0.89% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.83% | -0.19% | +2.06% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.82% | -0.20% | +18.32% | |
| 27 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.82% | +0.02% | +3.40% | |
| 28 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.79% | +0.02% | +5.20% | |
| 29 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.74% | -0.11% | +8.27% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.08% | +4.86% | |
| 31 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.67% | +0.16% | +3.11% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.62% | +0.01% | -5.46% | |
| 33 | GEV | GE Vernova Inc | Stock-Industrials | 0.61% | +0.03% | +32.42% | |
| 34 | GLW | Corning Inc | Stock-Tech | 0.60% | +0.15% | +37.40% | |
| 35 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.60% | -0.06% | +7.78% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.59% | -0.10% | +32.18% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.56% | +0.02% | +2.29% | |
| 38 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.55% | +0.13% | +7.12% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.53% | -0.03% | +17.96% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | -0.20% | -0.42% | |
| 41 | MA | Mastercard Inc - A | Stock-Financials | 0.50% | +0.02% | +18.87% | |
| 42 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.49% | +0.09% | +0.53% | |
| 43 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.48% | +0.15% | +1.13% | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.45% | -0.05% | +24.28% | |
| 45 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.45% | -0.04% | +23.00% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.42% | -0.05% | +6.82% | |
| 47 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.41% | -0.07% | -18.24% | |
| 48 | GE | General Electric | Stock-Industrials | 0.37% | +0.01% | +91.28% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.37% | -0.01% | -3.87% | |
| 50 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.37% | +0.02% | +49.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VCIT | Vanguard Int-term Corporate | +0.7% | +441.51% | Add |
| 2 | VGIT | Vanguard Intermediate-term T | +0.7% | +469.93% | Add |
| 3 | OBDC | Blue Owl Capital CORP | +0.3% | +1602.12% | Add |
| 4 | GLW | Corning Inc | +0.3% | +37.40% | Add |
| 5 | JPIE | Jpmorgan Income ETF | +0.3% | +5513.64% | Add |
| 6 | BNL | Broadstone Net Lease Inc | +0.3% | +781.59% | Add |
| 7 | GEV | GE Vernova Inc | +0.2% | +32.42% | Add |
| 8 | ARCC | Ares Capital CORP | +0.2% | +398.10% | Add |
| 9 | LLY | Eli Lilly & Co | +0.2% | +52.60% | Add |
| 10 | COST | Costco Wholesale CORP | +0.2% | +16.60% | Add |
| 11 | KHPI | Kensington Hedged Prm In ETF | +0.2% | +154.89% | Add |
| 12 | DELL | Dell Technologies -c | +0.2% | +775.92% | Add |
| 13 | SGOV | Ishares 0-3 Month Treasury B | +0.2% | +2893.20% | Add |
| 14 | CMDT | Pimco Commodity Active Strat | +0.2% | +11.49% | Add |
| 15 | WMT | Walmart Inc | +0.2% | +18.32% | Add |
| 16 | GE | General Electric | +0.2% | +91.28% | Add |
| 17 | XOM | Exxon Mobil CORP | +0.1% | -0.42% | Trim |
| 18 | ASML | ASML Holding N.V. | +0.1% | +58.14% | Add |
| 19 | NLY | Annaly Capital Management In | +0.1% | +1887.98% | Add |
| 20 | JNJ | Johnson & Johnson | +0.1% | +17.96% | Add |
| 21 | BKR | Baker Hughes Co | +0.1% | +421.82% | Add |
| 22 | CVX | Chevron CORP | +0.1% | +11.47% | Add |
| 23 | HYDB | Ishares High Yield Systemati | +0.1% | +49.86% | Add |
| 24 | HD | Home Depot Inc | +0.1% | +32.18% | Add |
| 25 | MO | Altria Group Inc | +0.1% | +104.54% | Add |
| 26 | ENB | Enbridge Inc | +0.1% | +317.24% | Add |
| 27 | NEE | Nextera Energy Inc | +0.1% | +23.36% | Add |
| 28 | PH | Parker Hannifin CORP | +0.1% | +37.33% | Add |
| 29 | LIN | Linde plc | +0.1% | +32.24% | Add |
| 30 | MSI | Motorola Solutions Inc | +0.1% | +40.79% | Add |
| 31 | GOOGL | Alphabet Inc-cl A | +0.1% | +21.02% | Add |
| 32 | MS | Morgan Stanley | +0.1% | +39.79% | Add |
| 33 | GS | Goldman Sachs Group Inc | +0.1% | +23.00% | Add |
| 34 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +32.20% | Add |
| 35 | CAT | Caterpillar Inc | +0.1% | +4.96% | Add |
| 36 | ROK | Rockwell Automation Inc | +0.1% | +45.82% | Add |
| 37 | INTC | Intel CORP | +0.1% | +19.66% | Add |
| 38 | RDVI | Ft Vest Rising Dividend Achi | +0.1% | +336.51% | Add |
| 39 | JSI | Jh Securitized Income ETF | 0% | +43.15% | Add |
| 40 | JAAA | Janus Henderson Aaa Clo ETF | 0% | +25.15% | Add |
| 41 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +45.02% | Add |
| 42 | CSHI | Neos Enhanced Income 1-3 Mon | 0% | +181.40% | Add |
| 43 | VRT | Vertiv Holdings Co-a | 0% | +12.01% | Add |
| 44 | IEF | Ishares 7-10 Year Treasury B | 0% | +460.95% | Add |
| 45 | BIL | Ss Spdr Bb 1-3m T-bill ETF | 0% | +35.21% | Add |
| 46 | GOVT | Ishares US Treasury Bond ETF | 0% | +290.29% | Add |
| 47 | PWR | Quanta Services Inc | 0% | +51.42% | Add |
| 48 | PJAN | Innovator U.s. Equity Power | 0% | +135.23% | Add |
| 49 | EFG | Ishares Msci Eafe Growth ETF | 0% | +71.01% | Add |
| 50 | DFAI | Dimensional International Co | 0% | +8.55% | Add |
According to official SEC Form 13F filings, Apollon Wealth Management, LLC reported a total U.S. public equity portfolio value of $8.2B across 1402 disclosed positions in Q1 2026.
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, AAPL, IVV) accounted for 11.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
AZN
市值: $18.6M
Top Position Liquidated / Trimmed
IBDT
前期市值: $16.1M
During Q1 2026, Apollon Wealth Management, LLC's top holdings by market value included NVDA (4.0%)、AAPL (3.8%)、IVV (3.6%). The largest single position, NVDA, represented 4.0% of total portfolio value.
In Q1 2026, Apollon Wealth Management, LLC made 200 total portfolio adjustments, initiating 13 new buys, adding to 130 positions, trimming 52 holdings, and fully liquidating 5 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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