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Portfolio (Quarterly) Guide ↗

Athena Wealth Management, LLC

· CIK 0002128243
13F Portfolio $134M AUM 104 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 44 Added 32 Reduced 22 Exited
Page 2 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VSDA VICTORY PORTFOLIOS II 6,730.0 $392K 0.29% -36.0 -0.5% $58.18 +3.1%
22 SLB SLB LIMITED Energy 7,706.0 $358K 0.27% -1K -15.7% $46.49 +21.3%
23 META META PLATFORMS INC Communication Services 595.0 $335K 0.25% -279.0 -31.9% $563.27 +2.2%
24 CDNS CADENCE DESIGN SYSTEM INC Technology 868.0 $326K 0.24% -10.0 -1.1% $375.32 -9.3%
25 DFAE DIMENSIONAL ETF TRUST 7,875.0 $317K 0.24% -7K -45.3% $40.21 -1.1%
26 HELO J P MORGAN EXCHANGE TRADED F 4,210.0 $285K 0.21% -534.0 -11.3% $67.58 +3.1%
27 LRCX LAM RESEARCH CORP Technology 627.0 $272K 0.20% -2K -75.5% $433.04 -29.8%
28 FNCL FIDELITY COVINGTON TRUST 3,340.0 $256K 0.19% -5K -61.1% $76.55 +8.1%
29 JCI JOHNSON CONTROLS INTERNATION Industrials 1,540.0 $225K 0.17% -5K -77.4% $146.15 -4.4%
30 WMB WILLIAMS COS INC Energy 2,902.0 $216K 0.16% -648.0 -18.2% $74.33 -0.7%
31 PSX PHILLIPS 66 Energy 1,235.0 $209K 0.15% -277.0 -18.3% $169.09 +43.8%
32 EOG EOG RES INC Energy 1,605.0 $208K 0.15% -341.0 -17.5% $129.71 +10.8%
Page 2 of 2  ·  32 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.6%
Financial Services 15.6%
Consumer Cyclical 10.9%
Energy 10.7%
Healthcare 10.3%
Industrials 7.9%
Consumer Defensive 6.3%
Basic Materials 4.0%
Utilities 3.7%
Communication Services 2.7%