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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 5 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VGT VANGUARD WORLD FD 2,596.0 $310K 0.23% +2K +701.2% $119.52 +0.5%
82 ETN EATON CORP PLC Industrials 709.0 $302K 0.23% NEW $426.37 -5.5%
83 KKR KKR & CO INC 3,278.0 $301K 0.22% NEW $91.78
84 BDX BECTON DICKINSON & CO Healthcare 1,923.0 $291K 0.22% NEW $151.31 +25.3%
85 WCN WASTE CONNECTIONS INC Industrials 1,714.0 $286K 0.21% +107.0 +6.7% $166.73 -0.5%
86 HELO J P MORGAN EXCHANGE TRADED F 4,210.0 $285K 0.21% -534.0 -11.3% $67.58 +3.1%
87 MUC BLACKROCK MUNIHLDNGS CALI Financial Services 25,752.0 $283K 0.21% +142.0 +0.6% $10.99 -3.3%
88 TT TRANE TECHNOLOGIES PLC Industrials 558.0 $274K 0.20% NEW $491.19 -8.6%
89 LRCX LAM RESEARCH CORP Technology 627.0 $272K 0.20% -2K -75.5% $433.04 -30.3%
90 ZTS ZOETIS INC Healthcare 3,774.0 $271K 0.20% NEW $71.86 +7.6%
91 MA MASTERCARD INCORPORATED Financial Services 514.0 $264K 0.20% +19.0 +3.8% $513.93 +15.8%
92 WPM WHEATON PRECIOUS METALS CORP Basic Materials 2,291.0 $257K 0.19% $112.31 +36.5%
93 FNCL FIDELITY COVINGTON TRUST 3,340.0 $256K 0.19% -5K -61.1% $76.55 +7.9%
94 PAC GRUPO AEROPORTUNARIO DEL PAC Industrials 971.0 $246K 0.18% NEW $253.16 -18.0%
95 LLY ELI LILLY & CO Healthcare 202.0 $242K 0.18% NEW $1199.59 -2.2%
96 IYW ISHARES TR 942.0 $238K 0.18% NEW $252.28 -0.4%
97 FEDEX FGHT HLDG CO INC 1,542.0 $233K 0.17% NEW $151.00
98 SCHE SCHWAB STRATEGIC TR 6,377.0 $231K 0.17% $36.26 +2.4%
99 JCI JOHNSON CONTROLS INTERNATION Industrials 1,540.0 $225K 0.17% -5K -77.4% $146.15 -4.5%
100 KB KB FINL GROUP INC Financial Services 2,115.0 $222K 0.17% +55.0 +2.7% $104.94 +18.3%
Page 5 of 6  ·  104 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%