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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 1 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FLDR FIDELITY MERRIMACK STR TR 812,484.0 $40.7M 30.28% +73K +9.9% $50.11 +0.1%
2 AAPL APPLE INC Technology 19,867.0 $5.7M 4.28% +9K +85.8% $289.37 +8.7%
3 PVAL PUTNAM ETF TRUST 75,508.0 $3.8M 2.86% $50.95 +6.3%
4 IVV ISHARES TR 4,724.0 $3.5M 2.63% $748.84 +3.5%
5 MSFT MICROSOFT CORP Technology 8,913.0 $3.3M 2.47% +5K +140.9% $373.03 +35.4%
6 AMZN AMAZON COM INC Consumer Cyclical 13,110.0 $3.1M 2.32% +4K +47.0% $238.34 +7.5%
7 XOM EXXON MOBIL CORP Energy 21,330.0 $2.9M 2.17% +1K +5.1% $136.72 +14.4%
8 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 5,887.0 $2.8M 2.09% +216.0 +3.8% $477.54 -10.5%
9 C CITIGROUP INC Financial Services 16,392.0 $2.3M 1.71% -1K -6.4% $139.96 -5.2%
10 CSCO CISCO SYS INC Technology 17,607.0 $2.1M 1.54% -7K -27.2% $117.46 -4.5%
11 NVDA NVIDIA CORPORATION Technology 9,392.0 $1.9M 1.40% -56.0 -0.6% $200.09 +13.9%
12 KO COCA COLA CO Consumer Defensive 19,907.0 $1.6M 1.20% +2K +10.2% $81.27 +9.6%
13 BAC BANK OF AMER CORP Financial Services 27,764.0 $1.6M 1.18% +1K +4.9% $56.98 +7.4%
14 SCHW SCHWAB CHARLES CORP Financial Services 16,551.0 $1.5M 1.14% +5K +49.5% $92.27 +17.1%
15 LUV SOUTHWEST AIRLS CO Industrials 29,453.0 $1.5M 1.13% -295.0 -1.0% $51.42 -22.7%
16 FCX FREEPORT MCMORAN INC Basic Materials 23,975.0 $1.5M 1.12% +2K +8.9% $62.89 +24.7%
17 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 4,408.0 $1.5M 1.08% -784.0 -15.1% $330.46 -1.4%
18 ALL ALLSTATE CORP Financial Services 5,952.0 $1.4M 1.05% +574.0 +10.7% $237.94 +8.3%
19 COP CONOCOPHILLIPS Energy 13,260.0 $1.4M 1.02% +196.0 +1.5% $103.96 +24.6%
20 PM PHILIP MORRIS INTL INC Consumer Defensive 7,572.0 $1.4M 1.02% -95.0 -1.2% $180.91 +5.3%
Page 1 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%