§ 13F · FUND PROFILE
Athena Wealth Management, LLC.
AUM · $134M (13F)Positions · 104Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | FLDR | FIDELITY MERRIMACK STR TR | 812K | $41M | — | +10% |
| 2 | AAPL | APPLE INC | 20K | $6M | — | +86% |
| 3 | PVAL | PUTNAM ETF TRUST | 76K | $4M | — | ±0% |
| 4 | IVV | ISHARES TR | 5K | $4M | — | ±0% |
| 5 | MSFT | MICROSOFT CORP | 9K | $3M | — | +141% |
| 6 | AMZN | AMAZON COM INC | 13K | $3M | — | +47% |
| 7 | XOM | EXXON MOBIL CORP | 21K | $3M | — | +5% |
| 8 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 6K | $3M | — | +4% |
| 9 | C | CITIGROUP INC | 16K | $2M | — | −6% |
| 10 | CSCO | CISCO SYS INC | 18K | $2M | — | −27% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ATHENA SIGNAL
AC read
Athena Wealth Management, LLC is a institutional fund managing $134 million in assets. The fund runs a portfolio of 104 positions.
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