account_balance
Investment manager · 13F filer · SEC CIK 1921093
Athena Investment Management
Reported value$114Mas of Sep 30, 2026
Positions116 5 new, 21 sold out
Top 10 weight45.0%SCHX alone is 18%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHXSchwab U.S. Large-Cap ETF
18.4%Trimmed −29%
SCHASchwab U.S. Small-Cap ETF
5.0%Trimmed −29%
SCHFSchwab International Equity ETF
4.3%Trimmed −39%
SCHGSchwab U.S. Large-Cap Growth ETF
3.1%Trimmed −16%
JPMJPMorgan Chase & Co
3.1%Trimmed −44%
MSFTMicrosoft Corp
2.4%Trimmed −45%
AAPLApple Inc.
2.4%Trimmed −23%
VVVanguard Large Cap ETF
2.3%Trimmed −3%
IWMiShares Russell 2000 Index
2.0%−3%
INTCIntel Corp
1.9%Trimmed −41%
VUGVanguard Growth ETF
1.7%Trimmed −7%
XLKTechnology Select Sector SPDR ETF
1.6%
SCHXSchwab U.S. Large-Cap ETF
18.4%Trimmed −29%
SCHASchwab U.S. Small-Cap ETF
5.0%
SCHFSchwab International Equity ETF
4.3%
SCHGSchwab U.S. Large-Cap Growth ETF
3.1%−16%
JPMJPMorgan Chase & Co
3.1%−44%
MSFT2.4%AAPL2.4%VVVanguard Large Cap ETF
2.3%
IWM2.0%
INTCVUG1.7%
XLK1.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHX Schwab U.S. Large-Cap ETF 18.4% Trimmed −29%
SCHA Schwab U.S. Small-Cap ETF 5.0% Trimmed −29%
SCHF Schwab International Equity ETF 4.3% Trimmed −39%
SCHG Schwab U.S. Large-Cap Growth ETF 3.1% Trimmed −16%
JPM JPMorgan Chase & Co 3.1% Trimmed −44%MSFT Microsoft Corp 2.4% Trimmed −45%AAPL Apple Inc. 2.4% Trimmed −23%VV Vanguard Large Cap ETF 2.3% Trimmed −3%
IWM iShares Russell 2000 Index 2.0% Trimmed −3%
INTC Intel Corp 1.9% Trimmed −41%VUG Vanguard Growth ETF 1.7% Trimmed −7%
XLK Technology Select Sector SPDR ETF 1.6% Held
What changed
Biggest moves since Jun 30, 2026
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