account_balance
Investment manager · 13F filer · SEC CIK 2128243
Athena Wealth Management, LLC
Reported value$139Mas of Sep 30, 2026
Positions103 9 new, 10 sold out
Top 10 weight52.9%FLDR alone is 29%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
FLDRFidelity Merrimack STR Tr
28.6%
AAPLApple Inc.
5.1%Added +8%
MSFTMicrosoft Corp
3.7%Added +13%
PVALPutnam ETF Trust
2.9%Added +3%
IVViShares Tr
2.6%
AMZNAmazon.com Inc
2.5%Added +8%
XOMExxonMobil Holdings Corp
2.5%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.0%Added +3%
NVDANVIDIA Corp
1.5%
CCitigroup Inc
1.4%
VLOValero Energy Corp
1.3%
CSCO1.3%FLDRFidelity Merrimack STR Tr
28.6%
AAPLApple Inc.
5.1%
MSFTMicrosoft Corp
3.7%
PVAL2.9%
IVV2.6%
AMZN2.5%XOM2.5%TSMNVDAC1.4%VLOCSCOBoxes 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
FLDR Fidelity Merrimack STR Tr 28.6% Held
AAPL Apple Inc. 5.1% Added +8%MSFT Microsoft Corp 3.7% Added +13%PVAL Putnam ETF Trust 2.9% Added +3%
IVV iShares Tr 2.6% Held
AMZN Amazon.com Inc 2.5% Added +8%XOM ExxonMobil Holdings Corp 2.5% HeldTSM Taiwan Semiconductor Manufacturing Co Ltd 2.0% Added +3%NVDA NVIDIA Corp 1.5% HeldC Citigroup Inc 1.4% Trimmed −7%VLO Valero Energy Corp 1.3% HeldCSCO Cisco Systems, Inc. 1.3% Trimmed −5%What changed
Biggest moves since Jun 30, 2026
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