Athena Wealth Management, LLC - Portfolio Stock Holdings
Athena Wealth Management, LLC disclosed 113 stock positions in a recent SEC 13F filing. $139,285,786 of stock holdings were filed, with the largest holdings including FLDR, AAPL, and MSFT. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $173,979,964 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
113Est. Stock Holding Value:
$139,285,786Top Stock Holdings By Sector
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Portfolio Stock Holdings - Athena Wealth Management, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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