Athena Investment Management: 13F holdings
CIK 19210932026Q2
| Positions | 132 |
|---|
| Reported value | $168.7m |
|---|
| Filed | 2026-08-06 |
|---|
Change since last quarter
| Positions | 132 (-21 vs prior quarter) |
|---|
| Reported value | $168.7m (-12.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHX Schwab U.S. Large-Cap ETF | 979,866 | $28.8m | 17.1% |
| SCHA Schwab U.S. Small-Cap ETF | 249,377 | $9.0m | 5.3% |
| SCHF Schwab International Equity ETF | 291,526 | $8.1m | 4.8% |
| JPM JP Morgan Chase & Co. | 18,980 | $6.2m | 3.7% |
| INTC Intel Corp | 31,232 | $4.4m | 2.6% |
| UnitedHealth Group Inc. | 9,963 | $4.1m | 2.5% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 119,086 | $4.0m | 2.4% |
| MSFT Microsoft Corp | 9,851 | $3.7m | 2.2% |
| AAPL Apple Inc. | 10,693 | $3.1m | 1.8% |
| VV Vanguard Large Cap ETF | 7,699 | $2.6m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1921093")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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