Athena Wealth Management, LLC: 13F holdings
CIK 21282432026Q2
| Positions | 104 |
|---|
| Reported value | $134.5m |
|---|
| Filed | 2026-07-21 |
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Change since last quarter
| Positions | 104 (-2 vs prior quarter) |
|---|
| Reported value | $134.5m (+10.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| FLDR FIDELITY MERRIMACK STR TR | 812,484 | $40.7m | 30.3% |
| AAPL APPLE INC | 19,867 | $5.7m | 4.3% |
| PVAL PUTNAM ETF TRUST | 75,508 | $3.8m | 2.9% |
| IVV ISHARES TR | 4,724 | $3.5m | 2.6% |
| MSFT MICROSOFT CORP | 8,913 | $3.3m | 2.5% |
| AMZN AMAZON COM INC | 13,110 | $3.1m | 2.3% |
| EXXON MOBIL CORP | 21,330 | $2.9m | 2.2% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 5,887 | $2.8m | 2.1% |
| C CITIGROUP INC | 16,392 | $2.3m | 1.7% |
| CSCO CISCO SYS INC | 17,607 | $2.1m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2128243")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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