Athena Wealth Management, LLC — 13F holdings

Athena Wealth Management, LLC reported 103 holdings worth $139M in its 13F filing for Q3 2026, filed October 9, 2026.

Largest positions

  1. FLDR FIDELITY MERRIMACK STR TR — $39.9M (28.6%)
  2. AAPL APPLE INC — $7.15M (5.1%)
  3. MSFT MICROSOFT CORP — $5.17M (3.7%)
  4. PVAL PUTNAM ETF TRUST — $4.10M (2.9%)
  5. IVV ISHARES TR — $3.59M (2.6%)
  6. AMZN AMAZON COM INC — $3.52M (2.5%)
  7. XOM ExxonMobil Holdings Corp — $3.47M (2.5%)
  8. TSM TAIWAN SEMICONDUCTOR MFG LTD — $2.77M (2.0%)
  9. NVDA NVIDIA CORPORATION — $2.15M (1.5%)
  10. C CITIGROUP INC — $1.97M (1.4%)