1y return+22.3%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $161 against $157 in the S&P 500.2
Apollon Financial, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $44.0M | 5.2% | |
| NVDANvidia Corporation | $41.1M | 4.9% | |
| XLKSelect Sector Spdr Tr | $35.7M | 4.2% | −2.4% |
| GOOGAlphabet Inc | $25.2M | 3.0% | |
| AAPLApple Inc | $23.9M | 2.8% | +1.4% |
| AMZNAmazon Com Inc | $21.3M | 2.5% | |
| VIGVanguard Specialized Funds | $19.6M | 2.3% | +5.7% |
| AVLVAmerican Centy Etf Tr | $18.7M | 2.2% | +4.2% |
| IJHIshares Tr | $18.4M | 2.2% | +1.7% |
| GOOGLAlphabet Inc | $18.4M | 2.2% | |
| Dimensional Etf TrustCUSIP 25434V708 | $15.0M | 1.8% | +7.9% |
| MSFTMicrosoft Corp | $14.3M | 1.7% | −2.8% |
| QQQInvesco Qqq Tr | $13.3M | 1.6% | +12.2% |
| VONGVanguard Scottsdale Fds | $12.9M | 1.5% | +5.8% |
| IEFAIshares Tr | $12.9M | 1.5% | +6.8% |
| MGKVanguard World Fd | $10.9M | 1.3% | |
| SPYGSpdr Series Trust | $10.7M | 1.3% | −9.9% |
| DFAIDimensional Etf Trust | $10.1M | 1.2% | +14.8% |
| JAAAJanus Detroit Str Tr | $9.5M | 1.1% | +7.5% |
| AVGOBroadcom Inc | $9.5M | 1.1% | +7.3% |
| SPYMSpdr Series Trust | $8.5M | 1.0% | −13.6% |
| XLFSelect Sector Spdr Tr | $7.8M | 0.9% | +2.8% |
| VTVVanguard Index Fds | $7.8M | 0.9% | +5.1% |
| VTIVanguard Index Fds | $7.7M | 0.9% | |
| IQLTIshares Tr | $7.5M | 0.9% | +11.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2023 | +304.0% | $41.1M |
| AVGOBroadcom Inc | December 31, 2023 | +238.4% | $9.5M |
| SMHVaneck Etf Trust | March 31, 2024 | +191.5% | $7.4M |
| GOOGLAlphabet Inc | December 31, 2023 | +155.8% | $18.4M |
| GOOGAlphabet Inc | December 31, 2023 | +150.7% | $25.2M |
| WMTWalmart Inc | December 31, 2023 | +115.5% | $5.7M |
| XLKSelect Sector Spdr Tr | December 31, 2023 | +98.0% | $35.7M |
| GLDSpdr Gold Tr | December 31, 2023 | +92.7% | $5.9M |
| ITAIshares Tr | December 31, 2023 | +91.5% | $5.6M |
| SPYGSpdr Series Trust | December 31, 2023 | +82.9% | $10.7M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $347K
- RECSColumbia Etf Tr I was $238K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.7% | +14.8% |
| March 31, 2026 | −3.0% | −4.6% |
| December 31, 2025 | +2.9% | +2.4% |
| September 30, 2025 | +8.7% | +7.8% |
| June 30, 2025 | +10.5% | +10.5% |
| March 31, 2025 | −5.1% | −4.6% |
| December 31, 2024 | +3.0% | +2.1% |
| September 30, 2024 | +3.5% | +5.4% |
| June 30, 2024 | +6.1% | +4.0% |
| March 31, 2024 | +10.7% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Apollon Financial, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2011195&type=13F-HR&dateb=&owner=include&count=40CIK 2011195
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2011195/000201119526000003/Filed July 23, 2026 · accession 0002011195-26-000003