1y return+18.3%S&P 500 +20.9%
3y return+53.7%S&P 500 +68.5%
5y return+50.1%S&P 500 +74.5%
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, 2018: $245 against $299 in the S&P 500.2
Apollon Wealth Management, 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 |
|---|---|---|---|
| NVDANvidia Corporation | $294.9M | 3.6% | +5.8% |
| IVVIshares Tr | $288.5M | 3.5% | +15.0% |
| AAPLApple Inc | $271.2M | 3.3% | +3.0% |
| AMZNAmazon Com Inc | $163.3M | 2.0% | +26.3% |
| MSFTMicrosoft Corp | $153.6M | 1.9% | +3.3% |
| VOOVanguard Index Fds | $147.1M | 1.8% | +18.8% |
| AVLVAmerican Centy Etf Tr | $145.3M | 1.8% | +25.5% |
| VONGVanguard Scottsdale Fds | $144.8M | 1.8% | +33.8% |
| GOOGLAlphabet Inc | $134.6M | 1.6% | +4.2% |
| AVGOBroadcom Inc | $111.2M | 1.4% | +2.4% |
| GOOGAlphabet Inc | $104.9M | 1.3% | +49.7% |
| DFAIDimensional Etf Trust | $99.1M | 1.2% | +54.4% |
| PTRBPgim Etf Tr | $91.6M | 1.1% | +27.8% |
| IQLTIshares Tr | $84.0M | 1.0% | +49.5% |
| LLYEli Lilly & Co | $81.4M | 1.0% | +2.5% |
| METAMeta Platforms Inc | $80.5M | 1.0% | +32.7% |
| IJHIshares Tr | $72.9M | 0.9% | +22.0% |
| JPMJpmorgan Chase & Co | $72.4M | 0.9% | |
| CMDTPimco Etf Tr | $71.5M | 0.9% | +35.6% |
| QQQInvesco Qqq Tr | $70.0M | 0.9% | −1.7% |
| VGTVanguard World Fd | $69.4M | 0.8% | |
| AVEMAmerican Centy Etf Tr | $68.4M | 0.8% | +38.2% |
| HCRBHartford Fds Exchange Traded | $67.9M | 0.8% | +25.8% |
| PYLDPimco Etf Tr | $66.3M | 0.8% | +34.6% |
| PANWPalo Alto Networks Inc | $64.4M | 0.8% | +46.7% |
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 | June 30, 2020 | +2006.7% | $294.9M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $111.2M |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $59.8M |
| GLWCorning Inc | June 30, 2022 | +710.6% | $61.8M |
| GEVGe Vernova Inc | June 30, 2024 | +585.0% | $52.8M |
| LLYEli Lilly & Co | March 31, 2021 | +542.0% | $81.4M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $134.6M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $104.9M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $72.4M |
| PANWPalo Alto Networks Inc | March 31, 2022 | +228.7% | $64.4M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $12.3M
- IEIIshares Tr was $2.3M
- GBILGoldman Sachs Etf Tr was $2.2M
- EPIWisdomtree Tr was $1.3M
- GREKGlobal X Fds was $1.1M
- DAXGlobal X Fds was $1.0M
- VSXYVictorias Secret And Co was $940K
- EWZIshares Inc was $919K
- BXMTBlackstone Mortgage Trust In was $845K
- Carnival CorpCUSIP 143658300 was $840K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.0% | +14.8% |
| March 31, 2026 | −2.7% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +6.9% | +7.8% |
| June 30, 2025 | +8.7% | +10.5% |
| March 31, 2025 | −3.4% | −4.6% |
| December 31, 2024 | +0.8% | +2.1% |
| September 30, 2024 | +5.4% | +5.4% |
| June 30, 2024 | +2.3% | +4.0% |
| March 31, 2024 | +7.7% | +10.0% |
| December 31, 2023 | +9.6% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
| June 30, 2023 | +6.1% | +8.3% |
| March 31, 2023 | +6.1% | +7.0% |
| December 31, 2022 | +6.3% | +7.1% |
| September 30, 2022 | −5.4% | −5.3% |
| June 30, 2022 | −16.1% | −16.5% |
| March 31, 2022 | −5.6% | −4.9% |
| December 31, 2021 | +9.0% | +10.7% |
| September 30, 2021 | −0.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Apollon Wealth Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1764387&type=13F-HR&dateb=&owner=include&count=40CIK 1764387
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1764387/000176438726000004/Filed July 23, 2026 · accession 0001764387-26-000004