Apollon Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
Mount Pleasant, SC
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR
Num holdings
1,403
Total value ($000)
$6,153,286
Net value change ($000)
+383,067 (6.6%)
New positions
165
Sold out positions
68
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VCIT 46,031 435.0%
VGIT 45,001 466.3%
GLW 19,693 113.4%
OBDC 19,575 1414.4%
JPIE 18,808 5483.4%
AZN 18,576 NEW
GEV 16,346 76.9%
BNL 15,629 827.4%
ARCC 14,729 343.7%
LLY 14,265 30.6%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -27,312 -15.6%
IBDV -24,567 -98.8%
IBTG -24,266 -98.8%
IBDT -16,058 -100.0%
VONG -14,212 -13.3%
ORCL -10,977 -48.1%
BX -10,862 -53.4%
VOO -9,443 -8.1%
FLOT -9,190 -93.9%
IVW -8,494 -25.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 20 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type