Apollon Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
Mount Pleasant, SC
Holdings as of
6/30/2026
Date filed
7/22/2026
Form type
13F-HR
Num holdings
1,587
Total value ($000)
$8,231,011
Net value change ($000)
+2,077,725 (33.8%)
New positions
266
Sold out positions
92
Turnover %
4.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IVV 69,672 31.8%
NVDA 52,035 21.4%
VONG 51,961 55.9%
AMZN 50,336 44.6%
GOOGL 48,013 84.4%
PANW 43,793 212.1%
AVLV 42,937 42.0%
AMD 41,197 221.2%
AAPL 40,180 17.4%
VOO 39,403 36.6%
Top Reduces (Value $000, Stocks/ETFs)
HON -12,265 -100.0%
ROL -9,192 -94.2%
OEF -5,810 -82.4%
XOM -5,059 -15.6%
PLTR -3,813 -23.5%
EFV -3,601 -25.3%
CVX -3,485 -16.2%
FHLC -3,394 -22.3%
PEP -2,978 -17.3%
IAU -2,939 -19.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 8,817 (0.1% 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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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type