Apollon Financial, LLC

Q4 2025 13F-HR Holdings

Location
Mount Pleasant, SC
Holdings as of
12/31/2025
Date filed
1/22/2026
Form type
13F-HR
Num holdings
255
Total value ($000)
$688,748
Net value change ($000)
+87,270 (14.5%)
New positions
34
Sold out positions
2
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/17/2025 Next filing: 4/22/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
VGT 8,096 212.5%
GOOGL 5,297 32.1%
XLF 3,840 143.8%
GOOGL 3,749 30.6%
XLV 3,146 228.8%
IEFA 3,012 43.0%
XLC 2,486 NEW
XLY 2,475 329.1%
XLI 2,111 112.5%
AAPL 2,082 10.4%
Top Reduces (Value $000, Stocks/ETFs)
VXF -974 -29.5%
COST -728 -10.6%
SPYM -548 -5.4%
BAC -409 -26.2%
PFFD -371 -29.5%
IBIT -293 -100.0%
SLV -274 -54.5%
WFC -253 -23.6%
SO -249 -5.7%
MSI -221 -100.0%
Instrument mix + QoQ Δ (ex-options)
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