Athena Wealth Management, LLC
All 13F Filings
- Location
- Reno, NV
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 139,286
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/9/2026 | 103 | 139,286 | 13F-HR | Athena Wealth Management, LLC |
| Q2 2026 | 7/21/2026 | 104 | 134,456 | 13F-HR | Athena Wealth Management, LLC |
| Q1 2026 | 4/17/2026 | 106 | 122,247 | 13F-HR | Athena Wealth Management, LLC |
| Q4 2025 | 4/17/2026 | 106 | 102,898 | 13F-HR | Athena Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 85.69 K | 61.7% | 5.498 K | 0 | 5.498 K |
| ETFs | 53.18 K | 38.3% | 0 | 27 | -27 |
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Fund Snapshot
Q3 2026
Latest filed
10/9/2026
Total value ($000)
139,286
Holdings
103
QoQ value change ($000)
4,830
(3.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.