Apollon Wealth Management, LLC
SEC Form 13F institutional filer · CIK 0001764387
13F-HR · 473 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$3.99B
Top-10 concentration
40.5%
Apollon Wealth Management, LLC — $3.99B AUM allocation strategy
Apollon Wealth Management, LLC files SEC Form 13F and reports $3.99B of long US equity value across 473 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 17.8%, followed by Financials 6.7% and Communication Services 5.6%.
The top 10 holdings account for 40% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Apollon Wealth Management, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$3.99B
total across 473 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
40% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +173K sh · +$8.4M+$BKR +117K sh · +$7.59M+$MO +82.7K sh · +$6.12M
Biggest trims (shares)
−$BX −90.1K sh · −$11.5M−$BLK −72.5K sh · −$17M−$IVZ −72.3K sh · −$1.65M
Exited to nil (held last quarter, gone now)
$CRL ($290K last qtr)$FTV ($261K last qtr)$BXP ($239K last qtr)$AIZ ($223K last qtr)$WYNN ($208K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors8.3%—
- Technology Hardware, Storage & Peripherals5.8%—
- Interactive Media & Services5.6%—
- Systems Software3.7%—
- Broadline Retail2.8%—
- Consumer Staples Merchandise Retail2.7%—
- Asset Management & Custody Banks2.3%—
- Diversified Banks1.6%—
- Other holdings67.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 1.39M | $243M | +75.5K | 6.1% |
| $AAPL | Apple Inc | 910K | $231M | +68.2K | 5.8% |
| $MSFT | Microsoft Corporation | 399K | $148M | +37K | 3.7% |
| $AMZN | Amazon.com Inc | 542K | $113M | +62.5K | 2.8% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 361K | $104M | +62.8K | 2.6% |
| $AVGO | Broadcom Inc | 288K | $89M | +16.5K | 2.2% |
| $JPM | JP Morgan Chase & Co | 219K | $64.4M | +18.9K | 1.6% |
…and 466 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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