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Apollon Financial, LLC
Apollon Financial, LLC is a U.S.-based investment adviser registered with the SEC, headquartered in Bethesda, Maryland. The firm was founded in 2023 and offers comprehensive wealth management and investment advisory services. Apollon Financial caters to high-net-worth individuals, families, and institutional clients, leveraging a network of advisors and affiliates such as Foxen Financial.
Investment Strategy
Apollon Financial, LLC provides a broad spectrum of advisory services including portfolio management, financial planning, and consulting. The firm constructs diversified investment portfolios tailored to clients' goals and risk tolerance, utilizing a mix of equity, fixed income, and alternative investments. Apollon Financial emphasizes a long-term, client-centric approach, with ongoing portfolio monitoring and rebalancing, integrating both active and passive investment strategies.
Latest 13F Filing Activity
Apollon Financial, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 220 equity positions with a total 13F market value of $601M. The fund increased holdings in Ishares TR, Apple Inc., Ishares TR among other positions. Apollon Financial, LLC reduced exposure to Proshares TR, Bank America Corp., Vanguard World FD among others.
Top Holdings
Equity Positions (220)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 6.42% | $38.6M | 57,686 | $590.14 | $669.30 | +$20.9M |
N NVDA | NVIDIA CORPORATION | 6.39% | $38.5M | 206,091 | $56.00 | $186.58 | +$6.2M |
A AAPL | APPLE INC | 3.34% | $20.1M | 78,813 | $207.66 | $254.63 | +$7.0M |
M MSFT | MICROSOFT CORP | 3.19% | $19.2M | 37,068 | $389.16 | $517.95 | +$1.5M |
A AMZN | AMAZON COM INC | 3.17% | $19.0M | 86,707 | $166.56 | $219.57 | +$3.0M |
Industry Allocation
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