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Apollon Wealth Management, LLC
Apollon Wealth Management, LLC is a full-service, SEC-registered investment adviser headquartered in Charleston, SC, with offices and advisors across the United States. Founded in 2018, the firm provides holistic wealth management, financial planning, and investment management services to individuals, families, business owners, and institutional clients. Apollon emphasizes a fee-based, fiduciary standard, building customized portfolios and plans for each client. As of 2025, Apollon employs approximately 179 professionals and is dedicated to leveraging technology and team-based expertise to deliver high-touch service.
Investment Strategy
Apollon Wealth Management employs a client-centric, comprehensive wealth management approach. They start every relationship with a deep-dive discovery process to understand client goals, risk tolerance, time horizon, and personal vision. Portfolios are tailored based on each investor’s unique financial profile, leveraging a broad network of custodians and investment solutions. The firm operates on a fee-based, fiduciary model with no allegiance to proprietary products, prioritizing clients’ best interests. Apollon also supports independent advisors via a partnership model, enabling them to deliver best-in-class tools and resources to clients.
Latest 13F Filing Activity
Apollon Wealth Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 1,283 equity positions with a total 13F market value of $6B. The fund increased holdings in Nvidia Corporation, Apple Inc., Alphabet Inc. among other positions. Apollon Wealth Management, LLC reduced exposure to Fidelity Covington Trust, J P Morgan Exchange Traded F, J P Morgan Exchange Traded F among others.
Top Holdings
Equity Positions (1,283)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 4.33% | $243.5M | 1,304,829 | $58.07 | $186.58 | +$40.5M |
A AAPL | APPLE INC | 3.83% | $215.0M | 844,540 | $193.56 | $254.63 | +$39.6M |
I IVV | ISHARES TR | 3.74% | $210.5M | 314,526 | $516.27 | $669.30 | +$21.3M |
M MSFT | MICROSOFT CORP | 3.38% | $190.3M | 367,326 | $352.00 | $517.95 | +$14.9M |
V VOO | VANGUARD INDEX FDS | 2.01% | $113.0M | 184,460 | $493.98 | $612.38 | +$10.1M |
Industry Allocation
Investment Team (10)
| Name | Role | Location | |
|---|---|---|---|
 | Trading and Program Manager | SC , United States | |
 | Partner | Cumming, GA , United States | |
 | Managing Partner | Braintree, MA , United States | |
 | Managing Partner | Gainesville, GA , United States | |
 | Trading Associate | Omaha, NE , United States | |
 | Chief Investment Officer | Bridgewater, NJ , United States | |
L Lynne Holcomb | Research Analyst | Hartford, CT , United States | |
B Bernhard Koepp | Senior Portfolio Manager, M.D. | New York, NY , United States | |
 | Research Analyst | St. Augustine, FL , United States | |
 | Portfolio Manager | Mount Pleasant, SC , United States |
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