SEC 13F Intelligence

Managers / Q2 2023 · view latest →

Apeiron RIA LLC

CIK 0001801846 · 10000 N. CENTRAL EXPRESSWAY, STE. 700, DALLAS, TX, 75231 · 9724212676

Reported Value
$292M
Q2 2023
Positions
191
Filings on Record
18
2019–present window
Filed
Jul 20, 2023
original filing

Summary

Apeiron Ria LLC reported $292M in U.S.-listed holdings across 191 positions for Q2 2023.

Its largest position, Spdr, represents 4.9% of the portfolio.

Compared with Q1 2023, the fund opened 10 new positions and exited 12.

Portfolio Metrics

Turnover
+5.7%
vs prior filed quarter
Top-10 Concentration
+35.2%
share of reported value
Largest Position
+4.9%
Spdr
New / Exited
10 / 12
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’21: $244MQ4 ’21Q1 ’22: $210MQ2 ’22: $358MQ3 ’22: $217MQ3 ’22Q4 ’22: $261MQ1 ’23: $291MQ2 ’23: $292MQ2 ’23Q3 ’23: $293MQ4 ’23: $321MQ1 ’24: $345MQ1 ’24Q2 ’24: $326MQ3 ’24: $349MQ4 ’24: $357MQ4 ’24Q1 ’25: $331MQ2 ’25: $388MQ3 ’25: $445MQ3 ’25Q4 ’25: $493MQ1 ’26: $431Mfilingsflow.com

Portfolio Composition

By security type
ETP: 78.9%Common Stock: 19.2%Other: 0.9%REIT: 0.4%Closed-End Fund: 0.3%Other: 0.2%
  • ETP · 78.9% · $231M
  • Common Stock · 19.2% · $56M
  • Other · 0.9% · $3M
  • REIT · 0.4% · $1M
  • Closed-End Fund · 0.3% · $951,249
  • Other · 0.2% · $687,828

Quarter-over-Quarter Changes full breakdown →

vs Q1 2023 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
EFXEQUIFAX INCNEW+1.7K1.7K+$400,010$400,010
ISHARES TRNEW+2.7K2.7K+$318,509$318,509
OVVOVINTIV INCNEW+6.8K6.8K+$259,561$259,561
SLVISHARES SILVER TRNEW+12.2K12.2K+$254,649$254,649
VMWEURVMWARE INCNEW+1.6K1.6K+$228,611$228,611
MCDMCDONALDS CORPNEW+755755+$225,183$225,183
FASTFASTENAL CONEW+3.7K3.7K+$219,589$219,589
INVESCO EXCHANGE TRADED FD TNEW+585585+$204,592$204,592

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2023

25 positions
#IssuerClass% PortfolioValueShares
1TLHISHARES TRMSCI USA QLT FCT · EAFE GRWTH ETF · NATIONAL MUN ETF · CORE S&P500 ETF · ESG AWR MSCI USA · EAFE VALUE ETF · CORE TOTAL USD · U.S. TECH ETF · MBS ETF · US TREAS BD ETF · MSCI USA MIN VOL · SHRT NAT MUN ETF · CORE MSCI EAFE · 10-20 YR TRS ETF · ISHARES SEMICDTR27.55%$80M989.9K
2VANGUARD WHITEHALL FDSHIGH DIV YLD · INTL HIGH ETF6.91%$20M234.6K
3SPDR SER TRPORTFOLIO S&P500 · PORTFOLI S&P1500 · S&P BIOTECH6.22%$18M338.9K
4AMERICAN CENTY ETF TRUS SML CP VALU · INTL SMCP VLU · AVANTIS EMGMKT · EMERGING MKT VAL6.18%$18M296.9K
5ABBVABBVIE INChistory →COM3.95%$12M85.6K
6J P MORGAN EXCHANGE TRADED FULTRA SHRT INC · US VALUE FACTR · EQUITY PREMIUM3.63%$11M227.9K
7ABTABBOTT LABShistory →COM3.24%$9M86.7K
8DFIVDIMENSIONAL ETF TRUSThistory →INTERNATNAL VAL3.11%$9M276.4K
9WISDOMTREE TRUS MIDCAP DIVID · EMER MKT HIGH FD3.01%$9M216.1K
10FIRST TR EXCHANGE-TRADED FDNASD TECH DIV · INDLS PROD DUR2.72%$8M135.1K
11ISHARES INCCORE MSCI EMKT1.90%$6M112.5K
12SCHWAB STRATEGIC TRUS AGGREGATE B1.63%$5M103.3K
13VUGVANGUARD INDEX FDSGROWTH ETF · VALUE ETF1.48%$4M21.3K
14MSFTMICROSOFT CORPhistory →COM1.02%$3M8.7K
15AAPLAPPLE INCCOM0.81%$2M12.2K
16EXMOCEXXON MOBIL CORPCOM0.78%$2M21.2K
17TSLATESLA INCCOM0.78%$2M8.6K
18VANECK ETF TRUSTHIGH YLD MUNIETF0.65%$2M37.1K
19IAU*ISHARES GOLD TRISHARES NEW0.61%$2M49.2K
20FIRST TR NASDAQ 100 TECH INDSHS0.45%$1M8.9K
21CHVCHEVRON CORP NEWCOM0.43%$1M8.0K
22UNHUNITEDHEALTH GROUP INCCOM0.43%$1M2.6K
23ORCLORACLE CORPCOM0.41%$1M10.1K
24SIVRABRDN SILVER ETF TRUSTPHYSCL SILVR SHS0.39%$1M52.7K
25BXSLBLACKSTONE SECD LENDING FDCOMMON STOCK0.39%$1M41.5K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$431M204Apr 27, 202613F-HRchanges · EDGAR ↗
Q4 2025$493M207Feb 3, 202613F-HRchanges · EDGAR ↗
Q3 2025$445M210Oct 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$388M204Aug 7, 202513F-HRchanges · EDGAR ↗
Q1 2025$331M199May 29, 202513F-HRchanges · EDGAR ↗
Q4 2024$357M205Jan 17, 202513F-HRchanges · EDGAR ↗
Q3 2024$349M204Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$326M205Jul 16, 202413F-HRchanges · EDGAR ↗
Q1 2024$345M208Apr 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$321M198Jan 12, 202413F-HRchanges · EDGAR ↗
Q3 2023$293M190Oct 19, 202313F-HRchanges · EDGAR ↗
Q2 2023$292M191Jul 20, 202313F-HRchanges · EDGAR ↗
Q1 2023$291M193Apr 13, 202313F-HRchanges · EDGAR ↗
Q4 2022$261M183Jan 20, 202313F-HRchanges · EDGAR ↗
Q3 2022$217M169Oct 18, 202213F-HRchanges · EDGAR ↗
Q2 2022$358M146Jul 26, 202213F-HRchanges · EDGAR ↗
Q1 2022$210M153Apr 19, 202213F-HRchanges · EDGAR ↗
Q4 2021$244M172Feb 15, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.