SEC 13F Intelligence

Managers / Q4 2025 · view latest →

Apollon Financial, LLC

CIK 0002011195 · 111 COLEMAN BLVD, SUITE 402, MOUNT PLEASANT, SC, 29464 · 843-579-0018

Reported Value
$689M
Q4 2025
Positions
255
Filings on Record
10
2019–present window
Filed
Jan 22, 2026
original filing

Summary

Apollon Financial, Llc reported $689M in U.S.-listed holdings across 255 positions for Q4 2025.

Its largest position, IVV, represents 5.8% of the portfolio.

Compared with Q3 2025, the fund opened 34 new positions and exited 2.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $254MQ4 ’23Q1 ’24: $290MQ2 ’24: $309MQ2 ’24Q3 ’24: $340MQ4 ’24: $404MQ4 ’24Q1 ’25: $425MQ2 ’25: $479MQ2 ’25Q3 ’25: $601MQ4 ’25: $689MQ4 ’25Q1 ’26: $723Mfilingsflow.com

Portfolio Composition

By security type
ETP: 68.4%Common Stock: 30.6%Closed-End Fund: 0.4%PUBLIC: 0.3%MLP: 0.1%Other: 0.2%
  • ETP · 68.4% · $471M
  • Common Stock · 30.6% · $211M
  • Closed-End Fund · 0.4% · $3M
  • PUBLIC · 0.3% · $2M
  • MLP · 0.1% · $1M
  • Other · 0.2% · $1M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2025

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$723M260Apr 22, 202613F-HRchanges · EDGAR ↗
Q4 2025$689M255Jan 22, 202613F-HRchanges · EDGAR ↗
Q3 2025$601M223Oct 17, 202513F-HRchanges · EDGAR ↗
Q2 2025$479M211Jul 25, 202513F-HRchanges · EDGAR ↗
Q1 2025$425M200May 2, 202513F-HRchanges · EDGAR ↗
Q4 2024$404M186Jan 28, 202513F-HRchanges · EDGAR ↗
Q3 2024$340M165Nov 5, 202413F-HRchanges · EDGAR ↗
Q2 2024$309M142Jul 19, 202413F-HRchanges · EDGAR ↗
Q1 2024$290M150May 2, 202413F-HRchanges · EDGAR ↗
Q4 2023$254M139Feb 13, 202413F-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 ↗.