Long-term investor
Athena Wealth Management, LLC @athenawealthmanagementll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002128243).
Record
- Tracked since 2026-03-31 (182 days), 130 trades recorded
- Returns: week n/a · month n/a · 90 days +4.8% · 6 months n/a · 1 year n/a · all n/a
- Max drawdown n/a · win rate 30% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- FLDR · 30.3% · long · since 2026-03-31
- AAPL · 4.3% · long · since 2026-03-31
- PVAL · 2.9% · long · since 2026-03-31
- IVV · 2.6% · long · since 2026-03-31
- MSFT · 2.5% · long · since 2026-03-31
- AMZN · 2.3% · long · since 2026-03-31
- XOM · 2.2% · long · since 2026-03-31
- TSM · 2.1% · long · since 2026-03-31
- C · 1.7% · long · since 2026-03-31
- CSCO · 1.5% · long · since 2026-03-31
- NVDA · 1.4% · long · since 2026-03-31
- KO · 1.2% · long · since 2026-03-31