13F Insight
DOSSIER · 13F-HR · Q2 2026

Athena Investment Management

$169M in tracked AUM across 132 positions as of Q2 2026.

AI
CIK 0001921093 · last filed Jun 30, 2026
Total AUM
$169M
as of Q2 2026
Holdings
132
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Athena Investment Management filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHX
Schwab U.S. Large-Cap ETF
$29M980K17.1%02
SCHA
Schwab U.S. Small-Cap ETF
$9M249K5.3%03
SCHF
Schwab International Equity ETF
$8M292K4.8%04
JPM
JP Morgan Chase & Co.
$6M19K3.7%05
INTC
Intel Corp
$4M31K2.6%06
910581107
UnitedHealth Group Inc.
$4M10K2.5%07
SCHG
Schwab U.S. Large-Cap Growth ETF
$4M119K2.4%08
MSFT
Microsoft Corp
$4M10K2.2%09
AAPL
Apple Inc.
$3M11K1.8%10
VV
Vanguard Large Cap ETF
$3M8K1.6%

Filing history

2026Q2Jun 30
$169M▼ 12.5%
132 positionsView →2026Q1Mar 31
$193M▼ 1.2%
153 positionsView →2025Q4Dec 31
$195M▲ 381.6%
155 positionsView →2025Q3Sep 30
$41M▼ 77.3%
53 positionsLocked2025Q2Jun 30
$179M▲ 8.4%
155 positionsLocked2025Q1Mar 31
$165M▼ 4.4%
146 positionsLocked2024Q4Dec 31
$173M▼ 1.6%
154 positionsLocked2024Q3Sep 30
$175M▲ 6.4%
151 positionsLocked2024Q2Jun 30
$165M▼ 1.1%
148 positionsLocked2024Q1Mar 31
$167M▲ 8.1%
149 positionsLocked2023Q4Dec 31
$154M▲ 10.4%
139 positionsLocked2023Q3Sep 30
$140M▼ 3.9%
135 positionsLocked
Showing 12 of 18