Athena Wealth Management, LLC Diversified Active

Location: Reno, NV

CIK: 0002128243 · Show all filings

Period: Q4 2025 (Next →)

Filing Date: Apr 17, 2026

Total Value: $103M (100.0% shares, 0.0% debt)

Holdings (106)

FLDR FIDELITY MERRIMACK STR TR 36.5%
Value $37.55M Shares 747,658 Est. Cost $50.23 Unrealized
PVAL PUTNAM ETF TRUST 3.4%
Value $3.486M Shares 76,507 Est. Cost $45.57 Unrealized
IVV ISHARES TR 3.1%
Value $3.239M Shares 4,729 Est. Cost $684.92 Unrealized
AAPL APPLE INC 3.0%
Value $3.12M Shares 11,476 Est. Cost $268.34 Unrealized 0.0%
XOM EXXON MOBIL CORP 2.0%
Value $2.049M Shares 17,023 Est. Cost $115.49 Unrealized 0.0%
AMZN AMAZON COM INC 1.8%
Value $1.849M Shares 8,012 Est. Cost $228.79 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.6%
Value $1.66M Shares 5,463 Est. Cost $303.90 Unrealized
C CITIGROUP INC 1.3%
Value $1.333M Shares 11,423 Est. Cost $103.64 Unrealized 0.0%
WMT WALMART INC 1.2%
Value $1.265M Shares 11,352 Est. Cost $107.20 Unrealized 0.0%
GOOGL ALPHABET INC 1.2%
Value $1.199M Shares 3,830 Est. Cost $285.60 Unrealized 0.0%
CSCO CISCO SYS INC 1.1%
Value $1.166M Shares 15,141 Est. Cost $73.79 Unrealized 0.0%
MSFT MICROSOFT CORP 1.1%
Value $1.114M Shares 2,304 Est. Cost $500.58 Unrealized 0.0%
FLJP FRANKLIN TEMPLETON ETF TR 1.1%
Value $1.09M Shares 31,648 Est. Cost $34.45 Unrealized
FXI ISHARES TR 1.1%
Value $1.083M Shares 28,280 Est. Cost $38.29 Unrealized
COP CONOCOPHILLIPS 1.0%
Value $1.024M Shares 10,936 Est. Cost $90.02 Unrealized 0.0%
SPYM SPDR SERIES TRUST 1.0%
Value $998K Shares 12,437 Est. Cost $80.22 Unrealized
BAC BANK AMERICA CORP 0.9%
Value $933K Shares 16,964 Est. Cost $52.67 Unrealized 0.0%
AIG AMERICAN INTL GROUP INC 0.9%
Value $907K Shares 10,602 Est. Cost $79.68 Unrealized 0.0%
KO COCA COLA CO 0.9%
Value $876K Shares 12,532 Est. Cost $69.40 Unrealized 0.0%
JEPI J P MORGAN EXCHANGE TRADED F 0.8%
Value $849K Shares 14,832 Est. Cost $57.24 Unrealized
COF CAPITAL ONE FINL CORP 0.8%
Value $845K Shares 3,488 Est. Cost $222.19 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.8%
Value $821K Shares 5,121 Est. Cost $153.57 Unrealized 0.0%
HLT HILTON WORLDWIDE HLDGS INC 0.8%
Value $787K Shares 2,740 Est. Cost $272.20 Unrealized 0.0%
MCK MCKESSON CORP 0.8%
Value $785K Shares 957 Est. Cost $815.57 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.7%
Value $770K Shares 1,328 Est. Cost $565.16 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP 0.7%
Value $754K Shares 18,333 Est. Cost $41.55 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO 0.7%
Value $749K Shares 18,125 Est. Cost $34.79 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.7%
Value $748K Shares 4,908 Est. Cost $151.40 Unrealized 0.0%
GM GENERAL MTRS CO 0.7%
Value $737K Shares 9,068 Est. Cost $70.40 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP 0.7%
Value $734K Shares 7,345 Est. Cost $94.74 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.7%
Value $724K Shares 14,246 Est. Cost $43.31 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.6%
Value $659K Shares 8,206 Est. Cost $82.50 Unrealized 0.0%
FTEC FIDELITY COVINGTON TRUST 0.6%
Value $655K Shares 2,914 Est. Cost $224.65 Unrealized
VLO VALERO ENERGY CORP 0.6%
Value $615K Shares 3,777 Est. Cost $168.83 Unrealized 0.0%
META META PLATFORMS INC 0.6%
Value $594K Shares 899 Est. Cost $667.32 Unrealized 0.0%
PLD PROLOGIS INC. 0.6%
Value $591K Shares 4,632 Est. Cost $123.86 Unrealized 0.0%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.6%
Value $584K Shares 2,119 Est. Cost $258.92 Unrealized 0.0%
AZN ASTRAZENECA PLC 0.6%
Value $580K Shares 6,310 Est. Cost $91.92 Unrealized
BLK BLACKROCK INC 0.6%
Value $575K Shares 538 Est. Cost $1089.41 Unrealized 0.0%
FDX FEDEX CORP 0.6%
Value $573K Shares 1,984 Est. Cost $261.56 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.6%
Value $570K Shares 1,000 Est. Cost $578.81 Unrealized 0.0%
NVDA NVIDIA CORPORATION 0.5%
Value $561K Shares 3,006 Est. Cost $186.13 Unrealized 0.0%
APO APOLLO GLOBAL MGMT INC 0.5%
Value $554K Shares 3,829 Est. Cost $132.57 Unrealized 0.0%
FNCL FIDELITY COVINGTON TRUST 0.5%
Value $550K Shares 7,072 Est. Cost $77.74 Unrealized
GS GOLDMAN SACHS GROUP INC 0.5%
Value $546K Shares 621 Est. Cost $813.35 Unrealized 0.0%
HDB HDFC BANK LTD 0.5%
Value $537K Shares 14,692 Est. Cost $36.54 Unrealized
PHM PULTE GROUP INC 0.5%
Value $535K Shares 4,560 Est. Cost $122.44 Unrealized 0.0%
JCI JOHNSON CTLS INTL PLC 0.5%
Value $534K Shares 4,458 Est. Cost $114.81 Unrealized 0.0%
DFAE DIMENSIONAL ETF TRUST 0.5%
Value $512K Shares 15,721 Est. Cost $32.57 Unrealized
HELO J P MORGAN EXCHANGE TRADED F 0.5%
Value $488K Shares 7,344 Est. Cost $66.43 Unrealized
CTVA CORTEVA INC 0.5%
Value $475K Shares 7,084 Est. Cost $64.54 Unrealized 0.0%
PPL PPL CORP 0.5%
Value $467K Shares 13,332 Est. Cost $35.83 Unrealized 0.0%
IBN ICICI BANK LIMITED 0.4%
Value $457K Shares 15,321 Est. Cost $29.80 Unrealized
LRCX LAM RESEARCH CORP 0.4%
Value $455K Shares 2,658 Est. Cost $155.36 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS 0.4%
Value $455K Shares 589 Est. Cost $678.68 Unrealized 0.0%
SNY SANOFI SA 0.4%
Value $429K Shares 8,852 Est. Cost $48.46 Unrealized
DGRO ISHARES TR 0.4%
Value $421K Shares 6,067 Est. Cost $69.42 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.4%
Value $415K Shares 5,590 Est. Cost $74.28 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value $415K Shares 825 Est. Cost $497.53 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.4%
Value $402K Shares 1,217 Est. Cost $337.21 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC. 0.4%
Value $396K Shares 6,212 Est. Cost $61.35 Unrealized 0.0%
QCOM QUALCOMM INC 0.4%
Value $392K Shares 2,291 Est. Cost $170.79 Unrealized 0.0%
URI UNITED RENTALS INC 0.4%
Value $385K Shares 476 Est. Cost $867.08 Unrealized 0.0%
ABNB AIRBNB INC 0.4%
Value $369K Shares 2,717 Est. Cost $124.53 Unrealized 0.0%
VSDA VICTORY PORTFOLIOS II 0.4%
Value $365K Shares 6,918 Est. Cost $52.78 Unrealized
IR INGERSOLL RAND INC 0.4%
Value $362K Shares 4,566 Est. Cost $78.94 Unrealized 0.0%
SHOP SHOPIFY INC 0.3%
Value $352K Shares 2,187 Est. Cost $160.56 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.3%
Value $349K Shares 1,685 Est. Cost $197.01 Unrealized 0.0%
KSPI KASPI KZ JSC 0.3%
Value $348K Shares 4,458 Est. Cost $78.13 Unrealized
TER TERADYNE INC 0.3%
Value $342K Shares 1,766 Est. Cost $171.50 Unrealized 0.0%
SLB SLB LIMITED 0.3%
Value $342K Shares 8,899 Est. Cost $36.06 Unrealized 0.0%
BJ BJS WHSL CLUB HLDGS INC 0.3%
Value $340K Shares 3,781 Est. Cost $91.80 Unrealized 0.0%
SAP SAP SE 0.3%
Value $338K Shares 1,393 Est. Cost $242.92 Unrealized
SCHD SCHWAB STRATEGIC TR 0.3%
Value $335K Shares 12,198 Est. Cost $27.43 Unrealized
NRG NRG ENERGY INC 0.3%
Value $323K Shares 2,026 Est. Cost $165.30 Unrealized 0.0%
TMUS T-MOBILE US INC 0.3%
Value $319K Shares 1,570 Est. Cost $211.32 Unrealized 0.0%
WPM WHEATON PRECIOUS METALS CORP 0.3%
Value $292K Shares 2,488 Est. Cost $107.08 Unrealized 0.0%
NVO NOVO-NORDISK A S 0.3%
Value $290K Shares 5,696 Est. Cost $50.88 Unrealized
V VISA INC 0.3%
Value $288K Shares 822 Est. Cost $340.38 Unrealized 0.0%
SCHE SCHWAB STRATEGIC TR 0.3%
Value $285K Shares 8,705 Est. Cost $32.75 Unrealized
RELX RELX PLC 0.3%
Value $273K Shares 6,755 Est. Cost $40.42 Unrealized
FER FERROVIAL SE 0.3%
Value $273K Shares 4,222 Est. Cost $63.68 Unrealized 0.0%
MELI MERCADOLIBRE INC 0.2%
Value $256K Shares 127 Est. Cost $2100.46 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD 0.2%
Value $253K Shares 1,724 Est. Cost $146.54 Unrealized
WCN WASTE CONNECTIONS INC 0.2%
Value $252K Shares 1,437 Est. Cost $172.81 Unrealized 0.0%
CRH CRH PLC 0.2%
Value $250K Shares 2,002 Est. Cost $119.13 Unrealized 0.0%
VGT VANGUARD WORLD FD 0.2%
Value $244K Shares 324 Est. Cost $753.27 Unrealized
TSLA TESLA INC 0.2%
Value $241K Shares 536 Est. Cost $443.29 Unrealized 0.0%
TT TRANE TECHNOLOGIES PLC 0.2%
Value $235K Shares 604 Est. Cost $413.59 Unrealized 0.0%
BAM BROOKFIELD ASSET MANAGMT LTD 0.2%
Value $234K Shares 4,475 Est. Cost $53.47 Unrealized 0.0%
TDG TRANSDIGM GROUP INC 0.2%
Value $232K Shares 175 Est. Cost $1310.75 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEM INC 0.2%
Value $229K Shares 734 Est. Cost $326.31 Unrealized 0.0%
LLY ELI LILLY & CO 0.2%
Value $228K Shares 212 Est. Cost $955.55 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.2%
Value $224K Shares 429 Est. Cost $494.21 Unrealized 0.0%
SPOT SPOTIFY TECHNOLOGY S A 0.2%
Value $224K Shares 386 Est. Cost $625.13 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.2%
Value $223K Shares 391 Est. Cost $558.95 Unrealized 0.0%
SNPS SYNOPSYS INC 0.2%
Value $220K Shares 469 Est. Cost $444.23 Unrealized 0.0%
IHG INTERCONTINENTAL HOTELS GROU 0.2%
Value $217K Shares 1,539 Est. Cost $140.85 Unrealized
WMB WILLIAMS COS INC 0.2%
Value $210K Shares 3,500 Est. Cost $60.06 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO 0.2%
Value $210K Shares 811 Est. Cost $264.22 Unrealized 0.0%
TRI THOMSON REUTERS CORP 0.2%
Value $203K Shares 1,537 Est. Cost $141.15 Unrealized 0.0%
ETN EATON CORP PLC 0.2%
Value $201K Shares 631 Est. Cost $354.39 Unrealized 0.0%
EOG EOG RES INC 0.2%
Value $200K Shares 1,907 Est. Cost $107.22 Unrealized 0.0%
ASX ASE TECHNOLOGY HLDG CO LTD 0.2%
Value $175K Shares 10,889 Est. Cost $16.10 Unrealized
ITUB ITAU UNIBANCO HLDG S A 0.1%
Value $115K Shares 16,074 Est. Cost $7.16 Unrealized
KOS KOSMOS ENERGY LTD 0.0%
Value $12,176 Shares 13,418 Est. Cost $1.32 Unrealized 0.0%