SEC Form 13F

Athena Investment Management 13F Holdings

Report period2026-06-30
Publicly available2026-08-07
Reported value$168,671,649
Positions132

Largest disclosed positions

IssuerTickerClassReported valueReported amount
Schwab U.S. Large-Cap ETFSCHXUS LRG CAP ETF$28,837,456979,866
Schwab U.S. Small-Cap ETFSCHAUS SML CAP ETF$9,009,991249,377
Schwab International Equity ETFSCHFINTL EQTY ETF$8,075,270291,526
JP Morgan Chase & Co.JPMCOM$6,212,72318,980
Intel CorpINTCCOM$4,360,92431,232
UnitedHealth Group Inc.UnresolvedCOM$4,141,1289,963
Schwab U.S. Large-Cap Growth ETFSCHGUS LCAP GR ETF$4,029,870119,086
Microsoft CorpMSFTCOM$3,674,6209,851
Apple Inc.AAPLCOM$3,094,21610,693
Vanguard Large Cap ETFVVLARGE CAP ETF$2,647,7637,699

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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