Michael Herman
Apollon Financial, Llc
Assets Managed
$723.096M
Holdings
260
Last Quarter
2026 - Q1
Filed Date
1mo 4d ago
Growth Rate
4.99%(2Q avg: 9.75%)
Sustained Growth
9 quarters
Portfolio positions
This chart displays the top 10 holdings in Apollon Financial, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 260 positions.
Assets under management
The assets under management (AUM) of Apollon Financial, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 723.096M in assets, with a quarterly growth rate of 4.99% and a 2-quarter average growth rate of 9.75%. The portfolio is managed by Michael Herman, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
IVV Ishares Core S&p 500 Etf
| 5.32% | $38.409M 58,800 shares@ $653.21 avg price | Increased 0.82% |
NVDA Nvidia Corp
| 4.94% | $35.656M 204,450 shares@ $174.41 avg price | Decreased -1.29% |
XLK Technology Select Sect Spdr
| 3.53% | $25.519M 192,015 shares@ $132.91 avg price | Increased 52% |
AAPL Apple Inc
| 2.86% | $20.667M 81,435 shares@ $253.79 avg price | Decreased -0.04% |
GOOG Alphabet Inc-cl C
| 2.81% | $20.281M 70,701 shares@ $286.87 avg price | Increased 1.87% |
AMZN Amazon.com Inc
| 2.58% | $18.588M 89,251 shares@ $208.27 avg price | Increased 0.66% |
VIG Vanguard Dividend Apprec Etf
| 2.33% | $16.813M 78,176 shares@ $215.07 avg price | Increased 7.47% |
IJH Ishares Core S&p Midcap Etf
| 2.2% | $15.883M 235,200 shares@ $67.53 avg price | Increased 5.55% |
AVLV Avantis Us Large Cap Value
| 2.2% | $15.843M 196,536 shares@ $80.62 avg price | Increased 3.3% |
GOOGL Alphabet Inc-cl A
| 2.04% | $14.703M 51,132 shares@ $287.56 avg price | Decreased -0.06% |
1-10 of 260