APOLLON WEALTH MANAGEMENT LLC
Q4 2024 Form 13-F
MOUNT PLEASANT, SOUTH CAROLINA
CIK 0001764387
· CRD 291902
· SEC-registered investment adviser
$4.3B Reported Value Total
APOLLON WEALTH MANAGEMENT, LLC reports 20,798 total accounts under management (AUM). There are 18,485 discretionary accounts valued at $7,364,163,594, and 2,313 non-discretionary accounts valued at $356,593,267.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
5 funds
· $69.7M gross asset value
Other: $38.4M · Hedge Fund: $31.3M
Source: Form ADV filed 2026-11-02
Reported value
$4.3B
Quarter over quarter
-0.9%
Holdings
1,194
Top-10 concentration
25.0%
Key People
Form ADV owners & control persons
Michael Jason Dolberg
MEMBER
Robert Hy Gorman
MEMBER
Michael Anson Herman
CHIEF COMPLIANCE OFFICER
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13F Metrics
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Q4 2024 13F record
Q4 2024 13F filing summary
| Period of report | December 31, 2024 |
|---|---|
| Filed | January 28, 2025 |
| Form | 13F-HR |
| Reported value | $4.3B |
| Positions | 1,194 |
| Change in reported value | +22.6% |
| New positions | 153 |
| Exited positions | 89 |
| Position turnover | 18.9% |
| Top-10 concentration | 25.0% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 23, 2026
|
1,624 | $8.7B |
|
Q2 2026 13F
Filed Jul 23, 2026
|
1,577 | $8.2B |
|
Q1 2026 13F
Filed Apr 22, 2026
|
1,401 | $6.2B |
|
Q4 2025 13F
Filed Jan 22, 2026
|
1,302 | $5.8B |
|
Q3 2025 13F
Filed Oct 17, 2025
|
1,317 | $5.6B |
|
Q2 2025 13F
Filed Jul 25, 2025
|
1,272 | $5.1B |
|
Q1 2025 13F
Filed May 2, 2025
|
1,205 | $4.5B |
|
Q4 2024 13F
Filed Jan 28, 2025
|
1,194 | $4.3B |
|
Q3 2024 13F
Filed Nov 5, 2024
|
1,130 | $3.5B |
|
Q2 2024 13F
Filed Jul 19, 2024
|
1,099 | $3.3B |
|
Q1 2024 13F
Filed May 2, 2024
|
1,115 | $3.2B |
|
Q4 2023 13F
Filed Feb 6, 2024
|
1,068 | $2.9B |
|
Q3 2023 13F
Filed Nov 14, 2023
|
906 | $2.0B |
|
Q2 2023 13F
Filed Aug 4, 2023
|
940 | $2.1B |
|
Q1 2023 13F
Filed May 16, 2023
|
869 | $1.6B |
|
Q4 2022 13F
Filed Feb 15, 2023
|
851 | $1.4B |
|
Q3 2022 13F
Filed Nov 8, 2022
|
812 | $1.2B |
|
Q2 2022 13F
Filed Aug 11, 2022
|
754 | $1.2B |
|
Q1 2022 13F
Filed May 16, 2022
|
758 | $1.4B |
|
Q4 2021 13F
Filed Feb 14, 2022
|
759 | $1.3B |
12 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q4 2024
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AAPL APPLE INC | $201.5M | 4.65% |
| 2 | IVV ISHARES TR | $177.0M | 4.08% |
| 3 | NVDA NVIDIA CORPORATION | $152.2M | 3.51% |
| 4 | MSFT MICROSOFT CORP | $120.3M | 2.77% |
| 5 | VOO VANGUARD INDEX FDS | $90.8M | 2.09% |
| 6 | AMZN AMAZON COM INC | $82.8M | 1.91% |
| 7 | VONG VANGUARD SCOTTSDALE FDS | $75.5M | 1.74% |
| 8 | AVLV AMERICAN CENTY ETF TR | $66.9M | 1.54% |
| 9 | QQQ INVESCO QQQ TR | $65.5M | 1.51% |
| 10 | SCHX SCHWAB STRATEGIC TR | $51.5M | 1.19% |
| 11 | DIA SPDR DOW JONES INDL AVERAGE | $51.5M | 1.19% |
| 12 | AVGO BROADCOM INC | $48.7M | 1.12% |
| 13 | IEFA ISHARES TR | $46.3M | 1.07% |
| 14 | JEPI J P MORGAN EXCHANGE TRADED F | $44.3M | 1.02% |
| 15 | HCRB HARTFORD FDS EXCHANGE TRADED | $40.4M | 0.93% |
| 16 | PTRB PGIM ETF TR | $40.3M | 0.93% |
| 17 | VGT VANGUARD WORLD FD | $39.1M | 0.9% |
| 18 | GOOGL ALPHABET INC | $39.0M | 0.9% |
| 19 | SPY SPDR S&P 500 ETF TR | $39.0M | 0.9% |
| 20 | QUAL ISHARES TR | $35.6M | 0.82% |
Values as reported on the Q4 2024 Form 13F. Every position is in the holdings table below.