Apollon Wealth Management Q2 2026 Portfolio Activity: Strategic Purchases and Sales Observed
This analysis details observable purchases and sales by Apollon Wealth Management, LLC during the quarter ending June 30, 2026.
Based on available data for the period ending June 30, 2026, Apollon Wealth Management, LLC demonstrated specific changes in its portfolio holdings. The following summary outlines key purchases and sales observed during this quarter.
Purchases:
- A notable increase was seen in Dimensional ETF Trust (DFAI), with a change percentage of 54.42%. This suggests renewed confidence or strategic allocation towards DFAI, which can be explored further at https://www.insiderset.com/stocks/DFAI.
- ISHares TR (IQLT) experienced a significant change percentage increase of 49.55%, indicating active interest in this fund.
- Pgim ETF TR (PTRB) showed substantial growth with an increase of 27.84%.
Additionally, Apollon Wealth Management established new positions or significantly increased allocations for several funds:
- American Century ETF TR (AVLV), adding a considerable amount to its portfolio allocation.
- Vanguard S&P Small-Cap Stock Index Fund (ETF) (VGT), which saw an unprecedented increase of over 700% in shares during this period, making it one of the most significant additions or boosts for Apollon.
Sales: The data does not indicate any specific sales activities by Apollon Wealth Management during this quarter. No such activity is disclosed in this filing.
In summary, the portfolio saw targeted changes focused on equity and ETF holdings, including substantial additions to Dimensional funds (DFAI), Vanguard Small-Cap Index (VGT), and American Century's AVLV fund. For more detailed information about Apollon Wealth Management or specific stock/fund analysis, please refer to their filings.