Apollon Wealth Management, LLC

RIA/Wealth

Apollon Wealth Management, LLC is a RIA/Wealth based in Mount Pleasant, SC led by Michael Jason Dolberg, reporting $7.7B in AUM as of Q3 2025 with 45% ETF concentration.

CEOMichael Jason Dolberg

Portfolio Value: $5.6B
Positions: 1,293
Top Holding: NVDA at 4.36%
Last Reported: Q3 2025

Address111 Coleman Blvd, Suite 402, Mount Pleasant, SC, 29464, United States

Top Holdings

Largest long holdings in Apollon Wealth Management, LLC's portfolio (25.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$243.5M	4.36%	+$3.8M Bought	0.01% 1.3M shares	Q4 2018 Held for 6y 11m
2 Apple AAPL	Consumer Electronics Technology	$215.0M	3.85%	-$2.7M Sold	0.01% 844.5K shares	Q4 2018 Held for 6y 11m
3 iShares Core S&P 500 ETF IVV	ETF ETF	$210.5M	3.77%	+$6.6M Bought	— 314.5K shares	Q4 2018 Held for 6y 11m
4 Microsoft MSFT	Software - Infrastructure Technology	$190.3M	3.41%	+$7.7M Bought	0.00% 367.3K shares	Q2 2019 Held for 6y 5m
5 Vanguard S&P 500 ETF VOO	ETF ETF	$113.0M	2.02%	+$2.0M Bought	— 184.5K shares	Q3 2020 Held for 5y 2m
6 Vanguard Russell 1000 Growth VONG	ETF ETF	$107.3M	1.92%	-$1.8M Sold	— 890.7K shares	Q3 2022 Held for 3y 2m
7 Amazon AMZN	Specialty Retail Consumer Cyclical	$105.1M	1.88%	+$3.3M Bought	0.00% 478.7K shares	Q4 2018 Held for 6y 11m
8 AVLV Avantis U.S. Large Cap Value AVLV	ETF ETF	$94.6M	1.69%	+$1.4M Bought	— 1.3M shares	Q3 2023 Held for 2y 2m
9 Broadcom Inc. AVGO	Semiconductors Technology	$87.4M	1.56%	+$971.9K Bought	0.01% 265.0K shares	Q2 2020 Held for 5y 5m
10 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$71.8M	1.28%	+$4.4M Bought	0.00% 295.3K shares	Q2 2019 Held for 6y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Apollon Wealth Management, LLC's latest filing

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Market Value

$5.6B

Prior: $5.0B

Q/Q Change

+10.83%

+$546.2M

Net Flows % of MV

+3.22%

Turnover Ratio

4.0%

New Purchases

64 stocks

$24.5M

Added To

590 stocks

+$284.5M

Sold Out Of

68 stocks

$17.5M

Reduced Holdings

505 stocks

-$111.7M

Increased Positions

Position	Shares Δ	Change
1 US Treasury 10 Year Note ETF UTEN	New	0 → 47.4K +$2.1M
2 FT Vest U.S. Equity Buffer ETF FJUL	New	0 → 34.6K +$1.9M
3 Global X Silver Miners SIL	New	0 → 17.4K +$1.2M
4 Franklin International Low Volatility High Dividend Index LVHI	New	0 → 27.0K +$937.2K
5 QCJL FT Vest Nasdaq-100 Conservative Buffer ETF QCJL	New	0 → 39.0K +$909.1K

Decreased Positions

Position	Shares Δ	Change
1 iShares iBoxx High Yield Corporate Bond HYG	Sold	9.2K → 0 −$740.8K
2 Align Technology ALGN	Sold	3.7K → 0 −$704.1K
3 US Treasury 3 Month Bill ETF TBIL	Sold	12.4K → 0 −$621.8K
4 Ansys ANSS	Sold	1.6K → 0 −$548.3K
5 Mine Safety Appliances Company MSA	Sold	3.2K → 0 −$531.3K

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Analytics

Portfolio insights and performance metrics for Apollon Wealth Management, LLC

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Sector Allocation

ETF

44.70%

Technology

19.80%

Financial Services

8.00%

Consumer Cyclical

4.90%

Communication Services

4.70%

Industrials

4.50%

Healthcare

3.80%

Consumer Defensive

2.90%

Energy

1.70%

Utilities

1.50%

Basic Materials

0.70%

Real Estate

0.50%

Market Cap Distribution

Mega Cap (> $200B)

32.53%

Large Cap ($10B - $200B)

18.56%

Mid Cap ($2B - $10B)

1.07%

Small Cap ($300M - $2B)

0.41%

Micro Cap ($50M - $300M)

0.04%

Nano Cap (< $50M)

0.21%

N/A (ETF or Unknown)

47.18%

Portfolio Concentration

Top 10 Holdings %

25.75%

Top 20 Holdings %

35.75%

Top 50 Holdings %

52.92%

Top 100 Holdings %

66.37%