Athena Investment Management - Portfolio overview

Athena Investment Management has 161 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. SCHX - Schwab U.S. Large-Cap ETF, 17.40%
2. SCHF - Schwab International Equity ETF, 4.82%
3. SCHA - Schwab U.S. Small-Cap ETF, 4.51%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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