Home / Leaderboard / Apollon Wealth Management, LLC
Apollon Wealth Management, LLC
Michael J. Dolberg · Investment Advisor · Multi-Strategy
Founded in 2018 and headquartered in Charleston, South Carolina, Apollon Wealth Management, LLC is a registered investment advisor that provides comprehensive financial planning and wealth management solutions. The firm operates with a client-centric model, offering tailored wealth strategies through a collaborative and transparent advisory process. With a growing national presence, Apollon serves individuals, families, and institutional clients by emphasizing a fiduciary standard and independent guidance. The institution focuses on aligning investment strategies with unique client life goals and risk profiles through an open-architecture platform, leveraging diverse asset classes to preserve and grow wealth across market cycles.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +17.8% |
| YTD return | +13.1% |
| Sharpe ratio | 1.63 |
| Win rate | 62% |
| AUM | $2.1B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $2.1B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://apollonwealthmanagement.com/ |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 16.0% | +19.6% |
| AAPL | Apple Inc | 14.1% | +31.6% |
| GOOGL | Alphabet Inc Class A | 10.7% | +33.0% |
| MSFT | Microsoft Corporation | 9.7% | +0.3% |
| AMZN | Amazon.com Inc | 8.2% | +11.5% |
| AVGO | Broadcom Inc | 4.9% | +7.3% |
| META | Meta Platforms Inc. | 4.1% | +8.6% |
| JPM | JPMorgan Chase & Co | 3.7% | +14.1% |
| LLY | Eli Lilly and Company | 3.6% | +30.4% |
| BRK-A | Berkshire Hathaway Inc | 3.2% | +1.3% |
| PANW | Palo Alto Networks Inc | 2.9% | +36.1% |
| COST | Costco Wholesale Corp | 2.5% | -3.4% |
| MA | Mastercard Inc | 2.3% | +4.0% |
| WMT | Walmart Inc. Common Stock | 2.3% | +1.5% |
| AMD | Advanced Micro Devices Inc | 2.3% | +67.6% |
| JNJ | Johnson & Johnson | 2.1% | +2.8% |
| GEV | GE Vernova LLC | 2.0% | +13.0% |
| TSLA | Tesla Inc | 1.9% | +20.6% |
| DELL | Dell Technologies Inc | 1.8% | +9.6% |
| GLW | Corning Incorporated | 1.7% | -4.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 7, 2026 | SELL | AMD | 2.3% → 2.3% |
| Sep 7, 2026 | BUY | LLY | 3.7% → 3.6% |
| Sep 7, 2026 | BUY | MA | 2.2% → 2.3% |
| Sep 7, 2026 | SELL | GLW | 1.9% → 1.7% |
| Sep 7, 2026 | SELL | AVGO | 5.8% → 4.9% |
Investment Style Analysis
Apollon Wealth Management, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 21, 2026, the firm oversees approximately $2.1B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 7, Apollon Wealth Management, LLC made a significant move by reducing the position in AMD. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Apollon Wealth Management employs a disciplined investment philosophy that integrates strategic asset allocation with tactical flexibility. The firm typically adheres to an '80/20' model, where 80% of a portfolio is dedicated to strategic, long-term core holdings designed for stability, while the remaining 20% is utilized for tactical adjustments to capitalize on emerging market opportunities. Their approach is rooted in academic research and Modern Portfolio Theory, utilizing a broad spectrum of investment vehicles including equities, fixed income, ETFs, mutual funds, and private market alternative investments. The firm maintains an independent, fee-only structure to ensure that all recommendations remain objective and strictly aligned with the client’s financial interests.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Apollon Wealth Management, LLC.
Similar Investment Style
Based on Multi-Strategy.
- Sandoz Family Office SA — Marc Duc · 3M -6.5%
- BB Gestão de Recursos - Distribuidora de Títulos e Valores Mobiliários S.A. — Denísio Liberato · 3M +6.1%
- Wolverine Trading, LLC — Robert Bellick · 3M +3.9%
- Amundi Asset Management US, Inc. — Marco Pirondini · 3M -0.4%
Frequently asked questions
How is the simulated portfolio for Apollon Wealth Management, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Apollon Wealth Management, LLC's largest holding?
As of the latest filing, Apollon Wealth Management, LLC's top position is NVIDIA Corporation (NVDA), representing 16.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Apollon Wealth Management, LLC's historical performance and risk profile?
Our simulation indicates a total return of +17.8% with a win rate of 62%. Notably, the portfolio maintains a Sharpe Ratio of 1.63, suggesting an strong level of risk-adjusted returns compared to the broader market.
What sectors does Apollon Wealth Management, LLC primarily invest in?
Apollon Wealth Management, LLC has a strong preference for the Semiconductors sector, which makes up 23.2% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Apollon Wealth Management, LLC's portfolio concentrated or diversified?
Apollon Wealth Management, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 40.7% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Apollon Wealth Management, LLC performed in 2026?
Our AI-simulated model portfolio for Apollon Wealth Management, LLC tracks a Year-to-Date (YTD) return of +13.1%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Michael J. Dolberg manage Apollon Wealth Management, LLC directly?
Yes, Michael J. Dolberg serves as the key portfolio manager for Apollon Wealth Management, LLC, overseeing the investment strategy and final capital allocation decisions.