Apcm Wealth Management For Individuals Reduced Holdings in Q3 2025

Apcm Wealth Management For Individuals

  • $753 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
-178K
- 63.13%
$49.75 - $52.68 $8.83M - $9.35M
104K $5.46M
EUFN
Ishares Msci Europe Financials

ETFs
-191K
- 65.52%
$31.4 - $34.74 $5.99M - $6.63M
100K $3.45M
IAU
Ishares Gold Trust

ETFs
-36.1K
- 64.77%
$61.62 - $72.77 $2.22M - $2.63M
19.6K $1.43M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-301
- 19.6%
$459.11 - $506.91 $138K - $153K
1.24K $620K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.58K
- 25.3%
$98.53 - $107.1 $155K - $169K
4.66K $488K
MSFT
Microsoft Corp

Technology
-333
- 11.17%
$491.09 - $535.64 $164K - $178K
2.65K $1.37M
COST
Costco Wholesale Corp

Consumer Defensive
-4
- 0.57%
$915.95 - $994.57 $3.66K - $3.98K
694 $642K
VEA
Vanguard Ftse Developed Market

ETFs
-888
- 19.84%
$56.02 - $60.3 $49.7K - $53.5K
3.59K $214K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-2.49K
- 15.28%
$23.82 - $25.84 $59.4K - $64.4K
13.8K $355K
V
Visa Inc.

Financial Services
-7
- 0.7%
$332.09 - $358.86 $2.32K - $2.51K
995 $339K
META
Meta Platforms, Inc.

Communication Services
-12
- 2.44%
$695.21 - $791.73 $8.34K - $9.5K
479 $351K
GLD
Spdr Gold Trust

ETFs
-150
- 17.65%
$300.96 - $355.47 $45.1K - $53.3K
700 $248K
COP
Conocophillips

Energy
-148
- 6.02%
$91.0 - $98.99 $13.5K - $14.7K
2.31K $218K
WMT
Walmart Inc.

Consumer Defensive
-110
- 4.49%
$94.4 - $104.27 $10.4K - $11.5K
2.34K $241K
VTI
Vanguard Total Stock Market Et

ETFs
-139
- 6.68%
$303.93 - $329.86 $42.2K - $45.9K
1.94K $637K
WFC
Wells Fargo & Company

Financial Services
-205
- 3.35%
$77.05 - $85.16 $15.8K - $17.5K
5.91K $495K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-3
- 0.1%
$64.17 - $68.19 $193 - $205
3.02K $205K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
-14.6K
- 7.84%
$55.31 - $60.06 $806K - $876K
171K $10.3M
MCD
Mcdonalds Corp

Consumer Cyclical
-27
- 2.0%
$291.67 - $316.99 $7.88K - $8.56K
1.33K $402K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-56
- 1.86%
$66.81 - $74.64 $3.74K - $4.18K
2.96K $217K
PEP
Pepsico Inc

Consumer Defensive
-61
- 2.12%
$133.81 - $152.16 $8.16K - $9.28K
2.82K $395K
XOM
Exxon Mobil Corp

Energy
-35
- 0.67%
$105.83 - $117.22 $3.7K - $4.1K
5.2K $586K
OXY
Occidental Petroleum Corp

Energy
-205
- 2.23%
$42.54 - $48.1 $8.72K - $9.86K
9K $425K
GOOG
Alphabet Inc.

Communication Services
-49
- 4.13%
$175.16 - $255.24 $8.58K - $12.5K
1.14K $276K
GOOGL
Alphabet Inc.

Communication Services
-60
- 4.88%
$174.36 - $254.72 $10.5K - $15.3K
1.17K $284K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-95
- 0.42%
$42.67 - $46.91 $4.05K - $4.46K
22.5K $1.06M
AVGO
Broadcom Inc.

Technology
-89
- 3.87%
$264.74 - $369.57 $23.6K - $32.9K
2.21K $730K
TSLA
Tesla, Inc.

Consumer Cyclical
-14
- 1.42%
$293.94 - $444.72 $4.12K - $6.23K
971 $431K
NVDA
Nvidia Corp

Technology
-192
- 3.31%
$153.3 - $186.58 $29.4K - $35.8K
5.62K $1.05M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-931
- 2.27%
$39.06 - $43.42 $36.4K - $40.4K
40.2K $1.74M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-550
- 1.15%
$72.65 - $78.68 $40K - $43.3K
47.3K $3.7M
AAPL
Apple Inc.

Technology
-1.25K
- 10.82%
$202.38 - $256.87 $253K - $321K
10.3K $2.62M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-27.2K
- 2.32%
$62.09 - $66.51 $1.69M - $1.81M
1.15M $74.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
-13.6K
- 4.57%
$617.65 - $666.84 $8.4M - $9.07M
284K $189M
Activity Summary
Buys All Purchases 42 New Holdings 9 Increased Positions 33 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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