Apcm Wealth Management For Individuals Portfolio Holdings

Apcm Wealth Management For Individuals

  • $694 Million
  • Q2 2025

Apcm Wealth Management For Individuals has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $694 Million distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $184M, Ishares Core S&P Mid Cap ETF with a value of $72.9M, Vanguard Bd Index Fd Inc Total with a value of $70.3M, Flexshares Stoxx Global Broad with a value of $42.9M, and Ishares Tr with a value of $37M.

Examining the 13F form we can see an increase of $56.2M in the current position value, from $638M to 694M.

Below you can find more details about Apcm Wealth Management For Individuals portfolio as well as his latest detailed transactions.

Portfolio value $694 Million
ETFs: $677 Million
Financial Services: $6.46 Million
Technology: $5.66 Million
Consumer Cyclical: $1.49 Million
Consumer Defensive: $1.31 Million
Energy: $1.17 Million
Communication Services: $788,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$127B
$634,000 0.09% of portfolio
2,302
Q2 2025 New
$41.1B
$386,000 0.06% of portfolio
9,205
Q2 2025 Added 2.28%
$93.6B
$254,000 0.04% of portfolio
500
Q2 2025 New
$123B
$299,000 0.04% of portfolio
2,000
Q4 2024 Reduced 33.33%
$56.9B
$238,000 0.03% of portfolio
7,469
Q3 2024 New
$120B
$220,000 0.03% of portfolio
2,460
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $694 Million
  • Prior Value $638 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 19 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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