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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$184 Million 26.51% of portfolio
297,846
Q2 2025 Added 8.99%
$0
$72.9 Million 10.5% of portfolio
1,175,233
Q2 2025 Added 12.13%
$0
$70.3 Million 10.12% of portfolio
954,373
Q2 2025 Reduced 6.34%
$0
$42.9 Million 6.18% of portfolio
693,451
Q2 2025 Reduced 2.77%
$0
$37 Million 5.34% of portfolio
443,764
Q2 2025 Reduced 1.83%
$0
$30.5 Million 4.39% of portfolio
942,248
Q2 2025 Added 3.52%
$0
$25.9 Million 3.74% of portfolio
483,542
Q2 2025 Added 0.44%
$0
$24.5 Million 3.53% of portfolio
224,363
Q2 2025 Added 11.63%
$0
$24.3 Million 3.5% of portfolio
490,069
Q2 2025 Reduced 4.63%
$0
$22.1 Million 3.19% of portfolio
240,141
Q2 2025 Added 3.65%
$0
$15.6 Million 2.25% of portfolio
149,586
Q2 2025 Reduced 8.08%
$0
$15 Million 2.16% of portfolio
190,153
Q2 2025 Added 0.02%
$0
$14.2 Million 2.04% of portfolio
281,308
Q2 2025 Reduced 15.66%
$0
$12.7 Million 1.83% of portfolio
265,878
Q2 2025 Reduced 7.9%
$0
$11.9 Million 1.71% of portfolio
236,184
Q2 2025 Reduced 2.71%
$0
$10.3 Million 1.48% of portfolio
186,044
Q2 2025 Added 8.0%
$0
$8.44 Million 1.22% of portfolio
112,549
Q2 2025 Added 3.2%
$0
$5.45 Million 0.78% of portfolio
131,818
Q2 2025 Added 13.31%
$0
$5.44 Million 0.78% of portfolio
114,444
Q2 2025 Reduced 9.83%
$0
$4.75 Million 0.68% of portfolio
116,692
Q2 2025 Added 6.5%
$0
$4.17 Million 0.6% of portfolio
175,310
Q2 2025 Reduced 1.8%
$0
$3.48 Million 0.5% of portfolio
47,809
Q2 2025 Added 7.66%
$53.5B
$3.48 Million 0.5% of portfolio
55,742
Q2 2025 Added 0.65%
$3.69T
$2.37 Million 0.34% of portfolio
11,548
Q2 2025 Added 43.47%
$495M
$2.28 Million 0.33% of portfolio
24,448
Q2 2025 Reduced 10.87%
$0
$1.94 Million 0.28% of portfolio
21,750
Q2 2025 Reduced 5.32%
$0
$1.72 Million 0.25% of portfolio
81,259
Q2 2025 Reduced 1.36%
$0
$1.61 Million 0.23% of portfolio
41,089
Q2 2025 Reduced 4.18%
$0
$1.47 Million 0.21% of portfolio
27,104
Q2 2025 Added 8.24%
$3.95T
$1.48 Million 0.21% of portfolio
2,980
Q2 2025 Added 10.08%
$0
$1.49 Million 0.21% of portfolio
63,953
Q2 2025 Reduced 3.5%
$423B
$1.46 Million 0.21% of portfolio
2
Q1 2025 New
$0
$1.3 Million 0.19% of portfolio
59,024
Q2 2025 Added 1.23%
$0
$978,000 0.14% of portfolio
2,231
Q2 2025 Reduced 0.62%
$0
$967,000 0.14% of portfolio
22,642
Q1 2025 Added 192.42%
$456B
$917,000 0.13% of portfolio
5,809
Q2 2025 New
$0
$897,000 0.13% of portfolio
5,076
Q2 2025 Reduced 5.09%
$0
$747,000 0.11% of portfolio
17,544
Q2 2025 Added 17.88%
$0
$768,000 0.11% of portfolio
25,512
Q2 2025 Added 2.49%
$621B
$746,000 0.11% of portfolio
1,536
Q2 2025 Added 37.39%
$2.26T
$781,000 0.11% of portfolio
3,560
Q2 2025 Added 59.43%
$439B
$690,000 0.1% of portfolio
698
Q2 2025 Added 9.58%
$0
$612,000 0.09% of portfolio
6,234
Q2 2025 Reduced 15.87%
$127B
$634,000 0.09% of portfolio
2,302
Q2 2025 New
$0
$632,000 0.09% of portfolio
2,081
Q1 2025 Reduced 11.75%
$0
$532,000 0.08% of portfolio
9,984
Q2 2025 New
$442B
$564,000 0.08% of portfolio
5,239
Q2 2025 Added 1.59%
$0
$558,000 0.08% of portfolio
16,833
Q2 2025 New
$302B
$490,000 0.07% of portfolio
6,119
Q2 2025 Added 1.31%

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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