Apex Wealth Management, LLC Portfolio Holdings

Apex Wealth Management, LLC

  • $140 Billion
  • Q3 2025

Apex Wealth Management, LLC has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $140 Billion distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $10.3B, Ishares Core S&P 500 ETF with a value of $9.27B, Ishares Tr with a value of $7.69B, Jp Morgan Ultra Short Mun Inco with a value of $7.17B, and Vanguard Bd Index Fd Inc Total with a value of $7.16B.

Examining the 13F form we can see an increase of $15.2B in the current position value, from $125B to 140B.

Apex Wealth Management, LLC is based out at Bedford, NH

Below you can find more details about Apex Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $140 Billion
ETFs: $110 Billion
Consumer Cyclical: $10.2 Billion
Technology: $7.9 Billion
Communication Services: $3.07 Billion
Consumer Defensive: $1.68 Billion
Financial Services: $910 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$23B
$595 Million 0.43% of portfolio
5,801
Q3 2025 Added 1.2%
$123B
$277 Million 0.2% of portfolio
397
Q3 2025 Reduced 4.34%
$49.1B
$227 Million 0.16% of portfolio
189
Q3 2025 Added 5.59%
$14.3B
$214 Million 0.15% of portfolio
7,538
Q3 2025 Added 0.43%

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $140 Billion
  • Prior Value $125 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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