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Apex Wealth Management, LLC 13F holdings

Filed 2026-08-11 · Apex Wealth Management, LLC · 63 positions · $163.7M

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TickerCompanySharesValue% of portfolio
IVVISHARES TR14.4K$10.8M6.6%
SCHGSCHWAB STRATEGIC TR319.3K$10.8M6.6%
VTIVANGUARD INDEX FDS27.6K$10.2M6.2%
VUGVANGUARD INDEX FDS115.1K$9.9M6.1%
SHVISHARES TR77.5K$8.5M5.2%
JMSTJ P MORGAN EXCHANGE TRADED F143.3K$7.3M4.5%
BNDVANGUARD BD INDEX FDS92.1K$6.8M4.1%
SCHVSCHWAB STRATEGIC TR169.3K$5.9M3.6%
AGGISHARES TR59.5K$5.9M3.6%
SUBISHARES TR51.4K$5.5M3.3%
ILCVISHARES TR51.4K$5.2M3.2%
TSLATESLA INC12.2K$5.1M3.1%
AMZNAMAZON COM INC20.8K$5.0M3.0%
BSVVANGUARD BD INDEX FDS60.3K$4.7M2.9%
VLUEISHARES TR21.6K$4.3M2.6%
SCHFSCHWAB STRATEGIC TR135.3K$3.7M2.3%
AAPLAPPLE INC12.3K$3.6M2.2%
—FIDELITY COVINGTON TRUST93.4K$3.3M2.0%
MUBISHARES TR26.3K$2.8M1.7%
XSVMINVESCO EXCHANGE TRADED FD T34.9K$2.4M1.5%
HDVISHARES TR86.7K$2.4M1.5%
SMHVANECK ETF TRUST3.6K$2.3M1.4%
MUMICRON TECHNOLOGY INC2.0K$2.3M1.4%
IJHISHARES TR29.8K$2.3M1.4%
MSFTMICROSOFT CORP5.7K$2.1M1.3%
FBNDFIDELITY MERRIMACK STR TR46.4K$2.1M1.3%
—PIMCO ETF TR39.2K$2.0M1.3%
WMTWALMART INC16.8K$1.9M1.2%
MTUMISHARES TR5.0K$1.7M1.0%
IVEISHARES TR6.9K$1.6M1.0%
GOOGLALPHABET INC4.2K$1.5M0.9%
GSLCGOLDMAN SACHS ETF TR9.8K$1.4M0.8%
BINCBLACKROCK ETF TRUST II25.8K$1.3M0.8%
EEMISHARES TR18.7K$1.3M0.8%
IGSBISHARES TR23.5K$1.2M0.8%
VOVANGUARD INDEX FDS13.0K$1.0M0.6%
OEFISHARES TR2.7K$990,4430.6%
NEARISHARES U S ETF TR18.9K$959,6500.6%
METAMETA PLATFORMS INC1.6K$925,6710.6%
NVDANVIDIA CORPORATION4.6K$912,8420.6%
VTEBVANGUARD MUN BD FDS16.8K$849,6990.5%
SCHBSCHWAB STRATEGIC TR26.5K$767,3010.5%
EDCONSOLIDATED EDISON INC6.5K$720,8880.4%
SPLVINVESCO EXCH TRADED FD TR II9.5K$712,2700.4%
TROWPRICE T ROWE GROUP INC6.0K$685,0120.4%
TSMTAIWAN SEMICONDUCTOR MANUFAC1.1K$513,9560.3%
GOOGALPHABET INC1.4K$493,5400.3%
STIPISHARES TR4.5K$457,4580.3%
IAGGISHARES TR9.0K$455,6020.3%
QUALISHARES TR1.9K$412,1250.3%
GLDSPDR GOLD TR1.1K$411,4800.3%
XLESELECT SECTOR SPDR TR7.2K$380,8490.2%
USMVISHARES TR3.7K$359,2000.2%
VVISA INC945$324,2060.2%
SPCXSPACE EXPLORATION TECHN CORP1.8K$313,9160.2%
FHLCFIDELITY COVINGTON TRUST3.6K$281,9560.2%
IUSBISHARES TR5.9K$273,4130.2%
FELGFIDELITY COVINGTON TRUST5.1K$222,4420.1%
IVWISHARES TR1.6K$220,6810.1%
SPYMSPDR SERIES TRUST2.4K$212,1500.1%
Top Fund Holdings
13F
Top Fund Holdings

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