Apex Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Apex Wealth Management, LLC held in its portfolio 50 assets valued at $98,473,532 (i.e. $98.47M).
The most valuable assets in the portfolio included: ISHARES TR ($9.91M), VANGUARD BD INDEX FDS ($7.36M), and BLACKROCK ETF TRUST II ($5.89M).
The chart below shows the top 10 valuable assets, and the table below shows the top 50 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Apex Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 14263 | 9907646 | CORE S&P500 ETF |
| VANGUARD BD INDEX FDS | 99155 | 7357265 | TOTAL BND MRKT |
| BLACKROCK ETF TRUST II | 111127 | 5886389 | ISHARES FLEXIBLE |
| SCHWAB STRATEGIC TR | 180843 | 5852071 | US LCAP GR ETF |
| ISHARES TR | 50985 | 5624149 | TRUST ISHARE 0-1 |
| VANGUARD INDEX FDS | 11089 | 5379361 | GROWTH ETF |
| SCHWAB STRATEGIC TR | 166898 | 5167158 | US LCAP VA ETF |
| FIDELITY COVINGTON TRUST | 134000 | 4770403 | INTL MULTIFACTOR |
| FIDELITY MERRIMACK STR TR | 92265 | 4254333 | TOTAL BD ETF |
| VANGUARD INDEX FDS | 11471 | 3921457 | TOTAL STK MKT |
| ISHARES TR | 60808 | 3518969 | MSCI EMG MKT ETF |
| ISHARES TR | 29727 | 3044360 | 0-5 YR TIPS ETF |
| AMAZON COM INC | 10552 | 2523232 | COM |
| TESLA INC | 5108 | 2234607 | COM |
| APPLE INC | 8613 | 2200771 | COM |
| VANECK ETF TRUST | 5158 | 2065206 | SEMICONDUCTR ETF |
| WALMART INC | 16000 | 1915181 | COM |
| MICROSOFT CORP | 3828 | 1760154 | COM |
| ISHARES TR | 7595 | 1650005 | S&P 500 VAL ETF |
| ISHARES TR | 31356 | 1575012 | CORE INTL AGGR |
| J P MORGAN EXCHANGE TRADED F | 30350 | 1549049 | ULTRA SHT MUNCPL |
| ALPHABET INC | 4049 | 1336035 | CAP STK CL A |
| GOLDMAN SACHS ETF TR | 9829 | 1315278 | ACTIVEBETA US LG |
| ISHARES U S ETF TR | 23530 | 1202499 | SHORT DURATION B |
| VANGUARD INDEX FDS | 3364 | 1010516 | MID CAP ETF |
| META PLATFORMS INC | 1604 | 994828 | CL A |
| INVESCO QQQ TR | 1581 | 982120 | UNIT SER 1 |
| ISHARES TR | 2691 | 923282 | S&P 100 ETF |
| SCHWAB STRATEGIC TR | 32956 | 881238 | US BRD MKT ETF |
| ISHARES TR | 6991 | 752322 | NATIONAL MUN ETF |
| CONSOLIDATED EDISON INC | 6414 | 665801 | COM |
| NVIDIA CORPORATION | 3499 | 651679 | COM |
| ISHARES TR | 5079 | 518319 | 10-20 YR TRS ETF |
| SPDR GOLD TR | 1108 | 466789 | GOLD SHS |
| ALPHABET INC | 1378 | 455222 | CAP STK CL C |
| ISHARES TR | 4227 | 452880 | SHRT NAT MUN ETF |
| ISHARES TR | 1938 | 394046 | MSCI USA QLT FCT |
| ISHARES TR | 4022 | 379733 | MSCI USA MIN VOL |
| BLACKROCK ETF TRUST | 10223 | 356783 | ISHARES A I INNO |
| TAIWAN SEMICONDUCTOR MFG LTD | 921 | 315350 | SPONSORED ADS |
| ISHARES TR | 6669 | 310964 | CORE UNIVRSL USD |
| VISA INC | 932 | 305866 | COM CL A |
| VANGUARD MUN BD FDS | 5978 | 302491 | TAX EXEMPT BD |
| FIDELITY COVINGTON TRUST | 3650 | 272868 | MSCI HLTH CARE I |
| ISHARES TR | 3623 | 239540 | CORE 60/40 BALAN |
| FIDELITY COVINGTON TRUST | 5074 | 208810 | ENHANCED LARGE |
| INVESCO EXCH TRADED FD TR II | 2850 | 208685 | S&P500 LOW VOL |
| ISHARES TR | 2013 | 201436 | CORE US AGGBD ET |
| SPOTIFY TECHNOLOGY S A | 397 | 200287 | SHS |
| DEFI TECHNOLOGIES INC | 10266 | 11087 | COM |
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