StockDriftsStockDriftsTop 50 Apex Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 6.6% | 14.4K | $10.8M | +1.96%(+277) | $589.11(+31.95%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 6.6% | 319.3K | $10.8M | +0.05%(+159) | $28.66(+24.84%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 6.23% | 27.6K | $10.2M | +10.07%(+2.52K) | $313.36(+21.91%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 6.06% | 115.1K | $9.9M | +0.96%(+1.09K) | $70.79(+25.82%) | 2026-06-30 | |
| SHV | ISHARES TR | 5.22% | 77.5K | $8.5M | -3.64%(-2.93K) | $110.29(-0.11%) | 2026-06-30 | |
| JMST | J P MORGAN EXCHANGE TRADED F | 4.46% | 143.3K | $7.3M | +1.10%(+1.56K) | $50.93(-0.08%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 4.13% | 92.1K | $6.8M | -3.52%(-3.36K) | $73.50(-1.64%) | 2026-06-30 | |
| SCHV | SCHWAB STRATEGIC TR | 3.6% | 169.3K | $5.9M | +3.29%(+5.39K) | $27.39(+27.78%) | 2026-06-30 | |
| AGG | ISHARES TR | 3.6% | 59.5K | $5.9M | -1.56%(-944) | $99.59(-2.18%) | 2026-06-30 | |
| SUB | ISHARES TR | 3.35% | 51.4K | $5.5M | +2.68%(+1.34K) | $106.53(-0.25%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +16.32% |
| Top 20 Holdings Unweighted | — | — | — | — | +19.56% |
Apex Wealth Management LLC reports $163.71M in US-listed equity holdings across 63 positions in its most recent 13F filing. Its largest disclosed positions are IVV (6.6%), SCHG (6.6%) and VTI (6.2%). The top 20 holdings account for 74.42% of reported assets. Its disclosed equity book has returned +16.32% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Apex Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2056695). View Apex Wealth Management LLC’s 13F filings on SEC