StockDriftsStockDriftsTop 50 Apex Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 6.8% | 321.4K | $11.5M | +0.65%(+2.07K) | $28.70(+23.99%) | 2026-09-30 | |
| IVV | ISHARES TR | 6.44% | 14.3K | $10.9M | -1.07%(-155) | $589.11(+30.71%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 6.3% | 28.6K | $10.7M | +3.75%(+1.03K) | $315.49(+19.03%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 5.87% | 110.7K | $10.0M | -3.79%(-4.36K) | $70.79(+25.47%) | 2026-09-30 | |
| JMST | J P MORGAN EXCHANGE TRADED F | 5.86% | 196.9K | $10.0M | +37.45%(+53.66K) | $50.89(-0.23%) | 2026-09-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 4.61% | 136.0K | $7.8M | new | $57.88(-0.41%) | 2026-09-30 | |
| SGOV | ISHARES TR | 3.89% | 65.6K | $6.6M | new | $100.67(-0.08%) | 2026-09-30 | |
| SCHV | SCHWAB STRATEGIC TR | 3.84% | 195.9K | $6.5M | +15.72%(+26.61K) | $28.30(+20.16%) | 2026-09-30 | |
| IBDT | ISHARES TR | 3.31% | 225.2K | $5.6M | new | $25.10(-0.58%) | 2026-09-30 | |
| SCHF | SCHWAB STRATEGIC TR | 3.27% | 202.4K | $5.6M | +49.60%(+67.10K) | $25.53(+5.40%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +16.55% |
| Top 20 Holdings Unweighted | — | — | — | — | +19.07% |
Apex Wealth Management LLC reports $169.89M in US-listed equity holdings across 60 positions in its most recent 13F filing. Its largest disclosed positions are SCHG (6.8%), IVV (6.4%) and VTI (6.3%). The top 20 holdings account for 77.23% of reported assets. Its disclosed equity book has returned +16.55% cumulatively over 7 quarters. Figures reflect the Q3 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