§ 13F · FUND PROFILE
Apex Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $124.6T (13F)Positions · 55Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$878.3B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 14K | $9.9T | 10.1% | +3% |
| 2 | BND | VANGUARD BD INDEX FDS | 99K | $7.4T | 7.5% | +3% |
| 3 | BINC | BLACKROCK ETF TRUST II | 111K | $5.9T | 6.0% | +4% |
| 4 | SCHG | SCHWAB STRATEGIC TR | 181K | $5.9T | 5.9% | −44% |
| 5 | SHV | ISHARES TR | 51K | $5.6T | 5.7% | −27% |
| 6 | VUG | VANGUARD INDEX FDS | 11K | $5.4T | 5.5% | −24% |
| 7 | SCHV | SCHWAB STRATEGIC TR | 167K | $5.2T | 5.2% | +8% |
| 8 | FDEV | FIDELITY COVINGTON TRUST | 134K | $4.8T | 4.8% | −1% |
| 9 | FBND | FIDELITY MERRIMACK STR TR | 92K | $4.3T | 4.3% | −5% |
| 10 | VTI | VANGUARD INDEX FDS | 11K | $3.9T | 4.0% | −40% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE APEX SIGNAL
AC read
Apex Wealth Management, LLC is a Other fund managing $124648.5 trillion in assets. The fund runs a portfolio of 55 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed