account_balance

Investment manager · 13F filer · SEC CIK 2056695

Apex Wealth Management, LLC

Reported value$170Mas of Sep 30, 2026
Positions60 7 new, 10 sold out
Top 10 weight50.2%SCHG alone is 7%
FiledOct 2020 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SCHG Schwab Strategic Tr 6.8% Held
IVV iShares Tr 6.4% Held
VTI Vanguard Index FDS 6.3% Added +4%
VUG Vanguard Index FDS 5.9% Trimmed −4%
JMST J P Morgan Exchange Traded F 5.9% Added +37%
VGSH Vanguard Scottsdale FDS 4.6% New
SGOV iShares Tr 3.9% New
SCHV Schwab Strategic Tr 3.8% Added +16%
IBDT iShares Tr 3.3% New
SCHF Schwab Strategic Tr 3.3% Added +50%
SUB iShares Tr 3.2% Added +2%
ILCV iShares Tr 3.2% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 20, 2026, compared with the Aug 11, 2026 filing
add_circleNew
  • VGSH $7.83M
  • SGOV $6.61M
  • IBDT $5.62M
  • JPIE $5.43M
arrow_upwardAdded
  • SPCX +143%
  • SCHF +50%
  • JMST +37%
  • SCHB +20%
arrow_downwardTrimmed
  • FDEV −49%
  • SHV −38%
  • MUB −20%
  • VUG −4%
remove_circleSold out
  • BND $6.76M
  • AGG $5.89M
  • BSV $4.7M
  • TIPZ $2.05M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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