Apex Wealth Management, LLC Top Holdings and 13F Report (2026) About Apex Wealth Management, LLCInvestment ActivityApex Wealth Management, LLC has $145.75 million in total holdings as of March 31, 2026.Apex Wealth Management, LLC owns shares of 57 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 47.63% of the portfolio was purchased this quarter.About 12.46% of the portfolio was sold this quarter.This quarter, Apex Wealth Management, LLC has purchased 50 new stocks and bought additional shares in 25 stocks.Apex Wealth Management, LLC sold shares of 16 stocks and completely divested from 6 stocks this quarter.Largest Holdings Schwab U.S. Large-Cap Growth ETF $9,296,133iShares Core S&P 500 ETF $9,245,282iShares Short Treasury Bond ETF $8,874,383Vanguard Growth ETF $8,299,701Vanguard Total Stock Market ETF $8,034,640 Largest New Holdings this Quarter 921937827 - Vanguard Short-Term Bond ETF $4,967,822 Holding464288109 - iShares Morningstar Value ETF $4,768,274 Holding808524805 - Schwab International Equity ETF $3,071,465 Holding46432F388 - iShares MSCI USA Value Factor ETF $3,057,139 Holding46429B663 - iShares Core High Dividend ETF $2,339,063 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 58,445 shares (about $5.80M)JPMorgan Ultra-Short Municipal ETF 111,364 shares (about $5.68M)Vanguard Short-Term Bond ETF 63,357 shares (about $4.97M)iShares Short-Term National Muni Bond ETF 45,876 shares (about $4.89M)iShares Morningstar Value ETF 51,195 shares (about $4.77M) Largest Sales this Quarter iShares Flexible Income Active ETF 85,264 shares (about $4.43M)iShares 0-5 Year TIPS Bond ETF 25,160 shares (about $2.60M)iShares MSCI Emerging Markets ETF 42,243 shares (about $2.40M)Fidelity Total Bond ETF 48,355 shares (about $2.21M)Fidelity International Multifactor ETF 39,646 shares (about $1.41M) Sector Allocation Over TimeMap of 500 Largest Holdings ofApex Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHGSchwab U.S. Large-Cap Growth ETF$9,296,133$4,028,181 ▲76.5%319,1266.4%ETFIVViShares Core S&P 500 ETF$9,245,282$71,198 ▼-0.8%14,1546.3%ETFSHViShares Short Treasury Bond ETF$8,874,383$3,246,136 ▲57.7%80,3916.1%ETFVUGVanguard Growth ETF$8,299,701$3,456,243 ▲71.4%19,0025.7%ETFVTIVanguard Total Stock Market ETF$8,034,640$4,354,650 ▲118.3%25,0455.5%ETFJMSTJPMorgan Ultra-Short Municipal ETF$7,224,571$5,677,330 ▲366.9%141,7145.0%ETFBNDVanguard Total Bond Market ETF$7,026,904$274,899 ▼-3.8%95,4224.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$6,001,701$5,801,869 ▲2,903.4%60,4584.1%FinanceSUBiShares Short-Term National Muni Bond ETF$5,335,991$4,885,814 ▲1,085.3%50,1033.7%ETFSCHVSchwab U.S. Large-Cap Value ETF$4,998,839$91,561 ▼-1.8%163,8963.4%ETFBSVVanguard Short-Term Bond ETF$4,967,822$4,967,822 ▲New Holding63,3573.4%ETFILCViShares Morningstar Value ETF$4,768,274$4,768,274 ▲New Holding51,1953.3%ETFTSLATesla$4,607,019$2,708,152 ▲142.6%12,3933.2%Auto/Tires/TrucksAMZNAmazon.com$4,345,763$2,148,097 ▲97.7%20,8663.0%Retail/WholesaleFDEVFidelity International Multifactor ETF$3,366,544$1,414,566 ▼-29.6%94,3542.3%ETFAAPLApple$3,126,957$941,056 ▲43.1%12,3212.1%Computer and TechnologySCHFSchwab International Equity ETF$3,071,465$3,071,465 ▲New Holding124,1002.1%ETFVLUEiShares MSCI USA Value Factor ETF$3,057,139$3,057,139 ▲New Holding21,5002.1%ETFMUBiShares National Muni Bond ETF$2,759,206$2,017,098 ▲271.8%25,9931.9%ETFHDViShares Core High Dividend ETF$2,339,063$2,339,063 ▲New Holding17,2341.6%ETFMSFTMicrosoft$2,105,792$688,852 ▲48.6%5,6891.4%Computer and TechnologyXSVMInvesco S&P SmallCap Value with Momentum ETF$2,092,210$2,092,210 ▲New Holding34,7201.4%MiscellaneousWALMART INC$2,083,661$95,198 ▲4.8%16,7661.4%COMTIPZPIMCO Broad U.S. TIPS Index Exchange-Traded Fund$2,054,977$2,054,977 ▲New Holding38,6711.4%ETFFBNDFidelity Total Bond ETF$2,003,178$2,205,959 ▼-52.4%43,9101.4%ETFIJHiShares Core S&P Mid-Cap ETF$1,962,333$1,962,333 ▲New Holding29,0591.3%ETFIVEiShares S&P 500 Value ETF$1,604,470$845 ▲0.1%7,5991.1%ETFSMHVanEck Semiconductor ETF$1,406,616$570,851 ▼-28.9%3,6691.0%ManufacturingBINCiShares Flexible Income Active ETF$1,343,078$4,427,800 ▼-76.7%25,8630.9%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$1,232,546$2,628 ▲0.2%9,8500.8%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,221,887$1,221,887 ▲New Holding23,2470.8%ManufacturingGOOGLAlphabet$1,204,890$40,546 ▲3.5%4,1900.8%Computer and TechnologyEEMiShares MSCI Emerging Markets ETF$1,054,324$2,399,020 ▼-69.5%18,5650.7%FinanceURAGlobal X Uranium ETF$1,027,849$1,027,849 ▲New Holding21,2230.7%ETFMETAMeta Platforms$985,926$68,094 ▲7.4%1,7230.7%Computer and TechnologyNEARiShares Short Duration Bond Active ETF$982,731$213,403 ▼-17.8%19,3320.7%ETFVOVanguard Mid-Cap ETF$924,446$41,642 ▼-4.3%3,2190.6%ETFOEFiShares S&P 100 ETF$843,338$12,725 ▼-1.5%2,6510.6%ETFMUMicron Technology$843,101$843,101 ▲New Holding2,4960.6%Computer and TechnologyNVDANVIDIA$778,255$167,965 ▲27.5%4,4620.5%Computer and TechnologyEDConsolidated Edison$731,506$5,546 ▲0.8%6,4630.5%UtilitiesSPLVInvesco S&P 500 Low Volatility ETF$692,845$484,399 ▲232.4%9,4730.5%ETFSCHBSchwab US Broad Market ETF$666,460$160,742 ▼-19.4%26,5520.5%ETFXLEEnergy Select Sector SPDR Fund$609,189$609,189 ▲New Holding9,9440.4%ETFTROWT. Rowe Price Group$536,809$536,809 ▲New Holding5,9550.4%FinanceGLDSPDR Gold Shares$476,7610.0%1,1080.3%FinanceSTIPiShares 0-5 Year TIPS Bond ETF$472,383$2,602,399 ▼-84.6%4,5670.3%ETFIAGGiShares Core International Aggregate Bond ETF$451,561$1,117,493 ▼-71.2%9,0240.3%ETFGOOGAlphabet$400,454$5,163 ▲1.3%1,3960.3%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$373,0340.0%4,0220.3%ETFQUALiShares MSCI USA Quality Factor ETF$357,077$14,575 ▼-3.9%1,8620.2%ETFTSMTaiwan Semiconductor Manufacturing$347,994$36,827 ▲11.8%1,0300.2%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$299,857$1,597 ▲0.5%6,0100.2%ETFVVisa$285,159$3,326 ▲1.2%9430.2%Business ServicesIUSBiShares Core Total USD Bond Market ETF$272,419$35,611 ▼-11.6%5,8980.2%ManufacturingFHLCFidelity MSCI Health Care Index ETF$256,8080.0%3,6500.2%ETFDEFI TECHNOLOGIES INC$13,202$7,530 ▲132.8%23,8960.0%COMQQQInvesco QQQ$0$982,120 ▼-100.0%00.0%FinanceTLHiShares 10-20 Year Treasury Bond ETF$0$518,319 ▼-100.0%00.0%ETFBLACKROCK ETF TRUST$0$356,783 ▼-100.0%00.0%ISHARES A I INNOAORiShares Core 60/40 Balanced Allocation ETF$0$239,540 ▼-100.0%00.0%ETFFIDELITY COVINGTON TRUST$0$208,810 ▼-100.0%00.0%ENHANCED LARGESPOTSpotify Technology$0$200,287 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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