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Apex Wealth Management - Q1 2026 13F Filings

AP

Apex Wealth Management, LLC

CIK: 0002056695
Address: New Hampshire Bedford 1 Hardy Rd #400
$145.75 M
Portfolio Value
57
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/11/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. AGG Ishares Core Us Aggregate Bond Etf
+$5.8 M
2. JMST Jpmorgan Ultra-Short Municipal Income Etf
+$5.68 M
3. BSV Vanguard Short-Term Bond Etf
+$4.97 M
4. SUB Ishares Short-Term National Muni Bond Etf
+$4.89 M
5. ILCV Ishares Morningstar Value Etf
+$4.77 M

Top Sells

Q1 2026
1. BINC Ishares Flexible Income Active Etf
−$4.43 M
2. STIP Ishares 0-5 Year Tips Bond Etf
−$2.6 M
3. EEM Ishares Msci Emerging Markets Etf
−$2.4 M
4. FBND Fidelity Total Bond Etf
−$2.21 M
5. FDEV Fidelity International Multifactor Etf
−$1.41 M

Asset Allocation

Stocks/ETFs
+48.01%
$145.75 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Apex Wealth Management Q1 2026 Filing Summary

Apex Wealth Management, LLC filed its 13F report for Q1 2026 on April 15, 2026. The portfolio totaled 145.75 M reflecting a +48.01% change from the prior quarter, spanning 57 assets. The top 10 holdings comprised 51.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 13 new positions and 6 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Apex Wealth Management’s Q1 2026 Filing

Apex Wealth Management submitted their Form 13F-HR for the Q1 2026 period on 04/15/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Apex Wealth Management reported a managed portfolio value of 145.75 M, consisting of 57 individual positions.

This page displays the raw filing documents. To see which stocks Apex Wealth Management bought or sold during Q1 2026, please visit Apex Wealth Management's Portfolio Analysis page.