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Apex Wealth Management - Q2 2026 13F Filings

AP

Apex Wealth Management, LLC

CIK: 0002056695
Address: New Hampshire Bedford 1 Hardy Rd #400
$163.71 M
Portfolio Value
63
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 10/20/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. VUG Vanguard Growth Etf
+$8.28 M
2. HDV Ishares Core High Dividend Etf
+$1.91 M
3. MTUM Ishares Msci Usa Momentum Factor Etf
+$1.72 M
4. VTI Vanguard Total Stock Market Etf
+$933,625.22
5. VO Vanguard Mid-Cap Etf
+$788,068.71

Top Sells

Q2 2026
1. URA Global X Uranium Etf
−$1.03 M
2. MU Micron Technology
−$549,566.27
3. SHV Ishares Short Treasury Bond Etf
−$323,214.06
4. BND Vanguard Total Bond Market Etf
−$246,584.82
5. BSV Vanguard Short-Term Bond Etf
−$239,651.17

Asset Allocation

Stocks/ETFs
+12.33%
$163.71 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Apex Wealth Management Q2 2026 Filing Summary

Apex Wealth Management, LLC filed its 13F report for Q2 2026 on August 11, 2026. The portfolio totaled 163.71 M reflecting a +12.33% change from the prior quarter, spanning 63 assets. The top 10 holdings comprised 49.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 7 new positions and 1 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 Q2 2026 Filing

Apex Wealth Management submitted their Form 13F-HR for the Q2 2026 period on 08/11/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Apex Wealth Management reported a managed portfolio value of 163.71 M, consisting of 63 individual positions.

This page displays the raw filing documents. To see which stocks Apex Wealth Management bought or sold during Q2 2026, please visit Apex Wealth Management's Portfolio Analysis page.