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Apex Wealth Management - Q4 2025 13F Filings

AP

Apex Wealth Management, LLC

CIK: 0002056695
Address: New Hampshire Bedford 1 Hardy Rd #400
$98.47 M
Portfolio Value
50
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/11/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. ED Consolidated Edison
+$665,801
2. SCHV Schwab Us Large-Cap Value Etf
+$366,658.99
3. IVV Ishares Core S&P 500 Etf
+$289,664.75
4. BINC Ishares Flexible Income Active Etf
+$228,300.38
5. BND Vanguard Total Bond Market Etf
+$215,178.95

Top Sells

Q4 2025
1. JMST Jpmorgan Ultra-Short Municipal Income Etf
−$5.62 M
2. SCHG Schwab Us Large-Cap Growth Etf
−$4.6 M
3. ILCV Ishares Morningstar Value Etf
−$4.57 M
4. SUB Ishares Short-Term National Muni Bond Etf
−$3.75 M
5. TSLA Tesla
−$3.32 M

Asset Allocation

Stocks/ETFs
-28.99%
$98.47 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Apex Wealth Management Q4 2025 Filing Summary

Apex Wealth Management, LLC filed its 13F report for Q4 2025 on January 26, 2026. The portfolio totaled 98.47 M reflecting a -29.60% change from the prior quarter, spanning 50 assets. The top 10 holdings comprised 59.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 11 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Apex Wealth Management’s Q4 2025 Filing

Apex Wealth Management submitted their Form 13F-HR for the Q4 2025 period on 01/26/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Apex Wealth Management reported a managed portfolio value of 98.47 M, consisting of 50 individual positions.

This page displays the raw filing documents. To see which stocks Apex Wealth Management bought or sold during Q4 2025, please visit Apex Wealth Management's Portfolio Analysis page.