Apex Wealth Management, LLC (CIK: 0002056695) is a financial institution headquartered at 1 Hardy Rd, #400, Bedford, New Hampshire 03110. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-09-30), the institution manages a portfolio valued at $169.89 M, comprising 60 distinct securities. Over its filing history, it has submitted 8 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q3 2026 — Top-10 concentration: 50.2%. Quarterly turnover: 19.0%. ▲ 7 new, +34 added, −14 reduced, ×10 exited.

Top Buys

Q3 2026

1. VGSH Vanguard Short-Term Treasury Etf

+$7.83 M

2. SGOV Ishares 0-3 Month Treasury Bond Etf

+$6.61 M

3. IBDT Ishares Ibonds Dec 2028 Term Corporate Etf

+$5.62 M

4. JPIE Jpmorgan Income Etf

+$5.43 M

5. VSDM Vanguard Short Duration Tax-Exempt Bond Etf

+$3.4 M

Top Sells

Q3 2026

1. BND Vanguard Total Bond Market Etf

−$6.76 M

2. AGG Ishares Core Us Aggregate Bond Etf

−$5.89 M

3. BSV Vanguard Short-Term Bond Etf

−$4.7 M

4. SHV Ishares Short Treasury Bond Etf

−$3.22 M

5. TIPZ Pimco Broad Us Tips Index Etf

−$2.05 M

Stocks/ETFs

+3.77%

$169.89 M 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
Schwab Us Large-Cap Growth Etf ETF-SCHG	321,356	$11.55 M	6.80%	▲ 2,071	Add 0.7%
Ishares Core S&P 500 Etf ETF-IVV	14,276	$10.93 M	6.44%	▼ 155	Reduce -1.1%
Vanguard Total Stock Market Etf ETF-VTI	28,603	$10.7 M	6.30%	▲ 1,035	Add 3.8%
Vanguard Growth Etf ETF-VUG	110,739	$9.98 M	5.87%	▼ 4,364	Reduce -3.8%
Jpmorgan Ultra-Short Municipal Income Etf ETF-JMST	196,931	$9.96 M	5.86%	▲ 53,659	Add 37.5%
Vanguard Short-Term Treasury Etf ETF-VGSH	135,968	$7.83 M	4.61%	▲ 135,968	New Buy
Ishares 0-3 Month Treasury Bond Etf ETF-SGOV	65,619	$6.61 M	3.89%	▲ 65,619	New Buy
Schwab Us Large-Cap Value Etf ETF-SCHV	195,897	$6.53 M	3.84%	▲ 26,612	Add 15.7%
Ishares Ibonds Dec 2028 Term Corporate Etf ETF-IBDT	225,233	$5.62 M	3.31%	▲ 225,233	New Buy
Schwab International Equity Etf ETF-SCHF	202,381	$5.56 M	3.27%	▲ 67,103	Add 49.6%

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Apex Wealth Management, LLC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Apex Wealth Management, LLC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 8 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Name	Shares	Value	% of Portfolio	% Change
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Apex Wealth Management, LLC Quarterly 13F Statistics

Discover detailed insights into Apex Wealth Management, LLC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Apex Wealth Management, LLC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Apex Wealth Management, LLC.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Apex Wealth Management, LLC 13F Filings, Portfolio & Analysis

Apex Wealth Management, LLC — Portfolio Overview & Company Profile

Portfolio Summary (Q3 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q3 2026)

Historical Portfolio Charts

Apex Wealth Management, LLC's Portfolio

Apex Wealth Management, LLC Quarterly 13F Statistics

Apex Wealth Management, LLC's All 13F Filings

Insider Trading Activity (SEC Form 4)