Apcm Wealth Management For Individuals Portfolio Holdings

Apcm Wealth Management For Individuals

  • $753 Million
  • Q3 2025

Apcm Wealth Management For Individuals has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $753 Million distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $189M, Vanguard Bd Index Fd Inc Total with a value of $81.1M, Ishares Core S&P Mid Cap ETF with a value of $74.9M, Flexshares Stoxx Global Broad with a value of $45.9M, and Ishares Tr with a value of $43.9M.

Examining the 13F form we can see an increase of $58.8M in the current position value, from $694M to 753M.

Below you can find more details about Apcm Wealth Management For Individuals portfolio as well as his latest detailed transactions.

Portfolio value $753 Million
ETFs: $735 Million
Financial Services: $6.38 Million
Technology: $6.02 Million
Consumer Defensive: $1.8 Million
Consumer Cyclical: $1.64 Million
Energy: $1.23 Million
Communication Services: $911,000
Industrials: $203,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$189 Million 25.15% of portfolio
284,245
Q3 2025 Reduced 4.57%
$0
$81.1 Million 10.78% of portfolio
1,090,983
Q3 2025 Added 14.31%
$0
$74.9 Million 9.95% of portfolio
1,148,021
Q3 2025 Reduced 2.32%
$0
$45.9 Million 6.09% of portfolio
729,133
Q3 2025 Added 5.15%
$0
$43.9 Million 5.84% of portfolio
503,264
Q3 2025 Added 13.41%
$0
$33.2 Million 4.4% of portfolio
986,028
Q3 2025 Added 4.65%
$0
$27.8 Million 3.69% of portfolio
234,107
Q3 2025 Added 4.34%
$0
$27.4 Million 3.64% of portfolio
553,652
Q3 2025 Added 12.97%
$0
$26.5 Million 3.52% of portfolio
493,662
Q3 2025 Added 2.09%
$0
$25.4 Million 3.38% of portfolio
266,405
Q3 2025 Added 10.94%
$0
$23.2 Million 3.08% of portfolio
217,441
Q3 2025 Added 45.36%
$0
$18.2 Million 2.41% of portfolio
376,498
Q3 2025 Added 41.61%
$0
$16.8 Million 2.23% of portfolio
212,432
Q3 2025 Added 11.72%
$0
$13.8 Million 1.84% of portfolio
402,534
Q3 2025 Added 2,291.34%
$0
$12.9 Million 1.72% of portfolio
255,335
Q3 2025 Added 8.11%
$0
$10.3 Million 1.37% of portfolio
171,466
Q3 2025 Reduced 7.84%
$0
$6.14 Million 0.82% of portfolio
127,787
Q3 2025 Added 11.66%
$0
$5.43 Million 0.72% of portfolio
120,527
Q3 2025 Reduced 8.57%
$0
$5.46 Million 0.72% of portfolio
103,729
Q3 2025 Reduced 63.13%
$0
$5.12 Million 0.68% of portfolio
118,955
Q3 2025 Added 1.94%
$0
$4.27 Million 0.57% of portfolio
178,473
Q3 2025 Added 1.8%
$0
$3.7 Million 0.49% of portfolio
47,259
Q3 2025 Reduced 1.15%
$0
$3.45 Million 0.46% of portfolio
100,420
Q3 2025 Reduced 65.52%
$4.3T
$2.62 Million 0.35% of portfolio
10,298
Q3 2025 Reduced 10.82%
$0
$2.25 Million 0.3% of portfolio
24,193
Q3 2025 Added 11.23%
$131M
$2.12 Million 0.28% of portfolio
97,791
Q3 2025 Added 300.0%
$0
$1.87 Million 0.25% of portfolio
86,736
Q3 2025 Added 6.74%
$0
$1.74 Million 0.23% of portfolio
40,158
Q3 2025 Reduced 2.27%
$0
$1.65 Million 0.22% of portfolio
70,482
Q3 2025 Added 10.21%
$0
$1.65 Million 0.22% of portfolio
28,899
Q3 2025 Added 6.62%
$453B
$1.51 Million 0.2% of portfolio
2
Q1 2025 New
$0
$1.42 Million 0.19% of portfolio
61,171
Q3 2025 Added 3.64%
$65.3B
$1.43 Million 0.19% of portfolio
19,638
Q3 2025 Reduced 64.77%
$3.78T
$1.37 Million 0.18% of portfolio
2,647
Q3 2025 Reduced 11.17%
$0
$1.06 Million 0.14% of portfolio
22,547
Q3 2025 Reduced 0.42%
$0
$1.08 Million 0.14% of portfolio
2,256
Q3 2025 Added 1.12%
$465B
$1.05 Million 0.14% of portfolio
5,617
Q3 2025 Reduced 3.31%
$0
$947,000 0.13% of portfolio
5,079
Q3 2025 Added 0.06%
$0
$936,000 0.12% of portfolio
28,057
Q3 2025 Added 9.98%
$0
$825,000 0.11% of portfolio
17,827
Q3 2025 Added 1.61%
$2.39T
$806,000 0.11% of portfolio
3,673
Q3 2025 Added 3.17%
$139B
$730,000 0.1% of portfolio
2,213
Q3 2025 Reduced 3.87%
$404B
$642,000 0.09% of portfolio
694
Q3 2025 Reduced 0.57%
$490B
$586,000 0.08% of portfolio
5,204
Q3 2025 Reduced 0.67%
$0
$637,000 0.08% of portfolio
1,942
Q3 2025 Reduced 6.68%
$662B
$620,000 0.08% of portfolio
1,235
Q3 2025 Reduced 19.6%
$317B
$495,000 0.07% of portfolio
5,914
Q3 2025 Reduced 3.35%
$28.3B
$517,000 0.07% of portfolio
6,306
Q3 2025 New
$0
$488,000 0.06% of portfolio
4,657
Q3 2025 Reduced 25.3%

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $753 Million
  • Prior Value $694 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 31, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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