Apex Wealth Management, LLC Portfolio Holdings

Apex Wealth Management, LLC

  • $98.5 Billion
  • Q4 2025

Apex Wealth Management, LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $98.5 Billion distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $9.91B, Vanguard Bd Index Fd Inc Total with a value of $7.36B, Blackrock ETF Trust Ii with a value of $5.89B, Schwab Strategic Tr Us Large C with a value of $5.85B, and Ishares Tr with a value of $5.62B.

Examining the 13F form we can see an decrease of $41.4B in the current position value, from $140B to 98.5B.

Apex Wealth Management, LLC is based out at Bedford, NH

Below you can find more details about Apex Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $98.5 Billion
ETFs: $76.5 Billion
Technology: $4.93 Billion
Consumer Cyclical: $4.76 Billion
Communication Services: $2.99 Billion
Consumer Defensive: $1.92 Billion
Utilities: $666 Million
Financial Services: $306 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.39T
$2.52 Billion 2.56% of portfolio
10,552
Q4 2025 Reduced 48.55%
$1.29T
$2.23 Billion 2.27% of portfolio
5,108
Q4 2025 Reduced 59.8%
$4.3T
$2.2 Billion 2.23% of portfolio
8,613
Q4 2025 Reduced 31.23%
$279B
$1.92 Billion 1.94% of portfolio
16,000
Q4 2025 Reduced 1.86%
$3.78T
$1.76 Billion 1.79% of portfolio
3,828
Q4 2025 Reduced 33.39%
$1.65T
$1.34 Billion 1.36% of portfolio
4,049
Q4 2025 Reduced 1.79%
$1.37T
$995 Million 1.01% of portfolio
1,604
Q4 2025 Reduced 4.18%
$465B
$652 Million 0.66% of portfolio
3,499
Q4 2025 Reduced 26.83%
$1.74T
$455 Million 0.46% of portfolio
1,378
Q4 2025 Added 0.44%
$1.46T
$315 Million 0.32% of portfolio
921
Q4 2025 Reduced 10.58%
$533B
$306 Million 0.31% of portfolio
932
Q4 2025 Added 1.08%

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $98.5 Billion
  • Prior Value $140 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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