Apex Wealth Management, LLC: 13F holdings
CIK 20566952026Q2
| Positions | 63 |
|---|
| Reported value | $163.7m |
|---|
| Filed | 2026-08-11 |
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Change since last quarter
| Positions | 63 (+6 vs prior quarter) |
|---|
| Reported value | $163.7m (+12.3%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 14,431 | $10.8m | 6.6% |
| SCHG SCHWAB STRATEGIC TR | 319,285 | $10.8m | 6.6% |
| VTI VANGUARD INDEX FDS | 27,568 | $10.2m | 6.2% |
| VUG VANGUARD INDEX FDS | 115,103 | $9.9m | 6.1% |
| SHV ISHARES TR | 77,462 | $8.5m | 5.2% |
| JMST J P MORGAN EXCHANGE TRADED F | 143,272 | $7.3m | 4.5% |
| BND VANGUARD BD INDEX FDS | 92,063 | $6.8m | 4.1% |
| SCHV SCHWAB STRATEGIC TR | 169,285 | $5.9m | 3.6% |
| AGG ISHARES TR | 59,514 | $5.9m | 3.6% |
| SUB ISHARES TR | 51,444 | $5.5m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2056695")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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