Apex Wealth Management, LLC
•CIK: 2056695•Filing: Q4 2025
**Apex Wealth Management, LLC** manages $98M across a diversified portfolio of 50 positions. The strategy exhibits a notable allocation toward core market indices, evidenced by significant holdings in IVV ($9.9M) and BND ($7.4M). Further concentration is visible in sector-specific and thematic plays, including BINC ($5.9M), SCHG ($5.9M), and VUG ($5.4M). This structure suggests a disciplined, multi-asset approach balancing broad market exposure with targeted growth vectors.
Total AUM
$98.5M
QoQ Performance
-29.6%
Positions
29
Top 10 Concentration
59.0%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
BND
BINC
SCHG
SHV
VUG
SCHV
IVV10.1%
BND7.5%
BINC6.0%
SCHG5.9%
SHV5.7%
VUG5.5%
SCHV5.2%
FDEV4.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other74.5%
ETF10.1%
Technology7.5%
Consumer6.8%
Utilities0.7%
Financial0.3%
Communication0.2%
🚪 Exited Positionssold since Q3 2025
+7 more exited positions
Changes from Q3 2025
NEW3 new positions
↑18 increased
↓26 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024