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Showing Q3 2025 data
Apexium Financial, LP's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Apexium Financial, LP
โขCIK: 1765285โขFiling: Q3 2025
**Apexium Financial, LP** manages $2.1B across a diversified portfolio of 288 positions. The fund maintains significant exposure to broad market indices, notably holding $463.0M in SPY and $270.3M in IVV. Key allocations also include $142.1M in SHDG and $113.6M in NDQ, indicating a strategic tilt toward market breadth and technology sectors. This structure suggests a systematic approach to capturing large-cap market movements.
Total AUM
$2.1B
QoQ Performance
+9.1%
Positions
181
Top 10 Concentration
62.5%
Latest Filing
Q3 2025
Top Holdings Allocation
SPY
IVV
SHDG
NDQ
SPY22.5%
IVV13.2%
SHDG6.9%
NDQ5.5%
AAPL3.0%
MOAT2.8%
QUAL2.3%
SCHD2.0%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other50.6%
ETF37.2%
Technology7.7%
Financial1.4%
Communication1.0%
Consumer0.7%
Healthcare0.6%
Utilities0.4%
๐ช Exited Positionssold since Q2 2025
+79 more exited positions
Changes from Q2 2025
NEW6 new positions
โ86 increased
โ93 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023