Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Apex Wealth Management, LLC (CIK 2056695) reported $145.7M across 57 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHG ($9.3M, 6.38%), IVV ($9.2M, 6.34%), SHV ($8.9M, 6.09%), VUG ($8.3M, 5.69%), VTI ($8.0M, 5.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | $9.3M | 6.38% | 319,126 | Added |
| 2 | IVV | ISHARES TR | $9.2M | 6.34% | 14,154 | Trimmed |
| 3 | SHV | ISHARES TR | $8.9M | 6.09% | 80,391 | Added |
| 4 | VUG | VANGUARD INDEX FDS | $8.3M | 5.69% | 19,002 | Added |
| 5 | VTI | VANGUARD INDEX FDS | $8.0M | 5.51% | 25,045 | Added |
| 6 | JMST | J P MORGAN EXCHANGE TRADED F | $7.2M | 4.96% | 141,714 | Added |
| 7 | BND | VANGUARD BD INDEX FDS | $7.0M | 4.82% | 95,422 | Trimmed |
| 8 | AGG | ISHARES TR | $6.0M | 4.12% | 60,458 | Added |
| 9 | SUB | ISHARES TR | $5.3M | 3.66% | 50,103 | Added |
| 10 | SCHV | SCHWAB STRATEGIC TR | $5.0M | 3.43% | 163,896 | Trimmed |
| 11 | BSV | VANGUARD BD INDEX FDS | $5.0M | 3.41% | 63,357 | New |
| 12 | ILCV | ISHARES TR | $4.8M | 3.27% | 51,195 | New |
| 13 | TSLA | TESLA INC | $4.6M | 3.16% | 12,393 | Added |
| 14 | AMZN | AMAZON COM INC | $4.3M | 2.98% | 20,866 | Added |
| 15 | FDEV | FIDELITY COVINGTON TRUST | $3.4M | 2.31% | 94,354 | Trimmed |
| 16 | AAPL | APPLE INC | $3.1M | 2.15% | 12,321 | Added |
| 17 | SCHF | SCHWAB STRATEGIC TR | $3.1M | 2.11% | 124,100 | New |
| 18 | VLUE | ISHARES TR | $3.1M | 2.10% | 21,500 | New |
| 19 | MUB | ISHARES TR | $2.8M | 1.89% | 25,993 | Added |
| 20 | HDV | ISHARES TR | $2.3M | 1.60% | 17,234 | New |
| 21 | MSFT | MICROSOFT CORP | $2.1M | 1.44% | 5,689 | Added |
| 22 | XSVM | INVESCO EXCHANGE TRADED FD T | $2.1M | 1.44% | 34,720 | New |
| 23 | WMT | WALMART INC | $2.1M | 1.43% | 16,766 | Added |
| 24 | TIPZ | PIMCO ETF TR | $2.1M | 1.41% | 38,671 | New |
| 25 | FBND | FIDELITY MERRIMACK STR TR | $2.0M | 1.37% | 43,910 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31