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Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

APS Management Group, Inc. 13F Holdings -- Portfolio & Top Positions (2026-03-31)

APS Management Group, Inc. (CIK 1914985) reported $116.8M across 72 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CLIP ($11.9M, 10.15%), FTCB ($10.7M, 9.14%), CGGR ($7.7M, 6.57%), DGCB ($7.2M, 6.16%), AAPL ($6.8M, 5.83%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1CLIPGLOBAL X FDS$11.9M10.15%118,121Added
2FTCBFIRST TR EXCHANGE-TRADED FD$10.7M9.14%509,324Added
3CGGRCAPITAL GROUP GROWTH ETF$7.7M6.57%190,946Added
4DGCBDIMENSIONAL ETF TRUST$7.2M6.16%132,856Added
5AAPLAPPLE INC$6.8M5.83%26,856Added
6DFAUDIMENSIONAL ETF TRUST$5.5M4.75%122,967Added
7DFAIDIMENSIONAL ETF TRUST$4.2M3.59%107,752Trimmed
8CGDVCAPITAL GROUP DIVIDEND VALUE$3.7M3.15%86,532Added
9RDVYFIRST TR EXCHANGE TRADED FD$3.1M2.66%45,507Trimmed
10LMBSFIRST TR EXCHANGE-TRADED FD$2.8M2.38%55,945Trimmed
11AIRRFIRST TR EXCHANGE TRADED FD$2.8M2.35%24,824Trimmed
12DGROISHARES TR$2.7M2.30%38,307Trimmed
13FPEFIRST TR EXCH TRADED FD III$2.2M1.89%124,129Added
14VYMVANGUARD WHITEHALL FDS$2.1M1.77%13,992Added
15QYLDGLOBAL X FDS$1.8M1.55%105,766Added
16PFFVGLOBAL X FDS$1.8M1.55%82,790Added
17PAVEGLOBAL X FDS$1.8M1.52%35,060Trimmed
18DFIVDIMENSIONAL ETF TRUST$1.7M1.47%32,519Trimmed
19SPLGSPDR SERIES TRUST$1.7M1.45%22,199Added
20HYMBSPDR SERIES TRUST$1.6M1.35%63,714Added
21EFGISHARES TR$1.4M1.22%12,748Added
22VGTVANGUARD WORLD FD$1.4M1.20%2,010Added
23DFAEDIMENSIONAL ETF TRUST$1.2M1.05%36,107Trimmed
24XYLDGLOBAL X FDS$1.2M1.04%31,091Added
25CMFISHARES TR$1.2M1.03%21,216Added

Source: SEC Form 13F filings · as of 2026-03-31