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 (2026-06-30)

APS Management Group, Inc. (CIK 1914985) reported $130.1M across 77 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: FTCB ($11.5M, 8.87%), CLIP ($11.3M, 8.72%), CGGR ($9.3M, 7.17%), AAPL ($7.8M, 5.97%), DGCB ($7.6M, 5.85%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1FTCBFIRST TR EXCHANGE-TRADED FD$11.5M8.87%553,470Added
2CLIPGLOBAL X FDS$11.3M8.72%113,080Trimmed
3CGGRCAPITAL GROUP GROWTH ETF$9.3M7.17%197,599Added
4AAPLAPPLE INC$7.8M5.97%26,843Trimmed
5DGCBDIMENSIONAL ETF TRUST$7.6M5.85%139,112Added
6DFAUDIMENSIONAL ETF TRUST$6.4M4.95%124,657Added
7DFAIDIMENSIONAL ETF TRUST$4.5M3.44%108,543Added
8CGDVCAPITAL GROUP DIVIDEND VALUE$4.3M3.33%87,852Added
9RDVYFIRST TR EXCHANGE TRADED FD$3.6M2.80%44,894Trimmed
10AIRRFIRST TR EXCHANGE TRADED FD$3.2M2.42%23,675Trimmed
11LMBSFIRST TR EXCHANGE-TRADED FD$3.0M2.30%60,121Added
12DGROISHARES TR$2.8M2.18%37,386Trimmed
13FPEFIRST TR EXCH TRADED FD III$2.3M1.81%131,423Added
14VYMVANGUARD WHITEHALL FDS$2.2M1.66%13,686Trimmed
15DFIVDIMENSIONAL ETF TRUST$2.1M1.63%39,231Added
16PAVEGLOBAL X FDS$2.0M1.57%34,621Trimmed
17SPLGSPDR SERIES TRUST$1.9M1.48%21,893Trimmed
18QYLDGLOBAL X FDS$1.9M1.48%104,167Trimmed
19PFFVGLOBAL X FDS$1.9M1.45%85,912Added
20HYMBSPDR SERIES TRUST$1.8M1.42%72,483Added
21VGTVANGUARD WORLD FD$1.8M1.35%14,707Added
22EFGISHARES TR$1.6M1.21%12,618Trimmed
23CMFISHARES TR$1.5M1.17%26,391Added
24DFAEDIMENSIONAL ETF TRUST$1.4M1.08%35,020Trimmed
25MUNIPIMCO ETF TR$1.3M0.98%24,296Added

Source: SEC Form 13F filings · as of 2026-06-30