Apex Wealth Management, LLC - Portfolio overview

Apex Wealth Management, LLC has 66 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Cyclical and Technology.

Largest reported holdings by portfolio allocation

1. SCHG - SCHWAB STRATEGIC TR, 6.24%
2. IVV - ISHARES TR, 6.21%
3. SHV - ISHARES TR, 5.96%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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