apricus wealth, LLC
Q3 2026 13F-HR Holdings
Net value change ($000)
+12,592
(6.0%)
New positions
14
Sold out positions
15
Turnover %
8.8%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q2 2026
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| ONEOK INC NEW | 4,196 | NEW |
| AAPL | 2,419 | 56.6% |
| CVX | 2,024 | 34.8% |
| EXXONMOBIL HOLDINGS CORP | 1,752 | NEW |
| MDT | 1,708 | 64.2% |
| KHC | 1,575 | NEW |
| NEM | 1,520 | 43.2% |
| DVN | 1,380 | 38.9% |
| EXE | 1,138 | 29.8% |
| AMGN | 809 | 17.7% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|