Apex Wealth Management, LLC
All 13F Filings
- Location
- Bedford, NH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 163,712
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 63 | 163,712 | 13F-HR | Apex Wealth Management, LLC |
| Q1 2026 | 4/15/2026 | 57 | 145,747 | 13F-HR | Apex Wealth Management, LLC |
| Q4 2025 | 1/26/2026 | 50 | 98,474 | 13F-HR | Apex Wealth Management, LLC |
| Q3 2025 | 10/23/2025 | 59 | 139,876 | 13F-HR | Apex Wealth Management, LLC |
| Q2 2025 | 8/8/2025 | 55 | 124,649 | 13F-HR | Apex Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 30.46 K | 18.6% | 4.436 K | 0 | 4.436 K |
| ETFs | 128.6 K | 78.5% | 13.8 K | 0 | 13.8 K |
| Debt | 4.696 K | 2.9% | 0 | 272 | -272 |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
163,712
Holdings
63
QoQ value change ($000)
17,965
(12.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.