Apex Wealth Management, LLC — 13F holdings

Apex Wealth Management, LLC reported 60 holdings worth $170M in its 13F filing for Q3 2026, filed October 20, 2026.

Largest positions

  1. SCHG SCHWAB STRATEGIC TR — $11.5M (6.8%)
  2. IVV ISHARES TR — $10.9M (6.4%)
  3. VTI VANGUARD INDEX FDS — $10.7M (6.3%)
  4. VUG VANGUARD INDEX FDS — $9.98M (5.9%)
  5. JMST J P MORGAN EXCHANGE TRADED F — $9.96M (5.9%)
  6. VGSH VANGUARD SCOTTSDALE FDS — $7.83M (4.6%)
  7. SGOV ISHARES TR — $6.61M (3.9%)
  8. SCHV SCHWAB STRATEGIC TR — $6.53M (3.8%)
  9. IBDT ISHARES TR — $5.62M (3.3%)
  10. SCHF SCHWAB STRATEGIC TR — $5.56M (3.3%)