13F Filings History of Apex Wealth Management, LLC

Latest 13F report
Q3 2025 - 23 Oct 2025
Value $
$140M
Signature - Title
Christine Keller - Chief Compliance Officer
Location
Bedford, NH
Summary
This page shows a list of all the recent 13F filings made by Apex Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Apex Wealth Management, LLC reported 59 stock holdings with total value $140M as of Q3 2025. Top holdings included SCHG, IVV, SHV, JMST, and BND.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 59 $140M +$10.8M -$3.78M +$7.05M SCHG, IVV, SHV, JMST, BND 13F-HR 23 Oct 2025, 15:06
Q2 2025 55 $125M +$33.4M -$27.6M +$5.76M SCHG, IVV, SHV, BND, JMST 13F-HR 08 Aug 2025, 09:07
Q1 2025 49 $111M +$19.4M -$17.8M +$1.66M SHV, SCHG, NEAR, JMST, IVV 13F-HR 29 Apr 2025, 17:04
Q4 2024 50 $116M $0 $0 SCHG, FBND, IVV, VUG, TSLA 13F-HR 14 Feb 2025, 09:27