13F Filings History of Apex Wealth Management, LLC

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$98,473,532
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 50 stock holdings with total value $98,473,532 as of Q4 2025. Top holdings included IVV, BND, BINC, SCHG, and SHV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 50 $98,473,532 +$2,318,127 -$46,590,184 -$44,272,057 IVV, BND, BINC, SCHG, SHV 13F-HR 26 Jan 2026, 15:31
Q3 2025 59 $139,875,596 +$10,835,625 -$3,784,779 +$7,050,846 SCHG, IVV, SHV, JMST, BND 13F-HR 23 Oct 2025, 15:06
Q2 2025 55 $124,648,500 +$33,385,417 -$27,622,405 +$5,763,012 SCHG, IVV, SHV, BND, JMST 13F-HR 08 Aug 2025, 09:07
Q1 2025 49 $111,173,576 +$19,407,907 -$17,750,894 +$1,657,013 SHV, SCHG, NEAR, JMST, IVV 13F-HR 29 Apr 2025, 17:04
Q4 2024 50 $115,877,276 $0 $0 $0 SCHG, FBND, IVV, VUG, TSLA 13F-HR 14 Feb 2025, 09:27