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Apex Wealth Management, LLC
Apex Wealth Management, LLC is an SEC-registered investment adviser headquartered in Bedford, New Hampshire. Founded in 2021, the firm manages investment portfolios primarily for individuals, including high net worth individuals. The company has 2 employees, both of whom are investment professionals, and serves over 230 client accounts. Apex Wealth Management is structured as a boutique advisory firm, focused on delivering personalized wealth management and fiduciary advice.
Investment Strategy
Apex Wealth Management, LLC provides discretionary portfolio management for individuals, with a majority focus on high net worth clients. The firm builds customized investment portfolios based on each client's goals, risk tolerance, and time horizon. Their strategy emphasizes long-term diversification and risk management, incorporating a range of public securities and a holistic approach designed to meet specific financial objectives. Apex Wealth Management operates as a fiduciary, offering unbiased advice without selling proprietary products or earning commissions.
Latest 13F Filing Activity
Apex Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 55 equity positions with a total 13F market value of $125M. The fund increased holdings in Vanguard BD Index FDS, Schwab Strategic TR, Fidelity Covington Trust among other positions. Apex Wealth Management, LLC reduced exposure to Ishares U S Etf TR, Ishares TR, Schwab Strategic TR among others.
Top Holdings
Equity Positions (55)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHG | SCHWAB STRATEGIC TR | 7.61% | $9.5M | 324,839 | $27.87 | $29.21 | -$1.9M |
I IVV | ISHARES TR | 7.28% | $9.1M | 14,612 | $596.48 | $620.90 | +$2.9M |
S SHV | ISHARES TR | 6.98% | $8.7M | 78,832 | $110.39 | $110.42 | -$3.6M |
B BND | VANGUARD BD INDEX FDS | 6.23% | $7.8M | 105,441 | $73.63 | $73.63 | +$7.8M |
J JMST | J P MORGAN EXCHANGE TRADED F | 5.34% | $6.7M | 130,647 | $50.79 | $50.92 | +$34.7K |
Industry Allocation
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