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Home > Institutional Investor > Apex Wealth Management, Llc > Profile

Instuitional Investor - Apex Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Apex Wealth Management, Llc
Portfolio Value $163,712,220
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 14,431 $10,807,473 6.6%
2.
Schwab Strategic Trust
 SCHD 319,285 $10,804,600 6.6%
3.
Vanguard Index Fds
 27,568 $10,201,419 6.23%
4.
Vanguard Index Fds - GROWTH ETF
 115,103 $9,914,938 6.06%
5.
Ishares Tr
 77,462 $8,547,903 5.22%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.