Apex Wealth Management, LLC
Filing Date
Global Rank
#7,290
/ 8,232
▲ 421
Top Industry
Auto Manufacturers
20.9%
3Y Alpha vs SPY
-4.1%
Period ended 2 months ago
Filed Apr 15, 2026 · 2mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+17.7%
SPY
+23.4%
Annualised alpha
-4.1%
Max drawdown
−27.5%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
15 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
20.5%
+5.8 pts
Top 5
72.4%
+7.8 pts
Top 10
92.6%
+0.4 pts
HHI
1,260
Diversified+233
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Cyclical | 39.8% | $8,952,858 |
| Technology | 32.0% | $7,202,351 |
| Communication Services | 9.7% | $2,190,655 |
| Consumer Defensive | 9.3% | $2,083,678 |
| Financial Services | 3.7% | $835,009 |
| Utilities | 3.3% | $731,482 |
| Unclassified | 2.1% | $476,761 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DEFT | Defi Technologies, Inc. | +13,630 | 23,896 | $13,214 | |
| AMZN | Amazon Com Inc | +10,314 | 20,866 | $4,345,761 | |
| TSLA | Tesla, Inc. | +7,285 | 12,393 | $4,607,097 | |
| AAPL | Apple Inc. | +3,708 | 12,321 | $3,126,946 | |
| MSFT | Microsoft Corp | +1,861 | 5,689 | $2,105,897 | |
| NVDA | Nvidia Corp | +963 | 4,462 | $778,172 | |
| WMT | Walmart Inc. | +766 | 16,766 | $2,083,678 | |
| GOOGL | Alphabet Inc. | +141 | 4,190 | $1,204,876 | |
| META | Meta Platforms, Inc. | +119 | 1,723 | $985,779 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +109 | 1,030 | $348,088 | |
| ED | Consolidated Edison Inc | +49 | 6,463 | $731,482 | |
| V | Visa Inc. | +11 | 943 | $285,012 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
15 positions ·
$22,472,794 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 12,393 | $4,607,097 | 20.50% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 20,866 | $4,345,761 | 19.34% | |
| AAPL |
Apple Inc.
Technology
|
Added | 12,321 | $3,126,946 | 13.91% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 5,689 | $2,105,897 | 9.37% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 16,766 | $2,083,678 | 9.27% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 4,190 | $1,204,876 | 5.36% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,723 | $985,779 | 4.39% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 2,496 | $843,248 | 3.75% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 4,462 | $778,172 | 3.46% | |
| ED |
Consolidated Edison Inc
Utilities
|
Added | 6,463 | $731,482 | 3.25% | |
| TROW |
Price T Rowe Group Inc
Financial Services
|
NEW | 5,955 | $536,783 | 2.39% | |
| GLD |
Spdr Gold Trust
|
Held | 1,108 | $476,761 | 2.12% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 1,030 | $348,088 | 1.55% | |
| V |
Visa Inc.
Financial Services
|
Added | 943 | $285,012 | 1.27% | |
| DEFT |
Defi Technologies, Inc.
Financial Services
|
Added | 23,896 | $13,214 | 0.06% |