Apex Wealth Management, LLC has disclosed its latest investment holdings through an SEC filing, revealing a total portfolio value of approximately $169.9 million as of September 30, 2026. This update is significant as it reflects the firm's strategic investment decisions and may influence market perceptions in the investment management sector.

Founded in New Hampshire, Apex Wealth Management, LLC is categorized under the SEC filings as an investment management firm. The company has been active in filing various reports, including the recent 13F-HR forms, with the latest submission dated October 20, 2026 (accession number 0001951757-26-001682). The firm is headquartered at 1 Hardy Rd, Suite 400, Bedford, NH, and is known for managing substantial assets for its clients.

The latest filing indicates that Apex Wealth Management holds a total of 60 positions in its portfolio. Notably, the firm has made significant investments in various exchange-traded funds (ETFs) and well-known companies, including Apple Inc., Microsoft Corp., and Amazon.com Inc. The filing provides insights into the firm's investment discretion, which is marked as 'SOLE' for all listed assets, indicating that Apex has full control over these investments.

Among the highlights of the filing, Apex's largest holdings include:

  • Vanguard Index Funds: The firm holds substantial shares in various Vanguard funds, including the Morningstar Total Stock Market ETF and the Morningstar Growth ETF, reflecting a strategy focused on broad market exposure.
  • Technology Giants: Investments in tech companies such as Apple, Microsoft, and Amazon showcase Apex's confidence in the technology sector's growth potential.
  • Consumer Goods: The firm also holds positions in established consumer goods companies like Walmart and Johnson & Johnson, indicating a balanced approach to its investment strategy.

This filing is particularly relevant for stakeholders and analysts in the investment management industry, as it may signal trends in asset allocation and investment preferences. The data reflects how firms like Apex Wealth Management are navigating the current economic landscape and adapting their strategies in response to market conditions.

Looking ahead, it remains to be seen how Apex Wealth Management will adjust its portfolio in response to evolving market dynamics. The filing does not specify any immediate next steps or upcoming votes regarding its investment strategies, leaving investors and analysts to speculate on future movements.