Apex Wealth Management, LLC reported 63 holdings worth US$164M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 11, 2026
Apex Wealth Management, LLC reported 63 holdings worth US$164M as of Jun 30, 2026. Largest: Tesla, Inc., Amazon.com, Inc. and Apple Inc. Filed Aug 11, 2026 (Form 13F).
- Holdings
- 63
- Value as reported
- US$164M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Tesla, Inc. | 12,237 | US$5.15M | 3.1% |
| Amazon.com, Inc. | 20,845 | US$4.97M | 3.0% |
| Apple Inc | 12,316 | US$3.56M | 2.2% |
| Micron Technology, Inc. | 2,020 | US$2.33M | 1.4% |
| Microsoft Corp. | 5,714 | US$2.13M | 1.3% |
| Alphabet Inc (google) Class C | 5,573 | US$1.99M | 1.2% |
| Walmart Inc. | 16,775 | US$1.9M | 1.2% |
| Meta Platforms, Inc. | 1,643 | US$926K | 0.57% |
| Nvidia Corporation | 4,562 | US$913K | 0.56% |
| Consolidated Edison, Inc. | 6,516 | US$721K | 0.44% |
| T. Rowe Price Group, Inc. | 6,025 | US$685K | 0.42% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,076 | US$514K | 0.31% |
| Visa Inc. | 945 | US$324K | 0.20% |
| Space Exploration Technologies Corp | 1,837 | US$314K | 0.19% |
| Johnson & Johnson | 791 | US$201K | 0.12% |
| Defi Technologies Inc | 10,048 | US$5,167 | <0.01% |