Portfolio (Quarterly) Guide ↗

Apex Wealth Management, LLC

· CIK 0002056695

13F Portfolio $164M AUM 63 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 7 New 24 Added 16 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	URA	GLOBAL X FDS	—	21,223	$1.0M	0.70%	SOLD

Sector Allocation

Consumer Cyclical 38.6%

Technology 36.0%

Communication Services 9.2%

Consumer Defensive 7.2%

Financial Services 5.4%

Utilities 2.7%

Healthcare 0.8%