Apex Wealth Management, LLC
RIA/Wealth
Apex Wealth Management, LLC is a RIA/Wealth led by Leonard Aaron Williamson, managing $139.6M across 58 long positions as of Q3 2025 with 83% ETF concentration and 51% concentrated in top 10 holdings.
Managing PartnerLeonard Aaron Williamson
- Portfolio Value
- $139.6M
- Positions
- 58
- Top Holding
- SCHG at 7.39%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Apex Wealth Management, LLC's portfolio (50.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $10.3M | 7.39% | -$58.6K Sold | — 323.0K shares | |
ETF ETF | $9.3M | 6.64% | -$512.7K Sold | — 13.8K shares | |
ETF ETF | $7.7M | 5.51% | -$1.0M Sold | — 69.6K shares | |
ETF ETF | $7.2M | 5.14% | +$501.0K Bought | — 140.5K shares | |
ETF ETF | $7.2M | 5.13% | -$683.2K Sold | — 96.3K shares | |
ETF ETF | $7.0M | 5.02% | -$201.9K Sold | — 14.6K shares | |
ETF ETF | $6.3M | 4.53% | +$610.1K Bought | — 19.3K shares | |
ETF ETF | $5.7M | 4.08% | +$62.2K Bought | — 106.8K shares | |
Auto - Manufacturers Consumer Cyclical | $5.7M | 4.05% | -$88.1K Sold | 0.00% 12.7K shares | |
ETF ETF | $4.6M | 3.27% | +$20.5K Bought | — 50.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Apex Wealth Management, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+641.87% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-35.63% | |
-32.12% | |
-11.74% | |
-10.74% | |
-8.71% |
Analytics
Portfolio insights and performance metrics for Apex Wealth Management, LLC
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