# EDGAR Filing Document

**Accession Number:** 0002056695
**File Stem:** 0001951757-26-000301
**Filing Date:** 2026-1
**Character Count:** 8686
**Document Hash:** 7683f4bd3efec098e3749164a6f5f00f
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-26-000301.hdr.sgml**: 20260126

**ACCESSION NUMBER**: 0001951757-26-000301

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260126

**DATE AS OF CHANGE**: 20260126

**EFFECTIVENESS DATE**: 20260126

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Apex Wealth Management, LLC
- **CENTRAL INDEX KEY:** 0002056695

**ORGANIZATION NAME:**
- **EIN:** 872730276
- **STATE OF INCORPORATION:** NH
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25153
- **FILM NUMBER:** 26560341

**BUSINESS ADDRESS:**
- **STREET 1:** 1 HARDY RD
- **STREET 2:** #400
- **CITY:** BEDFORD
- **STATE:** NH
- **ZIP:** 03110
- **BUSINESS PHONE:** 603-488-2475

**MAIL ADDRESS:**
- **STREET 1:** 1 HARDY RD
- **STREET 2:** #400
- **CITY:** BEDFORD
- **STATE:** NH
- **ZIP:** 03110

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Apex Wealth Management LLC<br>**Address:** 1 HARDY RD

#400<br>BEDFORD, NH 03110

**Form 13F File Number:** 028-25153

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Christine Keller<br>**Title:** Chief Compliance Officer<br>**Phone:** (603) 488-2475

**Signature, Place, and Date of Signing:**

Christine Keller  Bedford, NH  01-26-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 50

**Form 13F Information Table Value Total:** $98473532

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1336035 | 4049 | SH |  | SOLE |  | 0 | 0 | 4049 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 455222 | 1378 | SH |  | SOLE |  | 0 | 0 | 1378 |
| AMAZON COM INC | COM | 023135106 |  | 2523232 | 10552 | SH |  | SOLE |  | 0 | 0 | 10552 |
| APPLE INC | COM | 037833100 |  | 2200771 | 8613 | SH |  | SOLE |  | 0 | 0 | 8613 |
| BLACKROCK ETF TRUST | ISHARES A I INNO | 09290C780 |  | 356783 | 10223 | SH |  | SOLE |  | 0 | 0 | 10223 |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 |  | 5886389 | 111127 | SH |  | SOLE |  | 0 | 0 | 111127 |
| CONSOLIDATED EDISON INC | COM | 209115104 |  | 665801 | 6414 | SH |  | SOLE |  | 0 | 0 | 6414 |
| DEFI TECHNOLOGIES INC | COM | 244916102 |  | 11087 | 10266 | SH |  | SOLE |  | 0 | 0 | 10266 |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | 31609A305 |  | 208810 | 5074 | SH |  | SOLE |  | 0 | 0 | 5074 |
| FIDELITY COVINGTON TRUST | INTL MULTIFACTOR | 316092535 |  | 4770403 | 134000 | SH |  | SOLE |  | 0 | 0 | 134000 |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | 316092600 |  | 272868 | 3650 | SH |  | SOLE |  | 0 | 0 | 3650 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 |  | 4254333 | 92265 | SH |  | SOLE |  | 0 | 0 | 92265 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 |  | 1315278 | 9829 | SH |  | SOLE |  | 0 | 0 | 9829 |
| INVESCO EXCH TRADED FD TR II | S LOW VOL | 46138E354 |  | 208685 | 2850 | SH |  | SOLE |  | 0 | 0 | 2850 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 982120 | 1581 | SH |  | SOLE |  | 0 | 0 | 1581 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 1650005 | 7595 | SH |  | SOLE |  | 0 | 0 | 7595 |
| ISHARES TR | CORE S ETF | 464287200 |  | 9907646 | 14263 | SH |  | SOLE |  | 0 | 0 | 14263 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 3518969 | 60808 | SH |  | SOLE |  | 0 | 0 | 60808 |
| ISHARES TR | S 100 ETF | 464287101 |  | 923282 | 2691 | SH |  | SOLE |  | 0 | 0 | 2691 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 379733 | 4022 | SH |  | SOLE |  | 0 | 0 | 4022 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 394046 | 1938 | SH |  | SOLE |  | 0 | 0 | 1938 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 752322 | 6991 | SH |  | SOLE |  | 0 | 0 | 6991 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 201436 | 2013 | SH |  | SOLE |  | 0 | 0 | 2013 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 |  | 3044360 | 29727 | SH |  | SOLE |  | 0 | 0 | 29727 |
| ISHARES TR | CORE 60/40 BALAN | 464289867 |  | 239540 | 3623 | SH |  | SOLE |  | 0 | 0 | 3623 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 452880 | 4227 | SH |  | SOLE |  | 0 | 0 | 4227 |
| ISHARES TR | TRUST ISHARE 0-1 | 464288679 |  | 5624149 | 50985 | SH |  | SOLE |  | 0 | 0 | 50985 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 |  | 518319 | 5079 | SH |  | SOLE |  | 0 | 0 | 5079 |
| ISHARES TR | CORE INTL AGGR | 46435G672 |  | 1575012 | 31356 | SH |  | SOLE |  | 0 | 0 | 31356 |
| ISHARES TR | CORE UNIVRSL USD | 46434V613 |  | 310964 | 6669 | SH |  | SOLE |  | 0 | 0 | 6669 |
| ISHARES U S ETF TR | SHORT DURATION B | 46431W507 |  | 1202499 | 23530 | SH |  | SOLE |  | 0 | 0 | 23530 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 |  | 1549049 | 30350 | SH |  | SOLE |  | 0 | 0 | 30350 |
| META PLATFORMS INC | CL A | 30303M102 |  | 994828 | 1604 | SH |  | SOLE |  | 0 | 0 | 1604 |
| MICROSOFT CORP | COM | 594918104 |  | 1760154 | 3828 | SH |  | SOLE |  | 0 | 0 | 3828 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 651679 | 3499 | SH |  | SOLE |  | 0 | 0 | 3499 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 881238 | 32956 | SH |  | SOLE |  | 0 | 0 | 32956 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 5852071 | 180843 | SH |  | SOLE |  | 0 | 0 | 180843 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 5167158 | 166898 | SH |  | SOLE |  | 0 | 0 | 166898 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 466789 | 1108 | SH |  | SOLE |  | 0 | 0 | 1108 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 |  | 200287 | 397 | SH |  | SOLE |  | 0 | 0 | 397 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 315350 | 921 | SH |  | SOLE |  | 0 | 0 | 921 |
| TESLA INC | COM | 88160R101 |  | 2234607 | 5108 | SH |  | SOLE |  | 0 | 0 | 5108 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 |  | 2065206 | 5158 | SH |  | SOLE |  | 0 | 0 | 5158 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 7357265 | 99155 | SH |  | SOLE |  | 0 | 0 | 99155 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 1010516 | 3364 | SH |  | SOLE |  | 0 | 0 | 3364 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 5379361 | 11089 | SH |  | SOLE |  | 0 | 0 | 11089 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 3921457 | 11471 | SH |  | SOLE |  | 0 | 0 | 11471 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 302491 | 5978 | SH |  | SOLE |  | 0 | 0 | 5978 |
| VISA INC | COM CL A | 92826C839 |  | 305866 | 932 | SH |  | SOLE |  | 0 | 0 | 932 |
| WALMART INC | COM | 931142103 |  | 1915181 | 16000 | SH |  | SOLE |  | 0 | 0 | 16000 |

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