13FINSIGHT
13F Insight
FilersStocks13FActivistsInsider
Login
13FINSIGHT
13F Insight
FilersStocks13FActivistsInsider
Login
Filers›Pension Fund›Apexium Financial, LP
DOSSIER · 13F-HR · Q3 2025

Apexium Financial, LP

Apexium Financial's pension fund based in Stamford, CT — $2.1B in tracked AUM across 288 positions as of Q3 2025.

AF
Apexium Financial·Stamford, CT·Pension Fund
CIK 0001765285 · last filed Sep 30, 2025
Total AUM
$2.1B
▲ 8.7%
vs prior
Holdings
288
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Tech
52% weight
concentration
AI Analysis · Q3 2025 · Q3 2025

Apexium Financial, LP filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
SPY
SPDR S&P 500 ETF TR
$463M695K22.5%
02
IVV
ISHARES TR
$270M404K13.2%
03
SHDG
ADVISOR MANAGED PORTFOLIOS
$142M4.5M6.9%
04
QQQ
INVESCO QQQ TR
$114M189K5.5%
05
AAPL
APPLE INC
$61M239K3.0%
06
MOAT
VANECK ETF TRUST
$58M588K2.8%
07
QUAL
ISHARES TR
$47M241K2.3%
08
SCHD
SCHWAB STRATEGIC TR
$42M1.5M2.0%
09
IYW
ISHARES TR
$40M207K2.0%
10
XLG
INVESCO EXCHANGE TRADED FD T
$32M561K1.6%

Filing history

Filing history loading…
AI Agent · grounded in Apexium
haiku-4-5 · 288 positions indexed
Sector mix
  • Tech52%
  • Cons. Disc.6%
  • Communications8%
  • Industrials29%
  • Energy6%
FilersStocks13FActivistsInsiderResearchLearnNewsPricingTermsPrivacyContact

© 2026 13F Insight — Track smart money. Ask the AI Agent.

Listed on Turbo0Featured on Findly ToolsFeatured on toolfame.comFeatured on saasfame.comFeatured on Gets.ToolsZ-ImageFeatured On Micro SaaS ExamplesListed on MarketingDBFeatured on SaasDBFeatured on FazierBusiness Services - OnToplist.comFeatured on SubmitMySaasFeatured on ToolDirsFeatured on ToolfioFeatured on Twelve ToolsListed on uno directoryFeatured on Dang.aiFeatured on ToolPilotFeatured on Startup FameFeatured on PostmakeFeatured on Code.Market