13F Insight
DOSSIER · 13F-HR · Q3 2025

Apexium Financial, LP

$2.1B in tracked AUM across 288 positions as of Q3 2025.

AF
CIK 0001765285 · last filed Sep 30, 2025
Total AUM
$2.1B
as of Q3 2025
Holdings
288
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2025Q3Sep 30
$2.1B▲ 9.1%
288 positionsView →2025Q2Jun 30
$1.9B▲ 12.4%
278 positionsLocked2025Q1Mar 31
$1.7B▲ 1.8%
278 positionsLocked2024Q4Dec 31
$1.6B▲ 8.6%
259 positionsLocked2024Q3Sep 30
$1.5B▲ 8.4%
236 positionsLocked2024Q2Jun 30
$1.4B▲ 6.1%
227 positionsLocked2024Q1Mar 31
$1.3B▼ 5.3%
226 positionsLocked2023Q4Dec 31
$1.4B▲ 39.5%
270 positionsLocked2023Q3Sep 30
$998M▼ 11.7%
212 positionsLocked2023Q2Jun 30
$1.1B▲ 10.8%
221 positionsLocked2023Q1Mar 31
$1.0B▲ 5.8%
211 positionsLocked2022Q4Dec 31
$964M▲ 19.8%
205 positionsLocked
Showing 12 of 25