APS Management Group, Inc.

SEC CIK
0001914985

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Jul 10, 2026.SEC

Positions
77
+5 vs. Q1 2026
Total value
$130.11M
+$13.26M (+11.4%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

APS Management Group, Inc. holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
FIRST TR EXCHANGE-TRADED FD33738D788CORE INVESTMENT553,470$11.54M8.87%+44,146+8.7%Added–
GLOBAL X FDS37960A4381 3 MO T BI ET113,080$11.35M8.72%−5,041−4.3%Reduced–
CAPITAL GROUP GROWTH ETF14020G101SHS CREAT UNIT197,599$9.33M7.17%+6,653+3.5%Added–
AAPLAPPLE INC COMStock26,843$7.77M5.97%−130.0%ReducedView
DIMENSIONAL ETF TRUST25434V567GLOBAL CR ETF139,112$7.61M5.85%+6,256+4.7%Added–
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT124,657$6.44M4.95%+1,690+1.4%Added–
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK108,543$4.48M3.44%+791+0.7%Added–
CAPITAL GROUP DIVIDEND VALUE14020W106SHS CREAT UNIT87,852$4.33M3.33%+1,320+1.5%Added–
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF33738R506ETF44,894$3.64M2.80%−613−1.3%Reduced–
FIRST TR EXCHANGE TRADED FD33738R704RBA INDL ETF23,675$3.15M2.42%−1,149−4.6%Reduced–
FIRST TR EXCHANGE-TRADED FD33739Q200FST LOW OPPT EFT60,121$2.99M2.30%+4,176+7.5%Added–
ISHARES CORE DIVIDEND GROWTH ETF46434V621ETF37,386$2.83M2.18%−921−2.4%Reduced–
FIRST TR EXCH TRADED FD III33739E108PFD SECS INC ETF131,423$2.35M1.81%+7,294+5.9%Added–
VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406ETF13,686$2.16M1.66%−306−2.2%Reduced–
DIMENSIONAL ETF TRUST25434V807INTERNATNAL VAL39,231$2.12M1.63%+6,712+20.6%Added–
GLOBAL X FDS37954Y673US INFR DEV ETF34,621$2.04M1.57%−439−1.3%Reduced–
STATE STREET SPDR PORTFOLIO S&P 500 ETF78464A854ETF21,893$1.92M1.48%−306−1.4%Reduced–
GLOBAL X FDS37954Y483NASDAQ 100 COVER104,167$1.92M1.48%−1,599−1.5%Reduced–
GLOBAL X FDS37954Y376RATE PREFERRED85,912$1.89M1.45%+3,122+3.8%Added–
SPDR SERIES TRUST78464A284ST NUVE HIGH ETF72,483$1.84M1.42%+8,769+13.8%Added–
VANGUARD INFORMATION TECHNOLOGY ETF92204A702ETF14,707$1.76M1.35%+12,697+631.7%Added–
ISHARES TR464288885EAFE GRWTH ETF12,618$1.57M1.21%−130−1.0%Reduced–
ISHARES TR464288356CALIF MUN BD ETF26,391$1.52M1.17%+5,175+24.4%Added–
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF25434V302ETF35,020$1.41M1.08%−1,087−3.0%Reduced–
PIMCO ETF TR72201R866INTER MUN BD ACT24,296$1.28M0.98%+5,362+28.3%Added–
GLOBAL X FDS37954Y475S&P 500 COVERED31,305$1.28M0.98%+214+0.7%Added–
VANECK ETF TRUST92189H409HIGH YLD MUNIETF24,555$1.26M0.97%+1,525+6.6%Added–
GLOBAL X FDS37954Y632ARTIFICIAL ETF18,964$1.24M0.96%+1,482+8.5%Added–
NVDANVIDIA CORPORATION COMStock6,162$1.23M0.95%+5+0.1%AddedView
GLOBAL X FDS37954Y715RBTCS ARTFL INTE29,660$1.13M0.86%+1,183+4.2%Added–
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF81369Y605ETF20,301$1.09M0.84%−657−3.1%Reduced–
SPDR SERIES TRUST78468R408ST TERM HIGH ETF41,911$1.05M0.81%+6,669+18.9%Added–
GLOBAL X FDS37954Y343GLBL X MLP ETF19,203$1.02M0.78%−377−1.9%Reduced–
FIRST TR EXCHANGE-TRADED FD33734X846NASDAQ CYB ETF10,722$963.37K0.74%+1,399+15.0%Added–
FIRST TR EXCHANGE-TRADED FD33739Q705FT VEST S&P 50017,094$863.23K0.66%−580−3.3%Reduced–
ISHARES TR464287713US TELECOM ETF18,408$778.84K0.60%−2,322−11.2%Reduced–
ISHARES TR46434V4070-5YR HI YL CP18,248$773.89K0.59%+2,118+13.1%Added–
ISHARES ESG AWARE US AGGREGATE BOND ETF46435U549ETF16,222$769.09K0.59%+516+3.3%Added–
ISHARES TR464287150CORE S&P TTL STK4,578$752.03K0.58%00.0%Unchanged–
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF81369Y209ETF4,705$746.53K0.57%−39−0.8%Reduced–
ISHARES TR46435G425ESG AWR MSCI USA4,557$745.87K0.57%+39+0.9%Added–
ISHARES RUSSELL 1000 VALUE ETF464287598ETF2,865$694.56K0.53%+188+7.0%Added–
FIRST TR EXCHANGE-TRADED FD33733E203NY ARCA BIOTECH2,778$688.6K0.53%+134+5.1%Added–
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF78464A409ETF5,682$676.12K0.52%+7+0.1%Added–
TEMA ETF TRUST87975E602US MANUFACTURING10,362$651.46K0.50%+10,362New–
VANGUARD SCOTTSDALE FDS92206C409SHRT TRM CORP BD7,615$601.81K0.46%+1,040+15.8%Added–
TEMA ETF TRUST87975E834ELECTRIFICATION14,107$590.94K0.45%+14,107New–
GLOBAL X FDS37954Y236DATA CTR DIG ETF19,403$589.28K0.45%−4,068−17.3%Reduced–
GLOBAL X FDS37954Y731CONSCIOUS COS12,510$587.73K0.45%−8−0.1%Reduced–
VANGUARD WORLD FD921910873MEGA CAP INDEX2,138$585.05K0.45%−356−14.3%Reduced–
INVESCO EXCH TRADED FD TR II46138E669GLOBAL EX US HGH28,760$566.57K0.44%+4,636+19.2%Added–
DEFIANCE QUANTUM ETF26922A420ETF3,411$564.17K0.43%+300+9.6%Added–
DIREXION SHS ETF TR25459W102DLY TECH BULL 3X2,412$556.78K0.43%+2,412New–
GLOBAL X FDS37954Y616S&P 500 QLT ETF14,717$548.05K0.42%−956−6.1%Reduced–
SPDR SERIES TRUST78468R739ST NUVE TERM ETF10,620$509.37K0.39%+892+9.2%Added–
VANGUARD SHORT-TERM BOND ETF921937827ETF6,444$502.02K0.39%+631+10.9%Added–
FIRST TR EXCHANGE-TRADED FD33738D408FIRST TR TA HIYL12,244$497.72K0.38%+1,878+18.1%Added–
GLOBAL X FDS37960A370U S ELECT ETF14,128$488.96K0.38%+1,193+9.2%Added–
STATE STREET UTILITIES SELECT SECTOR SPDR ETF81369Y886ETF9,235$418.73K0.32%−21−0.2%Reduced–
PROSHARES TR74347R693PSHS ULTRA TECH2,469$383.24K0.29%+2,469New–
STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF78464A847ETF5,433$367.06K0.28%−82−1.5%Reduced–
TWO HBRS INVT CORP90187B804COM28,265$350.77K0.27%−2,517−8.2%Reduced–
GLOBAL X FDS37960A669SUPERDIVIDEND13,964$341.3K0.26%−559−3.8%Reduced–
SPDR INDEX SHS FDS78463X509ST PORT MARK ETF6,036$312.52K0.24%−354−5.5%Reduced–
INVESCO EXCHANGE TRADED FD T46137V464S&P MDCP MOMNTUM1,775$302.01K0.23%+255+16.8%Added–
GLOBAL X FDS37960A529DEFENSE TECH ETF4,988$297.84K0.23%+710+16.6%Added–
ISHARES TR46435G516ESG AW MSCI EAFE2,741$281.82K0.22%+10.0%Added–
DIREXION SHS ETF TR25459W862DRX S&P500BULL921$249.23K0.19%+921New–
ISHARES TR464287515EXPANDED TECH2,682$243.03K0.19%−48−1.8%Reduced–
SPDR SERIES TRUST78464A144ST STR CORPO ETF8,329$241.88K0.19%−883−9.6%Reduced–
SPDR SERIES TRUST78464A490ST STR FTSE ETF5,694$224.29K0.17%−72−1.2%Reduced–
VANGUARD DIVIDEND APPRECIATION ETF921908844ETF920$217.69K0.17%+920New–
ISHARES MSCI USA MOMENTUM FACTOR ETF46432F396ETF622$213.4K0.16%+622New–
ADBEADOBE INC COMStock1,030$211.17K0.16%00.0%UnchangedView
ISHARES CORE S&P 500 ETF464287200ETF282$211.13K0.16%+282New–
ISHARES SEMICONDUCTOR ETF464287523ETF322$206.36K0.16%+322New–
ISHARES TR464288570ESG MSCI KLD ETF1,414$201.38K0.15%+1,414New–

Sold out since Q1 2026 (5)

Positions held at the end of Q1 2026 that are no longer in this filing.

APS Management Group, Inc. positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
BABOEING CO COMStock3,963$788.76K0.68%
GLOBAL X FDS37954Y624AUTONMOUS EV ETF19,258$587.76K0.50%
FIRST TR EXCHANGE-TRADED FD33737A108NASDQ CLN EDGE3,260$533.18K0.46%
FLEXSHARES TR33939L837INTL QLTDV IDX14,657$464.18K0.40%
ISHARES GLOBAL CLEAN ENERGY ETF464288224ETF12,665$231.64K0.20%

13F filings by quarter

APS Management Group, Inc. 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Jul 10, 202677$130.11Mvs. Q1 2026SEC
Q1 2026Apr 15, 202672$116.85Mvs. Q4 2025SEC
Q4 2025Jan 28, 202677$116.82Mvs. Q3 2025SEC
Q3 2025Oct 22, 202573$112.9M–SEC