SEC 13F Intelligence

Vivid Wealth Management, LLC / AAPL

Vivid Wealth Management, LLC’s Apple Inc Position

Does Vivid Wealth Management, LLC own Apple Inc (AAPL)? Yes — 11.7K shares worth $3M (+1.20% of its 13F portfolio) as of Q1 2026, down from 11.8K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
11.7K
% of Portfolio
+1.20%
Quarters Held
10
currently held

Position History AAPL

Reported value by quarter
Q4 ’23: $4MQ4 ’23Q1 ’24: $4MQ2 ’24: $3MQ2 ’24Q3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $3MQ2 ’25Q3 ’25: $3MQ4 ’25: $3MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202611.7K$3M+1.20%
Q4 202511.8K$3M+1.25%
Q3 202512.7K$3M+1.29%
Q2 202513.2K$3M+1.19%
Q1 202513.4K$3M+1.49%
Q4 202413.9K$3M+1.76%
Q3 202413.8K$3M+1.68%
Q2 202415.1K$3M+1.78%
Q1 202422.0K$4M+2.36%
Q4 202322.0K$4M+2.88%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Vivid Wealth Management, LLC’s full portfolio or all institutional holders of AAPL.