Apriem Advisors
$1.2B 13F equity value
198 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Apriem Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 5,419,045 | $159M | 13.8% |
| BND | VANGUARD BD INDEX FDS | 963,506 | $71M | 6.1% |
| AAPL | APPLE INC | 238,452 | $69M | 6.0% |
| MGV | VANGUARD WORLD FD | 349,628 | $57M | 4.9% |
| MOAT | VANECK ETF TRUST | 473,733 | $49M | 4.3% |
| BIL | SPDR SERIES TRUST | 486,811 | $45M | 3.9% |
| VEA | VANGUARD TAX-MANAGED FDS | 578,734 | $41M | 3.6% |
| VWO | VANGUARD INTL EQUITY INDEX F | 682,576 | $41M | 3.5% |
| GOOGL | ALPHABET INC | 114,007 | $41M | 3.5% |
| SCHD | SCHWAB STRATEGIC TR | 1,230,371 | $39M | 3.4% |
Track Apriem Advisors's 13F portfolio: $1.2B in reported holdings, 198 positions. Top holdings and quarterly changes on SentiSense.
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