Q2 2026 13F · SEC CIK 1425165

Apriem Advisors

Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.2B
Reported positions: 182
Top holdings a year, 3 yrs: +14.7%
Assets under management: $1.5B

Apriem Advisors is a wealth manager that reported 182 positions worth $1.2B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Schwab Strategic Tr (SCHX, 13.8%), Vanguard Bd Index Fds (BND, 6.1%), Apple Inc (AAPL, 6.0%). A portfolio copying its top holdings returned 14.7% a year over the last 3 years, against 20.4% for the S&P 500.

Apriem Advisors holdings largest 50 of 182 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Apriem Advisors 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SCHXSchwab Strategic Tr	13.8%	13.8%	5,419,045	-3.8%	$159.5M
BNDVanguard Bd Index Fds	6.1%	6.6%	963,506	+3.0%	$70.7M
AAPLApple Inc	6.0%	5.7%	238,452	+1.8%	$69.0M
MGVVanguard World Fd	4.9%	4.4%	349,628	+10.9%	$57.1M
MOATVaneck Morningstar Wide Moat ETF	4.3%	5.0%	473,733	-12.7%	$49.2M
BILSpdr Series Trust	3.9%	4.1%	486,811	+3.6%	$44.6M
VEAVanguard Ftse Developed Markets Index Fu	3.6%	3.5%	578,734	+1.4%	$41.2M
VWOVanguard Intl Equity Index F	3.5%	3.3%	682,576	+7.1%	$40.7M
GOOGLAlphabet Inc	3.5%	3.1%	114,007	-0.6%	$40.7M
SCHDSchwab Strategic Tr	3.4%	3.3%	1,230,371	+9.9%	$39.0M
QQQMInvesco Exch Traded Fd Tr II	2.9%	2.4%	111,422	+3.5%	$33.8M
MGKVanguard World Fd	2.6%	2.2%	343,729	+444.3%	$30.2M
AMZNAmazon Com Inc	2.0%	1.9%	95,024	+0.6%	$22.6M
LRCXLam Research Corp	1.9%	1.1%	49,571	-11.5%	$21.5M
XOMExxon Mobil Corp	1.7%	2.3%	145,798	+1.7%	$19.9M
SPYState Str Spdr S&p 500 ETF T	1.6%	1.6%	25,086	-0.3%	$18.7M
SCHFSchwab Strategic Tr	1.6%	1.8%	651,760	-12.7%	$18.1M
JPMJpmorgan Chase & Co	1.3%	1.3%	44,544	-0.3%	$14.6M
VBVanguard Index Fds	1.2%	1.0%	45,306	+10.5%	$13.7M
GSGoldman Sachs Group Inc	1.1%	1.1%	12,602	-7.4%	$12.7M
GLDMWorld Gold Tr	1.1%	0.5%	159,205	+201.9%	$12.6M
SCHBSchwab Strategic Tr	1.0%	1.0%	404,758	+0.0%	$11.7M
MSFTMicrosoft Corp	0.9%	1.0%	28,101	-4.6%	$10.5M
SCHZSchwab Strategic Tr	0.9%	1.0%	434,154	-0.5%	$10.0M
NVDANvidia Corporation	0.8%	0.9%	48,299	-9.5%	$9.7M
SCHESchwab Strategic Tr	0.8%	0.9%	260,903	-4.2%	$9.5M
QQQInvesco Qqq Tr	0.8%	0.7%	12,774	+1.3%	$9.4M
BTCGrayscale Bitcoin Mini Tr Et	0.7%	0.8%	330,202	+15.4%	$8.6M
AEMAgnico Eagle Mines Ltd	0.7%	1.1%	55,125	+0.0%	$8.6M
TSLATesla Inc	0.7%	0.6%	19,522	+8.9%	$8.2M
IWFIshares Tr	0.7%	0.6%	62,418	+300.2%	$7.8M
AMDAdvanced Micro Devices Inc	0.6%	—	12,686	—	$7.4M
KLACKla Corp	0.6%	0.3%	23,912	+901.3%	$7.2M
GDXVaneck ETF Trust	0.6%	0.8%	93,070	+0.6%	$7.0M
AVAVAerovironment Inc	0.6%	—	40,991	—	$6.8M
BRK-BBerkshire Hathaway Inc Del	0.6%	0.6%	13,256	-3.4%	$6.6M
CFCf Industries Hold	0.5%	—	54,762	—	$5.9M
LMTLockheed Martin Corp	0.5%	0.7%	11,541	-3.9%	$5.9M
VBRVanguard Index Fds	0.5%	0.4%	22,173	+9.0%	$5.4M
ADSKAutodesk Inc	0.4%	0.6%	25,837	-3.1%	$5.0M
RYTInvesco Exchange Traded Fd T	0.4%	—	72,565	—	$4.7M
RMDResmed Inc	0.4%	0.6%	23,244	-19.6%	$4.5M
CTASCintas Corp	0.4%	0.4%	25,756	-6.6%	$4.4M
CRWDCrowdstrike Hldgs Inc	0.4%	—	5,739	—	$4.4M
BABoeing Co	0.4%	0.4%	19,832	-11.6%	$4.3M
MMM3m Co	0.4%	0.4%	25,325	+0.0%	$4.1M
SCHVSchwab Strategic Tr	0.4%	0.3%	116,855	+0.0%	$4.1M
XLUSelect Sector Spdr Tr	0.4%	0.4%	89,400	+0.0%	$4.1M
AVGOBroadcom Inc	0.3%	0.3%	10,601	-7.6%	$4.0M
ETNEaton Corp PLC	0.3%	—	8,610	—	$3.7M

What Apriem Advisors bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

KLAC Kla Corp+901.3% shares
MGK Vanguard World Fd+444.3% shares
IWF Ishares Tr+300.2% shares
GLDM World Gold Tr+201.9% shares
BTC Grayscale Bitcoin Mini Tr Et+15.4% shares
MGV Vanguard World Fd+10.9% shares
VB Vanguard Index Fds+10.5% shares
SCHD Schwab Strategic Tr+9.9% shares

Reduced

RMD Resmed Inc-19.6% shares
SCHF Schwab Strategic Tr-12.7% shares
MOAT Vaneck Morningstar Wide Moat ETF-12.7% shares
BA Boeing Co-11.6% shares
LRCX Lam Research Corp-11.5% shares
NVDA Nvidia Corporation-9.5% shares
AVGO Broadcom Inc-7.6% shares
GS Goldman Sachs Group Inc-7.4% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +21.0% /yr; S&P 500 +20.1%
3 years: +14.7% /yr; S&P 500 +20.4%
5 years: +6.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.2B	182
Q1 2026	$1.0B	186
Q4 2025	$1.1B	191
Q3 2025	$1.1B	194
Q2 2025	$940.6M	187
Q1 2025	$853.5M	182
Q4 2024	$873.1M	184
Q3 2024	$856.2M	175
Q2 2024	$816.8M	173
Q1 2024	$796.0M	172
Q4 2023	$748.5M	151
Q3 2023	$682.4M	142

Questions about Apriem Advisors's portfolio

What stocks does Apriem Advisors own?

Apriem Advisors's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 182 positions worth $1.2B. The largest are Schwab Strategic Tr (SCHX) at 13.8%, Vanguard Bd Index Fds (BND) at 6.1%, Apple Inc (AAPL) at 6.0%, Vanguard World Fd (MGV) at 4.9% and Vaneck Morningstar Wide Moat ETF (MOAT) at 4.3%.

What did Apriem Advisors buy last quarter?

In Q2 2026, Apriem Advisors added Kla Corp (KLAC) (+901.3% shares), Vanguard World Fd (MGK) (+444.3% shares) and Ishares Tr (IWF) (+300.2% shares), compared with its Q1 2026 filing.

What did Apriem Advisors sell last quarter?

In Q2 2026, Apriem Advisors cut from its top 50 Ishares Tr (SGOV), cut from its top 50 Regeneron Pharmaceuticals (REGN), cut from its top 50 Intuit (INTU), cut from its top 50 Mercadolibre Inc (MELI), cut from its top 50 Alphabet Inc (GOOG), Resmed Inc (RMD) (-19.6% shares), Schwab Strategic Tr (SCHF) (-12.7% shares) and Vaneck Morningstar Wide Moat ETF (MOAT) (-12.7% shares), compared with its Q1 2026 filing.

How has Apriem Advisors's portfolio performed?

A portfolio copying Apriem Advisors's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +21.0% against +20.1%. Over 5 years: +6.6% a year against +11.6%.

When is Apriem Advisors's next 13F filing due?

13F filings are due 45 days after each quarter ends. Apriem Advisors's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Apriem Advisors manage?

Apriem Advisors reported $1.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.2B.