Apriem Advisors
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Apriem Advisors reported 182 stock positions worth $1.2 billion. Its top holding was Schwab US Large-Cap ETF (SCHX) at 13.8% of the portfolio, followed by Vanguard Total Bond Market (BND, 6.1%) and Apple (AAPL, 6.0%). Compared with Q1 2026, it opened 11 new positions, sold out of 16, added to 71 and reduced 60. The biggest buy was SPDR Gold Minishares Trust (GLDM, shares +202%) and the biggest sale iShares 0-3 Month Treasury B (SGOV, shares −78%).
- Most Recent 13F
- Q2 2026
- Location
- IRVINE, CA
- CIK
- 0001425165
- Portfolio Value
- $1.2B (Q2 2026)
- SEC Filing
- 0001172661-26-003521 ↗ filed Aug 14, 2026
Holdings Value
Holdings 182 stocks · $1.2B
| SCHX Schwab US Large-Cap ETF | 13.81% | 5,419,045 | $159.5M | Reduce -3.8% |
| BND Vanguard Total Bond Market | 6.12% | 963,506 | $70.7M | Add +3.0% |
| AAPL Apple Inc. | 5.97% | 238,452 | $69.0M | Add +1.8% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 4.95% | 349,628 | $57.1M | Add +10.9% |
| MOAT Vaneck Morningstar Wide Moat | 4.26% | 473,733 | $49.2M | Reduce -12.7% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 3.86% | 486,811 | $44.6M | Add +3.6% |
| VEA Vanguard Ftse Developed ETF | 3.57% | 578,734 | $41.2M | Add +1.4% |
| VWO Vanguard Ftse Emerging Marke | 3.53% | 682,576 | $40.7M | Add +7.1% |
| GOOGL Alphabet Inc. Class A | 3.53% | 114,007 | $40.7M | Reduce -0.6% |
| SCHD Schwab US DVD Equity ETF | 3.38% | 1,230,371 | $39.0M | Add +9.9% |
| QQQM Invesco Nasdaq 100 ETF | 2.92% | 111,422 | $33.8M | Add +3.5% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 2.62% | 343,729 | $30.2M | Add +8.9% |
| AMZN Amazon.com Inc. | 1.96% | 95,024 | $22.6M | Add +0.6% |
| LRCX Lam Research Corp. | 1.86% | 49,571 | $21.5M | Reduce -11.5% |
| XOM Exxon Mobil Corp. | 1.73% | 145,798 | $19.9M | Add +1.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.62% | 25,086 | $18.7M | Reduce -0.3% |
| SCHF Schwab Intl Equity ETF | 1.56% | 651,760 | $18.1M | Reduce -12.7% |
| JPM JPMorgan Chase & Co. | 1.26% | 44,544 | $14.6M | Reduce -0.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.19% | 45,306 | $13.7M | Add +10.5% |
| GS Goldman Sachs Group Inc. | 1.10% | 12,602 | $12.7M | Reduce -7.4% |
| GLDM SPDR Gold Minishares Trust | 1.09% | 159,205 | $12.6M | Add +201.9% |
| SCHB Schwab US Broad Market ETF | 1.01% | 404,758 | $11.7M | Add +0.0% |
| MSFT Microsoft Corp. | 0.91% | 28,101 | $10.5M | Reduce -4.6% |
| SCHZ Schwab US Aggregate Bond ETF | 0.87% | 434,154 | $10.0M | Reduce -0.5% |
| NVDA Nvidia Corp. | 0.84% | 48,299 | $9.7M | Reduce -9.5% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.82% | 260,903 | $9.5M | Reduce -4.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.81% | 12,774 | $9.4M | Add +1.3% |
| BTC Grayscale Bitcoin Mini ETF | 0.74% | 330,202 | $8.6M | Add +15.3% |
| AEM Agnico Eagle Mines Ltd. | 0.74% | 55,125 | $8.6M | No change |
| TSLA Tesla Inc. | 0.71% | 19,522 | $8.2M | Add +8.9% |
| IWF iShares Russell 1000 Growth | 0.67% | 62,418 | $7.8M | No change |
| AMD Advanced Micro Devices | 0.64% | 12,686 | $7.4M | Reduce -18.9% |
| KLAC KLA Corp. | 0.62% | 23,912 | $7.2M | Add +0.1% |
| GDX Vaneck Gold Miners ETF | 0.61% | 93,070 | $7.0M | Add +0.6% |
| AVAV Aerovironment Inc. | 0.59% | 40,991 | $6.8M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.57% | 13,256 | $6.6M | Reduce -3.4% |
| CF CF Industries Holdings Inc. | 0.51% | 54,762 | $5.9M | New |
| LMT Lockheed Martin Corp. | 0.51% | 11,541 | $5.9M | Reduce -3.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.47% | 22,173 | $5.4M | Add +9.0% |
| ADSK Autodesk Inc. | 0.43% | 25,837 | $5.0M | Reduce -3.1% |
| RSPT Invesco S&P 500 Equal Weight | 0.41% | 72,565 | $4.7M | Add +1.4% |
| RMD Resmed Inc. | 0.39% | 23,244 | $4.5M | Reduce -19.6% |
| CTAS Cintas Corp. | 0.38% | 25,756 | $4.4M | Reduce -6.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.38% | 5,739 | $4.4M | Reduce -14.4% |
| BA The Boeing Co. | 0.37% | 19,832 | $4.3M | Reduce -11.6% |
| MMM 3M Co. | 0.35% | 25,325 | $4.1M | No change |
| SCHV Schwab US Large-Cap Value | 0.35% | 116,855 | $4.1M | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.35% | 89,400 | $4.1M | No change |
| AVGO Broadcom Inc. | 0.35% | 10,601 | $4.0M | Reduce -7.6% |
| ETN Eaton Corp. PLC | 0.32% | 8,610 | $3.7M | Add +0.0% |
| MELI MercadoLibre Inc. | 0.31% | 2,122 | $3.6M | Reduce -3.4% |
| GOOG Alphabet Inc. Class C | 0.31% | 10,043 | $3.5M | Reduce -22.3% |
| ABBV Abbvie Inc. | 0.30% | 13,674 | $3.4M | Add +1.9% |
| SGOV iShares 0-3 Month Treasury B | 0.28% | 31,870 | $3.2M | Reduce -78.4% |
| MU Micron Technology Inc. | 0.27% | 2,713 | $3.1M | Add +19.7% |
| VYM Vanguard High DVD Yield ETF | 0.27% | 19,536 | $3.1M | Add +39.8% |
| JNJ Johnson & Johnson | 0.27% | 12,145 | $3.1M | Add +0.8% |
| MA Mastercard Inc. Class A | 0.24% | 5,322 | $2.7M | Add +0.4% |
| SMH Vaneck Semiconductor ETF | 0.23% | 4,137 | $2.7M | Reduce -0.7% |
| SNA Snap-on Inc. | 0.23% | 6,698 | $2.7M | Reduce -30.5% |
| COST Costco Wholesale Corp. | 0.23% | 2,815 | $2.6M | Reduce -7.8% |
| VTIP Vanguard Short-Term Tips | 0.23% | 52,110 | $2.6M | Reduce -0.9% |
| IWM iShares Russell 2000 ETF | 0.22% | 8,599 | $2.6M | Add +12.8% |
| PANW Palo Alto Networks Inc. | 0.22% | 7,482 | $2.6M | Reduce -0.3% |
| BX Blackstone Inc. | 0.22% | 21,616 | $2.5M | New |
| LLY Eli Lilly & Co. | 0.22% | 2,119 | $2.5M | Add +15.5% |
| QCOM Qualcomm Inc. | 0.22% | 13,511 | $2.5M | Reduce -0.1% |
| SILJ Amplify Junior Silver Miners | 0.21% | 95,000 | $2.5M | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.21% | 6,689 | $2.4M | Add +3.7% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.21% | 51,292 | $2.4M | Reduce -25.8% |
| SCHG Schwab US Large-Cap Growth | 0.21% | 70,185 | $2.4M | Add +0.3% |
| META Meta Platforms Inc. Class A | 0.20% | 4,201 | $2.4M | Add +0.7% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.19% | 4,150 | $2.2M | No change |
| VOO Vanguard S&P 500 ETF | 0.17% | 2,872 | $2.0M | Reduce -1.6% |
| CSCO Cisco Systems Inc. | 0.16% | 15,561 | $1.8M | Add +0.5% |
| BAC Bank of America Corp. | 0.15% | 30,995 | $1.8M | Reduce -0.7% |
| ADP Automatic Data Processing | 0.15% | 7,760 | $1.7M | Reduce -8.0% |
| CVX Chevron Corp. | 0.14% | 9,999 | $1.7M | Reduce -22.6% |
| SYK Stryker Corp. | 0.14% | 5,077 | $1.6M | Reduce -0.1% |
| SRE Sempra | 0.13% | 16,461 | $1.5M | Add +0.8% |
| SBUX Starbucks Corp. | 0.13% | 14,900 | $1.5M | Add +1.0% |
| PFE Pfizer Inc. | 0.13% | 61,465 | $1.5M | Add +5.7% |
| GDXJ Vaneck Junior Gold Miners | 0.13% | 15,000 | $1.5M | Add +50.0% |
| PH Parker Hannifin Corp. | 0.13% | 1,482 | $1.4M | Add +6.5% |
| SCHA Schwab US Small-Cap ETF | 0.12% | 39,836 | $1.4M | Add +464.3% |
| ED Consolidated Edison Inc. | 0.12% | 12,781 | $1.4M | Add +0.8% |
| MRK Merck & Co. Inc. | 0.12% | 10,808 | $1.4M | Add +2.2% |
| LOW Lowe's Cos Inc. | 0.11% | 5,746 | $1.3M | Reduce -12.4% |
| GEV GE Vernova Inc. | 0.10% | 1,019 | $1.2M | Reduce -49.5% |
| HD Home Depot Inc. | 0.10% | 3,368 | $1.2M | Add +4.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.10% | 11,621 | $1.1M | Reduce -39.5% |
| RTX RTX Corp. | 0.09% | 5,239 | $994K | Reduce -0.5% |
| NFLX Netflix Inc. | 0.08% | 13,662 | $975K | Add +1.9% |
| XLK SS Technology Select Sector | 0.08% | 5,093 | $970K | Add +1.7% |
| AMGN Amgen Inc. | 0.08% | 2,502 | $906K | Add +0.1% |
| MS Morgan Stanley | 0.08% | 4,241 | $887K | Reduce -4.5% |
| GLD SPDR Gold Shares | 0.07% | 2,342 | $863K | No change |
| PG The Procter & Gamble Co. | 0.07% | 5,699 | $836K | Add +0.0% |
| CVBF CVB Financial Corp. | 0.07% | 34,500 | $778K | No change |
| AMAT Applied Materials Inc. | 0.07% | 1,056 | $763K | Add +39.7% |
Portfolio Sells Q1 2026 → Q2 2026
| SGOV iShares 0-3 Month Treasury B | Reduce -78.4% | 0.28% | −1.14 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -12.7% | 4.26% | −0.74 |
| REGN Regeneron Pharmaceuticals | Reduce -94.7% | 0.02% | −0.58 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.40 |
| RMD Resmed Inc. | Reduce -19.6% | 0.39% | −0.23 |
| SCHF Schwab Intl Equity ETF | Reduce -12.7% | 1.56% | −0.20 |
| LMT Lockheed Martin Corp. | Reduce -3.9% | 0.51% | −0.18 |
| ADSK Autodesk Inc. | Reduce -3.1% | 0.43% | −0.17 |
| MSFT Microsoft Corp. | Reduce -4.6% | 0.91% | −0.13 |
| SLB SLB Ltd. | Reduce -25.8% | 0.21% | −0.13 |
| T AT&T Inc. | Sold out | 0.00% | −0.11 |
| CVX Chevron Corp. | Reduce -22.6% | 0.14% | −0.11 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.11 |
| SNA Snap-on Inc. | Reduce -30.5% | 0.23% | −0.10 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -0.5% | 0.87% | −0.10 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.09 |
| DIS The Walt Disney Co. | Reduce -39.5% | 0.10% | −0.08 |
| SLV iShares Silver Trust | Sold out | 0.00% | −0.07 |
| CTAS Cintas Corp. | Reduce -6.6% | 0.38% | −0.07 |
| GEV GE Vernova Inc. | Reduce -49.5% | 0.10% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -7.8% | 0.23% | −0.06 |
| BA The Boeing Co. | Reduce -11.6% | 0.37% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.4% | 0.57% | −0.05 |
| COHR Coherent Corp. | Sold out | 0.00% | −0.05 |
| NVDA Nvidia Corp. | Reduce -9.5% | 0.84% | −0.05 |
| MELI MercadoLibre Inc. | Reduce -3.4% | 0.31% | −0.05 |
| GOOG Alphabet Inc. Class C | Reduce -22.3% | 0.31% | −0.05 |
| CEG Constellation Energy | Sold out | 0.00% | −0.04 |
| LOW Lowe's Cos Inc. | Reduce -12.4% | 0.11% | −0.04 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -4.2% | 0.82% | −0.04 |
| WMT Walmart Inc. | Reduce -43.9% | 0.03% | −0.03 |
| FCX Freeport-McMoran Inc. | Sold out | 0.00% | −0.03 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.03 |
| BRO Brown & Brown Inc. | Sold out | 0.00% | −0.03 |
| DELL Dell Technologies -C | Sold out | 0.00% | −0.03 |
| SPTI SS SPDR P Int Term TSY ETF | Sold out | 0.00% | −0.02 |
| VTIP Vanguard Short-Term Tips | Reduce -0.9% | 0.23% | −0.02 |
| NTRA Natera Inc. | Sold out | 0.00% | −0.02 |
| ARM Arm Holdings PLC-ADR | Sold out | 0.00% | −0.02 |
| SYK Stryker Corp. | Reduce -0.1% | 0.14% | −0.02 |
| CELH Celsius Holdings Inc. | Reduce -12.0% | 0.04% | −0.02 |
| PSLV Sprott Physical Silver Trust | Sold out | 0.00% | −0.02 |
| V Visa Inc. Class A | Reduce -25.4% | 0.06% | −0.02 |
| FAST Fastenal Co. | Reduce -37.8% | 0.03% | −0.02 |
| DSL Doubleline Income Solutions | Sold out | 0.00% | −0.02 |
| ORCL Oracle Corp. | Reduce -25.6% | 0.03% | −0.02 |
| ISRG Intuitive Surgical Inc. | Reduce -17.3% | 0.03% | −0.01 |
| ADP Automatic Data Processing | Reduce -8.0% | 0.15% | −0.01 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -40.1% | 0.04% | −0.01 |
| CRM Salesforce Inc. | Reduce -2.8% | 0.03% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| GLDM SPDR Gold Minishares Trust | Add +201.9% | 1.09% | +0.63 |
| AVAV Aerovironment Inc. | New | 0.59% | +0.59 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Add +10.9% | 4.95% | +0.58 |
| CF CF Industries Holdings Inc. | New | 0.51% | +0.51 |
| QQQM Invesco Nasdaq 100 ETF | Add +3.5% | 2.92% | +0.48 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +8.9% | 2.62% | +0.40 |
| AAPL Apple Inc. | Add +1.8% | 5.97% | +0.30 |
| KLAC KLA Corp. | Add +0.1% | 0.62% | +0.29 |
| VWO Vanguard Ftse Emerging Marke | Add +7.1% | 3.53% | +0.24 |
| BX Blackstone Inc. | New | 0.22% | +0.22 |
| MU Micron Technology Inc. | Add +19.7% | 0.27% | +0.20 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +10.5% | 1.19% | +0.16 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.3% | 0.81% | +0.12 |
| SCHA Schwab US Small-Cap ETF | Add +464.3% | 0.12% | +0.10 |
| SCHD Schwab US DVD Equity ETF | Add +9.9% | 3.38% | +0.10 |
| RSPT Invesco S&P 500 Equal Weight | Add +1.4% | 0.41% | +0.10 |
| AMZN Amazon.com Inc. | Add +0.6% | 1.96% | +0.08 |
| VEA Vanguard Ftse Developed ETF | Add +1.4% | 3.57% | +0.08 |
| TSLA Tesla Inc. | Add +8.9% | 0.71% | +0.07 |
| VYM Vanguard High DVD Yield ETF | Add +39.8% | 0.27% | +0.07 |
| LLY Eli Lilly & Co. | Add +15.5% | 0.22% | +0.06 |
| MRVL Marvell Technology Inc. | New | 0.05% | +0.05 |
| SCHB Schwab US Broad Market ETF | Add +0.0% | 1.01% | +0.05 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +9.0% | 0.47% | +0.04 |
| CSCO Cisco Systems Inc. | Add +0.5% | 0.16% | +0.04 |
| BALT Inn Defined Wealth Shield | New | 0.04% | +0.04 |
| IWM iShares Russell 2000 ETF | Add +12.8% | 0.22% | +0.04 |
| SPCX Space Exploration Techn Class A | New | 0.04% | +0.04 |
| AMAT Applied Materials Inc. | Add +39.7% | 0.07% | +0.04 |
| NET Cloudflare Inc. Class A | New | 0.03% | +0.03 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +3.7% | 0.21% | +0.03 |
| JPIE JPMorgan Income ETF | New | 0.03% | +0.03 |
| ETN Eaton Corp. PLC | Add +0.0% | 0.32% | +0.02 |
| VOOG Vanguard S&P 500 Growth ETF | New | 0.02% | +0.02 |
| XLK SS Technology Select Sector | Add +1.7% | 0.08% | +0.02 |
| CBSH Commerce Bancshares Inc. | New | 0.02% | +0.02 |
| ABBV Abbvie Inc. | Add +1.9% | 0.30% | +0.02 |
| VXUS Vanguard Total Intl Stock | New | 0.02% | +0.02 |
| GDXJ Vaneck Junior Gold Miners | Add +50.0% | 0.13% | +0.01 |
| SCHG Schwab US Large-Cap Growth | Add +0.3% | 0.21% | +0.01 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +32.1% | 0.06% | +0.01 |
| GE General Electric | Add +0.1% | 0.05% | +0.01 |
| TXN Texas Instruments Inc. | Add +0.7% | 0.03% | +0.01 |
| VGT Vanguard Info Tech ETF | Add +2.9% | 0.03% | +0.01 |
| PH Parker Hannifin Corp. | Add +6.5% | 0.13% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +22.6% | 0.03% | +0.01 |
| C Citigroup Inc. | Add +9.5% | 0.04% | +0.01 |
| SBUX Starbucks Corp. | Add +1.0% | 0.13% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.6% | 0.06% | +0.00 |
| XEVVX Eaton Vance Ltd. Durat Inc. | Add +24.2% | 0.03% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 182 | $1.2B | SCHX, BND, AAPL, MGV, MOAT |
| Q1 2026 | 186 | $1.0B | SCHX, BND, AAPL, MOAT, MGV |
| Q4 2025 | 191 | $1.1B | SCHX, BND, AAPL, MOAT, MGK |
| Q3 2025 | 194 | $1.1B | SCHX, BND, AAPL, MOAT, MGK |
| Q2 2025 | 187 | $940.6M | SCHX, BND, AAPL, MOAT, MGK |
| Q1 2025 | 182 | $853.5M | SCHX, BND, AAPL, VEA, MOAT |
| Q4 2024 | 184 | $873.1M | SCHX, AAPL, BND, VEA, AMZN |
| Q3 2024 | 175 | $856.2M | SCHX, BND, AAPL, VEA, SCHF |
| Q2 2024 | 173 | $816.8M | SCHX, BND, AAPL, BIL, VEA |
| Q1 2024 | 172 | $796.0M | SCHX, BND, AAPL, BIL, SCHF |