Apriem Advisors
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Apriem Advisors reported 187 stock positions worth $940.6 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 16.2% of the portfolio, followed by Vanguard Total Bond Market (BND, 6.4%) and Apple (AAPL, 5.1%). Compared with Q1 2025, it opened 11 new positions, sold out of 6, added to 58 and reduced 63. The biggest buy was Vngrd Mrgstr MG CP VL ETF-Ui (MGV, shares +67%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- IRVINE, CA
- CIK
- 0001425165
- Portfolio Value
- $940.6M (Q2 2025)
- SEC Filing
- 0001172661-25-003301 ↗ filed Aug 14, 2025
Holdings Value
Holdings 187 stocks · $940.6M
| SCHX Schwab US Large-Cap ETF | 16.19% | 6,232,397 | $152.3M | Add +1.7% |
| BND Vanguard Total Bond Market | 6.35% | 811,765 | $59.8M | Add +3.5% |
| AAPL Apple Inc. | 5.06% | 231,921 | $47.6M | Reduce -1.3% |
| MOAT Vaneck Morningstar Wide Moat | 4.60% | 460,995 | $43.2M | Add +31.8% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 3.66% | 93,976 | $34.4M | Add +18.6% |
| VEA Vanguard Ftse Developed ETF | 3.66% | 603,275 | $34.4M | Reduce -1.1% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 3.14% | 225,025 | $29.5M | Add +67.2% |
| QQQM Invesco Nasdaq 100 ETF | 2.83% | 117,274 | $26.6M | Add +5.3% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.81% | 287,688 | $26.4M | Add +25.3% |
| AMZN Amazon.com Inc. | 2.63% | 112,942 | $24.8M | Reduce -4.3% |
| GOOGL Alphabet Inc. Class A | 2.20% | 117,673 | $20.7M | Reduce -4.8% |
| SCHF Schwab Intl Equity ETF | 2.16% | 920,172 | $20.3M | Reduce -20.4% |
| MSFT Microsoft Corp. | 2.05% | 38,735 | $19.3M | Add +2.5% |
| SCHD Schwab US DVD Equity ETF | 2.00% | 708,636 | $18.8M | Add +51.4% |
| XOM Exxon Mobil Corp. | 1.61% | 140,299 | $15.1M | Reduce -0.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.53% | 23,228 | $14.4M | Reduce -16.0% |
| JPM JPMorgan Chase & Co. | 1.38% | 44,774 | $13.0M | Reduce -12.1% |
| SPTI SS SPDR P Int Term TSY ETF | 1.36% | 443,144 | $12.7M | Add +0.6% |
| VWO Vanguard Ftse Emerging Marke | 1.24% | 234,934 | $11.6M | Add +7.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.15% | 87,122 | $10.8M | Reduce -17.6% |
| GS Goldman Sachs Group Inc. | 1.15% | 15,238 | $10.8M | Add +2019.3% |
| SCHZ Schwab US Aggregate Bond ETF | 1.13% | 457,705 | $10.6M | Add +0.3% |
| SCHB Schwab US Broad Market ETF | 1.04% | 412,412 | $9.8M | Reduce -1.0% |
| LRCX Lam Research Corp. | 1.04% | 100,743 | $9.8M | Reduce -15.4% |
| ADSK Autodesk Inc. | 0.97% | 29,462 | $9.1M | Reduce -19.7% |
| RMD Resmed Inc. | 0.93% | 34,043 | $8.8M | Reduce -8.0% |
| NVDA Nvidia Corp. | 0.92% | 54,508 | $8.6M | Add +3.4% |
| INTU Intuit Inc. | 0.91% | 10,898 | $8.6M | Reduce -3.2% |
| PYPL PayPal Holdings Inc. | 0.90% | 113,450 | $8.4M | Reduce -21.2% |
| LMT Lockheed Martin Corp. | 0.88% | 17,802 | $8.2M | Reduce -30.7% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.87% | 272,974 | $8.2M | Reduce -7.8% |
| ADBE Adobe Inc. | 0.85% | 20,595 | $8.0M | Reduce -4.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.75% | 14,488 | $7.0M | Reduce -0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.75% | 12,703 | $7.0M | Add +0.7% |
| TSLA Tesla Inc. | 0.72% | 21,447 | $6.8M | Reduce -15.3% |
| CTAS Cintas Corp. | 0.72% | 30,249 | $6.7M | Reduce -23.6% |
| IWF iShares Russell 1000 Growth | 0.70% | 15,554 | $6.6M | Add +0.4% |
| AEM Agnico Eagle Mines Ltd. | 0.70% | 55,230 | $6.6M | Add +0.4% |
| BA The Boeing Co. | 0.53% | 23,585 | $4.9M | Reduce -0.3% |
| GDX Vaneck Gold Miners ETF | 0.51% | 92,535 | $4.8M | Reduce -0.2% |
| SNA Snap-on Inc. | 0.51% | 15,475 | $4.8M | Reduce -52.2% |
| REGN Regeneron Pharmaceuticals | 0.51% | 9,117 | $4.8M | Reduce -26.7% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.44% | 121,939 | $4.1M | Reduce -27.2% |
| MMM 3M Co. | 0.41% | 25,295 | $3.9M | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.39% | 44,800 | $3.7M | No change |
| SCHV Schwab US Large-Cap Value | 0.38% | 128,842 | $3.6M | Reduce -1.1% |
| ADP Automatic Data Processing | 0.37% | 11,325 | $3.5M | Reduce -17.9% |
| AMD Advanced Micro Devices | 0.35% | 22,964 | $3.3M | Add +1.7% |
| ETN Eaton Corp. PLC | 0.34% | 8,936 | $3.2M | Add +0.1% |
| META Meta Platforms Inc. Class A | 0.32% | 4,079 | $3.0M | Add +1.6% |
| RSPT Invesco S&P 500 Equal Weight | 0.31% | 71,549 | $2.9M | Add +0.0% |
| MA Mastercard Inc. Class A | 0.30% | 5,025 | $2.8M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.29% | 11,560 | $2.7M | Add +83.1% |
| COST Costco Wholesale Corp. | 0.28% | 2,669 | $2.6M | Add +3.6% |
| GOOG Alphabet Inc. Class C | 0.28% | 14,636 | $2.6M | Add +8.3% |
| VTIP Vanguard Short-Term Tips | 0.27% | 49,956 | $2.5M | Reduce -0.0% |
| ABBV Abbvie Inc. | 0.26% | 13,277 | $2.5M | Reduce -1.0% |
| AVGO Broadcom Inc. | 0.26% | 8,859 | $2.4M | Reduce -0.3% |
| BTC Grayscale Bitcoin Mini ETF | 0.25% | 49,687 | $2.4M | Add +0.7% |
| SYK Stryker Corp. | 0.25% | 5,922 | $2.3M | Reduce -8.8% |
| KLAC KLA Corp. | 0.25% | 2,581 | $2.3M | No change |
| SCHG Schwab US Large-Cap Growth | 0.24% | 77,470 | $2.3M | Add +1.7% |
| QCOM Qualcomm Inc. | 0.23% | 13,708 | $2.2M | Reduce -0.2% |
| NFLX Netflix Inc. | 0.22% | 1,558 | $2.1M | Reduce -1.7% |
| CVX Chevron Corp. | 0.21% | 13,490 | $1.9M | Add +2.3% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.19% | 4,150 | $1.8M | No change |
| JNJ Johnson & Johnson | 0.19% | 11,883 | $1.8M | Reduce -1.2% |
| IWM iShares Russell 2000 ETF | 0.19% | 8,171 | $1.8M | Add +6.6% |
| VOO Vanguard S&P 500 ETF | 0.18% | 3,051 | $1.7M | Reduce -1.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.17% | 33,713 | $1.6M | Add +17.0% |
| LOW Lowe's Cos Inc. | 0.17% | 7,034 | $1.6M | Reduce -3.0% |
| AMT American Tower Corp. | 0.16% | 6,848 | $1.5M | Reduce -76.8% |
| SBUX Starbucks Corp. | 0.16% | 16,239 | $1.5M | Reduce -0.9% |
| PANW Palo Alto Networks Inc. | 0.15% | 6,978 | $1.4M | Reduce -0.7% |
| SILJ Amplify Junior Silver Miners | 0.15% | 95,000 | $1.4M | No change |
| PFE Pfizer Inc. | 0.15% | 56,588 | $1.4M | Reduce -3.5% |
| LLY Eli Lilly & Co. | 0.14% | 1,719 | $1.3M | Add +119.0% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.14% | 4,774 | $1.3M | Add +4.5% |
| ED Consolidated Edison Inc. | 0.14% | 12,731 | $1.3M | Reduce -0.3% |
| HON Honeywell International Inc. | 0.13% | 5,351 | $1.2M | Add +3.2% |
| SMH Vaneck Semiconductor ETF | 0.12% | 4,165 | $1.2M | No change |
| GEV GE Vernova Inc. | 0.12% | 2,126 | $1.1M | Add +6.5% |
| T AT&T Inc. | 0.12% | 38,793 | $1.1M | Reduce -1.5% |
| CSCO Cisco Systems Inc. | 0.11% | 15,272 | $1.1M | Add +0.1% |
| HD Home Depot Inc. | 0.11% | 2,811 | $1.0M | Add +5.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.11% | 5,070 | $989K | Add +56.2% |
| V Visa Inc. Class A | 0.10% | 2,724 | $967K | No change |
| PG The Procter & Gamble Co. | 0.10% | 6,009 | $957K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.10% | 1,842 | $938K | Add +44.2% |
| PH Parker Hannifin Corp. | 0.10% | 1,307 | $913K | No change |
| RTX RTX Corp. | 0.09% | 5,953 | $869K | Reduce -1.0% |
| MRK Merck & Co. Inc. | 0.09% | 10,704 | $847K | Add +0.3% |
| CELH Celsius Holdings Inc. | 0.09% | 18,149 | $842K | No change |
| SCHW Schwab (charles) Corp. | 0.08% | 8,338 | $761K | Add +2.5% |
| IVV iShares Core S&P 500 ETF | 0.08% | 1,171 | $728K | Add +8.1% |
| EMR Emerson Electric Co. | 0.07% | 5,278 | $704K | Reduce -2.8% |
| NEM Newmont Corp. | 0.07% | 12,032 | $701K | No change |
| AMGN Amgen Inc. | 0.07% | 2,490 | $695K | No change |
| GLD SPDR Gold Shares | 0.07% | 2,272 | $693K | Add +7.3% |
| CVBF CVB Financial Corp. | 0.07% | 34,500 | $683K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -1.3% | 5.06% | −1.06 |
| SNA Snap-on Inc. | Reduce -52.2% | 0.51% | −0.77 |
| AMT American Tower Corp. | Reduce -76.8% | 0.16% | −0.59 |
| SCHF Schwab Intl Equity ETF | Reduce -20.4% | 2.16% | −0.52 |
| LMT Lockheed Martin Corp. | Reduce -30.7% | 0.88% | −0.47 |
| REGN Regeneron Pharmaceuticals | Reduce -26.7% | 0.51% | −0.42 |
| SLB SLB Ltd. | Reduce -27.2% | 0.44% | −0.38 |
| XOM Exxon Mobil Corp. | Reduce -0.9% | 1.61% | −0.36 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -16.0% | 1.53% | −0.29 |
| CTAS Cintas Corp. | Reduce -23.6% | 0.72% | −0.24 |
| PYPL PayPal Holdings Inc. | Reduce -21.2% | 0.90% | −0.20 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.1% | 0.75% | −0.16 |
| ADSK Autodesk Inc. | Reduce -19.7% | 0.97% | −0.16 |
| ADP Automatic Data Processing | Reduce -17.9% | 0.37% | −0.12 |
| ADBE Adobe Inc. | Reduce -4.1% | 0.85% | −0.12 |
| JPM JPMorgan Chase & Co. | Reduce -12.1% | 1.38% | −0.08 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -7.8% | 0.87% | −0.08 |
| DIS The Walt Disney Co. | Reduce -17.6% | 1.15% | −0.07 |
| ABBV Abbvie Inc. | Reduce -1.0% | 0.26% | −0.07 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.05 |
| TSLA Tesla Inc. | Reduce -15.3% | 0.72% | −0.04 |
| JNJ Johnson & Johnson | Reduce -1.2% | 0.19% | −0.04 |
| IJH iShares Core S&P Midcap ETF | Reduce -54.2% | 0.03% | −0.04 |
| RMD Resmed Inc. | Reduce -8.0% | 0.93% | −0.04 |
| GOOGL Alphabet Inc. Class A | Reduce -4.8% | 2.20% | −0.04 |
| SYK Stryker Corp. | Reduce -8.8% | 0.25% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -3.0% | 0.17% | −0.03 |
| SBUX Starbucks Corp. | Reduce -0.9% | 0.16% | −0.03 |
| ED Consolidated Edison Inc. | Reduce -0.3% | 0.14% | −0.03 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.03 |
| PFE Pfizer Inc. | Reduce -3.5% | 0.15% | −0.03 |
| C Citigroup Inc. | Sold out | 0.00% | −0.03 |
| SCHV Schwab US Large-Cap Value | Reduce -1.1% | 0.38% | −0.03 |
| VTIP Vanguard Short-Term Tips | Reduce -0.0% | 0.27% | −0.03 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.02 |
| IBB iShares Biotechnology ETF | Sold out | 0.00% | −0.02 |
| SCHA Schwab US Small-Cap ETF | Sold out | 0.00% | −0.02 |
| QCOM Qualcomm Inc. | Reduce -0.2% | 0.23% | −0.01 |
| PEP Pepsico Inc. | Reduce -0.1% | 0.06% | −0.01 |
| VYM Vanguard High DVD Yield ETF | Reduce -20.7% | 0.03% | −0.01 |
| T AT&T Inc. | Reduce -1.5% | 0.12% | −0.01 |
| NOC Northrop Grumman Corp. | Reduce -5.9% | 0.05% | −0.01 |
| XNCMX Nuveen Ca Amt-FR Muni Inc. | Reduce -0.5% | 0.05% | −0.01 |
| KMB Kimberly-Clark Corp. | Reduce -7.0% | 0.03% | −0.01 |
| CLX Clorox Company | Reduce -2.2% | 0.02% | −0.01 |
| MDT Medtronic PLC | Reduce -5.7% | 0.04% | −0.01 |
| PFF iShares Preferred & Income S | Reduce -15.5% | 0.02% | −0.01 |
| NAC Nuveen Ca QLTY Muni Inc. | Reduce -3.4% | 0.05% | −0.01 |
| SCHB Schwab US Broad Market ETF | Reduce -1.0% | 1.04% | −0.01 |
| VGT Vanguard Info Tech ETF | Reduce -27.0% | 0.03% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Add +67.2% | 3.14% | +1.11 |
| GS Goldman Sachs Group Inc. | Add +2019.3% | 1.15% | +1.10 |
| MOAT Vaneck Morningstar Wide Moat | Add +31.8% | 4.60% | +0.99 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +18.6% | 3.66% | +0.79 |
| SCHD Schwab US DVD Equity ETF | Add +51.4% | 2.00% | +0.46 |
| MSFT Microsoft Corp. | Add +2.5% | 2.05% | +0.39 |
| SCHX Schwab US Large-Cap ETF | Add +1.7% | 16.19% | +0.34 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +25.3% | 2.81% | +0.34 |
| QQQM Invesco Nasdaq 100 ETF | Add +5.3% | 2.83% | +0.31 |
| NVDA Nvidia Corp. | Add +3.4% | 0.92% | +0.25 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +83.1% | 0.29% | +0.13 |
| VWO Vanguard Ftse Emerging Marke | Add +7.5% | 1.24% | +0.08 |
| AMD Advanced Micro Devices | Add +1.7% | 0.35% | +0.07 |
| LLY Eli Lilly & Co. | Add +119.0% | 0.14% | +0.07 |
| ETN Eaton Corp. PLC | Add +0.1% | 0.34% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.7% | 0.75% | +0.05 |
| META Meta Platforms Inc. Class A | Add +1.6% | 0.32% | +0.05 |
| GEV GE Vernova Inc. | Add +6.5% | 0.12% | +0.05 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +44.2% | 0.10% | +0.05 |
| IWF iShares Russell 1000 Growth | Add +0.4% | 0.70% | +0.05 |
| BTC Grayscale Bitcoin Mini ETF | Add +0.7% | 0.25% | +0.04 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +56.2% | 0.11% | +0.03 |
| IBIT iShares Bitcoin Trust ETF | New | 0.03% | +0.03 |
| CPRT Copart Inc. | New | 0.03% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +8.3% | 0.28% | +0.03 |
| BAC Bank of America Corp. | Add +17.0% | 0.17% | +0.03 |
| CRM Salesforce Inc. | Add +103.4% | 0.06% | +0.03 |
| ZMAR Inovatr E D PRCT ETF - 1 Mar | New | 0.03% | +0.03 |
| SPTM SS SPDR P S&P 1500 Comp ETF | New | 0.03% | +0.03 |
| SEIC Sei Investments Company | New | 0.03% | +0.03 |
| FCX Freeport-McMoran Inc. | New | 0.03% | +0.03 |
| MU Micron Technology Inc. | New | 0.02% | +0.02 |
| CMG Chipotle Mexican Grill Inc. | New | 0.02% | +0.02 |
| AHR American Healthcare REIT Inc. | New | 0.02% | +0.02 |
| RSPT Invesco S&P 500 Equal Weight | Add +0.0% | 0.31% | +0.02 |
| KO The Coca-Cola Co. | New | 0.02% | +0.02 |
| IRM Iron Mountain Inc. | New | 0.02% | +0.02 |
| ORCL Oracle Corp. | Add +1.7% | 0.06% | +0.02 |
| SCHG Schwab US Large-Cap Growth | Add +1.7% | 0.24% | +0.02 |
| WMT Walmart Inc. | Add +39.0% | 0.06% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +19.8% | 0.04% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | Add +0.5% | 0.04% | +0.01 |
| MS Morgan Stanley | Add +9.0% | 0.07% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +6.6% | 0.19% | +0.01 |
| GE General Electric | Add +6.3% | 0.04% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +7.2% | 0.05% | +0.01 |
| SCHW Schwab (charles) Corp. | Add +2.5% | 0.08% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +8.1% | 0.08% | +0.01 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +4.5% | 0.14% | +0.01 |
| HON Honeywell International Inc. | Add +3.2% | 0.13% | +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 |