Apriem Advisors
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 10, 2025), Apriem Advisors reported 194 stock positions worth $1.1 billion. Its top holding was Schwab US Large-Cap ETF (SCHX) at 16.0% of the portfolio, followed by Vanguard Total Bond Market (BND, 7.1%) and Apple (AAPL, 5.6%). Compared with Q2 2025, it opened 14 new positions, sold out of 7, added to 66 and reduced 74. The biggest buy was Vanguard Total Bond Market (BND, shares +25%) and the biggest sale Vanguard Ftse Developed ETF (VEA, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- IRVINE, CA
- CIK
- 0001425165
- Portfolio Value
- $1.1B (Q3 2025)
- SEC Filing
- 0001172661-25-004676 ↗ filed Nov 10, 2025
Holdings Value
Holdings 194 stocks · $1.1B
| SCHX Schwab US Large-Cap ETF | 15.96% | 6,405,179 | $168.7M | Add +2.8% |
| BND Vanguard Total Bond Market | 7.13% | 1,013,920 | $75.4M | Add +24.9% |
| AAPL Apple Inc. | 5.64% | 234,246 | $59.6M | Add +1.0% |
| MOAT Vaneck Morningstar Wide Moat | 4.63% | 493,823 | $48.9M | Add +7.1% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 3.74% | 98,337 | $39.6M | Add +4.6% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 3.58% | 412,271 | $37.8M | Add +43.3% |
| VEA Vanguard Ftse Developed ETF | 3.28% | 578,797 | $34.7M | Reduce -4.1% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 3.23% | 248,084 | $34.2M | Add +10.3% |
| QQQM Invesco Nasdaq 100 ETF | 2.81% | 120,226 | $29.7M | Add +2.5% |
| GOOGL Alphabet Inc. Class A | 2.69% | 117,050 | $28.5M | Reduce -0.5% |
| AMZN Amazon.com Inc. | 2.33% | 111,949 | $24.6M | Reduce -0.9% |
| SCHD Schwab US DVD Equity ETF | 2.05% | 792,245 | $21.6M | Add +11.8% |
| MSFT Microsoft Corp. | 1.86% | 37,873 | $19.6M | Reduce -2.2% |
| SCHF Schwab Intl Equity ETF | 1.81% | 821,822 | $19.1M | Reduce -10.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.61% | 25,610 | $17.1M | Add +10.3% |
| XOM Exxon Mobil Corp. | 1.47% | 137,441 | $15.5M | Reduce -2.0% |
| JPM JPMorgan Chase & Co. | 1.35% | 45,383 | $14.3M | Add +1.4% |
| VWO Vanguard Ftse Emerging Marke | 1.31% | 256,340 | $13.9M | Add +9.1% |
| LRCX Lam Research Corp. | 1.23% | 97,305 | $13.0M | Reduce -3.4% |
| SPTI SS SPDR P Int Term TSY ETF | 1.21% | 441,440 | $12.8M | Reduce -0.4% |
| GS Goldman Sachs Group Inc. | 1.09% | 14,433 | $11.5M | Reduce -5.3% |
| SCHZ Schwab US Aggregate Bond ETF | 1.02% | 460,500 | $10.8M | Add +0.6% |
| SCHB Schwab US Broad Market ETF | 1.00% | 412,637 | $10.6M | Add +0.1% |
| NVDA Nvidia Corp. | 0.94% | 53,126 | $9.9M | Reduce -2.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.91% | 84,238 | $9.6M | Reduce -3.3% |
| AEM Agnico Eagle Mines Ltd. | 0.88% | 55,230 | $9.3M | No change |
| TSLA Tesla Inc. | 0.87% | 20,793 | $9.2M | Reduce -3.0% |
| ADSK Autodesk Inc. | 0.84% | 28,063 | $8.9M | Reduce -4.8% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.84% | 267,129 | $8.9M | Reduce -2.1% |
| RMD Resmed Inc. | 0.81% | 31,152 | $8.5M | Reduce -8.5% |
| LMT Lockheed Martin Corp. | 0.75% | 15,785 | $7.9M | Reduce -11.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.72% | 12,704 | $7.6M | Add +0.0% |
| PYPL PayPal Holdings Inc. | 0.70% | 110,239 | $7.4M | Reduce -2.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.69% | 14,613 | $7.3M | Add +0.9% |
| IWF iShares Russell 1000 Growth | 0.69% | 15,661 | $7.3M | Add +0.7% |
| INTU Intuit Inc. | 0.68% | 10,479 | $7.2M | Reduce -3.8% |
| GDX Vaneck Gold Miners ETF | 0.67% | 92,538 | $7.1M | Add +0.0% |
| ADBE Adobe Inc. | 0.64% | 19,317 | $6.8M | Reduce -6.2% |
| CPRT Copart Inc. | 0.64% | 149,726 | $6.7M | Add +2528.2% |
| CTAS Cintas Corp. | 0.56% | 29,071 | $6.0M | Reduce -3.9% |
| BA The Boeing Co. | 0.48% | 23,499 | $5.1M | Reduce -0.4% |
| REGN Regeneron Pharmaceuticals | 0.46% | 8,648 | $4.9M | Reduce -5.1% |
| AVGO Broadcom Inc. | 0.44% | 14,077 | $4.6M | Add +58.9% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.39% | 118,746 | $4.1M | Reduce -2.6% |
| MMM 3M Co. | 0.37% | 25,298 | $3.9M | Add +0.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.37% | 44,800 | $3.9M | No change |
| SCHV Schwab US Large-Cap Value | 0.35% | 128,057 | $3.7M | Reduce -0.6% |
| SNA Snap-on Inc. | 0.34% | 10,473 | $3.6M | Reduce -32.3% |
| GOOG Alphabet Inc. Class C | 0.31% | 13,510 | $3.3M | Reduce -7.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.31% | 12,757 | $3.2M | Add +10.3% |
| ETN Eaton Corp. PLC | 0.30% | 8,603 | $3.2M | Reduce -3.7% |
| RSPT Invesco S&P 500 Equal Weight | 0.30% | 71,551 | $3.2M | Add +0.0% |
| ABBV Abbvie Inc. | 0.30% | 13,488 | $3.1M | Add +1.6% |
| META Meta Platforms Inc. Class A | 0.28% | 4,029 | $3.0M | Reduce -1.2% |
| MA Mastercard Inc. Class A | 0.27% | 5,067 | $2.9M | Add +0.8% |
| KLAC KLA Corp. | 0.26% | 2,514 | $2.7M | Reduce -2.6% |
| AMD Advanced Micro Devices | 0.25% | 16,625 | $2.7M | Reduce -27.6% |
| ADP Automatic Data Processing | 0.25% | 9,057 | $2.7M | Reduce -20.0% |
| BTC Grayscale Bitcoin Mini ETF | 0.25% | 51,954 | $2.6M | Add +4.6% |
| VTIP Vanguard Short-Term Tips | 0.24% | 49,977 | $2.5M | Add +0.0% |
| COST Costco Wholesale Corp. | 0.24% | 2,723 | $2.5M | Add +2.0% |
| SCHG Schwab US Large-Cap Growth | 0.23% | 77,581 | $2.5M | Add +0.1% |
| QCOM Qualcomm Inc. | 0.21% | 13,531 | $2.3M | Reduce -1.3% |
| JNJ Johnson & Johnson | 0.21% | 11,910 | $2.2M | Add +0.2% |
| SILJ Amplify Junior Silver Miners | 0.21% | 95,000 | $2.2M | No change |
| CVX Chevron Corp. | 0.20% | 13,635 | $2.1M | Add +1.1% |
| SYK Stryker Corp. | 0.19% | 5,441 | $2.0M | Reduce -8.1% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.18% | 4,150 | $1.9M | No change |
| NFLX Netflix Inc. | 0.18% | 1,567 | $1.9M | Add +0.6% |
| VOO Vanguard S&P 500 ETF | 0.18% | 3,038 | $1.9M | Reduce -0.4% |
| IWM iShares Russell 2000 ETF | 0.18% | 7,679 | $1.9M | Reduce -6.0% |
| LOW Lowe's Cos Inc. | 0.17% | 7,069 | $1.8M | Add +0.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.15% | 31,729 | $1.6M | Reduce -5.9% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.14% | 5,107 | $1.5M | Add +7.0% |
| LLY Eli Lilly & Co. | 0.14% | 1,940 | $1.5M | Add +12.9% |
| SRE Sempra | 0.14% | 16,366 | $1.5M | New |
| PFE Pfizer Inc. | 0.14% | 56,475 | $1.4M | Reduce -0.2% |
| PANW Palo Alto Networks Inc. | 0.13% | 6,929 | $1.4M | Reduce -0.7% |
| SMH Vaneck Semiconductor ETF | 0.13% | 4,165 | $1.4M | No change |
| SBUX Starbucks Corp. | 0.13% | 15,870 | $1.3M | Reduce -2.3% |
| GEV GE Vernova Inc. | 0.12% | 2,110 | $1.3M | Reduce -0.8% |
| AMT American Tower Corp. | 0.12% | 6,728 | $1.3M | Reduce -1.8% |
| ED Consolidated Edison Inc. | 0.12% | 12,742 | $1.3M | Add +0.1% |
| HD Home Depot Inc. | 0.12% | 3,002 | $1.2M | Add +6.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.11% | 5,747 | $1.2M | Add +13.3% |
| HON Honeywell International Inc. | 0.11% | 5,414 | $1.1M | Add +1.2% |
| T AT&T Inc. | 0.10% | 38,869 | $1.1M | Add +0.2% |
| CSCO Cisco Systems Inc. | 0.10% | 15,398 | $1.1M | Add +0.8% |
| CELH Celsius Holdings Inc. | 0.10% | 18,144 | $1.0M | Reduce -0.0% |
| NEM Newmont Corp. | 0.10% | 12,015 | $1.0M | Reduce -0.1% |
| RTX RTX Corp. | 0.09% | 5,985 | $1.0M | Add +0.5% |
| V Visa Inc. Class A | 0.09% | 2,685 | $917K | Reduce -1.4% |
| PLTR Palantir Technologies Inc. Class A | 0.09% | 4,998 | $912K | Add +76.5% |
| MRK Merck & Co. Inc. | 0.08% | 10,489 | $880K | Reduce -2.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.08% | 1,776 | $871K | Reduce -3.6% |
| NOC Northrop Grumman Corp. | 0.08% | 1,427 | $870K | Add +42.7% |
| IVV iShares Core S&P 500 ETF | 0.08% | 1,297 | $868K | Add +10.8% |
| PH Parker Hannifin Corp. | 0.08% | 1,128 | $855K | Reduce -13.7% |
| PG The Procter & Gamble Co. | 0.08% | 5,518 | $848K | Reduce -8.2% |
| ORCL Oracle Corp. | 0.08% | 2,924 | $822K | Add +5.5% |
Portfolio Sells Q2 2025 → Q3 2025
| VEA Vanguard Ftse Developed ETF | Reduce -4.1% | 3.28% | −0.38 |
| SCHF Schwab Intl Equity ETF | Reduce -10.7% | 1.81% | −0.35 |
| AMZN Amazon.com Inc. | Reduce -0.9% | 2.33% | −0.31 |
| DIS The Walt Disney Co. | Reduce -3.3% | 0.91% | −0.24 |
| INTU Intuit Inc. | Reduce -3.8% | 0.68% | −0.24 |
| ADBE Adobe Inc. | Reduce -6.2% | 0.64% | −0.20 |
| PYPL PayPal Holdings Inc. | Reduce -2.8% | 0.70% | −0.20 |
| MSFT Microsoft Corp. | Reduce -2.2% | 1.86% | −0.19 |
| SNA Snap-on Inc. | Reduce -32.3% | 0.34% | −0.17 |
| CTAS Cintas Corp. | Reduce -3.9% | 0.56% | −0.15 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -0.4% | 1.21% | −0.15 |
| XOM Exxon Mobil Corp. | Reduce -2.0% | 1.47% | −0.14 |
| LMT Lockheed Martin Corp. | Reduce -11.3% | 0.75% | −0.13 |
| RMD Resmed Inc. | Reduce -8.5% | 0.81% | −0.13 |
| ADSK Autodesk Inc. | Reduce -4.8% | 0.84% | −0.13 |
| ADP Automatic Data Processing | Reduce -20.0% | 0.25% | −0.12 |
| AMD Advanced Micro Devices | Reduce -27.6% | 0.25% | −0.09 |
| GS Goldman Sachs Group Inc. | Reduce -5.3% | 1.09% | −0.06 |
| SYK Stryker Corp. | Reduce -8.1% | 0.19% | −0.06 |
| SLB SLB Ltd. | Reduce -2.6% | 0.39% | −0.05 |
| REGN Regeneron Pharmaceuticals | Reduce -5.1% | 0.46% | −0.05 |
| BA The Boeing Co. | Reduce -0.4% | 0.48% | −0.05 |
| ANSS Ansys Inc. | Sold out | 0.00% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -1.2% | 0.28% | −0.04 |
| AMT American Tower Corp. | Reduce -1.8% | 0.12% | −0.04 |
| ETN Eaton Corp. PLC | Reduce -3.7% | 0.30% | −0.03 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -2.1% | 0.84% | −0.03 |
| SBUX Starbucks Corp. | Reduce -2.3% | 0.13% | −0.03 |
| FPE FT-Preferred Secur & Inc. ETF | Sold out | 0.00% | −0.03 |
| SCHV Schwab US Large-Cap Value | Reduce -0.6% | 0.35% | −0.03 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Sold out | 0.00% | −0.03 |
| PFF iShares Preferred & Income S | Sold out | 0.00% | −0.02 |
| GKOS Glaukos Corp. | Sold out | 0.00% | −0.02 |
| COR Cencora Inc. | Reduce -32.6% | 0.04% | −0.02 |
| TGT Target Corp. | Sold out | 0.00% | −0.02 |
| ISRG Intuitive Surgical Inc. | Reduce -7.7% | 0.05% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -8.2% | 0.08% | −0.02 |
| CLX Clorox Company | Sold out | 0.00% | −0.02 |
| QCOM Qualcomm Inc. | Reduce -1.3% | 0.21% | −0.02 |
| PANW Palo Alto Networks Inc. | Reduce -0.7% | 0.13% | −0.02 |
| CRM Salesforce Inc. | Reduce -9.6% | 0.04% | −0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -3.6% | 0.08% | −0.02 |
| PH Parker Hannifin Corp. | Reduce -13.7% | 0.08% | −0.02 |
| V Visa Inc. Class A | Reduce -1.4% | 0.09% | −0.02 |
| BAC Bank of America Corp. | Reduce -5.9% | 0.15% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -8.2% | 0.05% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -6.0% | 0.18% | −0.01 |
| XEVVX Eaton Vance Ltd. Durat Inc. | Reduce -17.1% | 0.03% | −0.01 |
| NAC Nuveen Ca QLTY Muni Inc. | Reduce -14.4% | 0.04% | −0.01 |
| SCHW Schwab (charles) Corp. | Reduce -6.5% | 0.07% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| BND Vanguard Total Bond Market | Add +24.9% | 7.13% | +0.78 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +43.3% | 3.58% | +0.77 |
| CPRT Copart Inc. | Add +2528.2% | 0.64% | +0.61 |
| AAPL Apple Inc. | Add +1.0% | 5.64% | +0.58 |
| AVGO Broadcom Inc. | Add +58.9% | 0.44% | +0.18 |
| GDX Vaneck Gold Miners ETF | Add +0.0% | 0.67% | +0.16 |
| SRE Sempra | New | 0.14% | +0.14 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Add +10.3% | 3.23% | +0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +10.3% | 1.61% | +0.09 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +4.6% | 3.74% | +0.09 |
| VWO Vanguard Ftse Emerging Marke | Add +9.1% | 1.31% | +0.08 |
| SCHD Schwab US DVD Equity ETF | Add +11.8% | 2.05% | +0.05 |
| PLTR Palantir Technologies Inc. Class A | Add +76.5% | 0.09% | +0.05 |
| MOAT Vaneck Morningstar Wide Moat | Add +7.1% | 4.63% | +0.03 |
| ABBV Abbvie Inc. | Add +1.6% | 0.30% | +0.03 |
| NOC Northrop Grumman Corp. | Add +42.7% | 0.08% | +0.03 |
| GDXJ Vaneck Junior Gold Miners | New | 0.03% | +0.03 |
| COHR Coherent Corp. | New | 0.02% | +0.02 |
| C Citigroup Inc. | New | 0.02% | +0.02 |
| PBF PBF Energy Inc. Class A | New | 0.02% | +0.02 |
| INTC Intel Corp. | New | 0.02% | +0.02 |
| IBB iShares Biotechnology ETF | New | 0.02% | +0.02 |
| UBER Uber Technologies Inc. | New | 0.02% | +0.02 |
| GM General Motors Co. | New | 0.02% | +0.02 |
| NET Cloudflare Inc. Class A | New | 0.02% | +0.02 |
| SDY SS SPDR S&P Dividend ETF | New | 0.02% | +0.02 |
| DELL Dell Technologies -C | New | 0.02% | +0.02 |
| PSX Phillips 66 | New | 0.02% | +0.02 |
| SCHA Schwab US Small-Cap ETF | New | 0.02% | +0.02 |
| KO The Coca-Cola Co. | Add +114.5% | 0.04% | +0.02 |
| JNJ Johnson & Johnson | Add +0.2% | 0.21% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +10.3% | 0.31% | +0.02 |
| ORCL Oracle Corp. | Add +5.5% | 0.08% | +0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +13.3% | 0.11% | +0.01 |
| HD Home Depot Inc. | Add +6.8% | 0.12% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +10.8% | 0.08% | +0.00 |
| GE General Electric | Add +5.5% | 0.04% | +0.00 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +7.0% | 0.14% | +0.00 |
| RTX RTX Corp. | Add +0.5% | 0.09% | +0.00 |
| LOW Lowe's Cos Inc. | Add +0.5% | 0.17% | +0.00 |
| PHYS Sprott Physical Gold Trust | Add +1.6% | 0.03% | +0.00 |
| VGT Vanguard Info Tech ETF | Add +0.3% | 0.03% | +0.00 |
| MDT Medtronic PLC | Add +1.6% | 0.04% | −0.00 |
| WFC Wells Fargo & Co. | Add +3.2% | 0.02% | −0.00 |
| WMT Walmart Inc. | Add +4.0% | 0.05% | −0.00 |
| DUK Duke Energy Corp. | Add +0.7% | 0.03% | −0.00 |
| VZ Verizon Communications Inc. | Add +5.8% | 0.04% | −0.00 |
| CSGP Costar Group Inc. | Add +0.5% | 0.03% | −0.00 |
| ECL Ecolab Inc. | Add +1.5% | 0.02% | −0.00 |
| LLY Eli Lilly & Co. | Add +12.9% | 0.14% | −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 |