Apriem Advisors
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Apriem Advisors reported 186 stock positions worth $1.0 billion. Its top holding was Schwab US Large-Cap ETF (SCHX) at 13.8% of the portfolio, followed by Vanguard Total Bond Market (BND, 6.6%) and Apple (AAPL, 5.7%). Compared with Q4 2025, it opened 12 new positions, sold out of 17, added to 51 and reduced 72. The biggest buy was Vanguard Ftse Emerging Marke (VWO, shares +73%) and the biggest sale Vngrd Mrgstr MG CP GR ETF-Ui (MGK, shares −36%).
- Most Recent 13F
- Q2 2026
- Location
- IRVINE, CA
- CIK
- 0001425165
- Portfolio Value
- $1.0B (Q1 2026)
- SEC Filing
- 0001172661-26-002007 ↗ filed May 15, 2026
Holdings Value
Holdings 186 stocks · $1.0B
| SCHX Schwab US Large-Cap ETF | 13.78% | 5,632,258 | $144.4M | Reduce -8.7% |
| BND Vanguard Total Bond Market | 6.57% | 935,329 | $68.9M | Reduce -9.5% |
| AAPL Apple Inc. | 5.68% | 234,310 | $59.5M | Reduce -0.9% |
| MOAT Vaneck Morningstar Wide Moat | 5.01% | 542,530 | $52.5M | Add +5.7% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 4.36% | 315,383 | $45.7M | Add +24.5% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 4.11% | 470,068 | $43.1M | Add +7.5% |
| VEA Vanguard Ftse Developed ETF | 3.49% | 570,851 | $36.6M | Reduce -0.5% |
| VWO Vanguard Ftse Emerging Marke | 3.29% | 637,358 | $34.4M | Add +73.3% |
| SCHD Schwab US DVD Equity ETF | 3.28% | 1,119,196 | $34.3M | Add +28.9% |
| GOOGL Alphabet Inc. Class A | 3.15% | 114,684 | $33.0M | Reduce -1.4% |
| QQQM Invesco Nasdaq 100 ETF | 2.44% | 107,614 | $25.6M | Reduce -12.5% |
| XOM Exxon Mobil Corp. | 2.32% | 143,319 | $24.3M | Add +6.3% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 2.21% | 63,152 | $23.2M | Reduce -36.3% |
| AMZN Amazon.com Inc. | 1.88% | 94,467 | $19.7M | Reduce -13.9% |
| SCHF Schwab Intl Equity ETF | 1.76% | 746,672 | $18.5M | Reduce -6.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.56% | 25,166 | $16.4M | Reduce -0.7% |
| SGOV iShares 0-3 Month Treasury B | 1.42% | 147,853 | $14.9M | New |
| JPM JPMorgan Chase & Co. | 1.25% | 44,658 | $13.1M | Reduce -0.4% |
| LRCX Lam Research Corp. | 1.14% | 56,027 | $12.0M | Reduce -39.1% |
| GS Goldman Sachs Group Inc. | 1.10% | 13,604 | $11.5M | Reduce -4.0% |
| AEM Agnico Eagle Mines Ltd. | 1.07% | 55,125 | $11.2M | Reduce -0.2% |
| MSFT Microsoft Corp. | 1.04% | 29,446 | $10.9M | Reduce -21.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.02% | 40,996 | $10.7M | Add +190.3% |
| SCHB Schwab US Broad Market ETF | 0.97% | 404,757 | $10.2M | Reduce -0.1% |
| SCHZ Schwab US Aggregate Bond ETF | 0.97% | 436,285 | $10.1M | Reduce -5.3% |
| NVDA Nvidia Corp. | 0.89% | 53,350 | $9.3M | Add +3.4% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.86% | 272,299 | $9.0M | Reduce -0.6% |
| BTC Grayscale Bitcoin Mini ETF | 0.82% | 286,259 | $8.6M | Add +96.5% |
| GDX Vaneck Gold Miners ETF | 0.81% | 92,497 | $8.5M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.69% | 12,611 | $7.3M | Reduce -0.9% |
| LMT Lockheed Martin Corp. | 0.69% | 12,010 | $7.3M | Reduce -22.6% |
| TSLA Tesla Inc. | 0.64% | 17,931 | $6.7M | Add +0.7% |
| IWF iShares Russell 1000 Growth | 0.63% | 15,598 | $6.7M | Reduce -0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.63% | 13,720 | $6.6M | Reduce -4.0% |
| RMD Resmed Inc. | 0.62% | 28,906 | $6.5M | Reduce -5.5% |
| ADSK Autodesk Inc. | 0.61% | 26,677 | $6.4M | Reduce -3.5% |
| REGN Regeneron Pharmaceuticals | 0.60% | 8,156 | $6.3M | Reduce -5.0% |
| GLDM SPDR Gold Minishares Trust | 0.47% | 52,729 | $4.9M | New |
| CTAS Cintas Corp. | 0.45% | 27,567 | $4.7M | Reduce -3.1% |
| BA The Boeing Co. | 0.43% | 22,424 | $4.5M | Reduce -0.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.42% | 20,337 | $4.4M | Add +254.0% |
| INTU Intuit Inc. | 0.40% | 9,730 | $4.2M | Reduce -5.7% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.39% | 89,400 | $4.1M | No change |
| MELI MercadoLibre Inc. | 0.36% | 2,196 | $3.8M | New |
| GOOG Alphabet Inc. Class C | 0.35% | 12,925 | $3.7M | Reduce -3.8% |
| MMM 3M Co. | 0.35% | 25,325 | $3.7M | No change |
| SCHV Schwab US Large-Cap Value | 0.34% | 116,855 | $3.6M | Reduce -1.7% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.34% | 69,133 | $3.6M | Reduce -5.4% |
| AVGO Broadcom Inc. | 0.34% | 11,469 | $3.5M | Reduce -21.7% |
| KLAC KLA Corp. | 0.34% | 2,388 | $3.5M | Reduce -3.5% |
| SNA Snap-on Inc. | 0.33% | 9,640 | $3.5M | Reduce -6.7% |
| RSPT Invesco S&P 500 Equal Weight | 0.31% | 71,554 | $3.2M | Add +0.0% |
| AMD Advanced Micro Devices | 0.30% | 15,643 | $3.2M | Reduce -1.4% |
| ETN Eaton Corp. PLC | 0.29% | 8,607 | $3.1M | Reduce -0.2% |
| COST Costco Wholesale Corp. | 0.29% | 3,052 | $3.0M | Add +6.0% |
| JNJ Johnson & Johnson | 0.28% | 12,045 | $2.9M | Add +1.4% |
| ABBV Abbvie Inc. | 0.28% | 13,413 | $2.9M | Add +0.1% |
| SILJ Amplify Junior Silver Miners | 0.27% | 95,000 | $2.8M | No change |
| CVX Chevron Corp. | 0.26% | 12,913 | $2.7M | Reduce -2.1% |
| MA Mastercard Inc. Class A | 0.25% | 5,300 | $2.6M | Add +4.1% |
| VTIP Vanguard Short-Term Tips | 0.25% | 52,609 | $2.6M | Add +4.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.25% | 6,708 | $2.6M | Add +274.5% |
| META Meta Platforms Inc. Class A | 0.23% | 4,171 | $2.4M | Add +2.9% |
| VYM Vanguard High DVD Yield ETF | 0.20% | 13,974 | $2.1M | Add +590.4% |
| SCHG Schwab US Large-Cap Growth | 0.19% | 69,964 | $2.0M | Reduce -0.2% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.19% | 6,452 | $2.0M | Add +20.0% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.18% | 4,150 | $1.9M | No change |
| IWM iShares Russell 2000 ETF | 0.18% | 7,624 | $1.9M | Reduce -0.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.18% | 19,195 | $1.8M | Reduce -76.9% |
| GEV GE Vernova Inc. | 0.17% | 2,019 | $1.8M | Reduce -4.9% |
| VOO Vanguard S&P 500 ETF | 0.17% | 2,920 | $1.7M | Reduce -2.9% |
| QCOM Qualcomm Inc. | 0.17% | 13,524 | $1.7M | Reduce -0.1% |
| ADP Automatic Data Processing | 0.16% | 8,431 | $1.7M | Reduce -6.1% |
| LLY Eli Lilly & Co. | 0.16% | 1,834 | $1.7M | Add +0.3% |
| SYK Stryker Corp. | 0.16% | 5,083 | $1.7M | Reduce -0.1% |
| PFE Pfizer Inc. | 0.16% | 58,152 | $1.6M | Reduce -3.0% |
| SMH Vaneck Semiconductor ETF | 0.15% | 4,167 | $1.6M | No change |
| SRE Sempra | 0.15% | 16,336 | $1.6M | No change |
| LOW Lowe's Cos Inc. | 0.15% | 6,563 | $1.6M | Reduce -5.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.15% | 31,198 | $1.5M | Reduce -1.1% |
| ED Consolidated Edison Inc. | 0.14% | 12,681 | $1.4M | No change |
| SBUX Starbucks Corp. | 0.13% | 14,757 | $1.3M | Reduce -0.8% |
| NFLX Netflix Inc. | 0.12% | 13,410 | $1.3M | Add +5.3% |
| MRK Merck & Co. Inc. | 0.12% | 10,577 | $1.3M | Add +2.0% |
| HON Honeywell International Inc. | 0.12% | 5,539 | $1.3M | Add +2.0% |
| PH Parker Hannifin Corp. | 0.12% | 1,392 | $1.2M | Add +23.5% |
| PANW Palo Alto Networks Inc. | 0.11% | 7,507 | $1.2M | Add +7.3% |
| CSCO Cisco Systems Inc. | 0.11% | 15,479 | $1.2M | Add +0.0% |
| GDXJ Vaneck Junior Gold Miners | 0.11% | 10,000 | $1.2M | Add +233.3% |
| T AT&T Inc. | 0.11% | 40,942 | $1.2M | Reduce -0.3% |
| ADBE Adobe Inc. | 0.11% | 4,542 | $1.1M | Reduce -75.0% |
| HD Home Depot Inc. | 0.10% | 3,218 | $1.1M | Reduce -0.7% |
| RTX RTX Corp. | 0.10% | 5,267 | $1.0M | Reduce -4.5% |
| GLD SPDR Gold Shares | 0.10% | 2,342 | $1.0M | Reduce -0.4% |
| NOC Northrop Grumman Corp. | 0.09% | 1,445 | $986K | No change |
| AMT American Tower Corp. | 0.09% | 5,165 | $891K | Reduce -14.5% |
| AMGN Amgen Inc. | 0.08% | 2,500 | $880K | No change |
| V Visa Inc. Class A | 0.08% | 2,888 | $873K | Add +7.6% |
| PG The Procter & Gamble Co. | 0.08% | 5,698 | $823K | Add +3.5% |
| PLTR Palantir Technologies Inc. Class A | 0.07% | 5,255 | $769K | Add +8.8% |
Portfolio Sells Q4 2025 → Q1 2026
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -36.3% | 2.21% | −1.54 |
| SCHX Schwab US Large-Cap ETF | Reduce -8.7% | 13.78% | −1.45 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -97.9% | 0.02% | −1.13 |
| DIS The Walt Disney Co. | Reduce -76.9% | 0.18% | −0.69 |
| MSFT Microsoft Corp. | Reduce -21.4% | 1.04% | −0.62 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.58 |
| CPRT Copart Inc. | Sold out | 0.00% | −0.51 |
| ADBE Adobe Inc. | Reduce -75.0% | 0.11% | −0.48 |
| BND Vanguard Total Bond Market | Reduce -9.5% | 6.57% | −0.45 |
| AMZN Amazon.com Inc. | Reduce -13.9% | 1.88% | −0.45 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -12.5% | 2.44% | −0.42 |
| LRCX Lam Research Corp. | Reduce -39.1% | 1.14% | −0.30 |
| INTU Intuit Inc. | Reduce -5.7% | 0.40% | −0.23 |
| AAPL Apple Inc. | Reduce -0.9% | 5.68% | −0.22 |
| GOOGL Alphabet Inc. Class A | Reduce -1.4% | 3.15% | −0.20 |
| ADSK Autodesk Inc. | Reduce -3.5% | 0.61% | −0.14 |
| AVGO Broadcom Inc. | Reduce -21.7% | 0.34% | −0.13 |
| NEM Newmont Corp. | Sold out | 0.00% | −0.11 |
| JPM JPMorgan Chase & Co. | Reduce -0.4% | 1.25% | −0.07 |
| RMD Resmed Inc. | Reduce -5.5% | 0.62% | −0.06 |
| ADP Automatic Data Processing | Reduce -6.1% | 0.16% | −0.05 |
| QCOM Qualcomm Inc. | Reduce -0.1% | 0.17% | −0.05 |
| CTAS Cintas Corp. | Reduce -3.1% | 0.45% | −0.05 |
| GS Goldman Sachs Group Inc. | Reduce -4.0% | 1.10% | −0.05 |
| IWF iShares Russell 1000 Growth | Reduce -0.3% | 0.63% | −0.05 |
| GOOG Alphabet Inc. Class C | Reduce -3.8% | 0.35% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.0% | 0.63% | −0.03 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Sold out | 0.00% | −0.03 |
| ROP Roper Technologies Inc. | Sold out | 0.00% | −0.03 |
| CSGP Costar Group Inc. | Sold out | 0.00% | −0.03 |
| BA The Boeing Co. | Reduce -0.7% | 0.43% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.7% | 1.56% | −0.02 |
| BITB Bitwise Bitcoin ETF | Sold out | 0.00% | −0.02 |
| VRSK Verisk Analytics Inc. | Sold out | 0.00% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.9% | 0.69% | −0.02 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.02 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -5.3% | 0.97% | −0.02 |
| TYL Tyler Technologies Inc. | Sold out | 0.00% | −0.02 |
| SCHW Schwab (charles) Corp. | Reduce -24.9% | 0.06% | −0.02 |
| ONON On Holding AG Class A | Sold out | 0.00% | −0.02 |
| SEIC Sei Investments Company | Sold out | 0.00% | −0.02 |
| ECL Ecolab Inc. | Sold out | 0.00% | −0.02 |
| CBSH Commerce Bancshares Inc. | Sold out | 0.00% | −0.02 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.02 |
| MKL Markel Group Inc. | Sold out | 0.00% | −0.02 |
| NET Cloudflare Inc. Class A | Sold out | 0.00% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -25.0% | 0.05% | −0.02 |
| ORCL Oracle Corp. | Reduce -2.7% | 0.05% | −0.02 |
| TROW T Rowe Price Group Inc. | Reduce -37.3% | 0.02% | −0.02 |
| SCHG Schwab US Large-Cap Growth | Reduce -0.2% | 0.19% | −0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| VWO Vanguard Ftse Emerging Marke | Add +73.3% | 3.29% | +1.47 |
| SGOV iShares 0-3 Month Treasury B | New | 1.42% | +1.42 |
| SCHD Schwab US DVD Equity ETF | Add +28.9% | 3.28% | +1.09 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Add +24.5% | 4.36% | +1.08 |
| XOM Exxon Mobil Corp. | Add +6.3% | 2.32% | +0.83 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +190.3% | 1.02% | +0.69 |
| GLDM SPDR Gold Minishares Trust | New | 0.47% | +0.47 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +7.5% | 4.11% | +0.44 |
| MELI MercadoLibre Inc. | New | 0.36% | +0.36 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +254.0% | 0.42% | +0.31 |
| BTC Grayscale Bitcoin Mini ETF | Add +96.5% | 0.82% | +0.30 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +274.5% | 0.25% | +0.17 |
| VYM Vanguard High DVD Yield ETF | Add +590.4% | 0.20% | +0.17 |
| MOAT Vaneck Morningstar Wide Moat | Add +5.7% | 5.01% | +0.13 |
| GDXJ Vaneck Junior Gold Miners | Add +233.3% | 0.11% | +0.08 |
| SLV iShares Silver Trust | New | 0.07% | +0.07 |
| COST Costco Wholesale Corp. | Add +6.0% | 0.29% | +0.06 |
| HLI Houlihan Lokey Inc. | New | 0.06% | +0.06 |
| JNJ Johnson & Johnson | Add +1.4% | 0.28% | +0.06 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +20.0% | 0.19% | +0.04 |
| MU Micron Technology Inc. | Add +57.0% | 0.07% | +0.04 |
| PH Parker Hannifin Corp. | Add +23.5% | 0.12% | +0.03 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +112.2% | 0.05% | +0.03 |
| PSX Phillips 66 | New | 0.03% | +0.03 |
| AMAT Applied Materials Inc. | New | 0.02% | +0.02 |
| VTIP Vanguard Short-Term Tips | Add +4.7% | 0.25% | +0.02 |
| HON Honeywell International Inc. | Add +2.0% | 0.12% | +0.02 |
| ARM Arm Holdings PLC-ADR | New | 0.02% | +0.02 |
| MRK Merck & Co. Inc. | Add +2.0% | 0.12% | +0.02 |
| CAT Caterpillar Inc. | New | 0.02% | +0.02 |
| IRM Iron Mountain Inc. | New | 0.02% | +0.02 |
| GNK Genco Shipping & Trading Ltd. | New | 0.02% | +0.02 |
| TXN Texas Instruments Inc. | New | 0.02% | +0.02 |
| NFLX Netflix Inc. | Add +5.3% | 0.12% | +0.01 |
| WMT Walmart Inc. | Add +6.8% | 0.06% | +0.01 |
| RSPT Invesco S&P 500 Equal Weight | Add +0.0% | 0.31% | +0.01 |
| PEP Pepsico Inc. | Add +6.2% | 0.06% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +6.4% | 0.05% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | Add +12.2% | 0.03% | +0.01 |
| UNP Union Pacific Corp. | Add +2.9% | 0.06% | +0.01 |
| PG The Procter & Gamble Co. | Add +3.5% | 0.08% | +0.01 |
| FCX Freeport-McMoran Inc. | Add +0.0% | 0.03% | +0.01 |
| CSCO Cisco Systems Inc. | Add +0.0% | 0.11% | +0.01 |
| INTC Intel Corp. | Add +1.0% | 0.02% | +0.00 |
| NVDA Nvidia Corp. | Add +3.4% | 0.89% | +0.00 |
| C Citigroup Inc. | Add +15.8% | 0.03% | +0.00 |
| PHYS Sprott Physical Gold Trust | Add +0.2% | 0.04% | +0.00 |
| MCD McDonald's Corp. | Add +7.9% | 0.02% | +0.00 |
| XNCMX Nuveen Ca Amt-FR Muni Inc. | Add +4.8% | 0.05% | +0.00 |
| EMR Emerson Electric Co. | Add +0.0% | 0.07% | +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 |