AA

Apriem Advisors

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$1.0B

Reporting period: 2026-03-31 · Number of holdings: 186

Apriem Advisors disclosed 186 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.0B and a quarterly turnover rate of 23.1%.

Personality snowflake

Concentration
16.66
Portfolio Stability
23.08
Momentum/Contrarian
100
Sector conviction
54.79
Diversification
100
Sizing Uniformity
73.96

Recent moves

  • Trim MGK

    -36.3%　-$17.7M

  • Add VWO

    +73.3%　$14.7M

  • Trim SCHX

    -8.7%　-$21.5M

  • Trim SPTI

    -97.9%　-$12.4M

  • Add SCHD

    +28.9%　$10.5M

  • Add MGV

    +24.5%　$10.0M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1SCHXSchwab US Large-cap ETFETF-Other13.78%-1.45%-8.66%
2BNDVanguard Total Bond MarketETF-Other6.57%-0.46%-9.50%
3AAPLApple INCStock-Tech5.68%-0.22%-0.87%
4MOATVaneck Morningstar Wide MoatETF-Other5.01%+0.13%+5.71%
5MGVVanguard Mega Cap Value ETFETF-Other4.36%+1.08%+24.53%
6BILSs Spdr Bb 1-3m T-bill ETFETF-Gov Bonds4.11%+0.44%+7.46%
7VEAVanguard Ftse Developed ETFETF-Other3.49%+0.20%-0.49%
8VWOVanguard Ftse Emerging MarkeETF-Emerging Markets3.29%+1.47%+73.26%
9SCHDSchwab US Dvd Equity ETFETF-Other3.28%+1.09%+28.92%
10GOOGLAlphabet Inc-cl AStock-Comm Services3.15%-0.19%-1.44%
11QQQMInvesco Nasdaq 100 ETFETF-Tech2.44%-0.42%-12.54%
12XOMExxon Mobil CORPStock-Energy2.32%+0.83%+6.34%
13MGKVanguard Mega Cap Growth ETFETF-Other2.21%-1.55%-36.34%
14AMZNAmazon.com INCStock-Consumer Disc1.88%-0.44%-13.90%
15SCHFSchwab Intl Equity ETFETF-Other1.76%—-6.50%
16SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth1.56%-0.03%-0.69%
17SGOVIshares 0-3 Month Treasury BETF-Gov Bonds1.42%+1.42%NEW
18JPMJpmorgan Chase & CoStock-Financials1.25%-0.08%-0.36%
19LRCXLam Research CORPStock-Tech1.14%-0.30%-39.07%
20GSGoldman Sachs Group INCStock-Financials1.10%-0.04%-4.05%
21AEMAgnico Eagle Mines LTDStock-Materials1.07%+0.21%-0.19%
22MSFTMicrosoft CORPStock-Tech1.04%-0.62%-21.39%
23VBVanguard Small-cap ETFETF-Other1.02%+0.69%+190.32%
24SCHBSchwab US Broad Market ETFETF-Other0.97%—-0.08%
25SCHZSchwab US Aggregate Bond ETFETF-Other0.97%-0.02%-5.33%
26NVDANvidia CORPStock-Tech0.89%—+3.38%
27SCHESchwab Emrg Mrkts Eqty ETFETF-Other0.86%—-0.63%
28BTCGrayscale Bitcoin Mini ETFETF-Crypto0.82%+0.30%+96.52%
29GDXVaneck Gold Miners ETFETF-Commodities0.81%——
30QQQInvesco Qqq Trust Series 1ETF-Tech0.69%—-0.87%
31LMTLockheed Martin CORPStock-Industrials0.69%—-22.57%
32TSLATesla INCStock-Consumer Disc0.64%-0.09%+0.74%
33IWFIshares Russell 1000 GrowthETF-Other0.63%-0.05%-0.35%
34BRK-BBerkshire Hathaway Inc-cl BStock-Other0.63%-0.03%-3.97%
35RMDResmed INCStock-Healthcare0.62%-0.06%-5.55%
36ADSKAutodesk INCStock-Tech0.61%-0.14%-3.50%
37REGNRegeneron PharmaceuticalsStock-Healthcare0.60%—-4.99%
38GLDMSpdr Gold Minishares TrustETF-Commodities0.47%+0.47%NEW
39CTASCintas CORPStock-Industrials0.44%-0.05%-3.06%
40BABoeing Co/theStock-Industrials0.43%—-0.69%
41VBRVanguard Small-cap Value ETFETF-Other0.42%+0.31%+253.99%
42INTUIntuit INCStock-Tech0.40%-0.23%-5.69%
43XLUSt Sr Utl Sl Se Spdr Etf-usdETF-Other0.39%——
44MELIMercadolibre INCStock-Consumer Disc0.36%+0.36%NEW
45GOOGAlphabet Inc-cl CStock-Comm Services0.35%—-3.83%
46MMM3m CoStock-Industrials0.35%——
47SCHVSchwab US Large-cap ValueETF-Other0.34%—-1.66%
48SLBSlb LTDStock-Energy0.34%+0.08%-5.39%
49AVGOBroadcom INCStock-Tech0.34%-0.13%-21.68%
50KLACKla CORPStock-Tech0.34%—-3.52%
1–50 of 186

Holding changes this quarter

Apriem Advisors's most significant position changes for 2026-03-31: New buy: Ishares 0-3 Month Treasury B (SGOV); Sold out: Paypal Holdings INC (PYPL); Sold out: Copart INC (CPRT); New buy: Spdr Gold Minishares Trust (GLDM); New buy: Mercadolibre INC (MELI).

Position changes disclosed by Apriem Advisors for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1VWOVanguard Ftse Emerging Marke+1.5%+73.26%Add
2SCHDSchwab US Dvd Equity ETF+1.1%+28.92%Add
3MGVVanguard Mega Cap Value ETF+1.1%+24.53%Add
4XOMExxon Mobil CORP+0.8%+6.34%Add
5VBVanguard Small-cap ETF+0.7%+190.32%Add
6BILSs Spdr Bb 1-3m T-bill ETF+0.4%+7.46%Add
7VBRVanguard Small-cap Value ETF+0.3%+253.99%Add
8BTCGrayscale Bitcoin Mini ETF+0.3%+96.52%Add
9AEMAgnico Eagle Mines LTD+0.2%-0.19%Trim
10VEAVanguard Ftse Developed ETF+0.2%-0.49%Trim
11CRWDCrowdstrike Holdings INC - A+0.2%+274.54%Add
12VYMVanguard High Dvd Yield ETF+0.2%+590.41%Add
13MOATVaneck Morningstar Wide Moat+0.1%+5.71%Add
14GDXJVaneck Junior Gold Miners+0.1%+233.33%Add
15SLBSlb LTD+0.1%-5.39%Trim
16CVXChevron CORP+0.1%-2.09%Trim
17SCHFSchwab Intl Equity ETF—-6.50%Trim
18SCHZSchwab US Aggregate Bond ETF0%-5.33%Trim
19SPYSs Spdr S&p 500 ETF Trust-us0%-0.69%Trim
20BRK-BBerkshire Hathaway Inc-cl B0%-3.97%Trim
21GSGoldman Sachs Group INC0%-4.05%Trim
22IWFIshares Russell 1000 Growth-0.1%-0.35%Trim
23CTASCintas CORP-0.1%-3.06%Trim
24ADPAutomatic Data Processing-0.1%-6.14%Trim
25RMDResmed INC-0.1%-5.55%Trim
26JPMJpmorgan Chase & Co-0.1%-0.36%Trim
27TSLATesla INC-0.1%+0.74%Add
28AVGOBroadcom INC-0.1%-21.68%Trim
29ADSKAutodesk INC-0.1%-3.50%Trim
30GOOGLAlphabet Inc-cl A-0.2%-1.44%Trim
31AAPLApple INC-0.2%-0.87%Trim
32INTUIntuit INC-0.2%-5.69%Trim
33LRCXLam Research CORP-0.3%-39.07%Trim
34QQQMInvesco Nasdaq 100 ETF-0.4%-12.54%Trim
35AMZNAmazon.com INC-0.4%-13.90%Trim
36BNDVanguard Total Bond Market-0.5%-9.50%Trim
37ADBEAdobe INC-0.5%-75.02%Trim
38MSFTMicrosoft CORP-0.6%-21.39%Trim
39DISWalt Disney Co/the-0.7%-76.91%Trim
40SPTISs Spdr P Int Term Tsy ETF-1.1%-97.94%Trim
41SCHXSchwab US Large-cap ETF-1.5%-8.66%Trim
42MGKVanguard Mega Cap Growth ETF-1.6%-36.34%Trim
43SGOVIshares 0-3 Month Treasury B—NEWNew buy
44PYPLPaypal Holdings INC—EXITSold out
45CPRTCopart INC—EXITSold out
46GLDMSpdr Gold Minishares Trust—NEWNew buy
47MELIMercadolibre INC—NEWNew buy
48NEMNewmont CORP—EXITSold out
49SLVIshares Silver Trust—NEWNew buy
50HLIHoulihan Lokey INC—NEWNew buy

FAQ

What is Apriem Advisors and what type of investor is it?
Apriem Advisors is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.0B, spread across 186 disclosed positions.
What are Apriem Advisors's largest equity positions?
Based on the latest 13F filing, Apriem Advisors's top holdings by market value are: 1. Schwab US Large-cap ETF (SCHX) — $144.4M (13.8%) 2. Vanguard Total Bond Market (BND) — $68.9M (6.6%) 3. Apple INC (AAPL) — $59.5M (5.7%) 4. Vaneck Morningstar Wide Moat (MOAT) — $52.5M (5.0%) 5. Vanguard Mega Cap Value ETF (MGV) — $45.7M (4.4%)
What changes did Apriem Advisors make in its most recent portfolio filing?
In the latest reported quarter, Apriem Advisors made 50 notable position adjustments: 5 new positions were initiated, 13 existing holdings were added to, 29 positions were partially reduced, and 3 were completely exited. The largest of these moves: New buy: Ishares 0-3 Month Treasury B (SGOV); Sold out: Paypal Holdings INC (PYPL); Sold out: Copart INC (CPRT); New buy: Spdr Gold Minishares Trust (GLDM); New buy: Mercadolibre INC (MELI)
What sectors does Apriem Advisors focus on?
Apriem Advisors is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 35.0% • Communication Services: 12.2% • Financials: 10.8% • Industrials: 9.7% • Consumer Discretionary: 9.5% • Energy: 8.6%