Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Apriem Advisors (CIK 1425165) reported $1.16B across 182 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCHX ($159.5M, 13.81%), BND ($70.7M, 6.12%), AAPL ($69.0M, 5.97%), MGV ($57.1M, 4.95%), MOAT ($49.2M, 4.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $159.5M | 13.81% | 5.4M | Trimmed |
| 2 | BND | VANGUARD BD INDEX FDS | $70.7M | 6.12% | 963,506 | Added |
| 3 | AAPL | APPLE INC | $69.0M | 5.97% | 238,452 | Added |
| 4 | MGV | VANGUARD WORLD FD | $57.1M | 4.95% | 349,628 | Added |
| 5 | MOAT | VANECK ETF TRUST | $49.2M | 4.26% | 473,733 | Trimmed |
| 6 | BIL | SPDR SERIES TRUST | $44.6M | 3.86% | 486,811 | Added |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $41.2M | 3.57% | 578,734 | Added |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $40.7M | 3.53% | 682,576 | Added |
| 9 | GOOGL | ALPHABET INC | $40.7M | 3.53% | 114,007 | Trimmed |
| 10 | SCHD | SCHWAB STRATEGIC TR | $39.0M | 3.38% | 1.2M | Added |
| 11 | QQQM | INVESCO EXCH TRADED FD TR II | $33.8M | 2.92% | 111,422 | Added |
| 12 | MGK | VANGUARD WORLD FD | $30.2M | 2.62% | 343,729 | Added |
| 13 | AMZN | AMAZON COM INC | $22.6M | 1.96% | 95,024 | Added |
| 14 | LRCX | LAM RESEARCH CORP | $21.5M | 1.86% | 49,571 | Trimmed |
| 15 | XOM | EXXON MOBIL CORP | $19.9M | 1.73% | 145,798 | Added |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | $18.7M | 1.62% | 25,086 | Trimmed |
| 17 | SCHF | SCHWAB STRATEGIC TR | $18.1M | 1.56% | 651,760 | Trimmed |
| 18 | JPM | JPMORGAN CHASE & CO | $14.6M | 1.26% | 44,544 | Trimmed |
| 19 | VB | VANGUARD INDEX FDS | $13.7M | 1.19% | 45,306 | Added |
| 20 | GS | GOLDMAN SACHS GROUP INC | $12.7M | 1.10% | 12,602 | Trimmed |
| 21 | GLDM | WORLD GOLD TR | $12.6M | 1.09% | 159,205 | Added |
| 22 | SCHB | SCHWAB STRATEGIC TR | $11.7M | 1.01% | 404,758 | Added |
| 23 | MSFT | MICROSOFT CORP | $10.5M | 0.91% | 28,101 | Trimmed |
| 24 | SCHZ | SCHWAB STRATEGIC TR | $10.0M | 0.87% | 434,154 | Trimmed |
| 25 | NVDA | NVIDIA CORPORATION | $9.7M | 0.84% | 48,299 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30