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 $1.05B across 186 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHX ($144.4M, 13.78%), BND ($68.9M, 6.57%), AAPL ($59.5M, 5.68%), MOAT ($52.5M, 5.01%), MGV ($45.7M, 4.36%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $144.4M | 13.78% | 5.6M | Trimmed |
| 2 | BND | VANGUARD BD INDEX FDS | $68.9M | 6.57% | 935,329 | Trimmed |
| 3 | AAPL | APPLE INC | $59.5M | 5.68% | 234,310 | Trimmed |
| 4 | MOAT | VANECK ETF TRUST | $52.5M | 5.01% | 542,530 | Added |
| 5 | MGV | VANGUARD WORLD FD | $45.7M | 4.36% | 315,383 | Added |
| 6 | BIL | SPDR SERIES TRUST | $43.1M | 4.11% | 470,068 | Added |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $36.6M | 3.49% | 570,851 | Trimmed |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $34.4M | 3.29% | 637,358 | Added |
| 9 | SCHD | SCHWAB STRATEGIC TR | $34.3M | 3.28% | 1.1M | Added |
| 10 | GOOGL | ALPHABET INC | $33.0M | 3.15% | 114,684 | Trimmed |
| 11 | QQQM | INVESCO EXCH TRADED FD TR II | $25.6M | 2.44% | 107,614 | Trimmed |
| 12 | XOM | EXXON MOBIL CORP | $24.3M | 2.32% | 143,319 | Added |
| 13 | MGK | VANGUARD WORLD FD | $23.2M | 2.21% | 63,152 | Trimmed |
| 14 | AMZN | AMAZON COM INC | $19.7M | 1.88% | 94,467 | Trimmed |
| 15 | SCHF | SCHWAB STRATEGIC TR | $18.5M | 1.76% | 746,672 | Trimmed |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | $16.4M | 1.56% | 25,166 | Trimmed |
| 17 | SGOV | ISHARES TR | $14.9M | 1.42% | 147,853 | New |
| 18 | JPM | JPMORGAN CHASE & CO | $13.1M | 1.25% | 44,658 | Trimmed |
| 19 | LRCX | LAM RESEARCH CORP | $12.0M | 1.14% | 56,027 | Trimmed |
| 20 | GS | GOLDMAN SACHS GROUP INC | $11.5M | 1.10% | 13,604 | Trimmed |
| 21 | AEM | AGNICO EAGLE MINES LTD | $11.2M | 1.07% | 55,125 | Trimmed |
| 22 | MSFT | MICROSOFT CORP | $10.9M | 1.04% | 29,446 | Trimmed |
| 23 | VB | VANGUARD INDEX FDS | $10.7M | 1.02% | 40,996 | Added |
| 24 | SCHB | SCHWAB STRATEGIC TR | $10.2M | 0.97% | 404,757 | Trimmed |
| 25 | SCHZ | SCHWAB STRATEGIC TR | $10.1M | 0.97% | 436,285 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31