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Apriem Advisors 13F holdings

Filed 2026-08-14 · Apriem Advisors · 182 positions · $1.2B

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TickerCompanySharesValue% of portfolio
SCHXSCHWAB STRATEGIC TR5.4M$159.5M13.8%
BNDVANGUARD BD INDEX FDS963.5K$70.7M6.1%
AAPLAPPLE INC238.5K$69.0M6.0%
MGVVANGUARD WORLD FD349.6K$57.1M4.9%
MOATVANECK ETF TRUST473.7K$49.2M4.3%
BILSPDR SERIES TRUST486.8K$44.6M3.9%
VEAVANGUARD TAX-MANAGED FDS578.7K$41.2M3.6%
VWOVANGUARD INTL EQUITY INDEX F682.6K$40.7M3.5%
GOOGLALPHABET INC114.0K$40.7M3.5%
SCHDSCHWAB STRATEGIC TR1.2M$39.0M3.4%
QQQMINVESCO EXCH TRADED FD TR II111.4K$33.8M2.9%
MGKVANGUARD WORLD FD343.7K$30.2M2.6%
AMZNAMAZON COM INC95.0K$22.6M2.0%
LRCXLAM RESEARCH CORP49.6K$21.5M1.9%
EXMOCEXXON MOBIL CORP145.8K$19.9M1.7%
SPYSTATE STR SPDR S&P 500 ETF T25.1K$18.7M1.6%
SCHFSCHWAB STRATEGIC TR651.8K$18.1M1.6%
JPMJPMORGAN CHASE & CO44.5K$14.6M1.3%
VBVANGUARD INDEX FDS45.3K$13.7M1.2%
GSGOLDMAN SACHS GROUP INC12.6K$12.7M1.1%
GLDMWORLD GOLD TR159.2K$12.6M1.1%
SCHBSCHWAB STRATEGIC TR404.8K$11.7M1.0%
MSFTMICROSOFT CORP28.1K$10.5M0.9%
SCHZSCHWAB STRATEGIC TR434.2K$10.0M0.9%
NVDANVIDIA CORPORATION48.3K$9.7M0.8%
SCHESCHWAB STRATEGIC TR260.9K$9.5M0.8%
QQQINVESCO QQQ TR12.8K$9.4M0.8%
BTCGRAYSCALE BITCOIN MINI TR ET330.2K$8.6M0.7%
AEMAGNICO EAGLE MINES LTD55.1K$8.6M0.7%
TSLATESLA INC19.5K$8.2M0.7%
IWFISHARES TR62.4K$7.8M0.7%
AMDADVANCED MICRO DEVICES INC12.7K$7.4M0.6%
KLACKLA CORP23.9K$7.2M0.6%
GDXVANECK ETF TRUST93.1K$7.0M0.6%
AVAVAEROVIRONMENT INC41.0K$6.8M0.6%
BRK-BBERKSHIRE HATHAWAY INC DEL13.3K$6.6M0.6%
CFCF INDUSTRIES HOLD54.8K$5.9M0.5%
LMTLOCKHEED MARTIN CORP11.5K$5.9M0.5%
VBRVANGUARD INDEX FDS22.2K$5.4M0.5%
ADSKAUTODESK INC25.8K$5.0M0.4%
RSPTINVESCO EXCHANGE TRADED FD T72.6K$4.7M0.4%
RMDRESMED INC23.2K$4.5M0.4%
CTASCINTAS CORP25.8K$4.4M0.4%
CRWDCROWDSTRIKE HLDGS INC5.7K$4.4M0.4%
BABOEING CO19.8K$4.3M0.4%
MMM3M CO25.3K$4.1M0.4%
SCHVSCHWAB STRATEGIC TR116.9K$4.1M0.4%
XLUSELECT SECTOR SPDR TR89.4K$4.1M0.4%
AVGOBROADCOM INC10.6K$4.0M0.3%
ETNEATON CORP PLC8.6K$3.7M0.3%
MELIMERCADOLIBRE INC2.1K$3.6M0.3%
GOOGALPHABET INC10.0K$3.5M0.3%
ABBVABBVIE INC13.7K$3.4M0.3%
SGOVISHARES TR31.9K$3.2M0.3%
MUMICRON TECHNOLOGY INC2.7K$3.1M0.3%
VYMVANGUARD WHITEHALL FDS19.5K$3.1M0.3%
JNJJOHNSON & JOHNSON12.1K$3.1M0.3%
MAMASTERCARD INCORPORATED5.3K$2.7M0.2%
SMHVANECK ETF TRUST4.1K$2.7M0.2%
SNASNAP ON INC6.7K$2.7M0.2%
Top Fund Holdings
13F
Top Fund Holdings

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