Apriem Advisors
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.05B
Q ending 2026-03-31
Prior quarter
$1.09B
Q ending 2025-12-31
Change
-3.8% QoQ · +22.8% YoY
Positions
186
reported holdings
Largest positions
Top 100 of 186 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Schwab Strategic Tr | SCHX | Shares | $144.4M | 5.6M |
| Vanguard Bd Index Fds | BND | Shares | $68.9M | 935K |
| Apple Inc | AAPL | Shares | $59.5M | 234K |
| Vaneck Etf Trust | MOAT | Shares | $52.5M | 543K |
| Vanguard World Fd | MGV | Shares | $45.7M | 315K |
| Spdr Series Trust | BIL | Shares | $43.1M | 470K |
| Vanguard Tax-Managed Fds | VEA | Shares | $36.6M | 571K |
| Vanguard Intl Equity Index F | VWO | Shares | $34.4M | 637K |
| Schwab Strategic Tr | SCHD | Shares | $34.3M | 1.1M |
| Alphabet Inc | GOOGL | Shares | $33.0M | 115K |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $25.6M | 108K |
| Exxon Mobil Corp | XOM | Shares | $24.3M | 143K |
| Vanguard World Fd | MGK | Shares | $23.2M | 63K |
| Amazon Com Inc | AMZN | Shares | $19.7M | 94K |
| Schwab Strategic Tr | SCHF | Shares | $18.5M | 747K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $16.4M | 25K |
| Ishares Tr | SGOV | Shares | $14.9M | 148K |
| Jpmorgan Chase & Co | JPM | Shares | $13.1M | 45K |
| Lam Research Corp | LRCX | Shares | $12.0M | 56K |
| Goldman Sachs Group Inc | GS | Shares | $11.5M | 14K |
| Agnico Eagle Mines Ltd | AEM | Shares | $11.2M | 55K |
| Microsoft Corp | MSFT | Shares | $10.9M | 29K |
| Vanguard Index Fds | VB | Shares | $10.7M | 41K |
| Schwab Strategic Tr | SCHB | Shares | $10.2M | 405K |
| Schwab Strategic Tr | SCHZ | Shares | $10.1M | 436K |
| Nvidia Corporation | NVDA | Shares | $9.3M | 53K |
| Schwab Strategic Tr | SCHE | Shares | $9.0M | 272K |
| Grayscale Bitcoin Mini Tr Et | BTC | Shares | $8.6M | 286K |
| Vaneck Etf Trust | GDX | Shares | $8.5M | 92K |
| Invesco Qqq Tr | QQQ | Shares | $7.3M | 13K |
| Lockheed Martin Corp | LMT | Shares | $7.3M | 12K |
| Tesla Inc | TSLA | Shares | $6.7M | 18K |
| Ishares Tr | IWF | Shares | $6.7M | 16K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $6.6M | 14K |
| Resmed Inc | RMD | Shares | $6.5M | 29K |
| Autodesk Inc | ADSK | Shares | $6.4M | 27K |
| Regeneron Pharmaceuticals | REGN | Shares | $6.3M | 8K |
| World Gold Tr | GLDM | Shares | $4.9M | 53K |
| Cintas Corp | CTAS | Shares | $4.7M | 28K |
| Boeing Co | BA | Shares | $4.5M | 22K |
| Vanguard Index Fds | VBR | Shares | $4.4M | 20K |
| Intuit | INTU | Shares | $4.2M | 10K |
| Select Sector Spdr Tr | XLU | Shares | $4.1M | 89K |
| Mercadolibre Inc | MELI | Shares | $3.8M | 2K |
| Alphabet Inc | GOOG | Shares | $3.7M | 13K |
| 3M Co | MMM | Shares | $3.7M | 25K |
| Schwab Strategic Tr | SCHV | Shares | $3.6M | 117K |
| Slb Limited | SLB | Shares | $3.6M | 69K |
| Broadcom Inc | AVGO | Shares | $3.5M | 11K |
| Kla Corp | KLAC | Shares | $3.5M | 2K |
| Snap On Inc | SNA | Shares | $3.5M | 10K |
| Invesco Exchange Traded Fd T | RSPT | Shares | $3.2M | 72K |
| Advanced Micro Devices Inc | AMD | Shares | $3.2M | 16K |
| Eaton Corp Plc | Shares | $3.1M | 9K | |
| Costco Wholesale Corporation | COST | Shares | $3.0M | 3K |
| Johnson & Johnson | JNJ | Shares | $2.9M | 12K |
| Abbvie Inc | ABBV | Shares | $2.9M | 13K |
| Amplify Etf Tr | SILJ | Shares | $2.8M | 95K |
| Chevron Corporation | CVX | Shares | $2.7M | 13K |
| Mastercard Incorporated | MA | Shares | $2.6M | 5K |
| Vanguard Malvern Fds | VTIP | Shares | $2.6M | 53K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $2.6M | 7K |
| Meta Platforms Inc | META | Shares | $2.4M | 4K |
| Vanguard Whitehall Fds | VYM | Shares | $2.1M | 14K |
| Schwab Strategic Tr | SCHG | Shares | $2.0M | 70K |
| Vanguard Index Fds | VBK | Shares | $2.0M | 6K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $1.9M | 4K |
| Ishares Tr | IWM | Shares | $1.9M | 8K |
| Disney Walt Co | DIS | Shares | $1.8M | 19K |
| Ge Vernova Inc | GEV | Shares | $1.8M | 2K |
| Vanguard Index Fds | VOO | Shares | $1.7M | 3K |
| Qualcomm Inc | QCOM | Shares | $1.7M | 14K |
| Automatic Data Processing In | ADP | Shares | $1.7M | 8K |
| Eli Lilly & Co | LLY | Shares | $1.7M | 2K |
| Stryker Corporation | SYK | Shares | $1.7M | 5K |
| Pfizer Inc | PFE | Shares | $1.6M | 58K |
| Vaneck Etf Trust | SMH | Shares | $1.6M | 4K |
| Sempra | SRE | Shares | $1.6M | 16K |
| Lowes Cos Inc | LOW | Shares | $1.6M | 7K |
| Bank America Corp | BAC | Shares | $1.5M | 31K |
| Consolidated Edison Inc | ED | Shares | $1.4M | 13K |
| Starbucks Corp | SBUX | Shares | $1.3M | 15K |
| Netflix Inc. | NFLX | Shares | $1.3M | 13K |
| Merck & Co Inc | MRK | Shares | $1.3M | 11K |
| Honeywell Intl Inc | HONGBP | Shares | $1.3M | 6K |
| Parker-Hannifin Corp | PH | Shares | $1.2M | 1K |
| Palo Alto Networks Inc | PANW | Shares | $1.2M | 8K |
| Cisco Sys Inc | CSCO | Shares | $1.2M | 15K |
| Vaneck Etf Trust | GDXJ | Shares | $1.2M | 10K |
| At&T Inc | T | Shares | $1.2M | 41K |
| Adobe Inc | ADBE | Shares | $1.1M | 5K |
| Home Depot Inc | HD | Shares | $1.1M | 3K |
| Rtx Corporation | RTX | Shares | $1.0M | 5K |
| Spdr Gold Tr | GLD | Shares | $1.0M | 2K |
| Northrop Grumman Corp | NOC | Shares | $986K | 1K |
| American Tower Corp | AMT | Shares | $891K | 5K |
| Amgen Inc | AMGN | Shares | $880K | 3K |
| Visa Inc | V | Shares | $873K | 3K |
| Procter & Gamble Co | PG | Shares | $823K | 6K |
| Palantir Technologies Inc | PLTR | Shares | $769K | 5K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.