Apriem Advisors — 13F holdings

Apriem Advisors reported 182 holdings worth $1.16B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. SCHX SCHWAB STRATEGIC TR — $159M (13.8%)
  2. BND VANGUARD BD INDEX FDS — $70.7M (6.1%)
  3. AAPL APPLE INC — $69.0M (6.0%)
  4. MGV VANGUARD WORLD FD — $57.1M (4.9%)
  5. MOAT VANECK ETF TRUST — $49.2M (4.3%)
  6. BIL SPDR SERIES TRUST — $44.6M (3.9%)
  7. VEA VANGUARD TAX-MANAGED FDS — $41.2M (3.6%)
  8. VWO VANGUARD INTL EQUITY INDEX F — $40.7M (3.5%)
  9. GOOGL ALPHABET INC — $40.7M (3.5%)
  10. SCHD SCHWAB STRATEGIC TR — $39.0M (3.4%)