§ 13F · FUND PROFILE
Apriem Advisors.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.1B (13F)Positions · 194Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$27M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 5.63M | $144M | 13.8% | −9% |
| 2 | BND | VANGUARD BD INDEX FDS | 935K | $69M | 6.6% | −9% |
| 3 | AAPL | APPLE INC | 234K | $59M | 5.7% | −1% |
| 4 | MOAT | VANECK ETF TRUST | 543K | $52M | 5.0% | +6% |
| 5 | MGV | VANGUARD WORLD FD | 315K | $46M | 4.4% | +25% |
| 6 | BIL | SPDR SERIES TRUST | 470K | $43M | 4.1% | +7% |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | 571K | $37M | 3.5% | ±0% |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | 637K | $34M | 3.3% | +73% |
| 9 | SCHD | SCHWAB STRATEGIC TR | 1.12M | $34M | 3.3% | +29% |
| 10 | GOOGL | ALPHABET INC | 115K | $33M | 3.1% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE APRIEM SIGNAL
AC read
Apriem Advisors is a Other fund managing $1.1 billion in assets. The fund runs a portfolio of 194 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed