§ 13F · FUND PROFILE
Apriem Advisors.
AUM · $1.2B (13F)Positions · 182Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$19M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 5.42M | $159M | 13.8% | −4% |
| 2 | BND | VANGUARD BD INDEX FDS | 964K | $71M | 6.1% | +3% |
| 3 | AAPL | APPLE INC | 238K | $69M | 6.0% | +2% |
| 4 | MGV | VANGUARD WORLD FD | 350K | $57M | 4.9% | +11% |
| 5 | MOAT | VANECK ETF TRUST | 474K | $49M | 4.3% | −13% |
| 6 | BIL | SPDR SERIES TRUST | 487K | $45M | 3.9% | +4% |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | 579K | $41M | 3.6% | +1% |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | 683K | $41M | 3.5% | +7% |
| 9 | GOOGL | ALPHABET INC | 114K | $41M | 3.5% | −1% |
| 10 | SCHD | SCHWAB STRATEGIC TR | 1.23M | $39M | 3.4% | +10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE APRIEM SIGNAL
AC read
Apriem Advisors is a Other fund managing $1.2 billion in assets. The fund runs a portfolio of 182 positions.
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