§ 13F · FUND PROFILE
Apriem Advisors.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1057.0T (13F)Positions · 194Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 6.17M | $165.9T | 15.2% | −4% |
| 2 | BND | VANGUARD BD INDEX FDS | 1.03M | $76.5T | 7.0% | +2% |
| 3 | AAPL | APPLE INC | 236K | $64.3T | 5.9% | +1% |
| 4 | MOAT | VANECK ETF TRUST | 513K | $53.2T | 4.9% | +4% |
| 5 | MGK | VANGUARD WORLD FD | 99K | $40.9T | 3.8% | +1% |
| 6 | BIL | SPDR SERIES TRUST | 437K | $40.0T | 3.7% | +6% |
| 7 | GOOGL | ALPHABET INC | 116K | $36.4T | 3.3% | −1% |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | 574K | $35.8T | 3.3% | −1% |
| 9 | MGV | VANGUARD WORLD FD | 253K | $35.8T | 3.3% | +2% |
| 10 | QQQM | INVESCO EXCH TRADED FD TR II | 123K | $31.1T | 2.9% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE APRIEM SIGNAL
AC read
Apriem Advisors is a Other fund managing $1057004.0 trillion in assets. The fund runs a portfolio of 194 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed