Apriem Advisors
Apriem Advisors reported 182 positions worth $1.16B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: SCHX (13.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHX | SH | $159.5M | 13.81% | 5,419,045 | — | — | |
| ▸ 2 | BND | SH | $70.7M | 6.12% | 963,506 | — | — | |
| ▸ 3 | AAPL | SH | $69.0M | 5.97% | 238,452 | — | — | |
| ▸ 4 | MGV | SH | $57.1M | 4.95% | 349,628 | — | — | |
| ▸ 5 | MOAT | SH | $49.2M | 4.26% | 473,733 | — | — | |
| ▸ 6 | BIL | SH | $44.6M | 3.86% | 486,811 | — | — | |
| ▸ 7 | VEA | SH | $41.2M | 3.57% | 578,734 | — | — | |
| ▸ 8 | VWO | SH | $40.7M | 3.53% | 682,576 | — | — | |
| ▸ 9 | GOOGL | SH | $40.7M | 3.53% | 114,007 | — | — | |
| ▸ 10 | SCHD | SH | $39.0M | 3.38% | 1,230,371 | — | — |
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Frequently Asked Questions
What stocks does Apriem Advisors hold as of Q2 2026?
Apriem Advisors reported 182 positions worth $1.16B in its Q2 2026 13F filing. Largest positions: SCHX (13.8%), BND (6.1%), AAPL (6.0%), MGV (4.9%) and MOAT (4.3%).
What did Apriem Advisors buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Apriem Advisors sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.