Apriem Advisors
CIK 0001425165 · IRVINE, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.16B
2026 Q2
Positions
182
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
53.0%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SCHX
SCHWAB STRATEGIC TR
13.8%
BND
VANGUARD BD INDEX FDS
6.1%
AAPL
APPLE INC
6.0%
MGV
VANGUARD WORLD FD
4.9%
MOAT
VANECK ETF TRUST
4.3%
BIL
SPDR SERIES TRUST
3.9%
VEA
VANGUARD TAX-MANAGED FDS
3.6%
VWO
VANGUARD INTL EQUITY INDEX F
3.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.