What does Apriem Advisors hold?

Apriem Advisors's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include AAPL. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1425165.

What is Apriem Advisors's AUM?

Apriem Advisors reported approximately $1.2B in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $1.5B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Apriem Advisors's holdings?

All Apriem Advisors holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1425165. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Apriem Advisors's 13F data updated on 13F Pro?

Apriem Advisors's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Apriem Advisors

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1425165

Institutional-grade research for retail investors

Sector Allocation

Other60.0%$693.0M
Technology17.6%$203.5M
Financials9.3%$107.2M
Consumer Discretionary3.8%$43.3M
Industrials2.7%$31.5M
Healthcare2.2%$25.7M
Energy2.1%$24.6M
Materials1.3%$14.5M
Consumer Staples0.5%$5.2M
Utilities0.3%$3.3M

AUM History

13fpro.ai/research/fund/apriem-advisors-1425165

Conviction and streaks

Stable · top 10 = 53.0%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold13.8% weight · held 10 quarters

$Conviction hold6.1% weight · held 10 quarters

$AAPLConviction hold6.0% weight · held 10 quarters

$Conviction hold5.0% weight · held 10 quarters

$Conviction hold4.3% weight · held 10 quarters

$Accumulating+1340% shares · 9 quarters running

$Accumulating+246% shares · 9 quarters running

$Accumulating+1811% shares · 9 quarters running

$IVZAccumulating+1% shares · 9 quarters running

$Accumulating+579% shares · 8 quarters running

$GOOGTrimming-14% shares · 9 quarters running

$LMTTrimming-67% shares · 9 quarters running

$RMDTrimming-67% shares · 9 quarters running

$SNATrimming-90% shares · 9 quarters running

$ADPTrimming-81% shares · 9 quarters running

Largest positions — Q2 2026

SCHWAB
$159.5M
VANGUARD
$70.7M
AAPL
$69.0M
VANGUARD
$57.1M
VANECK
$49.2M
SPDR
$44.6M
VANGUARD
$41.2M
VANGUARD
$40.7M
GOOGL
$40.7M
SCHWAB
$39.0M
IVZ
$33.8M
VANGUARD
$30.2M
AMZN
$22.6M
LRCX
$21.5M
XOM.R34088
$19.9M
SPY
$18.7M
SCHWAB
$18.1M
JPM
$14.6M
VANGUARD
$13.7M
GS
$12.7M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/apriem-advisors-1425165

Apriem Advisors 13F holdings — Q2 2026

$1.2B portfolio (+10.2% QoQ) · 182 holdings · Q2 2026 13F · top 10 are 53% of the stock portfolio

1
SCHWAB STRATEGIC TR - US LRG CAP ETF
$159.5M
13.8% of stocks
-4%This quarter—Since filed—Held
AIQuality—Est. buy—
2
VANGUARD BD INDEX FDS - TOTAL BND MRKT
$70.7M
6.1% of stocks
+3%This quarter—Since filed—Held
AIQuality—Est. buy—
3
Apple Inc.
$AAPL
$69.0M
6.0% of stocks
+2%This quarter+12.4%Since filed10+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trial
4
VANGUARD WORLD FD - MEGA CAP VAL ETF
$57.1M
5.0% of stocks
+11%This quarter—Since filed—Held
AIQuality—Est. buy—
5
VANECK ETF TRUST - MRNGSTR WDE MOAT
$49.2M
4.3% of stocks
-13%This quarter—Since filed—Held
AIQuality—Est. buy—
6
SPDR SERIES TRUST - ST STR BLO 1 ETF
$44.6M
3.9% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
7
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$41.2M
3.6% of stocks
+1%This quarter—Since filed—Held
AIQuality—Est. buy—
8
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF
$40.7M
3.5% of stocks
+7%This quarter—Since filed—Held
AIQuality—Est. buy—
9
Alphabet Inc.
$GOOGL
$40.7M
3.5% of stocks
-0.6%This quarter-8.5%Since filed10+ qtrsHeld
AIQuality77.7#61Est. buyEstimated buy price is Pro: unlock with a free trial
10
SCHWAB STRATEGIC TR - US DIVIDEND EQ
$39.0M
3.4% of stocks
+10%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	SCHWAB STRATEGIC TR - US LRG CAP ETF	$159.5M	13.8%	-4%	—	—	—	—
2	VANGUARD BD INDEX FDS - TOTAL BND MRKT	$70.7M	6.1%	+3%	—	—	—	—
3	Apple Inc.$AAPL	$69.0M	6.0%	+2%	+12.4%	10+ qtrs	75.7#88	Estimated buy price is Pro: unlock with a free trial
4	VANGUARD WORLD FD - MEGA CAP VAL ETF	$57.1M	5.0%	+11%	—	—	—	—
5	VANECK ETF TRUST - MRNGSTR WDE MOAT	$49.2M	4.3%	-13%	—	—	—	—
6	SPDR SERIES TRUST - ST STR BLO 1 ETF	$44.6M	3.9%	+4%	—	—	—	—
7	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	$41.2M	3.6%	+1%	—	—	—	—
8	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	$40.7M	3.5%	+7%	—	—	—	—
9	Alphabet Inc.$GOOGL	$40.7M	3.5%	-0.6%	-8.5%	10+ qtrs	77.7#61	Estimated buy price is Pro: unlock with a free trial
10	SCHWAB STRATEGIC TR - US DIVIDEND EQ	$39.0M	3.4%	+10%	—	—	—	—

All holdings — Apriem Advisors (Q2 2026)

Sort

182 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	$IVZ	Invesco Ltd.etf/fund	Financials	$33.8M	2.9%	111K	+4%	10+ qtrs	—	13F
12	—	VANGUARD WORLD FD - MEGA GRWTH INDetf/fund	—	$30.2M	2.6%	344K	+444%	—	—	13F
13	$AMZN	AMAZON COM INC	Consumer Discretionary	$22.6M	2.0%	95K	+0.6%	10+ qtrs	67.5	13F
14	$LRCX	LAM RESEARCH CORP	Technology	$21.5M	1.9%	50K	-12%	10+ qtrsTrimmed 6 qtrs in a row	81.7	13F
15	$XOM.R34088	EXXON MOBIL CORP	Energy	$19.9M	1.7%	146K	+2%	10+ qtrsAdded 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
16	$SPY	SPDR S&P 500 ETF TRUSTetf/fund	—	$18.7M	1.6%	25K	-0.3%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
17	—	SCHWAB STRATEGIC TR - INTL EQTY ETFetf/fund	—	$18.1M	1.6%	652K	-13%	—	—	13F
18	$JPM	JPMORGAN CHASE & CO	Financials	$14.6M	1.3%	45K	-0.3%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
19	—	VANGUARD INDEX FDS - SMALL CP ETFetf/fund	—	$13.7M	1.2%	45K	+11%	—	—	13F
20	$GS	GOLDMAN SACHS GROUP INC	Financials	$12.7M	1.1%	13K	-7%	10+ qtrsTrimmed 4 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
21	$GLDM	World Gold Trustetf/fund	Financials	$12.6M	1.1%	159K	+202%	2 qtrsAdded 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
22	—	SCHWAB STRATEGIC TR - US BRD MKT ETFetf/fund	—	$11.7M	1.0%	405K	+0.0%	—	—	13F
23	$MSFT	MICROSOFT CORP	Technology	$10.5M	0.9%	28K	-5%	10+ qtrsTrimmed 4 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
24	—	SCHWAB STRATEGIC TR - US AGGREGATE B	—	$10.0M	0.9%	434K	-0.5%	—	—	13F
25	$NVDA	NVIDIA CORP	Technology	$9.7M	0.8%	48K	-9%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
26	—	SCHWAB STRATEGIC TR - EMRG MKTEQ ETF	—	$9.5M	0.8%	261K	-4%
27	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$9.4M	0.8%	13K	+1%
28	$BTC	Grayscale Bitcoin Mini Trust ETF	Financials	$8.6M	0.7%	330K	+15%
29	$AEM	AGNICO EAGLE MINES LTD	Materials	$8.6M	0.7%	55K	—
30	$TSLA	Tesla, Inc.	Consumer Discretionary	$8.2M	0.7%	20K	+9%
31	—	ISHARES TR - RUS 1000 GRW ETF	—	$7.8M	0.7%	62K	+300%
32	$AMD	ADVANCED MICRO DEVICES INC	Technology	$7.4M	0.6%	13K	-19%
33	$KLAC	KLA CORP	Technology	$7.2M	0.6%	24K	+901%
34	—	VANECK ETF TRUST - GOLD MINERS ETF	—	$7.0M	0.6%	93K	+0.6%
35	$AVAV	AeroVironment Inc	Industrials	$6.8M	0.6%	41K	New
36	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$6.6M	0.6%	13K	-3%
37	$CF	CF Industries Holdings, Inc.	Materials	$5.9M	0.5%	55K	New
38	$LMT	LOCKHEED MARTIN CORP	Industrials	$5.9M	0.5%	12K	-4%
39	—	VANGUARD INDEX FDS - SM CP VAL ETF	—	$5.4M	0.5%	22K	+9%
40	$ADSK	Autodesk, Inc.	Technology	$5.0M	0.4%	26K	-3%
41	$IVZ	Invesco Ltd.	Financials	$4.7M	0.4%	73K	+1%
42	$RMD	RESMED INC	Healthcare	$4.5M	0.4%	23K	-20%
43	$CTAS	CINTAS CORP	Consumer Discretionary	$4.4M	0.4%	26K	-7%
44	$CRWD	CrowdStrike Holdings, Inc.	Technology	$4.4M	0.4%	5,739	-14%
45	$BA	BOEING CO	Industrials	$4.3M	0.4%	20K	-12%
46	$MMM	3M CO	Healthcare	$4.1M	0.3%	25K	—
47	—	SCHWAB STRATEGIC TR - US LCAP VA ETF	—	$4.1M	0.3%	117K	—
48	—	SELECT SECTOR SPDR TR - ST STR UTIL ETF	—	$4.1M	0.3%	89K	—
49	$AVGO	Broadcom Inc.	Technology	$4.0M	0.3%	11K	-8%
50	$ETN	Eaton Corp plc	Industrials	$3.7M	0.3%	8,610	+0.0%
51	$MELI	MERCADOLIBRE INC	Consumer Discretionary	$3.6M	0.3%	2,122	-3%
52	$GOOG	Alphabet Inc.	Technology	$3.5M	0.3%	10K	-22%
53	$ABBV	AbbVie Inc.	Healthcare	$3.4M	0.3%	14K	+2%
54	—	ISHARES TR - 0-3 MTH TREASURY	—	$3.2M	0.3%	32K	-78%
55	$MU	MICRON TECHNOLOGY INC	Technology	$3.1M	0.3%	2,713	+20%
56	—	VANGUARD WHITEHALL FDS - HIGH DIV YLD	—	$3.1M	0.3%	20K	+40%
57	$JNJ	JOHNSON & JOHNSON	Healthcare	$3.1M	0.3%	12K	+0.8%
58	$MA	Mastercard Inc	Financials	$2.7M	0.2%	5,322	+0.4%
59	—	VANECK ETF TRUST - SEMICONDUCTR ETF	—	$2.7M	0.2%	4,137	-0.7%
60	$SNA	Snap-on Inc	Industrials	$2.7M	0.2%	6,698	-31%
61	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$2.6M	0.2%	2,815	-8%
62	—	VANGUARD MALVERN FDS - STRM INFPROIDX	—	$2.6M	0.2%	52K	-0.9%
63	—	ISHARES TR - RUSSELL 2000 ETF	—	$2.6M	0.2%	8,599	+13%
64	$PANW	Palo Alto Networks Inc	Technology	$2.6M	0.2%	7,482	-0.3%
65	$BX	Blackstone Inc.	Financials	$2.5M	0.2%	22K	New
66	$LLY	ELI LILLY & Co	Healthcare	$2.5M	0.2%	2,119	+16%
67	$QCOM	QUALCOMM INC/DE	Technology	$2.5M	0.2%	14K	-0.1%
68	—	AMPLIFY ETF TR - JR SILV MINE ETF	—	$2.5M	0.2%	95K	—
69	—	VANGUARD INDEX FDS - SML CP GRW ETF	—	$2.4M	0.2%	6,689	+4%
70	$SLB	SLB LIMITED/NV	Energy	$2.4M	0.2%	51K	-26%
71	—	SCHWAB STRATEGIC TR - US LCAP GR ETF	—	$2.4M	0.2%	70K	+0.3%
72	$META	Meta Platforms, Inc.	Technology	$2.4M	0.2%	4,201	+0.7%
73	—	STATE STR SPDR DOW JONES IND - UT SER 1	—	$2.2M	0.2%	4,150	—
74	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$2.0M	0.2%	2,872	-2%
75	$CSCO	CISCO SYSTEMS, INC.	Technology	$1.8M	0.2%	16K	+0.5%
76	$BAC	BANK OF AMERICA CORP /DE/	Financials	$1.8M	0.1%	31K	-0.7%
77	$ADP	AUTOMATIC DATA PROCESSING INC	Technology	$1.7M	0.1%	7,760	-8%
78	$CVX	CHEVRON CORP	Energy	$1.7M	0.1%	9,999	-23%
79	$SYK	STRYKER CORP	Healthcare	$1.6M	0.1%	5,077	-0.1%
80	$SRE	SEMPRA	Utilities	$1.5M	0.1%	16K	+0.8%
81	$SBUX	STARBUCKS CORP	Consumer Discretionary	$1.5M	0.1%	15K	+1.0%
82	$PFE	PFIZER INC	Healthcare	$1.5M	0.1%	61K	+6%
83	—	VANECK ETF TRUST - JUNIOR GOLD MINE	—	$1.5M	0.1%	15K	+50%
84	$PH	Parker-Hannifin Corp	Industrials	$1.4M	0.1%	1,482	+6%
85	—	SCHWAB STRATEGIC TR - US SML CAP ETF	—	$1.4M	0.1%	40K	+464%
86	$ED	CONSOLIDATED EDISON INC	Utilities	$1.4M	0.1%	13K	+0.8%
87	$MRK	Merck & Co., Inc.	Healthcare	$1.4M	0.1%	11K	+2%
88	$LOW	LOWES COMPANIES INC	Consumer Discretionary	$1.3M	0.1%	5,746	-12%
89	$GEV	GE Vernova Inc.	Industrials	$1.2M	0.1%	1,019	-50%
90	$HD	HOME DEPOT, INC.	Consumer Discretionary	$1.2M	0.1%	3,368	+5%
91	$DIS	Walt Disney Co	Communication Services	$1.1M	0.1%	12K	-39%
92	$RTX	RTX Corp	Industrials	$994K	0.1%	5,239	-0.5%
93	$NFLX	NETFLIX INC	Communication Services	$975K	0.1%	14K	+2%
94	—	SELECT SECTOR SPDR TR - ST STR TECHN ETF	—	$970K	0.1%	5,093	+2%
95	$AMGN	AMGEN INC	Healthcare	$906K	0.1%	2,502	+0.1%
96	$MS	MORGAN STANLEY	Financials	$887K	0.1%	4,241	-5%
97	$GLD	SPDR GOLD TRUST	Financials	$863K	0.1%	2,342	—
98	$PG	PROCTER & GAMBLE Co	Consumer Staples	$836K	0.1%	5,699	+0.0%
99	$CVBF	CVB FINANCIAL CORP	Financials	$778K	0.1%	35K	—
100	$AMAT	APPLIED MATERIALS INC /DE	Technology	$763K	0.1%	1,056	+40%
101	$EMR	EMERSON ELECTRIC CO	Industrials	$757K	0.1%	5,285	+0.1%
102	$V	VISA INC.	Financials	$739K	0.1%	2,153	-25%
103	$NOC	NORTHROP GRUMMAN CORP /DE/	Technology	$736K	0.1%	1,445	—
104	—	VANGUARD INDEX FDS - TOTAL STK MKT	—	$710K	0.1%	1,918	+2%
105	—	ISHARES TR - ISHS 5-10YR INVT	—	$704K	0.1%	13K	+32%
106	$UNP	UNION PACIFIC CORP	Industrials	$681K	0.1%	2,505	-1%
107	$INTC	INTEL CORP	Technology	$681K	0.1%	4,878	-15%
108	$BMY	BRISTOL MYERS SQUIBB CO	Healthcare	$667K	0.1%	12K	+0.0%
109	—	FIDELITY COVINGTON TRUST - MSCI INFO TECH I	—	$657K	0.1%	2,300	—
110	$HON	HONEYWELL INTERNATIONAL INC	Industrials	$620K	0.1%	2,771	-50%
111	$PLTR	Palantir Technologies Inc.	Technology	$615K	0.1%	5,273	+0.3%
112	$SCHW	SCHWAB CHARLES CORP	Financials	$613K	0.1%	6,648	—
113	$HONA	Honeywell Aerospace Inc.	Industrials	$612K	0.1%	2,770	New
114	$HLI	HOULIHAN LOKEY, INC.	Financials	$601K	0.1%	4,481	—
115	$GE	GENERAL ELECTRIC CO	Industrials	$589K	0.1%	1,575	+0.1%
116	—	NUVEEN CALIF AMT FREE MUNI I - COM	—	$569K	0.1%	45K	+5%
117	—	ISHARES TR - CORE S&P500 ETF	—	$569K	0.1%	760	—
118	$PEP	PEPSICO INC	Consumer Staples	$567K	0.1%	4,189	+0.9%
119	—	VANGUARD INDEX FDS - GROWTH ETF	—	$547K	0.1%	6,354	+500%
120	$MRVL	Marvell Technology, Inc.	Technology	$536K	0.1%	1,800	New
121	—	BLACKROCK FLOATING RATE INCO - COM	—	$526K	0.1%	48K	+8%
122	—	INNOVATOR ETFS TRUST - DEFINED WLT SHLD	—	$501K	0.0%	15K	New
123	$SPCX	SPACE EXPLORATION TECHNOLOGIES CORP	Technology	$490K	0.0%	2,867	New
124	$GKOS	GLAUKOS Corp	Healthcare	$477K	0.0%	3,412	—
125	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$473K	0.0%	991	-40%
126	—	PROSHARES TR - PSHS ULTRA QQQ	—	$473K	0.0%	4,884	—
127	$CELH	Celsius Holdings, Inc.	Consumer Staples	$468K	0.0%	16K	-12%
128	—	DIMENSIONAL ETF TRUST - US EQUI MARK ETF	—	$460K	0.0%	5,610	—
129	$NYT	NEW YORK TIMES CO	Communication Services	$453K	0.0%	6,468	—
130	$ASML	ASML HOLDING NV	Technology	$438K	0.0%	220	—
131	$C	CITIGROUP INC	Financials	$407K	0.0%	2,906	+10%
132	$NAC	Nuveen California Quality Municipal Income Fund	Other	$401K	0.0%	33K	+3%
133	—	VANGUARD INDEX FDS - VALUE ETF	—	$399K	0.0%	1,830	+23%
134	$ORCL	ORACLE CORP	Technology	$397K	0.0%	2,712	-26%
135	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	—	$394K	0.0%	9,150	—
136	$CRM	Salesforce, Inc.	Technology	$391K	0.0%	2,498	-3%
137	$KO	COCA COLA CO	Consumer Staples	$378K	0.0%	4,654	+0.1%
138	—	VANECK ETF TRUST - PREFERRED SECURT	—	$375K	0.0%	21K	—
139	$VZ	VERIZON COMMUNICATIONS INC	Communication Services	$374K	0.0%	8,826	+1%
140	$SGOL	abrdn Gold ETF Trust	Financials	$368K	0.0%	9,629	-1%
141	$EVV	Eaton Vance Ltd Duration Income Fund	Other	$367K	0.0%	39K	+24%
142	—	VANGUARD WORLD FD - INF TECH ETF	—	$358K	0.0%	2,997	+723%
143	$MDT	Medtronic plc	Healthcare	$352K	0.0%	4,502	+11%
144	$CDLR	Cadeler A/S	Industrials	$351K	0.0%	16K	—
145	$WMT	Walmart Inc.	Consumer Staples	$345K	0.0%	3,048	-44%
146	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$339K	0.0%	1,204	+4%
147	$PHYS	Sprott Physical Gold Trust	Financials	$328K	0.0%	11K	-2%
148	$CAT	CATERPILLAR INC	Industrials	$327K	0.0%	307	—
149	$ABT	ABBOTT LABORATORIES	Healthcare	$323K	0.0%	3,554	+3%
150	$PBF	PBF Energy Inc.	Energy	$321K	0.0%	7,054	-2%

What changed in Q2 2026

Against the previous quarter's 13F: 12 new, 73 added to, 61 trimmed, 16 sold out. Share-count changes; largest moves by dollar size first.

New positions (12)

$AVAVAeroVironment Inc$6.8M
first bought this quarter
$CFCF Industries Holdings, Inc.$5.9M
first bought this quarter
$BXBlackstone Inc.$2.5M
first bought this quarter
$HONAHoneywell Aerospace Inc.$612K
first bought this quarter
$MRVLMarvell Technology, Inc.$536K
first bought this quarter
INNOVATOR ETFS TRUST - DEFINED WLT SHLD$501K
first bought this quarter

+6 more in the Excel export

Added to (73)

VANGUARD WORLD FD - MEGA GRWTH IND+444%
now $30.2M
$GLDMWorld Gold Trust+202%
now $12.6M · held 2 qtrs, 2 adds in a row
$KLACKLA CORP+901%
now $7.2M · held 10+ qtrs
ISHARES TR - RUS 1000 GRW ETF+300%
now $7.8M
VANGUARD WORLD FD - MEGA CAP VAL ETF+11%
now $57.1M
SCHWAB STRATEGIC TR - US DIVIDEND EQ+10%
now $39.0M

+67 more in the Excel export

Trimmed (61)

ISHARES TR - 0-3 MTH TREASURY-78%
now $3.2M
VANECK ETF TRUST - MRNGSTR WDE MOAT-13%
now $49.2M
SCHWAB STRATEGIC TR - US LRG CAP ETF-4%
now $159.5M
$REGNREGENERON PHARMACEUTICALS, INC.-95%
now $271K · held 10+ qtrs, 2 trims in a row
$LRCXLAM RESEARCH CORP-12%
now $21.5M · held 10+ qtrs, 6 trims in a row
SCHWAB STRATEGIC TR - INTL EQTY ETF-13%
now $18.1M

+55 more in the Excel export

Sold out (16)

$INTUINTUIT INC.was $4.2M
held 8 qtrs
$TAT&T INC.was $1.2M
held 9+ qtrs
$ADBEADOBE INC.was $1.1M
held 9+ qtrs
$AMTAMERICAN TOWER CORP /MA/was $891K
held 9+ qtrs
$SLViShares Silver Trustwas $705K
$COHRCOHERENT CORP.was $546K

+10 more in the Excel export

Firm AUM (Form ADV): $1.5B as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Apriem Advisors has filed, 41 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Apriem Advisors's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 14 of the 20 are scored)

Top 10 since filing

-4.5%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 18% over the last 4

Top 10 weight

53%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

92%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Apriem Advisors disclosed 182 positions worth $1.2B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 12 new positions and exited 16 — including a new stake in $AVAV and a full exit from $INTU. The portfolio is most concentrated in Other (60.0% of disclosed assets). All figures are sourced directly from Apriem Advisors’s Form 13F-HR filing with the SEC under CIK 1425165.

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AI-Powered Hedge Fund Analysis: Apriem Advisors

13F Pro is an AI hedge fund tracker and stock research platform. For Apriem Advisors (SEC CIK: 1425165), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Apriem Advisors's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.