Apriem Advisors

Institutional manager (13F) · CIK 1425165

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $926M

#	Issuer	Value	Shares
1	SCHWAB STRATEGIC TR	$144M	5,632,258
2	VANGUARD BD INDEX FDS	$69M	935,329
3	APPLE INC	$59M	234,310
4	VANECK ETF TRUST	$52M	542,530
5	VANGUARD WORLD FD	$46M	315,383
6	SPDR SERIES TRUST	$43M	470,068
7	VANGUARD TAX-MANAGED FDS	$37M	570,851
8	VANGUARD INTL EQUITY INDEX F	$34M	637,358
9	SCHWAB STRATEGIC TR	$34M	1,119,196
10	ALPHABET INC	$33M	114,684
11	INVESCO EXCH TRADED FD TR II	$26M	107,614
12	EXXON MOBIL CORP	$24M	143,319
13	VANGUARD WORLD FD	$23M	63,152
14	AMAZON COM INC	$20M	94,467
15	SCHWAB STRATEGIC TR	$18M	746,672
16	STATE STR SPDR S&P 500 ETF T	$16M	25,166
17	ISHARES TR	$15M	147,853
18	JPMORGAN CHASE & CO	$13M	44,658
19	LAM RESEARCH CORP	$12M	56,027
20	GOLDMAN SACHS GROUP INC	$12M	13,604
21	AGNICO EAGLE MINES LTD	$11M	55,125
22	MICROSOFT CORP	$11M	29,446
23	VANGUARD INDEX FDS	$11M	40,996
24	SCHWAB STRATEGIC TR	$10M	404,757
25	SCHWAB STRATEGIC TR	$10M	436,285
26	NVIDIA CORPORATION	$9M	53,350
27	SCHWAB STRATEGIC TR	$9M	272,299
28	GRAYSCALE BITCOIN MINI TR ET	$9M	286,259
29	VANECK ETF TRUST	$8M	92,497
30	INVESCO QQQ TR	$7M	12,611
31	LOCKHEED MARTIN CORP	$7M	12,010
32	TESLA INC	$7M	17,931
33	ISHARES TR	$7M	15,598
34	BERKSHIRE HATHAWAY INC DEL	$7M	13,720
35	RESMED INC	$6M	28,906
36	AUTODESK INC	$6M	26,677
37	REGENERON PHARMACEUTICALS	$6M	8,156
38	WORLD GOLD TR	$5M	52,729
39	CINTAS CORP	$5M	27,567
40	BOEING CO	$4M	22,424
41	VANGUARD INDEX FDS	$4M	20,337
42	INTUIT	$4M	9,730
43	SELECT SECTOR SPDR TR	$4M	89,400
44	MERCADOLIBRE INC	$4M	2,196
45	ALPHABET INC	$4M	12,925
46	3M CO	$4M	25,325
47	SCHWAB STRATEGIC TR	$4M	116,855
48	SLB LIMITED	$4M	69,133
49	BROADCOM INC	$4M	11,469
50	KLA CORP	$4M	2,388

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.