Institutions / Apriem Advisors
Apriem Advisors
CIK 1425165 · Institution · as of Dec 31, 2025
Portfolio value
$1.09B
Positions
191
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 191 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Strategic Tr | $165.94M | 15.2% |
| Vanguard Bd Index Fds | $76.55M | 7.0% |
| Apple Inc. | $64.26M | 5.9% |
| VanEck ETF Trust | $53.15M | 4.9% |
| Vanguard World Fd | $40.95M | 3.8% |
| SPDR Series Trust | $39.97M | 3.7% |
| Alphabet Inc. | $36.42M | 3.3% |
| Vanguard Tax-Managed Fds | $35.84M | 3.3% |
| Vanguard World Fd | $35.75M | 3.3% |
| Invesco Exch Traded Fd Tr II | $31.12M | 2.9% |
| Amazon.com Inc | $25.33M | 2.3% |
| Schwab Strategic Tr | $23.81M | 2.2% |
| Vanguard Intl Equity Index F | $19.78M | 1.8% |
| Schwab Strategic Tr | $19.20M | 1.8% |
| Microsoft Corp | $18.12M | 1.7% |
| SPDR S&P 500 ETF Tr | $17.28M | 1.6% |
| Exxon Mobil Corp | $16.22M | 1.5% |
| Lam Research Corp | $15.74M | 1.4% |
| JPMorgan Chase & Co | $14.44M | 1.3% |
| SPDR Series Trust | $12.63M | 1.2% |
| The Goldman Sachs Group, Inc. | $12.46M | 1.1% |
| Schwab Strategic Tr | $10.77M | 1.0% |
| Schwab Strategic Tr | $10.63M | 1.0% |
| NVIDIA Corp | $9.62M | 0.9% |
| Walt Disney Co | $9.46M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.