Apriem Advisors

Registered adviser

CIK

1425165

Location

IRVINE, CA

Portfolio Value

Mid $1,155,037,417

Diversification

Diversified

Filing Date

Global Rank

#2,284 / 8,819 ▲ 33

Top Industry

Consumer Electronics 15.8%

Period ended 4 months ago

Filed Aug 14, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 108188

Roster of Oct 1, 2026

Regulatory AUM

$1,483,716,736

Main clients

Individuals and high net worth (92% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Aug 2026 to Oct 2026	$1,483,716,736	Individuals and high net worth (92%)
Apr 2026 to Jul 2026	$1,486,377,797	Individuals and high net worth (92%)
Apr 2025 to Mar 2026	$1,229,145,243	Individuals and high net worth (92%)
Apr 2024 to Mar 2025	$1,049,674,469	Individuals and high net worth (91%)
May 2023 to Mar 2024	$862,064,892	Individuals and high net worth (91%)
Apr 2023	$862,064,892	Individuals and high net worth (91%)

4 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 64.8% of the book (60%+)

Turnover

Low turnover

17.5% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 19.7 quarters (12+), a floor since 54.9% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 70.4%; sector active share 49.2% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

182 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

22.1%

−1.6 pts

Top 5

47.1%

−0.7 pts

Top 10

64.8%

+0.9 pts

HHI

744

Diversified−55

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	62.1%	$717,455,492	62
Technology	13.5%	$155,605,976	25
Financial Services	7.2%	$82,698,688	25
Communication Services	4.3%	$49,577,864	7
Industrials	3.6%	$41,160,467	22
Consumer Cyclical	3.4%	$38,897,184	8
Energy	2.1%	$24,550,174	5
Healthcare	1.9%	$21,638,846	15
Basic Materials	1.3%	$14,480,075	2
Consumer Defensive	0.5%	$5,227,257	6
Utilities	0.3%	$3,252,207	3
Real Estate	0.0%	$493,187	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	+280,577	343,729	$30,217,216
SCHD	Schwab U.S. Dividend Equity ETF	+111,175	1,230,371	$39,015,064
GLDM	World Gold Trust	+106,476	159,205	$12,644,061
IWF	iShares Russell 1000 Growth ETF	+46,820	62,418	$7,750,443
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+45,218	682,576	$40,742,961
BTC	Grayscale Bitcoin Mini Trust ETF	+43,943	330,202	$8,568,741
MGV	VANGUARD MEGA CAP VALUE INDEX FUND	+34,245	349,628	$57,146,696
SCHA	Schwab U.S. Small-Cap ETF	+32,776	39,836	$1,439,274
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+28,177	963,506	$70,730,975
KLAC	Kla Corp	+21,524	23,912	$7,214,489
—		+16,743	486,811	$44,611,360
VEA	Vanguard FTSE Developed Markets ETF	+7,883	578,734	$41,234,797
EVV	Eaton Vance Ltd Duration Income Fund	+7,631	39,129	$366,638
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	+5,562	19,536	$3,087,274
VUG	VANGUARD GROWTH INDEX FUND	+5,295	6,354	$547,333
GDXJ	VanEck Junior Gold Miners ETF	+5,000	15,000	$1,473,750
VB	Vanguard Index Funds	+4,310	45,306	$13,733,154
AAPL	Apple Inc.	+4,142	238,452	$68,998,470
QQQM	Invesco Ltd.	+3,808	111,422	$33,757,523
FRA	Blackrock Floating Rate Income Strategies Fund, Inc.	+3,561	47,848	$525,849
PFE	Pfizer Inc	+3,313	61,465	$1,480,077
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	+3,215	13,234	$703,651
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+2,633	2,997	$358,201
FCT	First Trust Senior Floating Rate Income Fund II	+2,500	23,500	$227,010
XOM	ExxonMobil Holdings Corp	+2,479	145,798	$19,933,502
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHX	Schwab U.S. Large-Cap ETF	−213,213	5,419,045	$159,482,494
SGOV	iShares 0-3 Month Treasury Bond ETF	−115,983	31,870	$3,208,352
SCHF	Schwab International Equity ETF	−94,912	651,760	$18,053,752
MOAT	VanEck Morningstar Wide Moat ETF	−68,797	473,733	$49,249,282
SLB	Slb Limited	−17,841	51,292	$2,384,565
SCHE	Schwab Emerging Markets Equity ETF	−11,396	260,903	$9,460,342
REGN	Regeneron Pharmaceuticals, Inc.	−7,722	434	$270,616
DIS	Walt Disney Co	−7,574	11,621	$1,118,521
LRCX	Lam Research Corp	−6,456	49,571	$21,480,601
RMD	Resmed Inc	−5,662	23,244	$4,529,790
NVDA	Nvidia Corp	−5,051	48,299	$9,664,146
DBL	DoubleLine Opportunistic Credit Fund	−4,000	20,110	$289,181
FAST	Fastenal Co	−3,850	6,350	$304,990
AMD	Advanced Micro Devices Inc	−2,957	12,686	$7,369,424
SNA	Snap-on Inc	−2,942	6,698	$2,695,275
CVX	Chevron Corp	−2,914	9,999	$1,657,434
GOOG	Alphabet Inc.	−2,882	10,043	$3,548,493
HON	Honeywell International Inc	−2,768	2,771	$620,426
BA	Boeing Co	−2,592	19,832	$4,293,033
WMT	Walmart Inc.	−2,387	3,048	$345,216
CELH	Celsius Holdings, Inc.	−2,171	15,969	$467,572
SCHZ	Schwab U.S. Aggregate Bond ETF	−2,131	434,154	$10,041,982
CTAS	Cintas Corp	−1,811	25,756	$4,380,580
MSFT	Microsoft Corp	−1,345	28,101	$10,482,235
GS	Goldman Sachs Group Inc	−1,002	12,602	$12,745,284
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
AVAV	AeroVironment Inc	40,991	$6,766,384
CF	CF Industries Holdings, Inc.	54,762	$5,928,534
BX	Blackstone Inc.	21,616	$2,543,554
HONA	Honeywell Aerospace Inc.	2,770	$612,391
MRVL	Marvell Technology, Inc.	1,800	$536,202
BALT		14,617	$500,924
SPCX	Space Exploration Technologies Corp	2,867	$489,855
NET	Cloudflare, Inc.	1,216	$298,260
JPIE	JPMorgan Income ETF	6,358	$292,785
VOOG	VANGUARD S&P 500 GROWTH INDEX FUND	3,114	$257,278
CBSH	Commerce Bancshares Inc	4,018	$232,039
VXUS	Vanguard Total International Stock ETF	2,375	$203,038
No positions match the current search.

Sold Out

Positions the filer fully exited

16 positions

Ticker	Company	Shares	Value
INTU	Intuit Inc.	9,730	$4,207,057
T	At&T Inc.	40,942	$1,186,908
ADBE	Adobe Inc.	4,542	$1,104,069
AMT	American Tower Corp	5,165	$891,375
SLV	iShares Silver Trust	10,349	$705,180
COHR	Coherent Corp.	2,290	$545,500
CEG	Constellation Energy Corp	1,446	$403,795
FCX	Freeport-Mcmoran Inc	5,871	$345,097
NEE	Nextera Energy Inc	3,630	$337,154
BRO	Brown & Brown, Inc.	4,343	$283,207
DELL	Dell Technologies Inc.	1,704	$279,677
SPTI	State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF	9,014	$258,341
NTRA	Natera, Inc.	1,171	$234,188
ARM	Arm Holdings PLC	1,508	$228,130
PSLV	Sprott Physical Silver Trust	9,000	$219,510
DSL	DoubleLine Income Solutions Fund	17,300	$187,359
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

182 tracked positions · $1,155,037,417 total · filing declares 182 positions · $1,155,038,719 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 182 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
SCHX	Schwab U.S. Large-Cap ETF	Reduced	5,419,045	-213,213	$159,482,494	+10.4%	26+	before history	13.81%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	963,506	+28,177	$70,730,975	+2.7%	12	$72.04	6.12%
AAPL	Apple Inc. Technology	Added	238,452	+4,142	$68,998,470	+16.0%	26+	before history	5.97%
MGV	VANGUARD MEGA CAP VALUE INDEX FUND	Added	349,628	+34,245	$57,146,696	—	10	unpriced	4.95%
MOAT	VanEck Morningstar Wide Moat ETF	Reduced	473,733	-68,797	$49,249,282	−6.1%	26+	before history	4.26%
		Added	486,811	+16,743	$44,611,360	+3.6%	12	$91.60	3.86%
VEA	Vanguard FTSE Developed Markets ETF	Added	578,734	+7,883	$41,234,797	+12.7%	16	$42.92	3.57%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	682,576	+45,218	$40,742,961	+18.3%	16	$50.71	3.53%
GOOGL	Alphabet Inc. Communication Services	Reduced	114,007	-677	$40,742,681	+23.5%	26+	before history	3.53%
SCHD	Schwab U.S. Dividend Equity ETF	Added	1,230,371	+111,175	$39,015,064	+13.6%	26+	before history	3.38%
QQQM	Invesco Ltd. Financial Services	Added	111,422	+3,808	$33,757,523	+32.0%	10	$197.59	2.92%
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	Added	343,729	+280,577	$30,217,216	—	10	unpriced	2.62%
AMZN	Amazon Com Inc Consumer Cyclical	Added	95,024	+557	$22,648,020	+15.1%	26+	before history	1.96%
LRCX	Lam Research Corp Technology	Reduced	49,571	-6,456	$21,480,601	+79.4%	26+	before history	1.86%
XOM	ExxonMobil Holdings Corp Energy	Added	145,798	+2,479	$19,933,502	−18.0%	26+	before history	1.73%
SPY	Spdr S&P 500 ETF Trust	Reduced	25,086	-80	$18,733,472	+14.5%	26+	before history	1.62%
SCHF	Schwab International Equity ETF	Reduced	651,760	-94,912	$18,053,752	−2.3%	26+	before history	1.56%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	44,544	-114	$14,580,587	+11.0%	26+	before history	1.26%
VB	Vanguard Index Funds	Added	45,306	+4,310	$13,733,154	+27.9%	8	unpriced	1.19%
GS	Goldman Sachs Group Inc Financial Services	Reduced	12,602	-1,002	$12,745,284	+10.7%	11	$572.02	1.10%
GLDM	World Gold Trust	Added	159,205	+106,476	$12,644,061	+158.7%	2	$91.66	1.09%
SCHB	Schwab U.S. Broad Market ETF	Added	404,758	+1	$11,721,791	+15.4%	26+	before history	1.01%
MSFT	Microsoft Corp Technology	Reduced	28,101	-1,345	$10,482,235	−3.8%	26+	before history	0.91%
SCHZ	Schwab U.S. Aggregate Bond ETF	Reduced	434,154	-2,131	$10,041,982	−0.9%	26+	before history	0.87%
NVDA	Nvidia Corp Technology	Reduced	48,299	-5,051	$9,664,146	+3.9%	26+	before history	0.84%
SCHE	Schwab Emerging Markets Equity ETF	Reduced	260,903	-11,396	$9,460,342	+5.4%	26+	before history	0.82%
QQQ	Invesco Qqq Trust, Series 1	Added	12,774	+163	$9,406,773	+29.2%	26+	before history	0.81%
BTC	Grayscale Bitcoin Mini Trust ETF	Added	330,202	+43,943	$8,568,741	−0.2%	7	unpriced	0.74%
AEM	Agnico Eagle Mines Ltd Basic Materials	Held	55,125	0	$8,551,541	−23.6%	18	$50.31	0.74%
TSLA	Tesla, Inc. Consumer Cyclical	Added	19,522	+1,591	$8,210,953	+23.2%	26+	before history	0.71%
IWF	iShares Russell 1000 Growth ETF	Added	62,418	+46,820	$7,750,443	+16.5%	22	unpriced	0.67%
AMD	Advanced Micro Devices Inc Technology	Reduced	12,686	-2,957	$7,369,424	+131.6%	26+	before history	0.64%
KLAC	Kla Corp Technology	Added	23,912	+21,524	$7,214,489	+105.2%	26+	before history	0.62%
GDX	VanEck Gold Miners ETF	Added	93,070	+573	$7,022,131	−17.3%	26+	before history	0.61%
AVAV	AeroVironment Inc Industrials	NEW	40,991	NEW	$6,766,384	NEW	1	$178.98	0.59%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	13,256	-464	$6,633,169	+0.9%	26+	before history	0.57%
CF	CF Industries Holdings, Inc. Basic Materials	NEW	54,762	NEW	$5,928,534	NEW	1	$117.86	0.51%
LMT	Lockheed Martin Corp Industrials	Reduced	11,541	-469	$5,879,677	−19.0%	22	$374.20	0.51%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Added	22,173	+1,836	$5,387,817	+21.9%	8	unpriced	0.47%
ADSK	Autodesk, Inc. Technology	Reduced	25,837	-840	$5,023,229	−21.3%	11	$216.71	0.43%
RSPT	Victory Portfolios II	Added	72,565	+1,011	$4,680,442	+44.5%	22	unpriced	0.41%
RMD	Resmed Inc Healthcare	Reduced	23,244	-5,662	$4,529,790	−30.2%	12	$180.16	0.39%
CTAS	Cintas Corp Industrials	Reduced	25,756	-1,811	$4,380,580	−6.1%	25	$57.83	0.38%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	5,739	-969	$4,379,660	+67.2%	9	$406.66	0.38%
BA	Boeing Co Industrials	Reduced	19,832	-2,592	$4,293,033	−3.8%	26+	before history	0.37%
MMM	3M Co Industrials	Held	25,325	0	$4,100,370	+11.5%	7	$131.27	0.35%
SCHV	Schwab U.S. Large-Cap Value ETF	Held	116,855	0	$4,067,722	+14.1%	26+	before history	0.35%
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	Held	89,400	0	$4,053,396	−1.2%	22	unpriced	0.35%
AVGO	Broadcom Inc. Technology	Reduced	10,601	-868	$4,004,527	+12.8%	25	unpriced	0.35%
ETN	Eaton Corp plc Industrials	Added	8,610	+3	$3,668,893	+19.2%	26+	before history	0.32%

Showing the top 50 of 182 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.