13F Insight
DOSSIER · 13F-HR · Q1 2026

Apriem Advisors

$1.0B in tracked AUM across 186 positions as of Q1 2026.

AA
CIK 0001425165 · last filed Mar 31, 2026
Total AUM
$1.0B
as of Q1 2026
Holdings
186
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Apriem Advisors filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SCHX
SCHWAB STRATEGIC TR
$144M5.6M13.8%02
BND
VANGUARD BD INDEX FDS
$69M935K6.6%03
AAPL
APPLE INC
$59M234K5.7%04
MOAT
VANECK ETF TRUST
$52M543K5.0%05
MGV
VANGUARD WORLD FD
$46M315K4.4%06
BIL
SPDR SERIES TRUST
$43M470K4.1%07
VEA
VANGUARD TAX-MANAGED FDS
$37M571K3.5%08
VWO
VANGUARD INTL EQUITY INDEX F
$34M637K3.3%09
SCHD
SCHWAB STRATEGIC TR
$34M1.1M3.3%10
GOOGL
ALPHABET INC
$33M115K3.1%

Filing history

2026Q1Mar 31
$1.0B▼ 3.8%
186 positionsView →2025Q4Dec 31
$1.1B▲ 3.1%
191 positionsView →2025Q3Sep 30
$1.1B▲ 12.4%
194 positionsView →2025Q2Jun 30
$941M▲ 10.2%
187 positionsLocked2025Q1Mar 31
$853M▼ 2.2%
182 positionsLocked2024Q4Dec 31
$873M▲ 2.0%
184 positionsLocked2024Q3Sep 30
$856M▲ 4.8%
175 positionsLocked2024Q2Jun 30
$817M▲ 2.6%
173 positionsLocked2024Q1Mar 31
$796M▲ 6.3%
172 positionsLocked2023Q4Dec 31
$748M▲ 9.7%
151 positionsLocked2023Q3Sep 30
$682M▲ 2.3%
142 positionsLocked2023Q2Jun 30
$667M▲ 6.7%
143 positionsLocked
Showing 12 of 71