StockDriftsStockDriftsTop 50 Apriem Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 13.81% | 5.42M | $159.5M | -3.79%(-213.21K) | $15.10(+102.02%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 6.12% | 963.5K | $70.7M | +3.01%(+28.18K) | $72.06(+0.26%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.97% | 238.5K | $69.0M | +1.77%(+4.14K) | $64.95(+370.17%) | 2026-06-30 | |
| MGV | VANGUARD WORLD FD | 4.95% | 349.6K | $57.1M | +10.86%(+34.24K) | $132.48(+27.10%) | 2026-06-30 | |
| MOAT | VANECK ETF TRUST | 4.26% | 473.7K | $49.2M | -12.68%(-68.80K) | $85.67(+32.65%) | 2026-06-30 | |
| BIL | SPDR SERIES TRUST | 3.86% | 486.8K | $44.6M | +3.56%(+16.74K) | $91.71(-0.18%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.57% | 578.7K | $41.2M | +1.38%(+7.88K) | $41.45(+78.55%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.53% | 682.6K | $40.7M | +7.09%(+45.22K) | $49.38(+22.29%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.53% | 114.0K | $40.7M | -0.59%(-677) | $47.21(+630.20%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 3.38% | 1.23M | $39.0M | +9.93%(+111.17K) | $26.91(+27.69%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.47% | +49.98% | +6.03% | +34.02% |
| Top 20 Holdings Unweighted | +14.97% | +51.97% | +6.53% | +37.21% |
Apriem Advisors reports $1.16B in US-listed equity holdings across 182 positions in its most recent 13F filing. Its largest disclosed positions are SCHX (13.8%), BND (6.1%) and AAPL (6.0%). The top 20 holdings account for 70.8% of reported assets. Its disclosed equity book has returned +49.98% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Apriem Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1425165). View Apriem Advisors’s 13F filings on SEC