Apriem Advisors
CIK 1425165
13F filing for Q2 2026・No. 2,342
- Holdings
- US$1.16B
- Quarter change
- +US$107.2M
- Entries
- 182
- Net bought (estimate)
- −US$6.06M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 13
- Sold out 17
- Cut 60
- Added 72
- Corporate actions 2
- Unchanged 37
Largest holdings
182 stocks worth US$1.16B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SCHWAB STRATEGIC TRUS LRG CAP ETF | Cut | 5,419,045 | US$159.48M | 13.81% |
| VANGUARD BD INDEX FDSTOTAL BND MRKT | Added | 963,506 | US$70.73M | 6.12% |
| AAPLAppleCOM | Added | 238,452 | US$69M | 5.97% |
| VANGUARD WORLD FDMEGA CAP VAL ETF | Added | 349,628 | US$57.15M | 4.95% |
| VANECK ETF TRUSTMRNGSTR WDE MOAT | Cut | 473,733 | US$49.25M | 4.26% |
| SPDR SERIES TRUSTST STR BLO 1 ETF | Added | 486,811 | US$44.61M | 3.86% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Added | 578,734 | US$41.23M | 3.57% |
| VWOVANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | Added | 682,576 | US$40.74M | 3.53% |
| GOOGLAlphabetCAP STK CL A | Cut | 114,007 | US$40.74M | 3.53% |
| SCHWAB STRATEGIC TRUS DIVIDEND EQ | Added | 1,230,371 | US$39.02M | 3.38% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.