Apriem Advisors 13F Holdings
CIK 0001425165 · IRVINE, CA
As of Sep 30, 2025, Apriem Advisors reported 194 positions worth
CIK 0001425165 · IRVINE, CA
As of Sep 30, 2025, Apriem Advisors reported 194 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 6,405,179 | 68.7M | 15.96% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 1,013,920 | $75.4M | 7.13% |
| APPLE INC | AAPL | Technology | 234,246 | $59.6M | 5.64% |
| VANECK MORNINGSTAR WIDE MOAT ETF | MOAT | — | 493,823 | $48.9M | 4.63% |
| VANGUARD WORLD FUND | MGK | — | 98,337 | $39.6M | 3.74% |
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF | BIL | — | 412,271 | $37.8M | 3.58% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 578,797 | $34.7M | 3.28% |
| VANGUARD MEGA CAP VALUE INDEX FUND | MGV | — | 248,084 | $34.2M | 3.23% |
| INVESCO NASDAQ 100 ETF | QQQM | — | 120,226 | $29.7M | 2.81% |
| ALPHABET INC | GOOGL | Equity | 117,050 | $28.5M | 2.69% |
| AMAZON.COM INC | AMZN | Equity | 111,949 | $24.6M | 2.33% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 792,245 | $21.6M | 2.05% |
| MICROSOFT CORP | MSFT | Technology | 37,873 | 9.6M | 1.86% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 821,822 | 9.1M | 1.81% |
| SPDR S&P 500 ETF TRUST | SPY | — | 25,610 | 7.1M | 1.61% |
| EXXON MOBIL CORP | XOM | Energy | 137,441 | 5.5M | 1.47% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 45,383 | 4.3M | 1.35% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 256,340 | 3.9M | 1.31% |
| LAM RESEARCH CORP | LRCX | Technology | 97,305 | 3.0M | 1.23% |
| STATE STREET(R) SPDR(R) PORTFOLIO INTERMEDIATE TERM TREASURY ETF | SPTI | — | 441,440 | 2.8M | 1.21% |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 14,433 | 1.5M | 1.09% |
| SCHWAB US AGGREGATE BOND ETF | SCHZ | Equity | 460,500 | 0.8M | 1.02% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 412,637 | 0.6M | 1.00% |
| NVIDIA CORP | NVDA | Technology | 53,126 | $9.9M | 0.94% |
| WALT DISNEY CO | DIS | Communication Services | 84,238 | $9.6M | 0.91% |