Institutional Fund
Apriem Advisors
Irvine, CACIK 14251655 filings on record
Portfolio Value
$1.05B
Q1 2026
Holdings
186
Reported positions
New Buys
13
Opened this quarter
QoQ Change
-3.8%
from $1.09B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr13.8%
- Vanguard Bd Index Fds6.6%
- Apple Inc5.7%
- Vaneck ETF Trust5.0%
- Vanguard World Fd4.4%
- Spdr Series Trust4.1%
- Other60.5%
Portfolio Holdings
186 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 5.63M | $144.41M | 13.8% | −534.3K | Reduced |
| 2 | Vanguard Bd Index Fds | 935.3K | $68.88M | 6.6% | −98.1K | Reduced |
| 3 | Apple Inc | 234.3K | $59.47M | 5.7% | −2.1K | Reduced |
| 4 | Vaneck ETF Trust | 542.5K | $52.46M | 5.0% | +29.3K | Added |
| 5 | Vanguard World Fd | 315.4K | $45.71M | 4.4% | +62.1K | Added |
| 6 | Spdr Series Trust | 470.1K | $43.08M | 4.1% | +32.6K | Added |
| 7 | Vanguard Tax-Managed Fds | 570.9K | $36.58M | 3.5% | −2.8K | Reduced |
| 8 | Vanguard Intl Equity Index F | 637.4K | $34.45M | 3.3% | +269.5K | Added |
| 9 | Schwab Strategic Tr | 1.12M | $34.34M | 3.3% | +251.1K | Added |
| 10 | Alphabet Inc | 114.7K | $32.98M | 3.1% | −1.7K | Reduced |
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