Apriem Advisors - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Apriem Advisors held in its portfolio 188 assets valued at $1,089,585,015 (i.e. $1.09B).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($165.94M), VANGUARD BD INDEX FDS ($76.55M), and APPLE INC ($64.26M).
The chart below shows the top 10 valuable assets, and the table below shows the top 188 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Apriem Advisors - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 6166583 | 165942735 | US LRG CAP ETF |
| VANGUARD BD INDEX FDS | 1033471 | 76549231 | TOTAL BND MRKT |
| APPLE INC | 236367 | 64258759 | COM |
| VANECK ETF TRUST | 513241 | 53151256 | MRNGSTR WDE MOAT |
| SPDR SERIES TRUST | 880855 | 53134407 | STATE STREET SPD |
| VANGUARD WORLD FD | 99198 | 40945958 | MEGA GRWTH IND |
| ALPHABET INC | 116356 | 36419419 | CAP STK CL A |
| VANGUARD TAX-MANAGED FDS | 573649 | 35835829 | VAN FTSE DEV MKT |
| VANGUARD WORLD FD | 253265 | 35750887 | MEGA CAP VAL ETF |
| INVESCO EXCH TRADED FD TR II | 123049 | 31121555 | NASDAQ 100 ETF |
| AMAZON COM INC | 109721 | 25325801 | COM |
| SCHWAB STRATEGIC TR | 868131 | 23812836 | US DIVIDEND EQ |
| VANGUARD INTL EQUITY INDEX F | 367854 | 19775814 | FTSE EMR MKT ETF |
| SCHWAB STRATEGIC TR | 798579 | 19197848 | INTL EQTY ETF |
| MICROSOFT CORP | 37457 | 18115195 | COM |
| SPDR S&P 500 ETF TR | 25340 | 17280170 | TR UNIT |
| EXXON MOBIL CORP | 134776 | 16218968 | COM |
| LAM RESEARCH CORP | 91958 | 15741341 | COM NEW |
| JPMORGAN CHASE & CO. | 44818 | 14441264 | COM |
| GOLDMAN SACHS GROUP INC | 14178 | 12462540 | COM |
| SCHWAB STRATEGIC TR | 460852 | 10770111 | US AGGREGATE B |
| SCHWAB STRATEGIC TR | 405078 | 10625200 | US BRD MKT ETF |
| NVIDIA CORPORATION | 51606 | 9624497 | COM |
| DISNEY WALT CO | 83119 | 9456456 | COM |
| AGNICO EAGLE MINES LTD | 55230 | 9363142 | COM |
| SCHWAB STRATEGIC TR | 274019 | 8974121 | EMRG MKTEQ ETF |
| AUTODESK INC | 27646 | 8183492 | COM |
| TESLA INC | 17799 | 8004566 | COM |
| VANECK ETF TRUST | 92497 | 7933468 | GOLD MINERS ETF |
| INVESCO QQQ TR | 12722 | 7815521 | UNIT SER 1 |
| LOCKHEED MARTIN CORP | 15511 | 7502250 | COM |
| ISHARES TR | 15653 | 7408439 | RUS 1000 GRW ETF |
| RESMED INC | 30603 | 7371345 | COM |
| BERKSHIRE HATHAWAY INC DEL | 14287 | 7181361 | CL B NEW |
| INTUIT | 10317 | 6834187 | COM |
| REGENERON PHARMACEUTICALS | 8584 | 6625732 | COM |
| ADOBE INC | 18180 | 6362818 | COM |
| PAYPAL HLDGS INC | 108555 | 6337442 | COM |
| GRAYSCALE BITCOIN MINI TR ET | 145667 | 5641683 | SHS NEW |
| COPART INC | 142399 | 5574921 | COM |
| CINTAS CORP | 28438 | 5348335 | COM |
| BROADCOM INC | 14644 | 5068121 | COM |
| BOEING CO | 22579 | 4902287 | COM |
| ALPHABET INC | 13440 | 4217524 | CAP STK CL C |
| 3M CO | 25325 | 4054533 | COM |
| SELECT SECTOR SPDR TR | 89400 | 3816486 | STATE STREET UTI |
| VANGUARD INDEX FDS | 14121 | 3642476 | SMALL CP ETF |
| SNAP ON INC | 10335 | 3561375 | COM |
| SCHWAB STRATEGIC TR | 118825 | 3518408 | US LCAP VA ETF |
| ADVANCED MICRO DEVICES INC | 15873 | 3399362 | COM |
| INVESCO EXCHANGE TRADED FD T | 71553 | 3256359 | S&P500 EQL TEC |
| ABBVIE INC | 13403 | 3062376 | COM |
| KLA CORP | 2475 | 3007323 | COM NEW |
| MASTERCARD INCORPORATED | 5090 | 2905779 | CL A |
| SLB LIMITED | 73071 | 2804463 | COM STK |
| EATON CORP PLC | 8627 | 2747786 | SHS |
| META PLATFORMS INC | 4052 | 2675007 | CL A |
| AMPLIFY ETF TR | 95000 | 2628650 | AMPLIFY JUNIOR S |
| VANGUARD MALVERN FDS | 50259 | 2485800 | STRM INFPROIDX |
| COSTCO WHSL CORP NEW | 2878 | 2481938 | COM |
| JOHNSON & JOHNSON | 11883 | 2459187 | COM |
| QUALCOMM INC | 13543 | 2316520 | COM |
| AUTOMATIC DATA PROCESSING IN | 8983 | 2310697 | COM |
| SCHWAB STRATEGIC TR | 70114 | 2287106 | US LCAP GR ETF |
| CHEVRON CORP NEW | 13189 | 2010107 | COM |
| SPDR DOW JONES INDL AVERAGE | 4150 | 1994366 | UT SER 1 |
| ELI LILLY & CO | 1829 | 1965590 | COM |
| ISHARES TR | 7679 | 1890263 | RUSSELL 2000 ETF |
| VANGUARD INDEX FDS | 3008 | 1886106 | S&P 500 ETF SHS |
| STRYKER CORPORATION | 5090 | 1789038 | COM |
| BANK AMERICA CORP | 31540 | 1734707 | COM |
| LOWES COS INC | 6916 | 1667801 | COM |
| VANGUARD INDEX FDS | 5375 | 1623980 | SML CP GRW ETF |
| VANECK ETF TRUST | 4167 | 1500834 | SEMICONDUCTR ETF |
| PFIZER INC | 59964 | 1493107 | COM |
| SEMPRA | 16336 | 1442293 | COM |
| GE VERNOVA INC | 2124 | 1388222 | COM |
| PALO ALTO NETWORKS INC | 6993 | 1288111 | COM |
| CONSOLIDATED EDISON INC | 12681 | 1259477 | COM |
| STARBUCKS CORP | 14878 | 1252877 | COM |
| VANGUARD INDEX FDS | 5745 | 1216734 | SM CP VAL ETF |
| NEWMONT CORP | 12000 | 1198200 | COM |
| NETFLIX INC | 12740 | 1194502 | COM |
| CISCO SYS INC | 15477 | 1192191 | COM |
| HOME DEPOT INC | 3242 | 1115626 | COM |
| MERCK & CO INC | 10367 | 1091179 | COM |
| AMERICAN TOWER CORP NEW | 6039 | 1060267 | COM |
| HONEYWELL INTL INC | 5431 | 1059499 | COM |
| AT&T INC | 41087 | 1020605 | COM |
| RTX CORPORATION | 5515 | 1011500 | COM |
| PARKER-HANNIFIN CORP | 1127 | 990588 | COM |
| VISA INC | 2684 | 941306 | COM CL A |
| SPDR GOLD TR | 2351 | 931725 | GOLD SHS |
| SCHWAB CHARLES CORP | 8846 | 883804 | COM |
| PALANTIR TECHNOLOGIES INC | 4830 | 858533 | CL A |
| CROWDSTRIKE HLDGS INC | 1791 | 839549 | CL A |
| CELSIUS HLDGS INC | 18140 | 829724 | COM NEW |
| NORTHROP GRUMMAN CORP | 1445 | 823675 | COM |
| AMGEN INC | 2500 | 818275 | COM |
| PROCTER AND GAMBLE CO | 5505 | 788895 | COM |
| MORGAN STANLEY | 4341 | 770632 | COM NEW |
| ORACLE CORP | 3746 | 730044 | COM |
| SELECT SECTOR SPDR TR | 5006 | 720714 | STATE STREET TEC |
| EMERSON ELEC CO | 5280 | 700810 | COM |
| ISHARES TR | 1013 | 693727 | CORE S&P500 ETF |
| CVB FINL CORP | 34500 | 641700 | COM |
| VANGUARD INDEX FDS | 1887 | 632654 | TOTAL STK MKT |
| BRISTOL-MYERS SQUIBB CO | 11642 | 627988 | COM |
| INTUITIVE SURGICAL INC | 1064 | 602607 | COM NEW |
| FASTENAL CO | 14300 | 573859 | COM |
| UNION PAC CORP | 2472 | 571823 | COM |
| WALMART INC | 5091 | 567170 | COM |
| PEPSICO INC | 3911 | 561307 | COM |
| BLACKROCK FLOATING RATE INCO | 44229 | 521022 | COM |
| SALESFORCE INC | 1965 | 520548 | COM |
| FIDELITY COVINGTON TRUST | 2300 | 516741 | MSCI INFO TECH I |
| VANGUARD INDEX FDS | 1059 | 516644 | GROWTH ETF |
| NUVEEN CALIFORNIA AMT QLT MU | 41436 | 515464 | COM |
| CONSTELLATION ENERGY CORP | 1446 | 510828 | COM |
| GE AEROSPACE | 1574 | 484864 | COM NEW |
| TAIWAN SEMICONDUCTOR MFG LTD | 1555 | 472549 | SPONSORED ADS |
| NEW YORK TIMES CO | 6468 | 449009 | CL A |
| COHERENT CORP | 2290 | 422665 | COM |
| ETFS GOLD TR | 10229 | 420207 | PHYSCL GOLD SHS |
| DIMENSIONAL ETF TRUST | 5610 | 416094 | US EQUITY MARKET |
| ABBOTT LABS | 3313 | 415123 | COM |
| MICRON TECHNOLOGY INC | 1443 | 411847 | COM |
| PRICE T ROWE GROUP INC | 3949 | 404316 | COM |
| MEDTRONIC PLC | 4192 | 402697 | SHS |
| GLAUKOS CORP | 3412 | 385249 | COM |
| NUVEEN CA QUALTY MUN INCOME | 32220 | 380518 | COM |
| INNOVATOR ETFS TRUST | 9150 | 372578 | US EQTY PWR BUF |
| VANECK ETF TRUST | 21000 | 370860 | PREFERRED SECURT |
| VERIZON COMMUNICATIONS INC | 9062 | 369081 | COM |
| DOUBLELINE OPPORTUNISTIC CR | 24110 | 367678 | COM |
| SPROTT ASSET MANAGEMENT LP | 11113 | 366951 | PHYSICAL GOLD TR |
| BROWN & BROWN INC | 4343 | 346137 | COM |
| PROSHARES TR | 4884 | 343882 | PSHS ULTRA QQQ |
| INTERNATIONAL BUSINESS MACHS | 1154 | 341922 | COM |
| VANECK ETF TRUST | 3000 | 341340 | JUNIOR GOLD MINE |
| COCA COLA CO | 4651 | 325131 | COM |
| EATON VANCE LIMITED DURATION | 31468 | 311853 | COM |
| ISHARES TR | 4645 | 306570 | CORE S&P MCP ETF |
| ROPER TECHNOLOGIES INC | 675 | 300463 | COM |
| FREEPORT-MCMORAN INC | 5870 | 298149 | CL B |
| CADELER A S | 16000 | 297440 | SPON ADR |
| NEXTERA ENERGY INC | 3630 | 291416 | COM |
| VANGUARD WHITEHALL FDS | 2024 | 290414 | HIGH DIV YLD |
| VANGUARD INDEX FDS | 1492 | 284957 | VALUE ETF |
| COSTAR GROUP INC | 4208 | 282946 | COM |
| AMERICAN HEALTHCARE REIT INC | 5981 | 281466 | COM SHS |
| DUKE ENERGY CORP NEW | 2400 | 281304 | COM NEW |
| WELLS FARGO CO NEW | 3015 | 280998 | COM |
| VANGUARD WORLD FD | 364 | 274450 | INF TECH ETF |
| NATERA INC | 1171 | 268264 | COM |
| SOLVENTUM CORP | 3377 | 267593 | COM SHS |
| CITIGROUP INC | 2291 | 267339 | COM NEW |
| INNOVATOR ETFS TRUST | 9700 | 266696 | EQUITY DEFINED P |
| NUVEEN S&P 500 BUY-WRITE INC | 17968 | 264130 | COM |
| GENERAL MTRS CO | 3240 | 263477 | COM |
| ISHARES TR | 1545 | 260750 | ISHARES BIOTECH |
| INNOVATOR ETFS TRUST | 9500 | 258811 | US SM CAP BUFFER |
| ISHARES TR | 4722 | 254416 | ISHS 5-10YR INVT |
| VERISK ANALYTICS INC | 1112 | 248743 | COM |
| BITWISE BITCOIN ETF TR | 5214 | 247978 | SHS BEN INT |
| ISHARES BITCOIN TRUST ETF | 4944 | 245470 | SHS BEN INT |
| INNOVATOR ETFS TRUST | 9500 | 241110 | EQUITY DEF PROTN |
| TYLER TECHNOLOGIES INC | 520 | 236054 | COM |
| ON HLDG AG | 5000 | 232400 | NAMEN AKT A |
| DELL TECHNOLOGIES INC | 1807 | 227465 | CL C |
| MCDONALDS CORP | 733 | 224047 | COM |
| SEI INVTS CO | 2648 | 217189 | COM |
| ECOLAB INC | 822 | 215791 | COM |
| INVESCO EXCH TRADED FD TR II | 3000 | 214260 | S&P500 LOW VOL |
| SPROTT ASSET MANAGEMENT LP | 9000 | 212850 | PHYSICAL SILVER |
| FIRST TR SR FLTG RATE INCOME | 21000 | 211470 | COM |
| VANGUARD WORLD FD | 1000 | 211240 | CONSUM STP ETF |
| COMMERCE BANCSHARES INC | 4018 | 210302 | COM |
| ASML HOLDING N V | 196 | 209693 | N Y REGISTRY SHS |
| INTEL CORP | 5662 | 208934 | COM |
| SCHWAB STRATEGIC TR | 7260 | 206765 | US SML CAP ETF |
| DANAHER CORPORATION | 894 | 204654 | COM |
| MARKEL GROUP INC | 95 | 204217 | COM |
| PBF ENERGY INC | 7424 | 201351 | CL A |
| CLOUDFLARE INC | 1016 | 200304 | CL A COM |
| DOUBLELINE INCOME SOLUTIONS | 17300 | 194971 | COM |
| DNP SELECT INCOME FD INC | 17400 | 173826 | COM |
| CASTOR MARITIME INC | 19000 | 39330 | SHS |
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