Apriem Advisors

Q4 2025 13F-HR Holdings

Location
Irvine, CA
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
191
Total value ($000)
$1,089,585
Net value change ($000)
+32,581 (3.1%)
New positions
4
Sold out positions
7
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/10/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 7,964 28.0%
VWO 5,887 42.4%
AAPL 4,613 7.7%
MOAT 4,208 8.6%
BTC 3,012 114.5%
LRCX 2,712 20.8%
SCHD 2,185 10.1%
BIL 2,146 5.7%
REGN 1,763 36.3%
MGV 1,580 4.6%
Top Reduces (Value $000, Stocks/ETFs)
SCHX -2,769 -1.6%
MSFT -1,501 -7.7%
SLB -1,277 -31.3%
TSLA -1,242 -13.4%
CPRT -1,158 -17.2%
RMD -1,156 -13.6%
PYPL -1,056 -14.3%
ADSK -732 -8.2%
NFLX -684 -36.4%
CTAS -619 -10.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type