Apriem Advisors

Q1 2026 13F-HR Holdings

Location
Irvine, CA
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
186
Total value ($000)
$1,047,841
Net value change ($000)
-41,744 (-3.8%)
New positions
13
Sold out positions
18
Turnover %
4.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SGOV 14,883 NEW
VWO 14,673 74.2%
SCHD 10,524 44.2%
MGV 9,964 27.9%
XOM 8,097 49.9%
VB 7,096 194.8%
GLDM 4,887 NEW
MELI 3,797 NEW
VBR 3,201 263.0%
BIL 3,105 7.8%
Top Reduces (Value $000, Stocks/ETFs)
SCHX -21,532 -13.0%
MGK -17,741 -43.3%
SPTI -12,370 -98.0%
BND -7,671 -10.0%
DIS -7,606 -80.4%
MSFT -7,215 -39.8%
PYPL -6,337 -100.0%
AMZN -5,651 -22.3%
CPRT -5,575 -100.0%
QQQM -5,551 -17.8%
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