Apriem Advisors

Q2 2026 13F-HR Holdings

Location
Irvine, CA
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
182
Total value ($000)
$1,155,039
Net value change ($000)
+107,198 (10.2%)
New positions
13
Sold out positions
17
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SCHX 15,071 10.4%
MGV 11,432 25.0%
AAPL 9,533 16.0%
LRCX 9,509 79.4%
QQQM 8,187 32.0%
GOOGL 7,764 23.5%
GLDM 7,757 158.7%
MGK 7,012 30.2%
AVAV 6,766 NEW
VWO 6,294 18.3%
Top Reduces (Value $000, Stocks/ETFs)
SGOV -11,675 -78.4%
REGN -6,031 -95.7%
XOM -4,383 -18.0%
INTU -4,207 -100.0%
MOAT -3,214 -6.1%
AEM -2,637 -23.6%
RMD -1,959 -30.2%
GDX -1,466 -17.3%
LMT -1,380 -19.0%
ADSK -1,363 -21.3%
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