Apriem Advisors
All 13F Filings
- Location
- Irvine, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,155,039
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 182 | 1,155,039 | 13F-HR | Apriem Advisors |
| Q1 2026 | 5/14/2026 | 186 | 1,047,841 | 13F-HR | Apriem Advisors |
| Q4 2025 | 2/13/2026 | 191 | 1,089,585 | 13F-HR | Apriem Advisors |
| Q3 2025 | 11/10/2025 | 194 | 1,057,004 | 13F-HR | Apriem Advisors |
| Q2 2025 | 8/14/2025 | 187 | 940,606 | 13F-HR | Apriem Advisors |
| Q2 2014 | 8/11/2014 | 546 | 261,907 | 13F-HR | Apriem Advisors |
| Q1 2014 | 5/13/2014 | 541 | 264,371 | 13F-HR | Apriem Advisors |
| Q4 2013 | 2/14/2014 | 546 | 255,220 | 13F-HR | Apriem Advisors |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 415.1 K | 35.9% | 35.92 K | 0 | 35.92 K |
| ETFs | 739.9 K | 64.1% | 71.29 K | 0 | 71.29 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
1,155,039
Holdings
182
QoQ value change ($000)
107,198
(10.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.