Apriem Advisors ETF holdings
Irvine, CA
Reported $751.2M in 63 ETFs in its Form 13F for June 30, 2026.
ETF value
$751.2M
ETFs held
63
Change from prior quarter
+10.6%
With price moves
ETFs as a share of its 13F
65.0%
of $1.2B
Top 10 of 63 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHX | Schwab U.S. Large-Cap ETF | $159.5M | 5,419,045 | −213,213 shares |
| BND | Vanguard Total Bond Market ETF | $70.7M | 963,506 | +28,177 shares |
| MGV | Vanguard Morningstar Mega Cap Value ETF | $57.1M | 349,628 | +34,245 shares |
| MOAT | VanEck Morningstar Wide Moat ETF | $49.2M | 473,733 | −68,797 shares |
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | $44.6M | 486,811 | +16,743 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $41.2M | 578,734 | +7,883 shares |
| VWO | Vanguard FTSE Emerging Markets ETF | $40.7M | 682,576 | +45,218 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $39.0M | 1,230,371 | +111,175 shares |
| QQQM | Invesco NASDAQ 100 ETF | $33.8M | 111,422 | +3,808 shares |
| MGK | Vanguard Morningstar Mega Cap Growth ETF | $30.2M | 343,729 | +280,577 shares |
53 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001425165. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Apriem Advisors own?
Apriem Advisors reported 63 ETF positions worth $751.2M in its Form 13F for June 30, 2026. The largest was SCHX, at $159.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.