Apriem Advisors: 13F holdings
CIK 14251652026Q2
| Positions | 182 |
|---|---|
| Reported value | $1.2bn |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SCHX SCHWAB STRATEGIC TR | 5,419,045 | $159.5m | 13.8% |
| BND VANGUARD BD INDEX FDS | 963,506 | $70.7m | 6.1% |
| AAPL APPLE INC | 238,452 | $69.0m | 6.0% |
| MGV VANGUARD WORLD FD | 349,628 | $57.1m | 4.9% |
| MOAT VANECK ETF TRUST | 473,733 | $49.2m | 4.3% |
| BIL SPDR SERIES TRUST | 486,811 | $44.6m | 3.9% |
| VEA VANGUARD TAX-MANAGED FDS | 578,734 | $41.2m | 3.6% |
| VWO VANGUARD INTL EQUITY INDEX F | 682,576 | $40.7m | 3.5% |
| GOOGL ALPHABET INC | 114,007 | $40.7m | 3.5% |
| SCHD SCHWAB STRATEGIC TR | 1,230,371 | $39.0m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1425165")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.