1y return+18.8%S&P 500 +20.9%
3y return+48.4%S&P 500 +68.5%
5y return+41.3%S&P 500 +74.5%
10y return+129.1%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $229 against $357 in the S&P 500.2
Apriem AdvisorsS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SCHXSchwab Strategic Tr | $159.5M | 13.8% | −3.8% |
| BNDVanguard Bd Index Fds | $70.7M | 6.1% | +3.0% |
| AAPLApple Inc | $69.0M | 6.0% | +1.8% |
| MGVVanguard World Fd | $57.1M | 4.9% | +10.9% |
| MOATVaneck Etf Trust | $49.2M | 4.3% | −12.7% |
| BILSpdr Series Trust | $44.6M | 3.9% | +3.6% |
| VEAVanguard Tax-managed Fds | $41.2M | 3.6% | +1.4% |
| VWOVanguard Intl Equity Index F | $40.7M | 3.5% | +7.1% |
| GOOGLAlphabet Inc | $40.7M | 3.5% | |
| SCHDSchwab Strategic Tr | $39.0M | 3.4% | +9.9% |
| QQQMInvesco Exch Traded Fd Tr II | $33.8M | 2.9% | +3.5% |
| MGKVanguard World Fd | $30.2M | 2.6% | +8.9% |
| AMZNAmazon Com Inc | $22.6M | 2.0% | |
| LRCXLam Research Corp | $21.5M | 1.9% | −11.5% |
| Exxon Mobil CorpCUSIP 30231G102 | $19.9M | 1.7% | +1.7% |
| SPYState Str Spdr S&p 500 Etf T | $18.7M | 1.6% | |
| SCHFSchwab Strategic Tr | $18.1M | 1.6% | −12.7% |
| JPMJpmorgan Chase & Co | $14.6M | 1.3% | |
| VBVanguard Index Fds | $13.7M | 1.2% | +10.5% |
| GSGoldman Sachs Group Inc | $12.7M | 1.1% | −7.4% |
| GLDMWorld Gold Tr | $12.6M | 1.1% | +201.9% |
| SCHBSchwab Strategic Tr | $11.7M | 1.0% | |
| MSFTMicrosoft Corp | $10.5M | 0.9% | −4.6% |
| SCHZSchwab Strategic Tr | $10.0M | 0.9% | |
| NVDANvidia Corporation | $9.7M | 0.8% | −9.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $9.7M |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $7.4M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $21.5M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $40.7M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $14.6M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $69.0M |
| Exxon Mobil CorpCUSIP 30231G102 | June 30, 2020 | +205.7% | $19.9M |
| QQQInvesco Qqq Tr | June 30, 2020 | +197.4% | $9.4M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $6.6M |
| GSGoldman Sachs Group Inc | December 31, 2023 | +162.2% | $12.7M |
Sold off last quarter
- INTUIntuit was $4.2M
- Honeywell Intl IncCUSIP 438516106 was $1.3M
- TAt&t Inc was $1.2M
- ADBEAdobe Inc was $1.1M
- AMTAmerican Tower Corp was $891K
- SLVIshares Silver Tr was $705K
- COHRCoherent Corp was $546K
- CEGConstellation Energy Corp was $404K
- FCXFreeport Mcmoran Inc was $345K
- NEENextera Energy Inc was $337K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.2% | +14.8% |
| March 31, 2026 | −2.8% | −4.6% |
| December 31, 2025 | +2.9% | +2.4% |
| September 30, 2025 | +7.9% | +7.8% |
| June 30, 2025 | +8.3% | +10.5% |
| March 31, 2025 | −3.8% | −4.6% |
| December 31, 2024 | +0.0% | +2.1% |
| September 30, 2024 | +5.5% | +5.4% |
| June 30, 2024 | +1.4% | +4.0% |
| March 31, 2024 | +5.0% | +10.0% |
| December 31, 2023 | +10.4% | +11.2% |
| September 30, 2023 | −3.3% | −3.6% |
| June 30, 2023 | +5.5% | +8.3% |
| March 31, 2023 | +7.4% | +7.0% |
| December 31, 2022 | +4.4% | +7.1% |
| September 30, 2022 | −5.0% | −5.3% |
| June 30, 2022 | −16.0% | −16.5% |
| March 31, 2022 | −5.0% | −4.9% |
| December 31, 2021 | +7.2% | +10.7% |
| September 30, 2021 | −0.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Apriem Advisors Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1425165&type=13F-HR&dateb=&owner=include&count=40CIK 1425165
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1425165/000117266126003521/Filed August 14, 2026 · accession 0001172661-26-003521