Apriem Advisors holds a focused book of 186 stocks worth $1.0B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Ishares 0-3 Month Treasury B and trimmed Schwab US Large-Cap ETF. Their largest long position is Schwab US Large-Cap ETF at 14% of the equity book. Cloning the disclosed picks since 2013 would be +183% (+8.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1425165/holdings"
Use Arkolith to show Apriem Advisors's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +192.2%, a 8.9-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Apriem Advisors's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
36% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR US LRG CAP ETF | $144.4M | 5.63M | 13.8% | ▼−8.7% Reduced · −534K sh | |
| 2 | Vanguard BD Index FDS TOTAL BND MRKT | $68.9M | 935.3K | 6.6% | ▼−9.5% Reduced · −98K sh | |
| 3 | Apple Inc COM | $59.5M | 234.3K | 5.7% | ▼−0.9% Reduced · −2K sh | |
| 4 | Vaneck ETF Trust MRNGSTR WDE MOAT | $52.5M | 542.5K | 5.0% | ▲+5.7% Added · +29K sh | |
| 5 | Vanguard World FD MEGA CAP VAL ETF | $45.7M | 315.4K | 4.4% | ▲+25% Added · +62K sh | |
| 6 | SPDR Series Trust STATE STREET SPD | $43.1M | 470.1K | 4.1% | ▲+7.5% Added · +33K sh | |
| 7 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $36.6M | 570.9K | 3.5% | ▼−0.5% Reduced · −3K sh | |
| 8 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $34.4M | 637.4K | 3.3% | ▲+73% Added · +270K sh | |
| 9 | Schwab Strategic TR US DIVIDEND EQ | $34.3M | 1.12M | 3.3% | ▲+29% Added · +251K sh | |
| 10 | Alphabet Inc CAP STK CL A | $33.0M | 114.7K | 3.1% | ▼−1.4% Reduced · −2K sh | |
| 11 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $25.6M | 107.6K | 2.4% | ▼−13% Reduced · −15K sh | |
| 12 | Exxon Mobil Corp COM | $24.3M | 143.3K | 2.3% | ▲+6.3% Added · +9K sh | |
| 13 | Vanguard World FD MEGA GRWTH IND | $23.2M | 63.2K | 2.2% | ▼−36% Reduced · −36K sh | |
| 14 | Amazon Com Inc COM | $19.7M | 94.5K | 1.9% | ▼−14% Reduced · −15K sh | |
| 15 | Schwab Strategic TR INTL EQTY ETF | $18.5M | 746.7K | 1.8% | ▼−6.5% Reduced · −52K sh | |
| 16 | State STR SPDR S&P 500 ETF T TR UNIT | $16.4M | 25.2K | 1.6% | ▼−0.7% Reduced · −174 sh | |
| 17 | Ishares TR 0-3 MNTH TREASRY | $14.9M | 147.9K | 1.4% | ▲New New position | |
| 18 | JPMorgan Chase & Co COM | $13.1M | 44.7K | 1.3% | ▼−0.3% Reduced · −160 sh | |
| 19 | Lam Research Corp COM NEW | $12.0M | 56.0K | 1.1% | ▼−39% Reduced · −36K sh | |
| 20 | Goldman Sachs Group Inc COM | $11.5M | 13.6K | 1.1% | ▼−4.0% Reduced · −574 sh | |
| 21 | Agnico Eagle Mines Ltd COM | $11.2M | 55.1K | 1.1% | ▼−0.2% Reduced · −105 sh | |
| 22 | Microsoft Corp COM | $10.9M | 29.4K | 1.0% | ▼−21% Reduced · −8K sh | |
| 23 | Vanguard Index FDS SMALL CP ETF | $10.7M | 41.0K | 1.0% | ▲+190% Added · +27K sh | |
| 24 | Schwab Strategic TR US BRD MKT ETF | $10.2M | 404.8K | 1.0% | ▼−0.1% Reduced · −321 sh | |
| 25 | Schwab Strategic TR US AGGREGATE B | $10.1M | 436.3K | 1.0% | ▼−5.3% Reduced · −25K sh | |
| 26 | Nvidia Corporation COM | $9.3M | 53.4K | 0.9% | ▲+3.4% Added · +2K sh | |
| 27 | Schwab Strategic TR EMRG MKTEQ ETF | $9.0M | 272.3K | 0.9% | ▼−0.6% Reduced · −2K sh | |
| 28 | Grayscale Bitcoin Mini TR Et SHS NEW | $8.6M | 286.3K | 0.8% | ▲+97% Added · +141K sh | |
| 29 | Vaneck ETF Trust GOLD MINERS ETF | $8.5M | 92.5K | 0.8% | —Held | |
| 30 | Invesco QQQ TR UNIT SER 1 | $7.3M | 12.6K | 0.7% | ▼−0.9% Reduced · −111 sh | |
| 31 | Lockheed Martin Corp COM | $7.3M | 12.0K | 0.7% | ▼−23% Reduced · −4K sh | |
| 32 | Tesla Inc COM | $6.7M | 17.9K | 0.6% | ▲+0.7% Added · +132 sh | |
| 33 | Ishares TR RUS 1000 GRW ETF | $6.7M | 15.6K | 0.6% | ▼−0.3% Reduced · −55 sh | |
| 34 | Berkshire Hathaway Inc Del CL B NEW | $6.6M | 13.7K | 0.6% | ▼−4.0% Reduced · −567 sh | |
| 35 | Resmed Inc COM | $6.5M | 28.9K | 0.6% | ▼−5.5% Reduced · −2K sh | |
| 36 | Autodesk Inc COM | $6.4M | 26.7K | 0.6% | ▼−3.5% Reduced · −969 sh | |
| 37 | Regeneron Pharmaceuticals COM | $6.3M | 8.2K | 0.6% | ▼−5.0% Reduced · −428 sh | |
| 38 | World Gold TR SPDR GLD MINIS | $4.9M | 52.7K | 0.5% | ▲New New position | |
| 39 | Cintas Corp COM | $4.7M | 27.6K | 0.4% | ▼−3.1% Reduced · −871 sh | |
| 40 | Boeing Co COM | $4.5M | 22.4K | 0.4% | ▼−0.7% Reduced · −155 sh | |
| 41 | Vanguard Index FDS SM CP VAL ETF | $4.4M | 20.3K | 0.4% | ▲+254% Added · +15K sh | |
| 42 | Intuit COM | $4.2M | 9.7K | 0.4% | ▼−5.7% Reduced · −587 sh | |
| 43 | Select Sector SPDR TR STATE STREET UTI | $4.1M | 89.4K | 0.4% | —Held | |
| 44 | Mercadolibre Inc COM | $3.8M | 2.2K | 0.4% | ▲New New position | |
| 45 | Alphabet Inc CAP STK CL C | $3.7M | 12.9K | 0.4% | ▼−3.8% Reduced · −515 sh | |
| 46 | 3M Co COM | $3.7M | 25.3K | 0.4% | —Held | |
| 47 | Schwab Strategic TR US LCAP VA ETF | $3.6M | 116.9K | 0.3% | ▼−1.6% Reduced · −2K sh | |
| 48 | SLB Limited COM STK | $3.6M | 69.1K | 0.3% | ▼−5.4% Reduced · −4K sh | |
| 49 | Broadcom Inc COM | $3.5M | 11.5K | 0.3% | ▼−22% Reduced · −3K sh | |
| 50 | Kla Corp COM NEW | $3.5M | 2.4K | 0.3% | ▼−3.5% Reduced · −87 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 186 | $1.0B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 191 | $1.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 194 | $1.1B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 187 | $940.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 182 | $853.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 5, 2025 | 184 | $873.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 175 | $856.2M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 173 | $816.8M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 172 | $796.0M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 151 | $748.5M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 142 | $682.4M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 8, 2023 | 143 | $666.9M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 12, 2023 | 150 | $625.0M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 13, 2023 | 145 | $577.0M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 142 | $554.7M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 8, 2022 | 143 | $580.6M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 10, 2022 | 152 | $681.6M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 9, 2022 | 147 | $706.7M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 151 | $697.2M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 10, 2021 | 153 | $670.3M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 10, 2021 | 146 | $645.4M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 4, 2021 | 131 | $561.0M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 10, 2020 | 123 | $544.8M | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 7, 2020 | 122 | $486.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.