Apriem Advisors Investment Activity in Second Quarter of 2026

As part of our commitment to transparency and providing valuable insights for investors, we analyze the latest filing data from Apriem Advisors. The firm manages a substantial portfolio valued at $1.15 billion as of June 30, 2026.

Significant Purchases Observed in Q2 2026

This quarter, Apriem Advisors demonstrated notable buying activity across several sectors:

• Elevated Focus on Growth Sectors: The firm significantly increased its position in MGK, Vanguard World Fund (ETF), boosting its portfolio allocation to 2.62%. This was the largest purchase by dollar amount, reflecting a strong interest in broad market growth exposure.
• Continued Interest in Alternative Assets: Apriem Advisors also showed significant buying activity in GLDM, World Gold Trust ETF. This position increased by 201.93% in terms of portfolio percentage allocation, indicating a substantial new investment or increase in an alternative asset class.
• Strategic Allocation to Specific Tech Stocks: The firm added shares to AAPL, Apple Inc., increasing its position by 1.77% and adding a small allocation of 0.59%. Similarly, they increased their stake in GOOGL, Alphabet Inc., slightly boosting the existing holding.
• International Exposure Boost: There was a significant increase in holdings of VWO, Vanguard Intl Equity Index Fund (ETF), adding 7.09% to its portfolio allocation through share growth.
• Diversification into Industrials: Apriem Advisors also invested in AVAV, Aeroview Inc., adding a new position with an initial allocation of 0.59%.
• Reinvestment in Core ETFs: The firm increased its holdings within the Schwab Strategic Trust family, specifically SCHD, by adding shares and boosting its allocation to 3.38%.
• Focus on Specific ETFs: A notable increase was also observed in the Vanguard Tax-Managed Fund (VEA), increasing its portfolio percentage allocation slightly through share growth.

Notable Sales Observed in Q2 2026

In contrast to their buying activity, Apriem Advisors also divested from certain holdings during the second quarter:

• Reduction in Specific Trust Holdings: The firm sold shares of SGOV, IShares TR, resulting in a significant reduction of its portfolio allocation to just 0.28%.
• Strategic Exit from ETF: Apriem Advisors completely exited the Schwab Strategic Trust fund SCHF, removing a position that previously held an allocation of 1.56%.
• Ongoing Adjustments in Core ETFs: The firm also reduced its position in the Schwab Strategic Trust fund SCHX, decreasing its portfolio allocation by 3.79%.
• Reduction in Fixed Income Equivalent: There was a decrease observed in holdings of the SPDR Series Trust fund BIL.

Overall Portfolio Observations

The portfolio maintained by Apriem Advisors continues to be diversified across various sectors, with Technology and Communication Services being prominent. The top five holdings account for 35.12% of the total value, indicating a concentrated portion.

• Technology Sector Focus: Apple Inc. (AAPL) remains a key holding at approximately 6% allocation, while Alphabet Inc. (GOO Equals) holds around 3.5%. Other Technology holdings like MOAT (Vaneck ETF Trust) saw a decrease.
• Growth in Specific Sectors: The firm appears to favor certain sectors, evidenced by the increased allocation in Vanguard World Fund (MGK) and Gold-related trusts (GLDM). Conversely, they reduced exposure to specific ETFs like SCHF.
• Core Holdings Stability: Despite changes in some positions, core holdings like the Vanguard Total Bond Market Fund (BND) and Schwab funds (SCHX, SCHD) remain significant, though SCHX saw a reduction.
• Active Management: The high number of position changes (141) and the presence of both large buys and sells indicate an actively managed portfolio focused on optimizing returns based on market movements or strategic shifts.

Sector Allocation Changes

The sector allocation data shows a shift in focus compared to previous periods:

• Reduced Weight in Unknown Sector: The largest portion of the portfolio (67.56%) is now invested in holdings with unknown sectors, down from likely higher levels previously.
• Maintained Interest in Technology and Growth Sectors: Technology allocation remains at 11.6%, while Communication Services holds a smaller but still significant portion of the portfolio (4.3%).
• Increased Focus on Specific ETFs: Vanguard Intl Equity Index Fund (VWO) allocation increased slightly to 3.53%, contributing positively to the top holdings list.
• No Disclosed Activity in Certain Sectors: There is no disclosed activity for sectors like Financial Services, Consumer Cyclical, Energy, Healthcare, Basic Materials, or Consumer Defensive during this period.