Iwamoto Kong & Co

Apriem Advisors as of Dec. 31, 2025

Portfolio Holdings for Apriem Advisors

Apriem Advisors holds 191 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 15.2 $166M 6.2M 26.91
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 7.0 $77M 1.0M 74.07
Apple (AAPL) 5.9 $64M 236k 271.86
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 4.9 $53M 513k 103.56
Vanguard World Mega Grwth Ind (MGK) 3.8 $41M 99k 412.77
Spdr Series Trust State Street Spd (BIL) 3.7 $40M 437k 91.38
Alphabet Cap Stk Cl A (GOOGL) 3.3 $36M 116k 313.00
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.3 $36M 574k 62.47
Vanguard World Mega Cap Val Etf (MGV) 3.3 $36M 253k 141.16
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 2.9 $31M 123k 252.92
Amazon (AMZN) 2.3 $25M 110k 230.82
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.2 $24M 868k 27.43
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.8 $20M 368k 53.76
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.8 $19M 799k 24.04
Microsoft Corporation (MSFT) 1.7 $18M 38k 483.63
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.6 $17M 25k 681.93
Exxon Mobil Corporation (XOM) 1.5 $16M 135k 120.34
Lam Research Corp Com New (LRCX) 1.4 $16M 92k 171.18
JPMorgan Chase & Co. (JPM) 1.3 $14M 45k 322.22
Spdr Series Trust State Street Spd (SPTI) 1.2 $13M 438k 28.84
Goldman Sachs (GS) 1.1 $13M 14k 879.01
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.0 $11M 461k 23.37
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.0 $11M 405k 26.23
NVIDIA Corporation (NVDA) 0.9 $9.6M 52k 186.50
Walt Disney Company (DIS) 0.9 $9.5M 83k 113.77
Agnico (AEM) 0.9 $9.4M 55k 169.53
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.8 $9.0M 274k 32.75
Autodesk (ADSK) 0.8 $8.2M 28k 296.01
Tesla Motors (TSLA) 0.7 $8.0M 18k 449.72
Vaneck Etf Trust Gold Miners Etf (GDX) 0.7 $7.9M 93k 85.77
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $7.8M 13k 614.33
Lockheed Martin Corporation (LMT) 0.7 $7.5M 16k 483.67
Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $7.4M 16k 473.29
ResMed (RMD) 0.7 $7.4M 31k 240.87
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $7.2M 14k 502.65
Intuit (INTU) 0.6 $6.8M 10k 662.42
Regeneron Pharmaceuticals (REGN) 0.6 $6.6M 8.6k 771.87
Adobe Systems Incorporated (ADBE) 0.6 $6.4M 18k 349.99
Paypal Holdings (PYPL) 0.6 $6.3M 109k 58.38
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.5 $5.6M 146k 38.73
Copart (CPRT) 0.5 $5.6M 142k 39.15
Cintas Corporation (CTAS) 0.5 $5.3M 28k 188.07
Broadcom (AVGO) 0.5 $5.1M 15k 346.09
Boeing Company (BA) 0.4 $4.9M 23k 217.12
Alphabet Cap Stk Cl C (GOOG) 0.4 $4.2M 13k 313.80
3M Company (MMM) 0.4 $4.1M 25k 160.10
Select Sector Spdr Tr State Street Uti (XLU) 0.4 $3.8M 89k 42.69
Vanguard Index Fds Small Cp Etf (VB) 0.3 $3.6M 14k 257.95
Snap-on Incorporated (SNA) 0.3 $3.6M 10k 344.59
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $3.5M 119k 29.61
Advanced Micro Devices (AMD) 0.3 $3.4M 16k 214.16
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.3 $3.3M 72k 45.51
Abbvie (ABBV) 0.3 $3.1M 13k 228.48
Kla Corp Com New (KLAC) 0.3 $3.0M 2.5k 1215.08
Mastercard Incorporated Cl A (MA) 0.3 $2.9M 5.1k 570.88
SLB Com Stk (SLB) 0.3 $2.8M 73k 38.38
Eaton Corp SHS (ETN) 0.3 $2.7M 8.6k 318.51
Meta Platforms Cl A (META) 0.2 $2.7M 4.1k 660.17
Amplify Etf Tr Amplify Junior S (SILJ) 0.2 $2.6M 95k 27.67
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $2.5M 50k 49.46
Costco Wholesale Corporation (COST) 0.2 $2.5M 2.9k 862.38
Johnson & Johnson (JNJ) 0.2 $2.5M 12k 206.95
Qualcomm (QCOM) 0.2 $2.3M 14k 171.05
Automatic Data Processing (ADP) 0.2 $2.3M 9.0k 257.23
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $2.3M 70k 32.62
Chevron Corporation (CVX) 0.2 $2.0M 13k 152.41
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $2.0M 4.2k 480.57
Eli Lilly & Co. (LLY) 0.2 $2.0M 1.8k 1074.68
Ishares Tr Russell 2000 Etf (IWM) 0.2 $1.9M 7.7k 246.16
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $1.9M 3.0k 627.03
Stryker Corporation (SYK) 0.2 $1.8M 5.1k 351.48
Bank of America Corporation (BAC) 0.2 $1.7M 32k 55.00
Lowe's Companies (LOW) 0.2 $1.7M 6.9k 241.15
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $1.6M 5.4k 302.14
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $1.5M 4.2k 360.17
Pfizer (PFE) 0.1 $1.5M 60k 24.90
Sempra Energy (SRE) 0.1 $1.4M 16k 88.29
Ge Vernova (GEV) 0.1 $1.4M 2.1k 653.59
Palo Alto Networks (PANW) 0.1 $1.3M 7.0k 184.20
Consolidated Edison (ED) 0.1 $1.3M 13k 99.32
Starbucks Corporation (SBUX) 0.1 $1.3M 15k 84.21
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $1.2M 5.7k 211.79
Newmont Mining Corporation (NEM) 0.1 $1.2M 12k 99.85
Netflix (NFLX) 0.1 $1.2M 13k 93.76
Cisco Systems (CSCO) 0.1 $1.2M 16k 77.03
Home Depot (HD) 0.1 $1.1M 3.2k 344.12
Merck & Co (MRK) 0.1 $1.1M 10k 105.25
American Tower Reit (AMT) 0.1 $1.1M 6.0k 175.57
Honeywell International (HON) 0.1 $1.1M 5.4k 195.08
At&t (T) 0.1 $1.0M 41k 24.84
Raytheon Technologies Corp (RTX) 0.1 $1.0M 5.5k 183.41
Parker-Hannifin Corporation (PH) 0.1 $991k 1.1k 878.96
Visa Com Cl A (V) 0.1 $941k 2.7k 350.71
Spdr Gold Tr Gold Shs (GLD) 0.1 $932k 2.4k 396.31
Charles Schwab Corporation (SCHW) 0.1 $884k 8.8k 99.91
Palantir Technologies Cl A (PLTR) 0.1 $859k 4.8k 177.75
Crowdstrike Hldgs Cl A (CRWD) 0.1 $840k 1.8k 468.76
Celsius Hldgs Com New (CELH) 0.1 $830k 18k 45.74
Northrop Grumman Corporation (NOC) 0.1 $824k 1.4k 570.02
Amgen (AMGN) 0.1 $818k 2.5k 327.31
Procter & Gamble Company (PG) 0.1 $789k 5.5k 143.31
Morgan Stanley Com New (MS) 0.1 $771k 4.3k 177.52
Oracle Corporation (ORCL) 0.1 $730k 3.7k 194.89
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $721k 5.0k 143.97
Emerson Electric (EMR) 0.1 $701k 5.3k 132.73
Ishares Tr Core S&p500 Etf (IVV) 0.1 $694k 1.0k 684.82
CVB Financial (CVBF) 0.1 $642k 35k 18.60
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $633k 1.9k 335.27
Bristol Myers Squibb (BMY) 0.1 $628k 12k 53.94
Intuitive Surgical Com New (ISRG) 0.1 $603k 1.1k 566.36
Fastenal Company (FAST) 0.1 $574k 14k 40.13
Union Pacific Corporation (UNP) 0.1 $572k 2.5k 231.32
Wal-Mart Stores (WMT) 0.1 $567k 5.1k 111.41
Pepsi (PEP) 0.1 $561k 3.9k 143.52
BlackRock Floating Rate Income Strat. Fn (FRA) 0.0 $521k 44k 11.78
salesforce (CRM) 0.0 $521k 2.0k 264.91
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $517k 2.3k 224.67
Vanguard Index Fds Growth Etf (VUG) 0.0 $517k 1.1k 487.86
Nuveen Ins Ca Tx Fr Adv Mun (NKX) 0.0 $516k 41k 12.44
Constellation Energy (CEG) 0.0 $511k 1.4k 353.27
Ge Aerospace Com New (GE) 0.0 $485k 1.6k 308.05
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $473k 1.6k 303.89
New York Times Cl A (NYT) 0.0 $449k 6.5k 69.42
Coherent Corp (COHR) 0.0 $423k 2.3k 184.57
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.0 $420k 10k 41.08
Dimensional Etf Trust Us Equity Market (DFUS) 0.0 $416k 5.6k 74.17
Abbott Laboratories (ABT) 0.0 $415k 3.3k 125.30
Micron Technology (MU) 0.0 $412k 1.4k 285.41
T. Rowe Price (TROW) 0.0 $404k 3.9k 102.38
Medtronic SHS (MDT) 0.0 $403k 4.2k 96.06
Glaukos (GKOS) 0.0 $385k 3.4k 112.91
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.0 $381k 32k 11.81
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.0 $373k 9.2k 40.72
Vaneck Etf Trust Preferred Securt (PFXF) 0.0 $371k 21k 17.66
Verizon Communications (VZ) 0.0 $369k 9.1k 40.73
Doubleline Opportunistic Cr (DBL) 0.0 $368k 24k 15.25
Sprott Asset Management Physical Gold Tr (PHYS) 0.0 $367k 11k 33.02
Brown & Brown (BRO) 0.0 $346k 4.3k 79.70
Proshares Tr Pshs Ultra Qqq (QLD) 0.0 $344k 4.9k 70.41
International Business Machines (IBM) 0.0 $342k 1.2k 296.29
Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.0 $341k 3.0k 113.78
Coca-Cola Company (KO) 0.0 $325k 4.7k 69.91
Spdr Series Trust State Street Spd (SPYM) 0.0 $324k 4.0k 80.22
Eaton Vance Limited Duration Income Fund (EVV) 0.0 $312k 32k 9.91
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $307k 4.6k 66.00
Roper Industries (ROP) 0.0 $301k 675.00 445.13
Freeport-mcmoran CL B (FCX) 0.0 $298k 5.9k 50.79
Cadeler A S Spon Adr (CDLR) 0.0 $297k 16k 18.59
Nextera Energy (NEE) 0.0 $291k 3.6k 80.28
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $290k 2.0k 143.49
Vanguard Index Fds Value Etf (VTV) 0.0 $285k 1.5k 190.99
CoStar (CSGP) 0.0 $283k 4.2k 67.24
American Healthcare Reit Com Shs (AHR) 0.0 $282k 6.0k 47.06
Duke Energy Corp Com New (DUK) 0.0 $281k 2.4k 117.21
Wells Fargo & Company (WFC) 0.0 $281k 3.0k 93.20
Vanguard World Inf Tech Etf (VGT) 0.0 $274k 364.00 753.98
Natera (NTRA) 0.0 $268k 1.2k 229.09
Solventum Corp Com Shs (SOLV) 0.0 $268k 3.4k 79.24
Citigroup Com New (C) 0.0 $267k 2.3k 116.69
Innovator Etfs Trust Equity Defined P (ZMAR) 0.0 $267k 9.7k 27.49
Nuveen Equity Premium Income Fund (BXMX) 0.0 $264k 18k 14.70
General Motors Company (GM) 0.0 $264k 3.2k 81.32
Ishares Tr Ishares Biotech (IBB) 0.0 $261k 1.5k 168.77
Innovator Etfs Trust Us Sm Cap Buffer (KFEB) 0.0 $259k 9.5k 27.24
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $254k 4.7k 53.88
Verisk Analytics (VRSK) 0.0 $249k 1.1k 223.69
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.0 $248k 5.2k 47.56
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $246k 4.9k 49.65
Innovator Etfs Trust Equity Def Protn (ZFEB) 0.0 $241k 9.5k 25.38
Tyler Technologies (TYL) 0.0 $236k 520.00 453.95
On Hldg Namen Akt A (ONON) 0.0 $232k 5.0k 46.48
Dell Technologies CL C (DELL) 0.0 $228k 1.8k 125.88
McDonald's Corporation (MCD) 0.0 $224k 733.00 305.66
SEI Investments Company (SEIC) 0.0 $217k 2.6k 82.02
Ecolab (ECL) 0.0 $216k 822.00 262.52
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $214k 3.0k 71.42
Sprott Asset Management Physical Silver (PSLV) 0.0 $213k 9.0k 23.65
First Trust/Four Corners SFRI Fund II (FCT) 0.0 $212k 21k 10.07
Vanguard World Consum Stp Etf (VDC) 0.0 $211k 1.0k 211.24
Commerce Bancshares (CBSH) 0.0 $210k 4.0k 52.34
Spdr Series Trust State Street Spd (SDY) 0.0 $210k 1.5k 139.16
Asml Holding N V N Y Registry Shs (ASML) 0.0 $210k 196.00 1069.86
Intel Corporation (INTC) 0.0 $209k 5.7k 36.90
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $207k 7.3k 28.48
Danaher Corporation (DHR) 0.0 $205k 894.00 228.92
Markel Corporation (MKL) 0.0 $204k 95.00 2149.65
Pbf Energy Cl A (PBF) 0.0 $201k 7.4k 27.12
Cloudflare Cl A Com (NET) 0.0 $200k 1.0k 197.15
Doubleline Income Solutions (DSL) 0.0 $195k 17k 11.27
DNP Select Income Fund (DNP) 0.0 $174k 17k 9.99
Castor Maritime SHS (CTRM) 0.0 $39k 19k 2.07