Iwamoto Kong & Co

Apriem Advisors as of March 31, 2026

Portfolio Holdings for Apriem Advisors

Apriem Advisors holds 186 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 13.8 $144M 5.6M 25.64
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 6.6 $69M 935k 73.64
Apple (AAPL) 5.7 $60M 234k 253.79
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 5.0 $53M 543k 96.70
Vanguard World Mega Cap Val Etf (MGV) 4.4 $46M 315k 144.95
Spdr Series Trust State Street Spd (BIL) 4.1 $43M 470k 91.64
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.5 $37M 571k 64.08
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.3 $34M 637k 54.05
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.3 $34M 1.1M 30.68
Alphabet Cap Stk Cl A (GOOGL) 3.1 $33M 115k 287.56
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 2.4 $26M 108k 237.62
Exxon Mobil Corporation (XOM) 2.3 $24M 143k 169.66
Vanguard World Mega Grwth Ind (MGK) 2.2 $23M 63k 367.44
Amazon (AMZN) 1.9 $20M 95k 208.27
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.8 $19M 747k 24.75
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.6 $16M 25k 650.33
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.4 $15M 148k 100.66
JPMorgan Chase & Co. (JPM) 1.3 $13M 45k 294.16
Lam Research Corp Com New (LRCX) 1.1 $12M 56k 213.66
Goldman Sachs (GS) 1.1 $12M 14k 845.96
Agnico (AEM) 1.1 $11M 55k 202.98
Microsoft Corporation (MSFT) 1.0 $11M 29k 370.17
Vanguard Index Fds Small Cp Etf (VB) 1.0 $11M 41k 261.92
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.0 $10M 405k 25.10
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.0 $10M 436k 23.22
NVIDIA Corporation (NVDA) 0.9 $9.3M 53k 174.40
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.9 $9.0M 272k 32.95
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.8 $8.6M 286k 29.99
Vaneck Etf Trust Gold Miners Etf (GDX) 0.8 $8.5M 93k 91.77
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $7.3M 13k 577.19
Lockheed Martin Corporation (LMT) 0.7 $7.3M 12k 604.40
Tesla Motors (TSLA) 0.6 $6.7M 18k 371.75
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $6.7M 16k 426.40
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $6.6M 14k 479.20
ResMed (RMD) 0.6 $6.5M 29k 224.48
Autodesk (ADSK) 0.6 $6.4M 27k 239.40
Regeneron Pharmaceuticals (REGN) 0.6 $6.3M 8.2k 772.64
World Gold Tr Spdr Gld Minis (GLDM) 0.5 $4.9M 53k 92.69
Cintas Corporation (CTAS) 0.4 $4.7M 28k 169.14
Boeing Company (BA) 0.4 $4.5M 22k 199.03
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $4.4M 20k 217.25
Intuit (INTU) 0.4 $4.2M 9.7k 432.38
Select Sector Spdr Tr State Street Uti (XLU) 0.4 $4.1M 89k 45.89
MercadoLibre (MELI) 0.4 $3.8M 2.2k 1729.02
Alphabet Cap Stk Cl C (GOOG) 0.4 $3.7M 13k 286.86
3M Company (MMM) 0.4 $3.7M 25k 145.23
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $3.6M 117k 30.50
SLB Com Stk (SLB) 0.3 $3.6M 69k 51.39
Broadcom (AVGO) 0.3 $3.5M 12k 309.50
Kla Corp Com New (KLAC) 0.3 $3.5M 2.4k 1472.41
Snap-on Incorporated (SNA) 0.3 $3.5M 9.6k 363.22
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.3 $3.2M 72k 45.26
Advanced Micro Devices (AMD) 0.3 $3.2M 16k 203.43
Eaton Corp SHS (ETN) 0.3 $3.1M 8.6k 357.67
Costco Wholesale Corporation (COST) 0.3 $3.0M 3.1k 996.50
Johnson & Johnson (JNJ) 0.3 $2.9M 12k 244.43
Abbvie (ABBV) 0.3 $2.9M 13k 217.50
Amplify Etf Tr Amplify Junior S (SILJ) 0.3 $2.8M 95k 29.72
Chevron Corporation (CVX) 0.3 $2.7M 13k 206.90
Mastercard Incorporated Cl A (MA) 0.3 $2.6M 5.3k 499.66
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.3 $2.6M 53k 49.95
Crowdstrike Hldgs Cl A (CRWD) 0.2 $2.6M 6.7k 390.41
Meta Platforms Cl A (META) 0.2 $2.4M 4.2k 572.14
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $2.1M 14k 148.10
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $2.0M 70k 29.13
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $2.0M 6.5k 302.25
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.2 $1.9M 4.2k 463.19
Ishares Tr Russell 2000 Etf (IWM) 0.2 $1.9M 7.6k 248.00
Walt Disney Company (DIS) 0.2 $1.8M 19k 96.38
Ge Vernova (GEV) 0.2 $1.8M 2.0k 872.93
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $1.7M 2.9k 597.55
Qualcomm (QCOM) 0.2 $1.7M 14k 128.78
Automatic Data Processing (ADP) 0.2 $1.7M 8.4k 203.18
Eli Lilly & Co. (LLY) 0.2 $1.7M 1.8k 919.77
Stryker Corporation (SYK) 0.2 $1.7M 5.1k 328.61
Pfizer (PFE) 0.2 $1.6M 58k 28.08
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $1.6M 4.2k 383.44
Sempra Energy (SRE) 0.2 $1.6M 16k 97.17
Lowe's Companies (LOW) 0.1 $1.6M 6.6k 236.28
Bank of America Corporation (BAC) 0.1 $1.5M 31k 48.75
Consolidated Edison (ED) 0.1 $1.4M 13k 113.18
Starbucks Corporation (SBUX) 0.1 $1.3M 15k 89.59
Netflix (NFLX) 0.1 $1.3M 13k 96.15
Merck & Co (MRK) 0.1 $1.3M 11k 120.29
Honeywell International (HON) 0.1 $1.3M 5.5k 226.04
Parker-Hannifin Corporation (PH) 0.1 $1.2M 1.4k 895.24
Palo Alto Networks (PANW) 0.1 $1.2M 7.5k 160.32
Cisco Systems (CSCO) 0.1 $1.2M 16k 77.59
Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.1 $1.2M 10k 120.04
At&t (T) 0.1 $1.2M 41k 28.99
Adobe Systems Incorporated (ADBE) 0.1 $1.1M 4.5k 243.08
Home Depot (HD) 0.1 $1.1M 3.2k 328.86
Raytheon Technologies Corp (RTX) 0.1 $1.0M 5.3k 192.91
Spdr Gold Tr Gold Shs (GLD) 0.1 $1.0M 2.3k 430.29
Northrop Grumman Corporation (NOC) 0.1 $986k 1.4k 682.09
American Tower Reit (AMT) 0.1 $891k 5.2k 172.58
Amgen (AMGN) 0.1 $880k 2.5k 351.85
Visa Com Cl A (V) 0.1 $873k 2.9k 302.24
Procter & Gamble Company (PG) 0.1 $823k 5.7k 144.45
Palantir Technologies Cl A (PLTR) 0.1 $769k 5.3k 146.28
Micron Technology (MU) 0.1 $766k 2.3k 337.84
Morgan Stanley Com New (MS) 0.1 $731k 4.4k 164.56
Ishares Silver Tr Ishares (SLV) 0.1 $705k 10k 68.14
Bristol Myers Squibb (BMY) 0.1 $702k 12k 60.65
Emerson Electric (EMR) 0.1 $692k 5.3k 131.02
Wal-Mart Stores (WMT) 0.1 $675k 5.4k 124.27
CVB Financial (CVBF) 0.1 $669k 35k 19.39
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $665k 5.0k 132.90
Pepsi (PEP) 0.1 $645k 4.2k 155.29
Celsius Hldgs Com New (CELH) 0.1 $644k 18k 35.48
Houlihan Lokey Cl A (HLI) 0.1 $644k 4.5k 143.62
Charles Schwab Corporation (SCHW) 0.1 $625k 6.6k 93.98
Union Pacific Corporation (UNP) 0.1 $617k 2.5k 242.62
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $605k 1.9k 320.81
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $559k 1.7k 337.95
Coherent Corp (COHR) 0.1 $546k 2.3k 238.21
New York Times Co Mtn Be Cl A (NYT) 0.1 $542k 6.5k 83.73
Oracle Corporation (ORCL) 0.1 $536k 3.6k 147.09
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $533k 10k 53.22
Nuveen Ins Ca Tx Fr Adv Mun (NKX) 0.0 $517k 43k 11.90
Ishares Tr Core S&p500 Etf (IVV) 0.0 $496k 760.00 653.21
BlackRock Floating Rate Income Strat. Fn (FRA) 0.0 $488k 44k 11.02
salesforce (CRM) 0.0 $480k 2.6k 186.67
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $479k 2.3k 208.05
Fastenal Company (FAST) 0.0 $473k 10k 46.40
Vanguard Index Fds Growth Etf (VUG) 0.0 $463k 1.1k 436.79
Ge Aerospace Com New (GE) 0.0 $447k 1.6k 283.84
Intuitive Surgical Com New (ISRG) 0.0 $446k 968.00 460.99
Verizon Communications (VZ) 0.0 $438k 8.7k 50.20
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.0 $434k 9.7k 44.62
Constellation Energy (CEG) 0.0 $404k 1.4k 279.25
Dimensional Etf Trust Us Equity Market (DFUS) 0.0 $398k 5.6k 70.91
Sprott Asset Management Physical Gold Tr (PHYS) 0.0 $395k 11k 35.44
Cadeler A S Spon Adr (CDLR) 0.0 $377k 16k 23.53
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.0 $375k 32k 11.65
Vaneck Etf Trust Preferred Securt (PFXF) 0.0 $368k 21k 17.54
Glaukos (GKOS) 0.0 $367k 3.4k 107.66
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.0 $367k 9.2k 40.10
Abbott Laboratories (ABT) 0.0 $355k 3.5k 102.68
Coca-Cola Company (KO) 0.0 $354k 4.7k 76.05
Medtronic SHS (MDT) 0.0 $353k 4.1k 86.65
Doubleline Opportunistic Cr (DBL) 0.0 $352k 24k 14.60
Freeport Mcmoran CL B (FCX) 0.0 $345k 5.9k 58.78
Pbf Energy Cl A (PBF) 0.0 $343k 7.2k 47.62
Nextera Energy (NEE) 0.0 $337k 3.6k 92.88
Duke Energy Corp Com New (DUK) 0.0 $314k 2.4k 130.94
Citigroup Com New (C) 0.0 $301k 2.7k 113.43
Proshares Tr Pshs Ultra Qqq (QLD) 0.0 $298k 4.9k 61.00
Eaton Vance Limited Duration Income Fund (EVV) 0.0 $298k 32k 9.45
Vanguard Index Fds Value Etf (VTV) 0.0 $293k 1.5k 196.20
Asml Hldg Nv N Y Registry Shs (ASML) 0.0 $291k 220.00 1320.83
Brown & Brown (BRO) 0.0 $283k 4.3k 65.21
International Business Machines (IBM) 0.0 $280k 1.2k 242.46
Dell Technologies CL C (DELL) 0.0 $280k 1.7k 164.13
Phillips 66 (PSX) 0.0 $273k 1.5k 182.18
Innovator Etfs Trust Equity Defined P (ZMAR) 0.0 $268k 9.7k 27.59
Innovator Etfs Trust Us Sm Cap Buffer (KFEB) 0.0 $267k 9.5k 28.09
Ishares Tr Ishares Biotech (IBB) 0.0 $261k 1.5k 168.85
Applied Materials (AMAT) 0.0 $258k 756.00 341.79
Spdr Series Trust State Street Spd (SPTI) 0.0 $258k 9.0k 28.66
Vanguard World Inf Tech Etf (VGT) 0.0 $254k 364.00 698.65
Intel Corporation (INTC) 0.0 $252k 5.7k 44.13
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $246k 3.6k 67.53
McDonald's Corporation (MCD) 0.0 $246k 791.00 310.82
Nuveen Equity Premium and Growth Fund (SPXX) 0.0 $242k 15k 16.07
General Motors Company (GM) 0.0 $241k 3.2k 74.50
Innovator Etfs Trust Equity Def Protn (ZFEB) 0.0 $241k 9.5k 25.39
Wells Fargo & Company (WFC) 0.0 $240k 3.0k 79.61
Natera (NTRA) 0.0 $234k 1.2k 199.99
Arm Holdings Sponsored Ads (ARM) 0.0 $228k 1.5k 151.28
Vanguard World Consum Stp Etf (VDC) 0.0 $225k 1.0k 224.59
T. Rowe Price (TROW) 0.0 $223k 2.5k 90.13
Solventum Corp Com Shs (SOLV) 0.0 $221k 3.4k 65.30
Spdr Series Trust State Street Spd (SDY) 0.0 $220k 1.5k 145.94
Sprott Asset Management Physical Silver (PSLV) 0.0 $220k 9.0k 24.39
American Healthcare Reit Com Shs (AHR) 0.0 $218k 4.6k 47.16
Caterpillar (CAT) 0.0 $218k 307.00 708.46
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $212k 2.9k 73.14
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $205k 7.1k 29.08
Iron Mountain (IRM) 0.0 $204k 2.0k 102.14
Genco Shipping & Trading SHS (GNK) 0.0 $203k 9.0k 22.55
First Trust/Four Corners SFRI Fund II (FCT) 0.0 $202k 21k 9.64
Texas Instruments Incorporated (TXN) 0.0 $201k 1.0k 194.23
Doubleline Income Solutions (DSL) 0.0 $187k 17k 10.83
DNP Select Income Fund (DNP) 0.0 $179k 17k 10.30
Castor Maritime SHS (CTRM) 0.0 $35k 19k 1.85