Iwamoto Kong & Co

Apriem Advisors as of June 30, 2026

Portfolio Holdings for Apriem Advisors

Apriem Advisors holds 182 positions in its portfolio as reported in the June 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 $160M 5.4M 29.43
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 6.1 $71M 964k 73.41
Apple (AAPL) 6.0 $69M 239k 289.36
Vanguard World Mega Cap Val Etf (MGV) 4.9 $57M 350k 163.45
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 4.3 $49M 474k 103.96
Spdr Series Trust St Str Blo 1 Etf (BIL) 3.9 $45M 487k 91.64
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.6 $41M 579k 71.25
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.5 $41M 683k 59.69
Alphabet Cap Stk Cl A (GOOGL) 3.5 $41M 114k 357.37
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.4 $39M 1.2M 31.71
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 2.9 $34M 111k 302.97
Vanguard World Mega Grwth Ind (MGK) 2.6 $30M 344k 87.91
Amazon (AMZN) 2.0 $23M 95k 238.34
Lam Research Corp Com New (LRCX) 1.9 $22M 50k 433.33
Exxon Mobil Corporation (XOM) 1.7 $20M 146k 136.72
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.6 $19M 25k 746.77
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.6 $18M 652k 27.70
JPMorgan Chase & Co. (JPM) 1.3 $15M 45k 327.33
Vanguard Index Fds Small Cp Etf (VB) 1.2 $14M 45k 303.12
Goldman Sachs (GS) 1.1 $13M 13k 1011.37
World Gold Tr Spdr Gld Minis (GLDM) 1.1 $13M 159k 79.42
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.0 $12M 405k 28.96
Microsoft Corporation (MSFT) 0.9 $11M 28k 373.02
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.9 $10M 434k 23.13
NVIDIA Corporation (NVDA) 0.8 $9.7M 48k 200.09
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.8 $9.5M 261k 36.26
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $9.4M 13k 736.41
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.7 $8.6M 330k 25.95
Agnico (AEM) 0.7 $8.6M 55k 155.13
Tesla Motors (TSLA) 0.7 $8.2M 20k 420.60
Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $7.8M 62k 124.17
Advanced Micro Devices (AMD) 0.6 $7.4M 13k 580.91
Kla Corp Com New (KLAC) 0.6 $7.2M 24k 301.71
Vaneck Etf Trust Gold Miners Etf (GDX) 0.6 $7.0M 93k 75.45
AeroVironment (AVAV) 0.6 $6.8M 41k 165.07
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $6.6M 13k 500.39
CF Industries Holdings (CF) 0.5 $5.9M 55k 108.26
Lockheed Martin Corporation (LMT) 0.5 $5.9M 12k 509.44
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $5.4M 22k 242.99
Autodesk (ADSK) 0.4 $5.0M 26k 194.42
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.4 $4.7M 73k 64.50
ResMed (RMD) 0.4 $4.5M 23k 194.88
Cintas Corporation (CTAS) 0.4 $4.4M 26k 170.08
Crowdstrike Hldgs Cl A (CRWD) 0.4 $4.4M 5.7k 763.14
Boeing Company (BA) 0.4 $4.3M 20k 216.47
3M Company (MMM) 0.4 $4.1M 25k 161.91
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.4 $4.1M 117k 34.81
Select Sector Spdr Tr St Str Util Etf (XLU) 0.4 $4.1M 89k 45.34
Broadcom (AVGO) 0.3 $4.0M 11k 377.74
Eaton Corp SHS (ETN) 0.3 $3.7M 8.6k 426.12
MercadoLibre (MELI) 0.3 $3.6M 2.1k 1697.39
Alphabet Cap Stk Cl C (GOOG) 0.3 $3.5M 10k 353.34
Abbvie (ABBV) 0.3 $3.4M 14k 251.63
Ishares Tr 0-3 Mth Treasury (SGOV) 0.3 $3.2M 32k 100.67
Micron Technology (MU) 0.3 $3.1M 2.7k 1154.44
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $3.1M 20k 158.03
Johnson & Johnson (JNJ) 0.3 $3.1M 12k 253.96
Mastercard Incorporated Cl A (MA) 0.2 $2.7M 5.3k 513.60
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $2.7M 4.1k 655.97
Snap-on Incorporated (SNA) 0.2 $2.7M 6.7k 402.40
Costco Wholesale Corporation (COST) 0.2 $2.6M 2.8k 935.57
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $2.6M 52k 50.23
Ishares Tr Russell 2000 Etf (IWM) 0.2 $2.6M 8.6k 300.45
Palo Alto Networks (PANW) 0.2 $2.6M 7.5k 341.02
Blackstone Group Inc Com Cl A (BX) 0.2 $2.5M 22k 117.67
Eli Lilly & Co. (LLY) 0.2 $2.5M 2.1k 1199.43
Qualcomm (QCOM) 0.2 $2.5M 14k 184.79
Amplify Etf Tr Jr Silv Mine Etf (SILJ) 0.2 $2.5M 95k 25.92
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $2.4M 6.7k 365.70
SLB Com Stk (SLB) 0.2 $2.4M 51k 46.49
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $2.4M 70k 33.84
Meta Platforms Cl A (META) 0.2 $2.4M 4.2k 563.30
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.2 $2.2M 4.2k 522.39
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $2.0M 2.9k 686.86
Cisco Systems (CSCO) 0.2 $1.8M 16k 117.46
Bank of America Corporation (BAC) 0.2 $1.8M 31k 56.98
Automatic Data Processing (ADP) 0.2 $1.7M 7.8k 223.95
Chevron Corporation (CVX) 0.1 $1.7M 10k 165.77
Stryker Corporation (SYK) 0.1 $1.6M 5.1k 314.86
Sempra Energy (SRE) 0.1 $1.5M 17k 92.71
Starbucks Corporation (SBUX) 0.1 $1.5M 15k 102.19
Pfizer (PFE) 0.1 $1.5M 62k 24.08
Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.1 $1.5M 15k 98.25
Parker-Hannifin Corporation (PH) 0.1 $1.4M 1.5k 978.12
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $1.4M 40k 36.13
Consolidated Edison (ED) 0.1 $1.4M 13k 110.63
Merck & Co (MRK) 0.1 $1.4M 11k 128.50
Lowe's Companies (LOW) 0.1 $1.3M 5.7k 220.50
Ge Vernova (GEV) 0.1 $1.2M 1.0k 1174.97
Home Depot (HD) 0.1 $1.2M 3.4k 352.71
Walt Disney Company (DIS) 0.1 $1.1M 12k 96.25
Raytheon Technologies Corp (RTX) 0.1 $994k 5.2k 189.75
Netflix (NFLX) 0.1 $976k 14k 71.40
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.1 $970k 5.1k 190.52
Amgen (AMGN) 0.1 $906k 2.5k 362.12
Morgan Stanley Com New (MS) 0.1 $887k 4.2k 209.06
Spdr Gold Tr Gold Shs (GLD) 0.1 $863k 2.3k 368.38
Procter & Gamble Company (PG) 0.1 $836k 5.7k 146.63
CVB Financial (CVBF) 0.1 $778k 35k 22.55
Applied Materials (AMAT) 0.1 $764k 1.1k 723.00
Emerson Electric (EMR) 0.1 $757k 5.3k 143.15
Visa Com Cl A (V) 0.1 $739k 2.2k 343.09
Northrop Grumman Corporation (NOC) 0.1 $736k 1.4k 509.28
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $710k 1.9k 370.04
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $704k 13k 53.17
Union Pacific Corporation (UNP) 0.1 $681k 2.5k 272.00
Intel Corporation (INTC) 0.1 $681k 4.9k 139.63
Bristol Myers Squibb (BMY) 0.1 $668k 12k 57.62
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $657k 2.3k 285.58
Honeywell International (HON) 0.1 $620k 2.8k 223.90
Palantir Technologies Cl A (PLTR) 0.1 $615k 5.3k 116.67
Charles Schwab Corporation (SCHW) 0.1 $613k 6.6k 92.27
Honeywell Aerospace (HONA) 0.1 $612k 2.8k 221.08
Houlihan Lokey Cl A (HLI) 0.1 $601k 4.5k 134.13
Ge Aerospace Com New (GE) 0.1 $589k 1.6k 373.67
Nuveen Ins Ca Tx Fr Adv Mun (NKX) 0.0 $569k 45k 12.53
Ishares Tr Core S&p500 Etf (IVV) 0.0 $569k 760.00 748.89
Pepsi (PEP) 0.0 $567k 4.2k 135.40
Vanguard Index Fds Growth Etf (VUG) 0.0 $547k 6.4k 86.14
Marvell Technology (MRVL) 0.0 $536k 1.8k 297.89
BlackRock Floating Rate Income Strat. Fn (FRA) 0.0 $526k 48k 10.99
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.0 $501k 15k 34.27
Space Exploration Techn Corp Class A Com Stk (SPCX) 0.0 $490k 2.9k 170.86
Glaukos (GKOS) 0.0 $477k 3.4k 139.76
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $473k 991.00 477.57
Proshares Tr Pshs Ultra Qqq (QLD) 0.0 $473k 4.9k 96.76
Celsius Hldgs Com New (CELH) 0.0 $468k 16k 29.28
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 0.0 $460k 5.6k 81.94
New York Times Co Mtn Be Cl A (NYT) 0.0 $453k 6.5k 69.98
Asml Hldg Nv N Y Registry Shs (ASML) 0.0 $438k 220.00 1989.44
Citigroup Com New (C) 0.0 $407k 2.9k 139.94
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.0 $401k 33k 12.12
Vanguard Index Fds Value Etf (VTV) 0.0 $399k 1.8k 217.97
Oracle Corporation (ORCL) 0.0 $397k 2.7k 146.53
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.0 $394k 9.2k 43.06
salesforce (CRM) 0.0 $391k 2.5k 156.66
Coca-Cola Company (KO) 0.0 $378k 4.7k 81.26
Vaneck Etf Trust Preferred Securt (PFXF) 0.0 $375k 21k 17.84
Verizon Communications (VZ) 0.0 $374k 8.8k 42.34
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.0 $368k 9.6k 38.23
Eaton Vance Limited Duration Income Fund (EVV) 0.0 $367k 39k 9.37
Vanguard World Inf Tech Etf (VGT) 0.0 $358k 3.0k 119.54
Medtronic SHS (MDT) 0.0 $352k 4.5k 78.23
Cadeler A S Spon Adr (CDLR) 0.0 $351k 16k 21.91
Wal-Mart Stores (WMT) 0.0 $345k 3.0k 113.25
International Business Machines (IBM) 0.0 $339k 1.2k 281.29
Sprott Asset Management Physical Gold Tr (PHYS) 0.0 $328k 11k 30.17
Caterpillar (CAT) 0.0 $327k 307.00 1064.90
Abbott Laboratories (ABT) 0.0 $323k 3.6k 90.75
Pbf Energy Cl A (PBF) 0.0 $321k 7.1k 45.52
Intuitive Surgical Com New (ISRG) 0.0 $319k 801.00 397.68
Duke Energy Corp Com New (DUK) 0.0 $312k 2.5k 126.58
Texas Instruments Incorporated (TXN) 0.0 $311k 1.0k 297.96
Fastenal Company (FAST) 0.0 $305k 6.4k 48.03
Cloudflare Cl A Com (NET) 0.0 $298k 1.2k 245.28
Innovator Etfs Trust Us Sm Cap Buffer (KFEB) 0.0 $295k 9.5k 31.07
Ishares Tr Ishares Biotech (IBB) 0.0 $294k 1.5k 190.19
J P Morgan Exchange Traded F Income Etf (JPIE) 0.0 $293k 6.4k 46.05
Doubleline Opportunistic Cr (DBL) 0.0 $289k 20k 14.38
Nuveen Equity Premium and Growth Fund (SPXX) 0.0 $281k 15k 18.64
Innovator Etfs Trust Equi Defi 1 Marc (ZMAR) 0.0 $274k 9.7k 28.22
Regeneron Pharmaceuticals (REGN) 0.0 $271k 434.00 623.54
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $270k 3.5k 77.11
Solventum Corp Com Shs (SOLV) 0.0 $261k 3.4k 77.15
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $257k 3.1k 82.62
Phillips 66 (PSX) 0.0 $254k 1.5k 169.05
Iron Mountain (IRM) 0.0 $253k 2.0k 126.31
General Motors Company (GM) 0.0 $250k 3.2k 77.08
Wells Fargo & Company (WFC) 0.0 $249k 3.0k 82.64
Innovator Etfs Trust Equity Def Protn (ZFEB) 0.0 $247k 9.5k 25.99
T. Rowe Price (TROW) 0.0 $247k 2.2k 113.70
American Healthcare Reit Com Shs (AHR) 0.0 $241k 4.6k 52.15
Commerce Bancshares (CBSH) 0.0 $232k 4.0k 57.75
Spdr Series Trust St Str Sp Div (SDY) 0.0 $230k 1.5k 152.18
Genco Shipping & Trading SHS (GNK) 0.0 $228k 9.2k 24.78
First Trust/Four Corners SFRI Fund II (FCT) 0.0 $227k 24k 9.66
Vanguard World Consum Stp Etf (VDC) 0.0 $226k 1.0k 225.49
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $217k 2.9k 74.90
McDonald's Corporation (MCD) 0.0 $209k 774.00 270.33
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $203k 2.4k 85.51
DNP Select Income Fund (DNP) 0.0 $199k 18k 10.79
Castor Maritime SHS (CTRM) 0.0 $40k 19k 2.10