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Benjamin C. Lau

Apriem Advisors

Assets Managed
$1.048B
Holdings
186
Last Quarter
2026 - Q1
Filed Date
1mo 10d ago
Growth Rate
-3.83%(2Q avg: -0.37%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Apriem Advisors's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 186 positions.

Assets under management

The assets under management (AUM) of Apriem Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.048B in assets, with a quarterly growth rate of -3.83% and a 2-quarter average growth rate of -0.37%. The portfolio is managed by Benjamin C. Lau, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHX
Schwab Us Large-cap Etf
Recent Activity
Decreased -8.66%
13.79%
$144.411M
5.632M shares@ $25.64 avg price
BND
Vanguard Total Bond Market
Recent Activity
Decreased -9.49%
6.58%
$68.878M
935,329 shares@ $73.64 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.87%
5.68%
$59.466M
234,310 shares@ $253.8 avg price
MOAT
Vaneck Morningstar Wide Moat
Recent Activity
Increased 5.71%
5.01%
$52.463M
542,530 shares@ $96.71 avg price
MGV
Vanguard Mega Cap Value Etf
Recent Activity
Increased 24.53%
4.37%
$45.715M
315,383 shares@ $144.96 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 7.47%
4.12%
$43.077M
470,068 shares@ $91.65 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -0.48%
3.5%
$36.58M
570,851 shares@ $64.08 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 73.27%
3.29%
$34.449M
637,358 shares@ $54.05 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 28.93%
3.28%
$34.337M
1.119M shares@ $30.68 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -1.43%
3.15%
$32.979M
114,684 shares@ $287.57 avg price

1-10 of 186