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Apriem Advisors
Apriem Advisors is an independent, fee-only Registered Investment Advisor (RIA) headquartered in Irvine, California. Founded in 1998 by Harmon Kong and Mark Iwamoto, the firm manages over $875 million for hundreds of families both locally and worldwide, offering comprehensive wealth management and personalized financial planning services. Apriem specializes in multigenerational family wealth, integrating investment management with estate planning, taxation, and retirement strategies. The firm emphasizes a fiduciary, client-first approach with a boutique service model, distinguishing itself from larger institutions. With a team of credentialed professionals, Apriem Advisors serves clients seeking holistic financial guidance and long-term security.
Investment Strategy
Apriem Advisors employs a highly personalized approach to investing, integrating financial planning and portfolio management to serve each client's unique goals. The firm is committed to fee-only, unbiased advice, providing clients with tailored investment solutions without commissions or sales incentives. Strategies include Tactical Index Strategies, Dynamic ETF strategies, and Income Strategies, with a focus on diversification, risk management, and tax efficiency. Apriem emphasizes proactive planning, comprehensive portfolio oversight, and multigenerational wealth transfer, ensuring clients’ investments are aligned with their broader financial plan. As a fiduciary, Apriem puts clients’ interests above all else, using a comprehensive, strategic planning process that covers the full financial picture—including retirement, estate planning, asset protection, and charitable giving.
Latest 13F Filing Activity
Apriem Advisors filed their most recent 13F report on Jun 30, 2025 disclosing 183 equity positions with a total 13F market value of $941M. The fund increased holdings in Schwab Strategic TR, Vaneck Etf Trust, Vanguard World FD among other positions. Apriem Advisors reduced exposure to Snap On Inc., American Tower Corp. New, Apple Inc. among others.
Top Holdings
Equity Positions (183)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHX | SCHWAB STRATEGIC TR | 16.19% | $152.3M | 6,232,397 | $15.27 | $24.44 | +$17.0M |
B BND | VANGUARD BD INDEX FDS | 6.35% | $59.8M | 811,765 | $70.26 | $73.63 | +$2.1M |
A AAPL | APPLE INC | 5.06% | $47.6M | 231,921 | $38.76 | $205.17 | -$4.6M |
M MOAT | VANECK ETF TRUST | 4.60% | $43.2M | 460,995 | $78.25 | $93.79 | +$12.5M |
M MGK | VANGUARD WORLD FD | 3.66% | $34.4M | 93,976 | $321.87 | $366.17 | +$9.9M |
Industry Allocation
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