Institutions / Aprio Wealth Management, LLC
Aprio Wealth Management, LLC
CIK 1803519 · Institution · as of Dec 31, 2025
Portfolio value
$1.74B
Positions
541
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 541 →
| Company | Value | % of portfolio |
|---|---|---|
| Dimensional ETF Trust | $93.65M | 5.4% |
| Dimensional ETF Trust | $74.74M | 4.3% |
| Capital Group Core Balanced | $63.96M | 3.7% |
| Capital Group Growth ETF | $57.43M | 3.3% |
| iShares Inc | $48.35M | 2.8% |
| Vanguard Mun Bd Fds | $43.75M | 2.5% |
| Pacer Fds Tr | $42.36M | 2.4% |
| Capital Group Intl Focus Eqt | $37.11M | 2.1% |
| First Tr Exchange Traded Fd | $36.47M | 2.1% |
| Janus Detroit Str Tr | $31.25M | 1.8% |
| Profesionally Managed Portfo | $30.63M | 1.8% |
| American Centy ETF Tr | $29.94M | 1.7% |
| J P Morgan Exchange Traded F | $29.07M | 1.7% |
| PIMCO ETF Tr | $28.60M | 1.6% |
| Apple Inc. | $25.94M | 1.5% |
| Capital Grp Fixed Incm ETF T | $25.72M | 1.5% |
| Microsoft Corp | $25.41M | 1.5% |
| SPDR S&P 500 ETF Tr | $23.13M | 1.3% |
| Simplify Exchange Traded Fun | $22.55M | 1.3% |
| Capital Grp Fixed Incm ETF T | $22.19M | 1.3% |
| ProShares Tr | $21.73M | 1.2% |
| Capital Grp Fixed Incm ETF T | $20.83M | 1.2% |
| Vanguard Specialized Funds | $19.86M | 1.1% |
| Alps ETF Tr | $18.22M | 1.0% |
| T Rowe Price ETF Inc | $18.15M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.