Aprio Wealth Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| J P MORGAN EXCHANGE TRADED F | $7.11M | 0.4% |
| J P MORGAN EXCHANGE TRADED F | $6.97M | 0.4% |
| VANGUARD INDEX FDS | $6.93M | 0.4% |
| iShares MSCI UAE ETF | $6.81M | 0.4% |
| CAPITAL GROUP DIVIDEND VALUE | $6.52M | 0.4% |
| SIMPLIFY EXCHANGE TRADED FUN | $6.48M | 0.4% |
| FIRST TR EXCHANGE-TRADED FD | $6.38M | 0.4% |
| ISHARES TR | $6.36M | 0.4% |
| VANGUARD INDEX FDS | $6.32M | 0.4% |
| Meta Platforms Inc | $6.19M | 0.4% |
| VANGUARD INDEX FDS | $6.08M | 0.3% |
| CISCO SYSTEMS, INC. | $6.04M | 0.3% |
| CAPITAL GROUP NEW GEOGRAPHY | $5.95M | 0.3% |
| ISHARES TR | $5.72M | 0.3% |
| ISHARES TR | $5.67M | 0.3% |
| Tesla Inc | $5.58M | 0.3% |
| DIMENSIONAL ETF TRUST | $5.52M | 0.3% |
| ISHARES TR | $5.48M | 0.3% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $5.42M | 0.3% |
| SCHWAB STRATEGIC TR | $5.39M | 0.3% |
| PIMCO ETF TR | $5.34M | 0.3% |
| DBX ETF TR | $5.32M | 0.3% |
| BERKSHIRE HATHAWAY INC DEL | $5.28M | 0.3% |
| Walmart Inc. | $4.98M | 0.3% |
| HOME DEPOT, INC. | $4.90M | 0.3% |
| COSTCO WHOLESALE CORP /NEW | $4.63M | 0.3% |
| ISHARES TR | $4.63M | 0.3% |
| Visa Inc | $4.61M | 0.3% |
| JOHNSON & JOHNSON | $4.59M | 0.3% |
| VANGUARD INDEX FDS | $4.58M | 0.3% |
| EXXON MOBIL CORP | $4.44M | 0.3% |
| AMERICAN CENTY ETF TR | $4.17M | 0.2% |
| CAPITAL GROUP GLOBAL EQUITY | $4.09M | 0.2% |
| CHEVRON CORP | $4.07M | 0.2% |
| FIRST TR EXCHANGE-TRADED FD | $3.94M | 0.2% |
| Merck & Co., Inc. | $3.66M | 0.2% |
| ISHARES TR | $3.51M | 0.2% |
| VANGUARD INDEX FDS | $3.45M | 0.2% |
| DIMENSIONAL ETF TRUST | $3.40M | 0.2% |
| COCA COLA CO | $3.23M | 0.2% |
| BANK OF AMERICA CORP /DE | $3.15M | 0.2% |
| ISHARES TR | $3.07M | 0.2% |
| INVESCO EXCHANGE TRADED FD T | $3.03M | 0.2% |
| CAPITAL GROUP GBL GROWTH EQT | $2.97M | 0.2% |
| PROCTER & GAMBLE Co | $2.89M | 0.2% |
| T ROWE PRICE ETF INC | $2.79M | 0.2% |
| BRISTOL MYERS SQUIBB CO | $2.79M | 0.2% |
| Mastercard Inc | $2.75M | 0.2% |
| AMERICAN CENTY ETF TR | $2.67M | 0.2% |
| ISHARES BITCOIN TRUST ETF | $2.64M | 0.2% |