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Aprio Wealth Management, LLC

All holdings · as of Dec 31, 2025

541 positions

CompanyClassValueShares% of portfolio
SPDR GOLD TR$2.63M6,6380.2%
Netflix Inc$2.59M27,6320.1%
ISHARES TR$2.57M53,3810.1%
RTX Corp$2.46M13,4070.1%
ISHARES TR$2.39M3,9150.1%
AbbVie Inc.$2.39M10,4640.1%
CAMBRIA ETF TR$2.32M60,5150.1%
MICRON TECHNOLOGY INC$2.30M7,6640.1%
APTARGROUP, INC.$2.27M18,5890.1%
SPDR SERIES TRUST$2.20M88,3800.1%
SCHWAB STRATEGIC TR$2.20M79,1820.1%
DIMENSIONAL ETF TRUST$2.17M29,2850.1%
CAPITAL GROUP INTERNATIONAL$2.10M64,5910.1%
VANGUARD MUN BD FDS$2.06M26,9450.1%
Philip Morris International Inc.$2.04M8,7300.1%
ISHARES U S ETF TR$2.03M40,3840.1%
VANGUARD WORLD FD$2.02M7,0330.1%
WELLS FARGO & COMPANY/MN$2.02M11,3710.1%
J P MORGAN EXCHANGE TRADED F$2.02M39,6000.1%
QUALCOMM INC/DE$2.01M6,0480.1%
PEPSICO INC$2.00M10,0390.1%
ORACLE CORP$1.99M10,2050.1%
CITIGROUP INC$1.94M13,7880.1%
VANGUARD WORLD FD$1.93M9,9770.1%
ISHARES TR$1.92M15,6160.1%
GILEAD SCIENCES, INC.$1.90M12,2900.1%
ROYAL BK CDA$1.90M11,0760.1%
THE GOLDMAN SACHS GROUP, INC.$1.88M2,1420.1%
Palantir Technologies Inc$1.85M10,4130.1%
ISHARES TR$1.85M23,2070.1%
ABBOTT LABORATORIES$1.84M14,7000.1%
GENERAL DYNAMICS CORP$1.84M4,2250.1%
SOUTHERN CO$1.82M20,4980.1%
ISHARES TR$1.81M33,8100.1%
INTERNATIONAL BUSINESS MACHINES CORP$1.79M4,7870.1%
ISHARES INC$1.79M26,6330.1%
CORNING INC /NY$1.75M20,0000.1%
ISHARES TR$1.70M7,0550.1%
CATERPILLAR INC$1.70M2,7550.1%
ASML HOLDING N V$1.66M1,5540.1%
Walt Disney Co$1.62M11,9500.1%
Medtronic plc$1.60M16,6390.1%
VANGUARD INDEX FDS$1.59M3,2230.1%
CAPITAL ONE FINANCIAL CORP$1.58M6,5130.1%
HSBC HOLDINGS PLCHSBCADR$1.56M19,7950.1%
NUVEEN CHURCHILL DIRECT LENDING CORP.NCDLCommon Stock$1.53M115,0530.1%
ALTRIA GROUP, INC.$1.53M26,5980.1%
Regions Financial Corp$1.52M56,0680.1%
AT&T INC.$1.51M60,5890.1%
VANGUARD TAX-MANAGED FDS$1.45M20,0940.1%
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