CIK 1803519
Aprio Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
541
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 541
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DUHP | DIMENSIONAL ETF TRUST | 2.5M | $1M+ | SH |
| DIHP | DIMENSIONAL ETF TRUST | 2.4M | $1M+ | SH |
| CGBL | CAPITAL GROUP CORE BALANCED | 1.8M | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 1.3M | $1M+ | SH |
| EMXC | ISHARES INC | 665K | $1M+ | SH |
| VCRM | VANGUARD MUN BD FDS | 579K | $1M+ | SH |
| COWZ | PACER FDS TR | 704K | $1M+ | SH |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 1.3M | $1M+ | SH |
| TDIV | FIRST TR EXCHANGE TRADED FD | 377K | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 618K | $1M+ | SH |
| AKRE | PROFESIONALLY MANAGED PORTFO | 468K | $1M+ | SH |
| AVLV | AMERICAN CENTY ETF TR | 395K | $1M+ | SH |
| JGRO | J P MORGAN EXCHANGE TRADED F | 313K | $1M+ | SH |
| PYLD | PIMCO ETF TR | 1.1M | $1M+ | SH |
| AAPL | APPLE INC | 95K | $1M+ | SH |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 970K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 37K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 34K | $1M+ | SH |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | 447K | $1M+ | SH |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 810K | $1M+ | SH |
| TOLZ | PROSHARES TR | 401K | $1M+ | SH |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 920K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 1K | $1M+ | SH |
| AMLP | ALPS ETF TR | 388K | $1M+ | SH |
| TCAF | T ROWE PRICE ETF INC | 475K | $1M+ | SH |
| TEQI | T ROWE PRICE ETF INC | 392K | $1M+ | SH |
| GRID | FIRST TR EXCHANGE TRADED FD | 109K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 89K | $1M+ | SH |
| CGHM | CAPITAL GRP FIXED INCM ETF T | 645K | $1M+ | SH |
| UTES | ETFIS SER TR I | 199K | $1M+ | SH |
| JPSE | J P MORGAN EXCHANGE TRADED F | 310K | $1M+ | SH |
| REZ | ISHARES TR | 186K | $1M+ | SH |
| HGER | HARBOR ETF TRUST | 598K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 180K | $1M+ | SH |
| IDGT | ISHARES TR | 171K | $1M+ | SH |
| AMZN | AMAZON COM INC | 55K | $1M+ | SH |
| MCD | MCDONALDS CORP | 4K | $1M+ | SH |
| GOOGL | ALPHABET INC | 38K | $1M+ | SH |
| IVV | ISHARES TR | 13K | $1M+ | SH |
| DBND | DOUBLELINE ETF TRUST | 222K | $1M+ | SH |
| FHLC | FIDELITY COVINGTON TRUST | 138K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 20K | $1M+ | SH |
| XC | WISDOMTREE TR | 297K | $1M+ | SH |
| AVGO | BROADCOM INC | 27K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 15K | $1M+ | SH |
| GOOG | ALPHABET INC | 29K | $1M+ | SH |
| DGRO | ISHARES TR | 124K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 26K | $1M+ | SH |
| AVSC | AMERICAN CENTY ETF TR | 130K | $1M+ | SH |
| LLY | ELI LILLY & CO | 4K | $1M+ | SH |