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 101–150 of 541
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GLD | SPDR GOLD TR | 7K | $1M+ | SH |
| NFLX | NETFLIX INC | 28K | $1M+ | SH |
| IHAK | ISHARES TR | 53K | $1M+ | SH |
| RTX | RTX CORPORATION | 13K | $1M+ | SH |
| IWR | ISHARES TR | 4K | $1M+ | SH |
| ABBV | ABBVIE INC | 10K | $1M+ | SH |
| EYLD | CAMBRIA ETF TR | 61K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 8K | $1M+ | SH |
| ATR | APTARGROUP INC | 19K | $1M+ | SH |
| HYMB | SPDR SERIES TRUST | 88K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 79K | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 29K | $1M+ | SH |
| CGIC | CAPITAL GROUP INTERNATIONAL | 65K | $1M+ | SH |
| VSDM | VANGUARD MUN BD FDS | 27K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 9K | $1M+ | SH |
| MEAR | ISHARES U S ETF TR | 40K | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 7K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 11K | $1M+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 40K | $1M+ | SH |
| QCOM | QUALCOMM INC | 6K | $1M+ | SH |
| PEP | PEPSICO INC | 10K | $1M+ | SH |
| ORCL | ORACLE CORP | 10K | $1M+ | SH |
| C | CITIGROUP INC | 14K | $1M+ | SH |
| VOX | VANGUARD WORLD FD | 10K | $1M+ | SH |
| IVW | ISHARES TR | 16K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC | 12K | $1M+ | SH |
| RY | ROYAL BK CDA | 11K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 2K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 10K | $1M+ | SH |
| EFV | ISHARES TR | 23K | $1M+ | SH |
| ABT | ABBOTT LABS | 15K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 4K | $1M+ | SH |
| SO | SOUTHERN CO | 20K | $1M+ | SH |
| IGSB | ISHARES TR | 34K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 5K | $1M+ | SH |
| IEMG | ISHARES INC | 27K | $1M+ | SH |
| GLW | CORNING INC | 20K | $1M+ | SH |
| IYW | ISHARES TR | 7K | $1M+ | SH |
| CAT | CATERPILLAR INC | 3K | $1M+ | SH |
| ASML | ASML HOLDING N V | 2K | $1M+ | SH |
| DIS | DISNEY WALT CO | 12K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 17K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 7K | $1M+ | SH |
| HSBC | HSBC HLDGS PLC | 20K | $1M+ | SH |
| NCDL | NUVEEN CHURCHILL DIRECT LEND | 115K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 27K | $1M+ | SH |
| RF | REGIONS FINANCIAL CORP NEW | 56K | $1M+ | SH |
| T | AT&T INC | 61K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 20K | $1M+ | SH |