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 151–200 of 541
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VZ | VERIZON COMMUNICATIONS INC | 35K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 7K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 15K | $1M+ | SH |
| TJX | TJX COS INC NEW | 8K | $1M+ | SH |
| IWM | ISHARES TR | 5K | $1M+ | SH |
| IUSB | ISHARES TR | 29K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 41K | $1M+ | SH |
| IJR | ISHARES TR | 4K | $1M+ | SH |
| LOW | LOWES COS INC | 4K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 5K | $1M+ | SH |
| MS | MORGAN STANLEY | 7K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 9K | $1M+ | SH |
| ESGU | ISHARES TR | 9K | $1M+ | SH |
| PPA | INVESCO EXCHANGE TRADED FD T | 8K | $1M+ | SH |
| ESGD | ISHARES TR | 13K | $1M+ | SH |
| PHM | PULTE GROUP INC | 11K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 5K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 3K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 16K | $1M+ | SH |
| QUAL | ISHARES TR | 6K | $1M+ | SH |
| BTI | BRITISH AMERN TOB PLC | 21K | $1M+ | SH |
| CGMM | CAPITAL GROUP EQUITY ETF TR | 41K | $1M+ | SH |
| OAKM | HARRIS OAKMARK ETF TRUST | 41K | $1M+ | SH |
| PFE | PFIZER INC | 34K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 15K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 11K | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP | 1K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| IJK | ISHARES TR | 12K | $1M+ | SH |
| AGG | ISHARES TR | 11K | $1M+ | SH |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 13K | $1M+ | SH |
| JPIE | J P MORGAN EXCHANGE TRADED F | 24K | $1M+ | SH |
| SLV | ISHARES SILVER TR | 17K | $1M+ | SH |
| FOXA | FOX CORP | 15K | $1M+ | SH |
| UNP | UNION PAC CORP | 5K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 5K | $1M+ | SH |
| IWV | ISHARES TR | 3K | $1M+ | SH |
| CRM | SALESFORCE INC | 4K | $1M+ | SH |
| PLD | PROLOGIS INC. | 8K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 2K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 3K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 8K | $1M+ | SH |
| DVY | ISHARES TR | 7K | $1M+ | SH |
| ALL | ALLSTATE CORP | 5K | $1M+ | SH |
| NVS | NOVARTIS AG | 7K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 4K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 5K | $500K+ | SH |
| SPGI | S&P GLOBAL INC | 2K | $500K+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 2K | $500K+ | SH |
| CGSM | CAPITAL GRP FIXED INCM ETF T | 37K | $500K+ | SH |