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 201–250 of 541
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AMGN | AMGEN INC | 3K | $500K+ | SH |
| EMR | EMERSON ELEC CO | 6K | $500K+ | SH |
| AVUS | AMERICAN CENTY ETF TR | 9K | $500K+ | SH |
| EMLP | FIRST TR EXCHANGE-TRADED FD | 25K | $500K+ | SH |
| SHG | SHINHAN FINANCIAL GROUP CO L | 18K | $500K+ | SH |
| IBB | ISHARES TR | 6K | $500K+ | SH |
| HON | HONEYWELL INTL INC | 4K | $500K+ | SH |
| DB | DEUTSCHE BANK A G | 24K | $500K+ | SH |
| TAXF | AMERICAN CENTY ETF TR | 18K | $500K+ | SH |
| SHOP | SHOPIFY INC | 6K | $500K+ | SH |
| DE | DEERE & CO | 2K | $500K+ | SH |
| SHEL | SHELL PLC | 9K | $500K+ | SH |
| PANW | PALO ALTO NETWORKS INC | 4K | $500K+ | SH |
| EAGG | ISHARES TR | 19K | $500K+ | SH |
| NEE | NEXTERA ENERGY INC | 11K | $500K+ | SH |
| BX | BLACKSTONE INC | 6K | $500K+ | SH |
| DUK | DUKE ENERGY CORP NEW | 8K | $500K+ | SH |
| KB | KB FINL GROUP INC | 10K | $500K+ | SH |
| JCI | JOHNSON CTLS INTL PLC | 7K | $500K+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 5K | $500K+ | SH |
| MAR | MARRIOTT INTL INC NEW | 2K | $500K+ | SH |
| VTV | VANGUARD INDEX FDS | 4K | $500K+ | SH |
| IAI | ISHARES TR | 5K | $500K+ | SH |
| USFR | WISDOMTREE TR | 17K | $500K+ | SH |
| FEM | FIRST TR EXCH TRD ALPHDX FD | 31K | $500K+ | SH |
| GE | GE AEROSPACE | 2K | $500K+ | SH |
| CL | COLGATE PALMOLIVE CO | 5K | $500K+ | SH |
| ADI | ANALOG DEVICES INC | 3K | $500K+ | SH |
| AEP | AMERICAN ELEC PWR CO INC | 7K | $500K+ | SH |
| AZN | ASTRAZENECA PLC | 9K | $500K+ | SH |
| ETN | EATON CORP PLC | 3K | $500K+ | SH |
| MFC | MANULIFE FINL CORP | 22K | $500K+ | SH |
| AJG | GALLAGHER ARTHUR J & CO | 3K | $500K+ | SH |
| IUSV | ISHARES TR | 8K | $500K+ | SH |
| TFI | SPDR SERIES TRUST | 17K | $500K+ | SH |
| INTU | INTUIT | 1K | $500K+ | SH |
| BLK | BLACKROCK INC | 715 | $500K+ | SH |
| IVE | ISHARES TR | 4K | $500K+ | SH |
| EFA | ISHARES TR | 7K | $500K+ | SH |
| BA | BOEING CO | 3K | $500K+ | SH |
| SONY | SONY GROUP CORP | 28K | $500K+ | SH |
| DHR | DANAHER CORPORATION | 3K | $500K+ | SH |
| WRB | BERKLEY W R CORP | 11K | $500K+ | SH |
| ADBE | ADOBE INC | 2K | $500K+ | SH |
| WELL | WELLTOWER INC | 4K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP | 1K | $500K+ | SH |
| IWN | ISHARES TR | 4K | $500K+ | SH |
| VALE | VALE S A | 55K | $500K+ | SH |
| CMI | CUMMINS INC | 1K | $500K+ | SH |
| KLAC | KLA CORP | 529 | $500K+ | SH |