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 301–350 of 541
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| URI | UNITED RENTALS INC | 467 | $500K+ | SH |
| HMY | HARMONY GOLD MINING CO LTD | 27K | $500K+ | SH |
| MCO | MOODYS CORP | 1K | $500K+ | SH |
| PDX | PIMCO DYNAMIC INCOME STRATEG | 29K | $500K+ | SH |
| DHI | D R HORTON INC | 4K | $500K+ | SH |
| MBB | ISHARES TR | 5K | $500K+ | SH |
| IBHF | ISHARES TR | 23K | $500K+ | SH |
| KGC | KINROSS GOLD CORP | 19K | $500K+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 931 | $500K+ | SH |
| UBS | UBS GROUP AG | 11K | $500K+ | SH |
| BCS | BARCLAYS PLC | 21K | $500K+ | SH |
| O | REALTY INCOME CORP | 8K | $500K+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 6K | $500K+ | SH |
| MPC | MARATHON PETE CORP | 3K | $500K+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 3K | $500K+ | SH |
| CMCSA | COMCAST CORP NEW | 17K | $500K+ | SH |
| F | FORD MTR CO | 23K | $500K+ | SH |
| EFG | ISHARES TR | 4K | $500K+ | SH |
| AIG | AMERICAN INTL GROUP INC | 6K | $500K+ | SH |
| JIVE | J P MORGAN EXCHANGE TRADED F | 6K | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 2K | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 1K | $100K–$500K | SH |
| HIG | HARTFORD INSURANCE GROUP INC | 4K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 6K | $100K–$500K | SH |
| IOO | ISHARES TR | 4K | $100K–$500K | SH |
| SUSB | ISHARES TR | 19K | $100K–$500K | SH |
| LDOS | LEIDOS HOLDINGS INC | 3K | $100K–$500K | SH |
| TLT | ISHARES TR | 5K | $100K–$500K | SH |
| RSG | REPUBLIC SVCS INC | 1K | $100K–$500K | SH |
| TD | TORONTO DOMINION BK ONT | 5K | $100K–$500K | SH |
| ENB | ENBRIDGE INC | 10K | $100K–$500K | SH |
| VIV | TELEFONICA BRASIL SA | 40K | $100K–$500K | SH |
| XLF | SELECT SECTOR SPDR TR | 9K | $100K–$500K | SH |
| OKE | ONEOK INC NEW | 5K | $100K–$500K | SH |
| BK | BANK NEW YORK MELLON CORP | 4K | $100K–$500K | SH |
| CVS | CVS HEALTH CORP | 5K | $100K–$500K | SH |
| SYK | STRYKER CORPORATION | 1K | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC | 2K | $100K–$500K | SH |
| BHP | BHP GROUP LTD | 7K | $100K–$500K | SH |
| FER | FERROVIAL SE | 7K | $100K–$500K | SH |
| TDG | TRANSDIGM GROUP INC | 321 | $100K–$500K | SH |
| IRM | IRON MTN INC DEL | 5K | $100K–$500K | SH |
| ESGV | VANGUARD WORLD FD | 4K | $100K–$500K | SH |
| HAL | HALLIBURTON CO | 15K | $100K–$500K | SH |
| ETR | ENTERGY CORP NEW | 5K | $100K–$500K | SH |
| BN | BROOKFIELD CORP | 9K | $100K–$500K | SH |
| TEL | TE CONNECTIVITY PLC | 2K | $100K–$500K | SH |
| IMO | IMPERIAL OIL LTD | 5K | $100K–$500K | SH |
| ANET | ARISTA NETWORKS INC | 3K | $100K–$500K | SH |
| SLB | SLB LIMITED | 10K | $100K–$500K | SH |