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Aprio Wealth Management

Latest statistics and disclosures from Aprio Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are DUHP, DIHP, CGBL, CGGR, EMXC, and represent 19.41% of Aprio Wealth Management's stock portfolio.
Added to shares of these 10 stocks: CGBL (+$64M), CGGR (+$51M), VCRM (+$44M), AKRE (+$31M), AVLV (+$30M), JGRO (+$29M), CGCB (+$26M), CGMU (+$22M), CGXU (+$21M), CGCP (+$21M).
Started 130 new stock positions in MLM, VCR, GSK, CEF, VRTX, XLC, MKL, BUSE, AVSC, TLT.
Reduced shares in these 10 stocks: TSLA (-$5.7M), STRL, Unilever, FBND, OXY, IBIT, VNQ, IJR, EOG, VICI.
Sold out of its positions in ABEV, AWK, CTVA, DASH, EOG, EQNR, FBND, GOVT, KR, LEN.
Aprio Wealth Management was a net buyer of stock by $678M.
Aprio Wealth Management has $1.7B in assets under management (AUM), dropping by 73.29%.
Central Index Key (CIK): 0001803519

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Portfolio Holdings for Aprio Wealth Management

Aprio Wealth Management holds 541 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Aprio Wealth Management has 541 total positions. Only the first 250 positions are shown.

Sign up to view all of the Aprio Wealth Management Dec. 31, 2025 positions
Download the Aprio Wealth Management December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us High Profitab (DUHP)	5.4	$94M	+3%	2.5M	38.03	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	4.3	$75M	+4%	2.4M	31.66	View chart
Capital Group Core Balanced SHS (CGBL)	3.7	$64M	NEW	1.8M	35.33	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	3.3	$57M	+755%	1.3M	44.47	View chart
Ishares Msci Emrg Chn (EMXC)	2.8	$48M	+3%	665k	72.68	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	2.5	$44M	NEW	579k	75.57	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	2.4	$42M	+5%	704k	60.17	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	2.1	$37M	+133%	1.3M	29.55	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	2.1	$37M	+4%	377k	96.84	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.8	$31M	+7%	618k	50.58	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	1.8	$31M	NEW	468k	65.51	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.7	$30M	NEW	395k	75.77	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	1.7	$29M	NEW	313k	92.80	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.6	$29M	+6%	1.1M	26.68	View chart
Apple (AAPL)	1.5	$26M	+31%	95k	271.86	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	1.5	$26M	NEW	970k	26.52	View chart
Microsoft Corporation (MSFT)	1.5	$25M	+4%	37k	692.18	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.3	$23M	+9%	34k	681.92	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	1.3	$23M	+7%	447k	50.41	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	1.3	$22M	NEW	810k	27.38	View chart
Proshares Tr DJ BRKFLD GLB (TOLZ)	1.2	$22M		401k	54.15	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	1.2	$21M	NEW	920k	22.64	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.1	$20M	NEW	1.4k	14688.62	View chart
Alps Etf Tr Alerian Mlp (AMLP)	1.0	$18M	+7%	388k	47.02	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	1.0	$18M	NEW	475k	38.22	View chart
T Rowe Price Etf Price Eqt Income (TEQI)	1.0	$18M	NEW	392k	45.17	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	1.0	$17M	+3%	109k	153.02	View chart
NVIDIA Corporation (NVDA)	1.0	$17M	+71%	89k	186.50	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	0.9	$16M	NEW	645k	25.48	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.9	$16M	+11%	199k	78.95	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	0.9	$16M	NEW	310k	50.07	View chart
Ishares Tr Residential Mult (REZ)	0.9	$15M	+4%	186k	82.64	View chart
Harbor Etf Trust Harbor Commodity (HGER)	0.9	$15M	+15%	599k	24.82	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.8	$15M	+4%	180k	80.85	View chart
Ishares Tr Us Digital Infra (IDGT)	0.8	$15M	+4%	172k	85.00	View chart
Amazon (AMZN)	0.7	$13M	+105%	55k	230.82	View chart
McDonald's Corporation (MCD)	0.7	$12M	+39%	3.7k	3346.42	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$12M	+85%	38k	313.00	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$10M	+5%	13k	806.91	View chart
Doubleline Etf Trust Opportunistic Co (DBND)	0.6	$10M	+25%	222k	46.36	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.6	$10M	+2%	138k	74.28	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$10M	+225%	20k	502.66	View chart
Wisdomtree Tr True Emerging Mk (XC)	0.6	$9.6M	+12%	297k	32.44	View chart
Broadcom (AVGO)	0.5	$9.3M	+124%	27k	346.10	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$9.2M	+34%	15k	614.30	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$9.0M	+89%	29k	313.80	View chart
Ishares Tr Core Div Grwth (DGRO)	0.5	$8.6M		124k	69.42	View chart
JPMorgan Chase & Co. (JPM)	0.5	$8.3M	+43%	26k	322.21	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.4	$7.6M	NEW	130k	58.74	View chart
Eli Lilly & Co. (LLY)	0.4	$7.2M	+41%	3.8k	1915.98	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$7.1M		124k	57.24	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$7.0M	+353%	138k	50.59	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.4	$6.9M	-3%	25k	279.14	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.4	$6.8M	+14%	111k	61.36	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.4	$6.5M	NEW	150k	43.64	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	0.4	$6.5M	-2%	296k	21.90	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.4	$6.4M		167k	38.32	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$6.4M	+2%	71k	89.46	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$6.3M	-5%	71k	89.00	View chart
Meta Platforms Cl A (META)	0.4	$6.2M	+55%	9.4k	660.11	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$6.1M	+75%	9.7k	627.13	View chart
Cisco Systems (CSCO)	0.3	$6.0M	+241%	78k	77.03	View chart
Capital Group New Geography SHS (CGNG)	0.3	$5.9M	NEW	186k	31.93	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$5.7M	+13%	84k	68.12	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$5.7M	+69%	12k	473.49	View chart
Tesla Motors (TSLA)	0.3	$5.6M	-50%	12k	449.70	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$5.5M		140k	39.59	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$5.5M	+53%	26k	210.54	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$5.4M	+31%	17k	323.21	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.3	$5.4M	+37%	87k	62.28	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$5.3M	NEW	53k	100.34	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.3	$5.3M		172k	30.99	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$5.3M	+40%	7.00	754800.00	View chart
Wal-Mart Stores (WMT)	0.3	$5.0M	+72%	33k	150.95	View chart
Home Depot (HD)	0.3	$4.9M	-4%	12k	409.82	View chart
Costco Wholesale Corporation (COST)	0.3	$4.6M	+192%	5.4k	862.39	View chart
Ishares Tr Esg Optimized (SUSA)	0.3	$4.6M	+87%	33k	139.34	View chart
Visa Com Cl A (V)	0.3	$4.6M	+60%	13k	350.72	View chart
Johnson & Johnson (JNJ)	0.3	$4.6M	+28%	15k	302.33	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$4.6M	+18%	14k	338.80	View chart
Exxon Mobil Corporation (XOM)	0.3	$4.4M	+99%	37k	120.34	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$4.2M	+33%	41k	101.98	View chart
Capital Group Global Equity SHS (CGGE)	0.2	$4.1M	NEW	129k	31.63	View chart
Chevron Corporation (CVX)	0.2	$4.1M	+12%	10k	406.37	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$3.9M		66k	59.93	View chart
Merck & Co (MRK)	0.2	$3.7M	+345%	35k	105.26	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$3.5M	+6%	11k	317.14	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$3.4M	NEW	1.1k	3029.58	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.2	$3.4M	+3%	148k	22.90	View chart
Coca-Cola Company (KO)	0.2	$3.2M	+13%	39k	82.83	View chart
Bank of America Corporation (BAC)	0.2	$3.1M	+77%	57k	55.00	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$3.1M		99k	30.96	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$3.0M	+100%	16k	191.55	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.2	$3.0M	NEW	86k	34.65	View chart
Procter & Gamble Company (PG)	0.2	$2.9M	+25%	12k	249.33	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.2	$2.8M	NEW	56k	49.86	View chart
Bristol Myers Squibb (BMY)	0.2	$2.8M	+586%	52k	53.94	View chart
Mastercard Incorporated Cl A (MA)	0.2	$2.8M	+29%	4.8k	570.88	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.2	$2.7M		61k	43.53	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$2.6M	-14%	53k	49.65	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$2.6M	+12%	6.6k	396.31	View chart
Netflix (NFLX)	0.1	$2.6M	+1057%	28k	93.76	View chart
Ishares Tr Cybersecurity (IHAK)	0.1	$2.6M	+2%	53k	48.12	View chart
Raytheon Technologies Corp (RTX)	0.1	$2.5M	+210%	13k	183.39	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$2.4M	-3%	3.9k	611.68	View chart
Abbvie (ABBV)	0.1	$2.4M	+75%	11k	228.49	View chart
Cambria Etf Tr Emrg Sharehldr (EYLD)	0.1	$2.3M	+2%	61k	38.33	View chart
Micron Technology (MU)	0.1	$2.3M	+163%	7.7k	300.50	View chart
Aptar (ATR)	0.1	$2.3M	-2%	19k	121.96	View chart
Spdr Series Trust State Street Spd (HYMB)	0.1	$2.2M	+2%	88k	24.94	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$2.2M		79k	27.79	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$2.2M		29k	74.17	View chart
Capital Group International SHS (CGIC)	0.1	$2.1M	NEW	65k	32.50	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	0.1	$2.1M	NEW	27k	76.45	View chart
Philip Morris International (PM)	0.1	$2.0M	+29%	8.7k	234.14	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.1	$2.0M		40k	50.32	View chart
Vanguard World Health Car Etf (VHT)	0.1	$2.0M	+5%	7.0k	287.83	View chart
Wells Fargo & Company (WFC)	0.1	$2.0M	+20%	11k	177.62	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$2.0M	NEW	40k	50.94	View chart
Qualcomm (QCOM)	0.1	$2.0M	+7%	6.0k	331.84	View chart
Pepsi (PEP)	0.1	$2.0M	+8%	10k	199.48	View chart
Oracle Corporation (ORCL)	0.1	$2.0M	+120%	10k	194.92	View chart
Citigroup Com New (C)	0.1	$1.9M	+31%	14k	140.40	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$1.9M		10k	193.63	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$1.9M	-3%	16k	123.26	View chart
Gilead Sciences (GILD)	0.1	$1.9M		12k	154.99	View chart
Rbc Cad (RY)	0.1	$1.9M	+2%	11k	171.40	View chart
Goldman Sachs (GS)	0.1	$1.9M	+304%	2.1k	878.91	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.9M	+11%	10k	177.75	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$1.9M		23k	79.72	View chart
Abbott Laboratories (ABT)	0.1	$1.8M	+114%	15k	125.29	View chart
General Dynamics Corporation (GD)	0.1	$1.8M	+146%	4.2k	434.99	View chart
Southern Company (SO)	0.1	$1.8M	+29%	21k	89.00	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$1.8M	-8%	34k	53.40	View chart
International Business Machines (IBM)	0.1	$1.8M	+47%	4.8k	374.27	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$1.8M		27k	67.22	View chart
Corning Incorporated (GLW)	0.1	$1.8M	NEW	20k	87.56	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.7M		7.1k	241.63	View chart
Caterpillar (CAT)	0.1	$1.7M	+35%	2.8k	618.66	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$1.7M	+80%	1.6k	1069.78	View chart
Walt Disney Company (DIS)	0.1	$1.6M	-2%	12k	135.28	View chart
Medtronic SHS (MDT)	0.1	$1.6M	+341%	17k	96.06	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.6M	+14%	3.2k	494.76	View chart
Capital One Financial (COF)	0.1	$1.6M	+72%	6.5k	242.37	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.1	$1.6M	+6%	20k	78.67	View chart
Nuveen Churchill Direct Lend Com Shs (NCDL)	0.1	$1.5M		115k	13.34	View chart
Altria (MO)	0.1	$1.5M	+2%	27k	57.66	View chart
Regions Financial Corporation (RF)	0.1	$1.5M		56k	27.10	View chart
At&t (T)	0.1	$1.5M	+30%	61k	24.84	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$1.5M	+52%	20k	72.23	View chart
Verizon Communications (VZ)	0.1	$1.4M	+17%	35k	40.73	View chart
Waste Management (WM)	0.1	$1.4M	+357%	6.5k	219.70	View chart
ConocoPhillips (COP)	0.1	$1.4M	+70%	15k	93.61	View chart
TJX Companies (TJX)	0.1	$1.4M	+120%	8.2k	171.92	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.4M	+6%	5.4k	254.66	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$1.4M	-16%	30k	46.54	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$1.4M		41k	32.62	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.3M	-22%	4.3k	314.58	View chart
Lowe's Companies (LOW)	0.1	$1.3M		4.4k	301.10	View chart
Applied Materials (AMAT)	0.1	$1.3M	+137%	5.2k	256.99	View chart
Morgan Stanley Com New (MS)	0.1	$1.3M	+45%	7.0k	188.05	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$1.3M	+504%	9.0k	143.97	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$1.3M	+6%	8.6k	148.98	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$1.3M	-8%	8.2k	156.63	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$1.3M	+3%	13k	95.09	View chart
Pulte (PHM)	0.1	$1.3M	+23%	11k	117.32	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$1.3M	+179%	4.7k	268.30	View chart
American Express Company (AXP)	0.1	$1.2M	+117%	3.3k	369.91	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$1.2M	NEW	16k	75.44	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.2M	+14%	5.9k	198.61	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$1.2M	-2%	21k	56.95	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	0.1	$1.2M	NEW	41k	28.84	View chart
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)	0.1	$1.2M	NEW	41k	28.36	View chart
Pfizer (PFE)	0.1	$1.2M	+51%	34k	34.12	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$1.1M	NEW	15k	77.39	View chart
Charles Schwab Corporation (SCHW)	0.1	$1.1M	+164%	11k	103.81	View chart
Parker-Hannifin Corporation (PH)	0.1	$1.1M	+6%	1.1k	1061.74	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$1.1M	+123%	4.0k	281.65	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$1.1M		12k	96.88	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$1.1M		11k	99.88	View chart
Cognizant Technology Solutio Cl A (CTSH)	0.1	$1.1M	NEW	13k	83.00	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$1.1M	NEW	24k	46.29	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$1.1M	+13%	17k	64.42	View chart
Fox Corp Cl A Com (FOXA)	0.1	$1.1M	+18%	15k	73.07	View chart
Union Pacific Corporation (UNP)	0.1	$1.1M	+63%	4.6k	233.05	View chart
Advanced Micro Devices (AMD)	0.1	$1.1M	+33%	5.0k	214.16	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$1.1M		2.7k	386.85	View chart
salesforce (CRM)	0.1	$1.0M	+11%	4.0k	264.91	View chart
Prologis (PLD)	0.1	$1.0M	+50%	8.2k	127.65	View chart
Thermo Fisher Scientific (TMO)	0.1	$1.0M	+25%	1.7k	601.67	View chart
UnitedHealth (UNH)	0.1	$1.0M	+49%	3.1k	330.07	View chart
Amphenol Corp Cl A (APH)	0.1	$1.0M	+12%	7.5k	135.13	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.0M		7.2k	141.14	View chart
Allstate Corporation (ALL)	0.1	$1.0M	+160%	4.9k	208.14	View chart
Novartis Sponsored Adr (NVS)	0.1	$1.0M	+52%	7.3k	137.86	View chart
Starbucks Corporation (SBUX)	0.1	$1.0M	+5%	3.8k	263.25	View chart
Lam Research Corp Com New (LRCX)	0.1	$999k	+78%	5.4k	185.46	View chart
S&p Global (SPGI)	0.1	$997k	+26%	1.9k	522.64	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$987k	+129%	1.6k	603.18	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	0.1	$981k	NEW	37k	26.34	View chart
Amgen (AMGN)	0.1	$977k	+80%	3.0k	327.32	View chart
Emerson Electric (EMR)	0.1	$968k	+134%	6.1k	157.38	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$966k		8.6k	111.78	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$958k		25k	37.87	View chart
Shinhan Financial Group Co L Spn Adr Restrd (SHG)	0.1	$954k		18k	53.63	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$945k	-6%	5.6k	168.77	View chart
Honeywell International (HON)	0.1	$944k	NEW	3.5k	268.56	View chart
Deutsche Bank A G Namen Akt (DB)	0.1	$938k		24k	38.56	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.1	$919k	NEW	18k	50.38	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$918k	+21%	5.7k	160.97	View chart
Deere & Company (DE)	0.1	$918k	+77%	1.7k	550.10	View chart
Shell Spon Ads (SHEL)	0.1	$913k	+47%	8.7k	104.61	View chart
Palo Alto Networks (PANW)	0.1	$907k		4.2k	216.61	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$901k	-15%	19k	47.85	View chart
Nextera Energy (NEE)	0.1	$890k	+20%	11k	80.28	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$886k	+11%	5.7k	154.15	View chart
Duke Energy Corp Com New (DUK)	0.1	$886k	+14%	7.6k	117.21	View chart
Kb Finl Group Sponsored Adr (KB)	0.1	$878k		10k	86.04	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$874k	+27%	7.3k	119.75	View chart
Intercontinental Exchange (ICE)	0.0	$871k	+122%	5.4k	161.96	View chart
Marriott Intl Cl A (MAR)	0.0	$869k	NEW	2.5k	353.33	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$861k	+37%	4.1k	211.22	View chart
Ishares Tr Us Br Del Se Etf (IAI)	0.0	$854k	-12%	4.8k	179.39	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$853k	+41%	17k	50.32	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.0	$850k		31k	27.35	View chart
Ge Aerospace Com New (GE)	0.0	$850k	+2%	1.6k	515.34	View chart
Colgate-Palmolive Company (CL)	0.0	$848k	+91%	4.9k	173.97	View chart
Analog Devices (ADI)	0.0	$847k	+110%	3.1k	271.23	View chart
American Electric Power Company (AEP)	0.0	$823k	+20%	7.1k	115.31	View chart
Astrazeneca Sponsored Adr	0.0	$821k	+58%	8.9k	91.93	View chart
Eaton Corp SHS (ETN)	0.0	$816k	+141%	2.6k	318.55	View chart
Manulife Finl Corp (MFC)	0.0	$808k	+68%	22k	36.28	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$806k	+334%	3.1k	258.79	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$801k	-21%	7.8k	102.53	View chart
Spdr Series Trust State Street Spd (TFI)	0.0	$797k		17k	45.71	View chart
Intuit (INTU)	0.0	$793k	+28%	1.2k	672.83	View chart
Blackrock (BLK)	0.0	$766k	+58%	715.00	1070.83	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$762k	-2%	3.6k	212.08	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$758k		7.3k	103.79	View chart
Boeing Company (BA)	0.0	$755k	+41%	3.5k	217.12	View chart
Sony Group Corp Sponsored Adr (SONY)	0.0	$750k		28k	26.44	View chart
Danaher Corporation (DHR)	0.0	$746k		2.9k	258.22	View chart
W.R. Berkley Corporation (WRB)	0.0	$746k	NEW	11k	70.12	View chart
Adobe Systems Incorporated (ADBE)	0.0	$733k	+43%	2.1k	349.99	View chart
Welltower Inc Com reit (WELL)	0.0	$730k	+94%	3.9k	185.59	View chart
Lockheed Martin Corporation (LMT)	0.0	$728k	+66%	1.1k	678.75	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$722k		4.0k	181.22	View chart
Vale S A Sponsored Ads (VALE)	0.0	$714k	+29%	55k	13.03	View chart
Cummins (CMI)	0.0	$711k	+83%	1.2k	601.06	View chart
Kla Corp Com New (KLAC)	0.0	$707k	+2%	529.00	1336.72	View chart

Past Filings by Aprio Wealth Management

SEC 13F filings are viewable for Aprio Wealth Management going back to 2019

Aprio Wealth Management 2025 Q4 filed Jan. 29, 2026
Aprio Wealth Management 2025 Q3 filed Nov. 12, 2025
Aprio Wealth Management 2025 Q2 filed Aug. 14, 2025
Aprio Wealth Management 2025 Q1 filed May 15, 2025
Aprio Wealth Management 2024 Q4 filed Jan. 13, 2025
Aprio Wealth Management 2024 Q3 filed Oct. 8, 2024
Aprio Wealth Management 2024 Q2 filed July 10, 2024
Aprio Wealth Management 2024 Q1 filed April 10, 2024
Aprio Wealth Management 2023 Q4 filed Jan. 17, 2024
Aprio Wealth Management 2023 Q3 filed Oct. 10, 2023
Aprio Wealth Management 2023 Q2 filed July 13, 2023
Aprio Wealth Management 2023 Q1 filed April 14, 2023
Aprio Wealth Management 2022 Q4 filed Jan. 11, 2023
Aprio Wealth Management 2022 Q3 filed Oct. 13, 2022
Aprio Wealth Management 2022 Q2 filed July 26, 2022
Aprio Wealth Management 2022 Q1 filed April 19, 2022

View all past filings

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