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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 18.02% of Aprio Wealth Management's stock portfolio.
Added to shares of these 10 stocks: USFR (+$33M), SCHX (+$9.4M), JQUA (+$8.0M), XCEM (+$7.9M), IWF (+$6.9M), USIG (+$5.6M), TOTL, PYLD, FNDF, JIRE.
Started 56 new stock positions in CCL, MAS, WCN, IHE, WY, RKLB, IBN, EBAY, XBI, BSCY.
Reduced shares in these 10 stocks: JAAA (-$33M), CGBL (-$8.3M), AKRE (-$7.8M), CGXU (-$7.7M), JGRO (-$6.7M), TEQI (-$6.4M), VIG (-$5.5M), CGGR (-$5.3M), CGCB, DIHP.
Sold out of its positions in AEM, BSX, CWT, CHTR, DFUV, EQNR, FEX, GSEW, AHR, HLN.
Aprio Wealth Management was a net buyer of stock by $19M.
Aprio Wealth Management has $2.0B in assets under management (AUM), dropping by 10.56%.
Central Index Key (CIK): 0001803519

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Portfolio Holdings for Aprio Wealth Management

Aprio Wealth Management holds 635 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Aprio Wealth Management has 635 total positions. Only the first 250 positions are shown.

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Download the Aprio Wealth Management June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us High Prof Etf (DUHP)	4.9	$98M	-4%	2.4M	41.73	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	3.8	$77M	-5%	2.3M	34.12	View chart
Capital Group Core Balanced SHS (CGBL)	3.2	$64M	-11%	1.7M	37.96	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	3.1	$63M	-7%	1.3M	47.20	View chart
Ishares Msci Emrg Chn (EMXC)	3.1	$62M	-6%	606k	102.30	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	2.2	$44M	-9%	572k	76.40	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	2.2	$44M	-2%	380k	114.88	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	2.1	$42M	-6%	671k	62.20	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.9	$38M	-2%	421k	91.21	View chart
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)	1.8	$36M	-17%	1.0M	34.62	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.7	$35M	+12%	1.3M	26.52	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	1.7	$34M	+3329%	677k	50.35	View chart
Apple (AAPL)	1.4	$28M		97k	289.36	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	1.3	$27M	+5%	139k	191.75	View chart
Ishares Tr Us Digi Real Etf (IDGT)	1.3	$26M	+3%	218k	119.74	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	1.3	$26M	-20%	258k	98.59	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	1.2	$24M	+4%	485k	49.07	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.2	$24M	-3%	32k	746.78	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	1.1	$23M	-7%	837k	27.47	View chart
Alps Etf Tr Alerian Mlp (AMLP)	1.1	$22M	+4%	428k	51.85	View chart
Proshares Tr DJ BRKFLD GLB (TOLZ)	1.1	$22M	-3%	373k	59.27	View chart
NVIDIA Corporation (NVDA)	1.1	$22M	+8%	110k	200.09	View chart
Capital Grp Fixed Incm Etf T Mun High Etf (CGHM)	1.0	$21M	+13%	819k	25.85	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	1.0	$20M	-19%	770k	26.18	View chart
Microsoft Corporation (MSFT)	1.0	$20M	-3%	54k	373.02	View chart
Harbor Etf Trust Comm All Wea Etf (HGER)	1.0	$19M	+6%	662k	29.34	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.9	$19M	-10%	452k	41.10	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.9	$19M	-13%	830k	22.29	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.9	$18M	+4%	224k	81.74	View chart
Ishares Tr Residential Mult (REZ)	0.9	$18M	-7%	191k	94.69	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$16M	-25%	69k	236.62	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.8	$16M	+17%	313k	50.57	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	0.8	$16M	-18%	257k	60.16	View chart
Amazon (AMZN)	0.7	$15M	+6%	62k	238.34	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.7	$15M	-6%	288k	50.58	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.7	$14M		187k	77.25	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$14M		39k	357.37	View chart
T Rowe Price Exchange-traded Price Eqt Income (TEQI)	0.7	$14M	-31%	274k	50.38	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$12M	+7%	16k	748.89	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.6	$12M	+30%	183k	66.60	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$12M	+3%	16k	736.38	View chart
Broadcom (AVGO)	0.6	$12M		32k	377.75	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.6	$12M	+48%	223k	52.76	View chart
Micron Technology (MU)	0.6	$12M	+4%	10k	1154.25	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.5	$11M	+628%	371k	29.43	View chart
Ishares Tr Core Div Grwth (DGRO)	0.5	$11M	+6%	139k	75.79	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$11M	+2%	30k	353.33	View chart
Doubleline Etf Trust Oppo Core Bd Etf (DBND)	0.5	$10M	-2%	226k	45.59	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$10M	+4%	20k	500.40	View chart
McDonald's Corporation (MCD)	0.5	$10M	-16%	38k	270.31	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.5	$9.8M	+4%	20k	477.57	View chart
Wisdomtree Tr True Emerging Mk (XC)	0.5	$9.4M	-7%	297k	31.70	View chart
Cisco Systems (CSCO)	0.5	$9.3M		79k	117.46	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.5	$9.2M	+3%	92k	100.81	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.4	$9.0M	+742%	125k	72.28	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.4	$9.0M	+712%	171k	52.88	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$8.5M	+443%	69k	124.17	View chart
Eli Lilly & Co. (LLY)	0.4	$8.5M	+2%	7.1k	1199.46	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$8.4M	+25%	35k	242.43	View chart
JPMorgan Chase & Co. (JPM)	0.4	$8.3M		25k	327.33	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.4	$8.2M		13k	640.76	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$7.9M	+5%	140k	56.48	View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC)	0.4	$7.6M	-23%	104k	73.34	View chart
Capital Group New Geography SHS (CGNG)	0.4	$7.5M	-9%	199k	37.46	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$7.0M	+14%	90k	77.11	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.3	$6.8M	-2%	157k	43.14	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$6.7M	-5%	22k	306.29	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.3	$6.7M		150k	44.36	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.3	$6.5M	+654%	126k	51.29	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$6.4M	-2%	66k	96.58	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$6.4M	-15%	9.3k	686.81	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$6.0M	-2%	62k	96.43	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.3	$5.9M		184k	32.14	View chart
Corning Incorporated (GLW)	0.3	$5.7M		22k	255.43	View chart
Johnson & Johnson (JNJ)	0.3	$5.5M		22k	253.97	View chart
Ssga Active Etf Tr St Str Total Etf (TOTL)	0.3	$5.4M	+588%	138k	39.47	View chart
Home Depot (HD)	0.3	$5.4M	+11%	15k	352.68	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$5.4M	+51%	26k	212.77	View chart
Meta Platforms Cl A (META)	0.3	$5.4M		9.5k	563.26	View chart
Costco Wholesale Corporation (COST)	0.3	$5.4M		5.7k	935.44	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.3	$5.3M	-59%	99k	53.19	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$5.2M		42k	124.76	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.2	$5.0M	-35%	101k	49.28	View chart
Exxon Mobil Corporation (XOM)	0.2	$4.9M	-2%	36k	136.72	View chart
Visa Com Cl A (V)	0.2	$4.9M	+13%	14k	343.10	View chart
Tesla Motors (TSLA)	0.2	$4.9M	-8%	12k	420.59	View chart
Wal-Mart Stores (WMT)	0.2	$4.8M	-3%	43k	113.26	View chart
Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM)	0.2	$4.7M	+157%	144k	32.97	View chart
Applied Materials (AMAT)	0.2	$4.7M	+9%	6.5k	722.99	View chart
Merck & Co (MRK)	0.2	$4.6M		36k	128.50	View chart
Capital Group Global Equity SHS (CGGE)	0.2	$4.5M		129k	35.24	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$4.5M		6.00	748850.00	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.2	$4.5M	+586%	54k	82.49	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$4.5M		12k	370.05	View chart
Chevron Corporation (CVX)	0.2	$4.4M		26k	165.76	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	0.2	$4.3M	-9%	211k	20.43	View chart
Bristol Myers Squibb (BMY)	0.2	$4.0M	-2%	69k	57.62	View chart
Coca-Cola Company (KO)	0.2	$3.9M	+2%	48k	81.27	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$3.9M	+11%	2.0k	1989.33	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$3.7M		62k	59.73	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	0.2	$3.7M	-2%	142k	26.16	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.2	$3.6M		86k	42.33	View chart
Advanced Micro Devices (AMD)	0.2	$3.6M	+7%	6.2k	580.90	View chart
Vanguard World Materials Etf (VAW)	0.2	$3.5M	NEW	15k	228.78	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$3.4M		104k	33.29	View chart
Caterpillar (CAT)	0.2	$3.4M	+4%	3.2k	1065.00	View chart
Bank of America Corporation (BAC)	0.2	$3.3M	+4%	58k	56.98	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$3.3M	+6%	108k	30.49	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$3.2M	+88%	17k	190.52	View chart
Lam Research Corp Com New (LRCX)	0.2	$3.1M	+15%	7.2k	433.31	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$3.1M	+226%	39k	80.57	View chart
Cambria Etf Tr Emrg Sharehldr (EYLD)	0.2	$3.1M	+5%	68k	45.41	View chart
Procter & Gamble Company (PG)	0.2	$3.0M	+16%	21k	146.64	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$2.9M	+772%	44k	67.24	View chart
Ishares Tr Cybersecurity (IHAK)	0.1	$2.9M	-9%	48k	60.71	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$2.8M	+16%	88k	31.71	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$2.8M		18k	154.30	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.1	$2.8M	-3%	59k	47.38	View chart
Abbvie (ABBV)	0.1	$2.6M		10k	251.65	View chart
Raytheon Technologies Corp (RTX)	0.1	$2.6M		14k	189.72	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$2.6M	+337%	25k	106.31	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$2.6M	+444%	20k	127.81	View chart
Philip Morris International (PM)	0.1	$2.6M	+13%	14k	180.91	View chart
Southern Company (SO)	0.1	$2.5M	+20%	26k	95.71	View chart
Rbc Cad (RY)	0.1	$2.5M	+4%	12k	206.97	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$2.4M	+36%	8.0k	303.14	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$2.4M	+2%	6.5k	368.38	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.1	$2.4M		29k	81.94	View chart
Goldman Sachs (GS)	0.1	$2.4M		2.4k	1011.25	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.1	$2.3M		92k	25.44	View chart
Citigroup Com New (C)	0.1	$2.3M	+3%	17k	139.96	View chart
Mastercard Incorporated Cl A (MA)	0.1	$2.3M	+4%	4.5k	513.56	View chart
Aptar (ATR)	0.1	$2.3M		18k	125.20	View chart
Palo Alto Networks (PANW)	0.1	$2.3M	+7%	6.7k	341.02	View chart
Ishares U S Etf Tr Shor Mat Mun Etf (MEAR)	0.1	$2.2M	+6%	44k	50.38	View chart
Qualcomm (QCOM)	0.1	$2.2M	+6%	12k	184.80	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$2.2M		16k	137.53	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$2.2M	+3%	26k	82.84	View chart
T Rowe Price Exchange-traded Price Blue Chip (TCHP)	0.1	$2.2M	-23%	43k	50.09	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$2.2M	+82%	78k	27.70	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	0.1	$2.1M	+3%	28k	76.63	View chart
Vanguard World Health Car Etf (VHT)	0.1	$2.1M		7.1k	299.01	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.1	$2.1M	+7%	22k	95.09	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$2.0M		8.1k	252.22	View chart
Capital Group International SHS (CGIC)	0.1	$2.0M	-20%	56k	36.39	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$2.0M	+2%	26k	76.55	View chart
General Dynamics Corporation (GD)	0.1	$2.0M		5.5k	354.25	View chart
Gilead Sciences (GILD)	0.1	$2.0M	-2%	16k	126.34	View chart
Altria (MO)	0.1	$2.0M	+7%	27k	71.95	View chart
Kla Corp Com New (KLAC)	0.1	$1.9M	+904%	6.4k	301.71	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.9M	+415%	22k	86.14	View chart
Waste Management (WM)	0.1	$1.9M	-2%	8.6k	222.87	View chart
Pepsi (PEP)	0.1	$1.9M		14k	135.40	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$1.9M	-13%	26k	71.25	View chart
Netflix (NFLX)	0.1	$1.9M		26k	71.40	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$1.9M	+52%	2.6k	703.27	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$1.8M	+4%	18k	98.98	View chart
Intel Corporation (INTC)	0.1	$1.8M	+16%	13k	139.62	View chart
Verizon Communications (VZ)	0.1	$1.8M	-9%	42k	42.34	View chart
Oracle Corporation (ORCL)	0.1	$1.7M	+10%	12k	146.55	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$1.7M		9.4k	183.96	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$1.7M	-14%	34k	51.00	View chart
International Business Machines (IBM)	0.1	$1.7M	+8%	6.1k	281.22	View chart
Union Pacific Corporation (UNP)	0.1	$1.7M	+15%	6.1k	272.02	View chart
Morgan Stanley Com New (MS)	0.1	$1.6M	+3%	7.8k	209.05	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.6M		5.4k	300.44	View chart
ConocoPhillips (COP)	0.1	$1.6M	-3%	16k	103.96	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$1.5M	-6%	29k	52.41	View chart
Wells Fargo & Company (WFC)	0.1	$1.5M	-6%	18k	82.64	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$1.5M	+630%	32k	46.94	View chart
Ge Vernova (GEV)	0.1	$1.5M	+16%	1.3k	1174.83	View chart
Pulte (PHM)	0.1	$1.5M		11k	137.21	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.5M	+26%	1.9k	763.29	View chart
UnitedHealth (UNH)	0.1	$1.5M	+42%	3.6k	415.60	View chart
Prologis (PLD)	0.1	$1.5M	+12%	11k	135.47	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$1.5M	+15%	24k	61.76	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.4M	+99%	18k	79.03	View chart
Amphenol Corp Cl A (APH)	0.1	$1.4M	+3%	8.1k	176.32	View chart
TJX Companies (TJX)	0.1	$1.4M		9.4k	151.50	View chart
Sandisk Corp (SNDK)	0.1	$1.4M	+23%	623.00	2273.73	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.1	$1.4M	+196%	25k	56.79	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$1.4M		13k	102.81	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$1.4M		12k	117.50	View chart
Analog Devices (ADI)	0.1	$1.4M	+2%	3.4k	397.21	View chart
At&t (T)	0.1	$1.4M	-15%	65k	20.70	View chart
Starbucks Corporation (SBUX)	0.1	$1.3M	+3%	13k	102.19	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.3M	-7%	11k	116.67	View chart
Novartis Sponsored Adr (NVS)	0.1	$1.3M	+2%	8.5k	156.71	View chart
Walt Disney Company (DIS)	0.1	$1.3M	+9%	14k	96.25	View chart
Allstate Corporation (ALL)	0.1	$1.3M	+8%	5.6k	237.95	View chart
Dell Technologies CL C (DELL)	0.1	$1.3M	+33%	3.1k	431.47	View chart
Equinix (EQIX)	0.1	$1.3M	+8%	1.3k	1042.24	View chart
Deere & Company (DE)	0.1	$1.3M		2.1k	634.32	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$1.3M		39k	33.84	View chart
Nuveen Churchill Direct Lend Com Shs (NCDL)	0.1	$1.3M	-9%	105k	12.42	View chart
American Express Company (AXP)	0.1	$1.3M		3.8k	338.27	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$1.3M		7.8k	163.68	View chart
Welltower Inc Com reit (WELL)	0.1	$1.3M	+15%	5.6k	226.95	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$1.2M		27k	46.15	View chart
Eaton Corp SHS (ETN)	0.1	$1.2M	+2%	2.8k	426.17	View chart
Abbott Laboratories (ABT)	0.1	$1.2M	-2%	13k	90.74	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$1.2M	NEW	23k	52.60	View chart
Amgen (AMGN)	0.1	$1.2M		3.3k	362.12	View chart
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)	0.1	$1.2M		43k	28.17	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.2M		5.4k	219.44	View chart
Parker-Hannifin Corporation (PH)	0.1	$1.2M	-7%	1.2k	978.19	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$1.2M	-14%	6.7k	176.66	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$1.2M		2.7k	426.40	View chart
Shinhan Financial Group Co L Spn Adr Restrd (SHG)	0.1	$1.2M		18k	63.25	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$1.2M	+2%	9.0k	128.07	View chart
Medtronic SHS (MDT)	0.1	$1.1M	-2%	15k	78.23	View chart
Valero Energy Corporation (VLO)	0.1	$1.1M		4.3k	260.42	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.1M		7.2k	156.29	View chart
Emerson Electric (EMR)	0.1	$1.1M		7.9k	143.16	View chart
American Tower Reit (AMT)	0.1	$1.1M	+33%	6.9k	163.57	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$1.1M	-6%	24k	46.05	View chart
Regions Financial Corporation (RF)	0.1	$1.1M		37k	30.20	View chart
Ge Aerospace Com New (GE)	0.1	$1.1M		3.0k	373.76	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$1.1M		25k	43.50	View chart
Marvell Technology (MRVL)	0.1	$1.1M	+27%	3.7k	297.90	View chart
Colgate-Palmolive Company (CL)	0.1	$1.1M	+10%	12k	91.68	View chart
Johnson Controls Internation SHS (JCI)	0.1	$1.1M		7.3k	146.11	View chart
Kb Finl Group Sponsored Adr (KB)	0.1	$1.1M		10k	104.96	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.1M	+9%	3.5k	298.10	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.0M	-14%	4.8k	217.91	View chart
Nextera Energy (NEE)	0.1	$1.0M		12k	87.77	View chart
Charles Schwab Corporation (SCHW)	0.1	$1.0M	+2%	11k	92.27	View chart
American Electric Power Company (AEP)	0.1	$1.0M		7.6k	136.80	View chart
Lowe's Companies (LOW)	0.1	$1.0M	-8%	4.7k	220.49	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.0M		8.1k	126.57	View chart
Cummins (CMI)	0.1	$1.0M		1.4k	713.25	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$1.0M	-18%	13k	77.91	View chart
Capital One Financial (COF)	0.0	$1.0M	+2%	5.0k	200.62	View chart
Pfizer (PFE)	0.0	$1.0M	-4%	42k	24.08	View chart
Boeing Company (BA)	0.0	$1.0M	+7%	4.6k	216.47	View chart
Capital Grp Fixed Incm Etf T Shor Dur Mun Etf (CGSM)	0.0	$1.0M		38k	26.39	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.0	$995k		31k	31.99	View chart
Uber Technologies (UBER)	0.0	$988k	+66%	14k	72.16	View chart
D.R. Horton (DHI)	0.0	$987k	+29%	6.1k	162.88	View chart
Delta Air Lines Com New (DAL)	0.0	$984k	+21%	11k	93.66	View chart
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG)	0.0	$971k	+11%	49k	19.89	View chart
Expedia Group Com New (EXPE)	0.0	$971k	+5%	3.8k	255.88	View chart
Shell Spon Ads (SHEL)	0.0	$964k	-10%	12k	77.54	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$957k		18k	53.47	View chart
Marriott Intl Cl A (MAR)	0.0	$940k	-11%	2.5k	370.60	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$940k		4.9k	190.18	View chart
Automatic Data Processing (ADP)	0.0	$938k	+82%	4.2k	223.93	View chart
United Rentals (URI)	0.0	$929k	+3%	820.00	1132.55	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.0	$927k	+229%	16k	57.67	View chart
Rockwell Automation (ROK)	0.0	$907k		1.8k	495.20	View chart

Past Filings by Aprio Wealth Management

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

Aprio Wealth Management 2026 Q2 filed July 24, 2026
Aprio Wealth Management 2026 Q1 filed May 11, 2026
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

View all past filings

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