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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 CGGR, AVLV, DUHP, CGBL, DIHP, and represent 14.70% of Aprio Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DUHP (+$62M), VONE (+$32M), SCHX (+$31M), JQUA (+$27M), AVLV (+$27M), XCEM (+$23M), USIG (+$22M), CGGR (+$21M), TOTL (+$20M), JCPB (+$17M).
Started 46 new stock positions in AMP, QLTY, IWB, OKE, DES, MLPA, HOOD, AOK, SPCX, BSBR.
Reduced shares in these 10 stocks: Dimensional Etf Trust (-$98M), DIHP (-$26M), COWZ (-$18M), EMXC (-$17M), TDIV (-$15M), MTBA (-$13M), REZ (-$9.3M), CGXU (-$6.8M), SPY (-$5.2M), .
Sold out of its positions in APO, APP, AVB, BKR, BINC, CMS, CASY, AXIAY, CLX, FIX.
Aprio Wealth Management was a net buyer of stock by $193M.
Aprio Wealth Management has $2.2B in assets under management (AUM), dropping by 8.46%.
Central Index Key (CIK): 0001803519

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Portfolio Holdings for Aprio Wealth Management

Aprio Wealth Management holds 636 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Aprio Wealth Management has 636 total positions. Only the first 250 positions are shown.

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Download the Aprio Wealth Management September 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Capital Group Growth Etf Shs Creat Unit (CGGR)	3.8	$84M	+32%	1.8M	47.43	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	2.9	$65M	+69%	715k	90.44	View chart
Dfa Invt Dimensions Group In U.s. High Relati (DUHP)	2.8	$62M	NEW	1.5M	41.91	View chart
Capital Group Core Balanced SHS (CGBL)	2.8	$61M		1.7M	36.75	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	2.3	$51M	-33%	1.5M	33.69	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	2.1	$46M	+33%	905k	50.39	View chart
Ishares Msci Emrg Chn (EMXC)	2.0	$43M	-28%	434k	99.08	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	1.9	$42M	+2%	586k	71.57	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.9	$42M	+275%	1.4M	30.00	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.8	$40M	+16%	1.6M	25.39	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	1.6	$36M	+289%	488k	73.80	View chart
Apple (AAPL)	1.5	$34M	+4%	102k	333.02	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	1.5	$32M	NEW	93k	344.00	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	1.4	$32M	+261%	616k	51.41	View chart
Microsoft Corporation (MSFT)	1.4	$30M	+8%	58k	512.90	View chart
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)	1.3	$29M	-18%	850k	34.29	View chart
NVIDIA Corporation (NVDA)	1.3	$29M	+13%	125k	228.38	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	1.3	$28M	-34%	249k	112.82	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	1.3	$28M	+357%	576k	48.71	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.2	$27M	-39%	403k	66.76	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	1.2	$27M	+7%	150k	177.11	View chart
Harbor Etf Trust Comm All Wea Etf (HGER)	1.2	$26M	+11%	739k	35.26	View chart
Ishares Tr Us Digi Real Etf (IDGT)	1.2	$26M	+5%	229k	112.43	View chart
Ssga Active Etf Tr St Str Total Etf (TOTL)	1.1	$25M	+379%	661k	37.42	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	1.1	$24M	-3%	249k	96.58	View chart
Capital Grp Fixed Incm Etf T Mun High Etf (CGHM)	1.1	$23M	+17%	961k	24.07	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.0	$23M	+89%	422k	53.75	View chart
Alps Etf Tr Alerian Mlp (AMLP)	1.0	$22M		427k	51.87	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	1.0	$22M		839k	25.94	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.9	$19M		451k	42.27	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.9	$19M	-21%	25k	762.62	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.9	$19M	+19%	268k	70.18	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.8	$18M	+1187%	411k	44.78	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.8	$18M	-4%	732k	24.98	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.8	$18M	+11%	348k	50.37	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.8	$17M	+270%	201k	82.16	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.7	$16M	+44%	264k	61.56	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.7	$16M	-8%	761k	21.17	View chart
Amazon (AMZN)	0.7	$16M	+4%	65k	249.15	View chart
Proshares Tr DJ BRKFLD GLB (TOLZ)	0.7	$16M	-21%	293k	54.45	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$16M		68k	233.31	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$14M	+8%	42k	344.08	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.6	$14M	-7%	172k	81.70	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	0.6	$14M	-3%	249k	56.32	View chart
Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM)	0.6	$14M	+214%	452k	30.96	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.6	$14M		288k	47.36	View chart
T Rowe Price Exchange-traded Price Eqt Income (TEQI)	0.6	$13M	-3%	265k	50.60	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.5	$12M	+339%	191k	63.13	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$12M	+463%	438k	27.47	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.5	$11M	+251%	58k	195.75	View chart
Broadcom (AVGO)	0.5	$11M	+2%	32k	351.19	View chart
Micron Technology (MU)	0.5	$11M		10k	1065.08	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$11M	+6%	32k	340.74	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$11M	-14%	14k	765.85	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$10M		21k	497.96	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$10M	+57%	15k	700.87	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$9.9M	-17%	13k	739.76	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.4	$9.8M	-56%	210k	46.76	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.4	$9.6M	+3%	95k	100.55	View chart
McDonald's Corporation (MCD)	0.4	$9.6M	+10%	41k	230.94	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.4	$9.3M		20k	456.19	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$8.8M	+2%	71k	125.26	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$8.8M		35k	247.93	View chart
JPMorgan Chase & Co. (JPM)	0.4	$8.6M	+2%	26k	330.83	View chart
Cisco Systems (CSCO)	0.4	$8.6M		80k	107.63	View chart
Eli Lilly & Co. (LLY)	0.4	$8.5M	+3%	7.3k	1157.04	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$7.8M	-25%	103k	75.39	View chart
Ishares Tr Residential Mult (REZ)	0.3	$7.6M	-55%	86k	88.34	View chart
Capital Group New Geography SHS (CGNG)	0.3	$7.5M	+2%	205k	36.45	View chart
Meta Platforms Cl A (META)	0.3	$7.5M	+8%	10k	725.16	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$7.3M	+181%	57k	128.93	View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC)	0.3	$7.3M		105k	69.14	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.3	$7.1M	+167%	65k	108.70	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.3	$6.8M	-6%	12k	568.65	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$6.6M	+2%	92k	71.95	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf	0.3	$6.4M	-4%	144k	44.45	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.3	$6.3M	NEW	39k	162.75	View chart
Johnson & Johnson (JNJ)	0.3	$6.3M	+8%	24k	264.74	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$5.9M	+10%	28k	208.02	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$5.8M	-26%	103k	56.22	View chart
Vanguard Index Fds MRNGSTR MD CP GR (VOT)	0.3	$5.8M	-9%	20k	292.11	View chart
Vanguard World Materials Etf (VAW)	0.3	$5.6M	+68%	26k	218.17	View chart
Chevron Corporation (CVX)	0.3	$5.6M	+3%	28k	204.21	View chart
Visa Com Cl A (V)	0.3	$5.6M	+8%	16k	359.33	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$5.5M	-14%	57k	96.88	View chart
Doubleline Etf Trust Oppo Core Bd Etf (DBND)	0.2	$5.4M	-45%	124k	43.48	View chart
Merck & Co (MRK)	0.2	$5.2M		36k	145.31	View chart
Costco Wholesale Corporation (COST)	0.2	$5.1M	-2%	5.6k	910.35	View chart
Wisdomtree Tr True Emerging Mk (XC)	0.2	$5.0M	-44%	165k	30.54	View chart
Bristol Myers Squibb (BMY)	0.2	$5.0M	+15%	80k	62.40	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.2	$4.9M		101k	48.85	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$4.8M	-2%	41k	117.77	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.2	$4.7M	-26%	116k	40.58	View chart
Advanced Micro Devices (AMD)	0.2	$4.6M	+21%	7.6k	611.75	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$4.6M	-17%	51k	89.63	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.2	$4.5M		12k	374.25	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$4.5M		6.00	747005.00	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$4.5M	+55%	138k	32.53	View chart
Capital Group Global Equity SHS (CGGE)	0.2	$4.4M		128k	34.81	View chart
Coca-Cola Company (KO)	0.2	$4.4M	+4%	51k	86.08	View chart
Wal-Mart Stores (WMT)	0.2	$4.3M	-3%	41k	103.92	View chart
Tesla Motors (TSLA)	0.2	$4.2M	+3%	12k	354.80	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$4.2M	+147%	84k	50.56	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$4.1M	-15%	87k	47.34	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.2	$4.0M	-32%	125k	32.35	View chart
Home Depot (HD)	0.2	$4.0M	-9%	14k	284.50	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$3.8M	+4%	2.1k	1811.57	View chart
Applied Materials (AMAT)	0.2	$3.7M	+13%	7.3k	511.38	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.2	$3.5M	-31%	67k	52.67	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$3.5M	-4%	60k	59.51	View chart
Corning Incorporated (GLW)	0.2	$3.5M		23k	153.76	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.2	$3.4M		86k	39.78	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.2	$3.4M	+199%	69k	49.69	View chart
Bank of America Corporation (BAC)	0.2	$3.4M	+6%	62k	54.43	View chart
Abbvie (ABBV)	0.1	$3.1M	+15%	12k	261.60	View chart
Mastercard Incorporated Cl A (MA)	0.1	$3.1M	+23%	5.6k	551.47	View chart
Palo Alto Networks (PANW)	0.1	$3.0M	+10%	7.4k	397.31	View chart
Philip Morris International (PM)	0.1	$2.9M	+7%	15k	190.82	View chart
Procter & Gamble Company (PG)	0.1	$2.9M	-4%	20k	145.28	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.1	$2.8M	-6%	36k	78.42	View chart
Ishares Tr Core 30 70 Etf (AOK)	0.1	$2.8M	NEW	69k	40.33	View chart
Ishares Tr Cybersecurity (IHAK)	0.1	$2.7M	-15%	40k	67.62	View chart
Raytheon Technologies Corp (RTX)	0.1	$2.6M	+3%	14k	185.65	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$2.6M	+4%	6.8k	380.84	View chart
Gilead Sciences (GILD)	0.1	$2.6M	+11%	17k	149.05	View chart
Caterpillar (CAT)	0.1	$2.5M	-2%	3.1k	810.67	View chart
Lam Research Corp Com New (LRCX)	0.1	$2.5M	+4%	7.6k	328.49	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$2.4M	-12%	16k	155.68	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.1	$2.4M		29k	83.03	View chart
Cambria Etf Tr Emrg Sharehldr (EYLD)	0.1	$2.4M	-26%	50k	47.60	View chart
Palantir Technologies Cl A (PLTR)	0.1	$2.4M	+10%	13k	187.05	View chart
Rbc Cad (RY)	0.1	$2.3M		12k	196.59	View chart
Ishares U S Etf Tr Shor Mat Mun Etf (MEAR)	0.1	$2.3M	+6%	47k	49.63	View chart
Verizon Communications (VZ)	0.1	$2.3M	+20%	50k	45.87	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.1	$2.3M	+12%	25k	90.11	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.1	$2.3M	+64%	41k	55.55	View chart
Goldman Sachs (GS)	0.1	$2.3M	+7%	2.5k	900.26	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.1	$2.3M		7.9k	284.49	View chart
Citigroup Com New (C)	0.1	$2.3M	+4%	17k	129.48	View chart
At&t (T)	0.1	$2.2M	+41%	92k	24.40	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.1	$2.2M	+164%	43k	52.86	View chart
Aptar (ATR)	0.1	$2.2M		18k	121.16	View chart
T Rowe Price Exchange-traded Price Blue Chip (TCHP)	0.1	$2.2M		43k	51.41	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.1	$2.2M		22k	99.31	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$2.2M	+385%	36k	60.73	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	0.1	$2.2M	+4%	29k	74.38	View chart
Qualcomm (QCOM)	0.1	$2.2M		12k	184.04	View chart
Southern Company (SO)	0.1	$2.1M		26k	82.89	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$2.1M	+307%	7.9k	264.73	View chart
Vanguard World Health Car Etf (VHT)	0.1	$2.1M	-8%	6.5k	316.06	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$2.0M	+9%	29k	70.61	View chart
Capital Group International SHS (CGIC)	0.1	$2.0M		56k	35.98	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$2.0M	-6%	7.5k	264.91	View chart
Union Pacific Corporation (UNP)	0.1	$2.0M	+19%	7.3k	272.13	View chart
General Dynamics Corporation (GD)	0.1	$2.0M	+7%	6.0k	331.85	View chart
ConocoPhillips (COP)	0.1	$2.0M		16k	125.15	View chart
Valero Energy Corporation (VLO)	0.1	$2.0M	+16%	5.1k	387.58	View chart
Altria (MO)	0.1	$1.9M	+3%	28k	67.34	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$1.9M	-10%	23k	81.16	View chart
Netflix (NFLX)	0.1	$1.9M	+2%	27k	69.58	View chart
Pepsi (PEP)	0.1	$1.8M	+4%	15k	126.72	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.1	$1.8M	-16%	77k	23.47	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$1.8M		9.4k	190.60	View chart
Waste Management (WM)	0.1	$1.8M		8.6k	203.92	View chart
Welltower Inc Com reit (WELL)	0.1	$1.7M	+31%	7.4k	230.23	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$1.7M	-47%	57k	29.50	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	0.1	$1.7M	-58%	88k	19.04	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.7M	+10%	6.0k	277.91	View chart
Dell Technologies CL C (DELL)	0.1	$1.6M		3.0k	537.99	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$1.6M	-28%	11k	142.26	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$1.6M	-22%	20k	79.14	View chart
Wells Fargo & Company (WFC)	0.1	$1.5M	+5%	19k	80.05	View chart
Marathon Petroleum Corp (MPC)	0.1	$1.5M	+13%	3.9k	395.45	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$1.5M	NEW	71k	21.39	View chart
Morgan Stanley Com New (MS)	0.1	$1.5M		7.9k	188.08	View chart
Intel Corporation (INTC)	0.1	$1.5M	-5%	12k	120.23	View chart
Thermo Fisher Scientific (TMO)	0.1	$1.5M	+22%	2.2k	675.10	View chart
Amgen (AMGN)	0.1	$1.5M	+4%	3.5k	421.52	View chart
Abbott Laboratories (ABT)	0.1	$1.5M	+11%	15k	98.83	View chart
Direxion Shares Etf Trust Da 500 Bu 3x Etf (SPXL)	0.1	$1.4M	NEW	5.2k	281.10	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.1	$1.4M	+39%	6.7k	216.08	View chart
Deere & Company (DE)	0.1	$1.4M	+3%	2.1k	671.63	View chart
Walt Disney Company (DIS)	0.1	$1.4M		14k	104.90	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.1	$1.4M	-44%	32k	44.35	View chart
Ge Vernova (GEV)	0.1	$1.4M	+17%	1.5k	950.49	View chart
Analog Devices (ADI)	0.1	$1.4M	+4%	3.6k	396.75	View chart
Dfa Invt Dimensions Group In Real Estate Secu (DFAR)	0.1	$1.4M	NEW	59k	24.16	View chart
Shinhan Financial Group Co L Spn Adr Restrd (SHG)	0.1	$1.4M		18k	77.67	View chart
Amphenol Corp Cl A (APH)	0.1	$1.4M	+106%	17k	84.30	View chart
American Tower Reit (AMT)	0.1	$1.4M	+24%	8.6k	163.70	View chart
Oracle Corporation (ORCL)	0.1	$1.4M	-14%	10k	137.30	View chart
Prologis (PLD)	0.1	$1.4M	-2%	11k	129.84	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$1.4M		38k	35.93	View chart
Shell Spon Ads (SHEL)	0.1	$1.4M	+14%	14k	95.05	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$1.3M	-9%	26k	51.23	View chart
Ab Active Etfs Tax Aware Shrt (TAFI)	0.1	$1.3M	NEW	55k	24.58	View chart
Allstate Corporation (ALL)	0.1	$1.3M	+8%	6.0k	221.87	View chart
Cognizant Technology Solutio Cl A (CTSH)	0.1	$1.3M	+80%	23k	57.44	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$1.3M		24k	54.40	View chart
Medtronic SHS (MDT)	0.1	$1.3M	+3%	15k	86.29	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$1.3M		12k	109.61	View chart
Automatic Data Processing (ADP)	0.1	$1.3M	+18%	5.0k	258.07	View chart
Equinix (EQIX)	0.1	$1.3M		1.3k	1011.46	View chart
Eaton Corp SHS (ETN)	0.1	$1.3M	+3%	3.0k	429.76	View chart
Marvell Technology (MRVL)	0.1	$1.3M	+30%	4.8k	264.22	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$1.3M	-26%	1.9k	656.63	View chart
Kb Finl Group Sponsored Adr (KB)	0.1	$1.3M		10k	123.10	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.3M	-10%	16k	77.25	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$1.3M	+9%	9.8k	128.09	View chart
International Business Machines (IBM)	0.1	$1.3M	-6%	5.7k	219.93	View chart
Pulte (PHM)	0.1	$1.3M		11k	116.06	View chart
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)	0.1	$1.3M		43k	29.36	View chart
Emerson Electric (EMR)	0.1	$1.2M		8.0k	155.10	View chart
Starbucks Corporation (SBUX)	0.1	$1.2M		13k	93.96	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$1.2M	-6%	7.3k	166.80	View chart
UnitedHealth (UNH)	0.1	$1.2M	-6%	3.3k	367.13	View chart
salesforce (CRM)	0.1	$1.2M	+11%	5.3k	229.59	View chart
Pfizer (PFE)	0.1	$1.2M		42k	28.52	View chart
Kla Corp Com New (KLAC)	0.1	$1.2M	-4%	6.1k	194.94	View chart
Parker-Hannifin Corporation (PH)	0.1	$1.2M	+2%	1.2k	955.49	View chart
TJX Companies (TJX)	0.1	$1.2M	-4%	8.9k	132.31	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$1.2M		2.7k	431.66	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.1	$1.2M	+136%	46k	25.87	View chart
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG)	0.1	$1.2M	+2%	50k	23.07	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$1.2M	+12%	7.5k	154.62	View chart
Charles Schwab Corporation (SCHW)	0.1	$1.2M	+4%	12k	97.74	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.1M	-4%	5.2k	222.24	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$1.1M	+47%	6.2k	183.37	View chart
American Express Company (AXP)	0.1	$1.1M	-2%	3.7k	304.14	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.1M		7.3k	152.08	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$1.1M	-19%	11k	103.05	View chart
Johnson Controls Internation SHS (JCI)	0.1	$1.1M		7.4k	148.65	View chart
Arista Networks Com Shs (ANET)	0.0	$1.1M	+3%	5.4k	203.58	View chart
Fortinet (FTNT)	0.0	$1.1M	+7%	6.1k	178.76	View chart
Novartis Sponsored Adr (NVS)	0.0	$1.1M	-10%	7.7k	142.56	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.0	$1.1M	+61%	21k	53.17	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.0	$1.1M		24k	44.89	View chart
Colgate-Palmolive Company (CL)	0.0	$1.1M	+5%	13k	85.32	View chart
Sandisk Corp (SNDK)	0.0	$1.1M		614.00	1739.89	View chart
Texas Instruments Incorporated (TXN)	0.0	$1.1M	+7%	3.8k	280.06	View chart
Capital One Financial (COF)	0.0	$1.1M	+8%	5.5k	193.08	View chart
Uber Technologies (UBER)	0.0	$1.0M	+11%	15k	68.51	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.0	$1.0M		25k	40.99	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$1.0M		4.9k	210.52	View chart
Expedia Group Com New (EXPE)	0.0	$1.0M	+3%	3.9k	263.36	View chart
Travelers Companies (TRV)	0.0	$1.0M	+14%	2.8k	356.55	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.0	$1.0M		31k	32.21	View chart
Regions Financial Corporation (RF)	0.0	$1.0M		37k	26.88	View chart
Nextera Energy (NEE)	0.0	$984k	+8%	13k	75.74	View chart
Capital Grp Fixed Incm Etf T Shor Dur Mun Etf (CGSM)	0.0	$976k		38k	25.71	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 Q3 filed Oct. 28, 2026
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

View all past filings

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