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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 18.69% of Aprio Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VIG (+$19M), MCD (+$13M), MSFT (+$6.9M), CGGR (+$6.5M), JPST (+$6.5M), VTEB (+$6.3M), VCRM, IDGT, GRID, MINT.
Started 100 new stock positions in OMC, EOG, IGIB, IBDS, AWK, XLV, IBDT, TT, SNDK, ADM.
Reduced shares in these 10 stocks: AKRE (-$12M), SUSA, EMXC, TUA, VXUS, BND, TOLZ, AstraZeneca, SPY, BRK.A.
Sold out of its positions in APO, AstraZeneca, BR, BLDR, CEG, CSGP, FICO, HDB, HPE, IBN.
Aprio Wealth Management was a net buyer of stock by $183M.
Aprio Wealth Management has $1.8B in assets under management (AUM), dropping by 5.08%.
Central Index Key (CIK): 0001803519

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Portfolio Holdings for Aprio Wealth Management

Aprio Wealth Management holds 613 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Aprio Wealth Management has 613 total positions. Only the first 250 positions are shown.

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Download the Aprio Wealth Management March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us High Profitab (DUHP)	4.9	$90M		2.5M	36.76	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	4.2	$77M		2.4M	32.22	View chart
Capital Group Core Balanced SHS (CGBL)	3.6	$66M	+5%	1.9M	34.41	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	3.2	$58M	+12%	1.5M	40.19	View chart
Ishares Msci Emrg Chn (EMXC)	2.8	$51M	-3%	645k	78.66	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	2.6	$47M	+9%	631k	75.15	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	2.5	$45M		717k	62.56	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	2.0	$38M		1.3M	29.49	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	2.0	$36M	+3%	389k	93.66	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.9	$35M	+9%	434k	80.61	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.8	$33M	+6%	661k	50.37	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.7	$31M	+10%	1.2M	26.20	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	1.5	$28M	+4%	327k	84.52	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	1.4	$25M		952k	26.26	View chart
Apple (AAPL)	1.4	$25M	+2%	98k	253.79	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	1.3	$25M	+11%	906k	27.15	View chart
Proshares Tr DJ BRKFLD GLB (TOLZ)	1.3	$23M	-3%	387k	59.98	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	1.3	$23M	+3%	463k	49.46	View chart
Alps Etf Tr Alerian Mlp (AMLP)	1.2	$22M	+5%	411k	52.64	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	1.2	$22M	+21%	132k	163.58	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	1.2	$22M	+4%	960k	22.34	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.2	$21M	-3%	33k	650.34	View chart
Ishares Tr Us Digital Infra (IDGT)	1.1	$21M	+22%	210k	97.79	View chart
Microsoft Corporation (MSFT)	1.1	$21M	+51%	56k	370.17	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.1	$20M	+6682%	92k	215.06	View chart
Harbor Etf Trust Harbor Commodity (HGER)	1.1	$19M	+4%	623k	31.01	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	1.0	$18M	+11%	719k	25.32	View chart
T Rowe Price Etf Price Eqt Income (TEQI)	1.0	$18M	+2%	402k	45.02	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	1.0	$18M	+6%	506k	35.59	View chart
NVIDIA Corporation (NVDA)	1.0	$18M	+14%	102k	174.40	View chart
Ishares Tr Residential Mult (REZ)	0.9	$17M	+11%	207k	83.21	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.9	$17M	+8%	215k	79.90	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	0.9	$17M	+2%	317k	52.43	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.8	$15M	+69%	306k	49.89	View chart
McDonald's Corporation (MCD)	0.8	$14M	+1110%	45k	310.79	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.7	$13M	+92%	265k	50.61	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.7	$13M	+34%	186k	70.36	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.7	$13M	-47%	246k	52.85	View chart
Amazon (AMZN)	0.7	$12M	+4%	58k	208.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$11M	+2%	39k	287.56	View chart
Doubleline Etf Trust Opportunistic Co (DBND)	0.6	$11M	+4%	231k	45.81	View chart
Wisdomtree Tr True Emerging Mk (XC)	0.5	$10M	+8%	322k	31.20	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$9.9M	+18%	15k	653.19	View chart
Broadcom (AVGO)	0.5	$9.6M	+14%	31k	309.51	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.5	$9.4M	+26%	140k	67.00	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$9.4M	-3%	20k	479.21	View chart
Ishares Tr Core Div Grwth (DGRO)	0.5	$9.2M	+5%	131k	70.18	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$9.0M	+4%	16k	577.18	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.5	$8.9M	+66%	88k	100.57	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.5	$8.5M	+4%	136k	62.30	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$8.3M		29k	286.86	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$7.5M	+6%	132k	56.68	View chart
JPMorgan Chase & Co. (JPM)	0.4	$7.5M		25k	294.16	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.4	$7.3M	+72%	150k	48.93	View chart
Capital Group New Geography SHS (CGNG)	0.4	$7.0M	+18%	221k	31.57	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.4	$6.6M	+4%	156k	42.54	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.4	$6.6M	+16%	20k	337.95	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$6.5M	+12%	11k	597.55	View chart
Eli Lilly & Co. (LLY)	0.3	$6.4M	+83%	6.9k	919.72	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.3	$6.3M	-3%	161k	39.43	View chart
Exxon Mobil Corporation (XOM)	0.3	$6.2M		37k	169.66	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$6.2M	-3%	68k	90.53	View chart
Cisco Systems (CSCO)	0.3	$6.0M		78k	77.59	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$5.9M	+6%	28k	213.67	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$5.9M	-7%	23k	257.35	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.3	$5.9M	+5%	181k	32.41	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$5.9M	+7%	151k	38.86	View chart
Costco Wholesale Corporation (COST)	0.3	$5.8M	+8%	5.8k	996.36	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$5.6M	-10%	63k	88.70	View chart
Chevron Corporation (CVX)	0.3	$5.5M	+165%	27k	206.90	View chart
Wal-Mart Stores (WMT)	0.3	$5.5M	+33%	44k	124.28	View chart
Meta Platforms Cl A (META)	0.3	$5.4M		9.5k	572.13	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$5.4M	+5%	13k	426.38	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$5.3M	-5%	79k	67.53	View chart
Johnson & Johnson (JNJ)	0.3	$5.3M	+42%	22k	244.44	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	0.3	$4.9M	-21%	233k	21.10	View chart
Tesla Motors (TSLA)	0.3	$4.7M		13k	371.74	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$4.7M	+3%	42k	110.47	View chart
Home Depot (HD)	0.2	$4.6M	+16%	14k	328.89	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$4.3M	-14%	6.00	718140.00	View chart
Merck & Co (MRK)	0.2	$4.3M	+2%	36k	120.29	View chart
Bristol Myers Squibb (BMY)	0.2	$4.3M	+36%	71k	60.65	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$4.2M	+16%	13k	328.65	View chart
Capital Group Global Equity SHS (CGGE)	0.2	$3.9M		130k	30.50	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$3.9M	+92%	103k	38.42	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$3.9M	-9%	12k	320.80	View chart
Visa Com Cl A (V)	0.2	$3.8M	-4%	13k	302.24	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$3.7M	-4%	63k	59.78	View chart
Coca-Cola Company (KO)	0.2	$3.6M	+20%	47k	76.05	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.2	$3.4M	-2%	145k	23.65	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$3.4M	+938%	12k	287.19	View chart
Micron Technology (MU)	0.2	$3.3M	+25%	9.6k	337.85	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$3.2M	+6%	17k	191.92	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$3.1M	+2%	102k	30.32	View chart
Corning Incorporated (GLW)	0.2	$3.0M	+11%	22k	135.97	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.2	$2.9M		86k	33.37	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$2.7M	-3%	6.4k	430.29	View chart
Bank of America Corporation (BAC)	0.1	$2.7M		56k	48.75	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.1	$2.7M		61k	44.02	View chart
Cambria Etf Tr Emrg Sharehldr (EYLD)	0.1	$2.7M	+6%	64k	41.41	View chart
Raytheon Technologies Corp (RTX)	0.1	$2.6M		14k	192.90	View chart
Procter & Gamble Company (PG)	0.1	$2.6M	+53%	18k	144.44	View chart
Netflix (NFLX)	0.1	$2.5M	-5%	26k	96.15	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.1	$2.5M		56k	44.18	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$2.4M	+535%	25k	97.23	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$2.4M	-45%	18k	132.10	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$2.3M	+13%	1.8k	1320.75	View chart
Aptar (ATR)	0.1	$2.3M		19k	126.02	View chart
Capital Group International SHS (CGIC)	0.1	$2.3M	+8%	70k	33.11	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$2.3M	-4%	76k	30.68	View chart
Verizon Communications (VZ)	0.1	$2.3M	+29%	46k	50.20	View chart
Ishares Tr Cybersecurity (IHAK)	0.1	$2.3M		53k	43.65	View chart
Spdr Series Trust State Street Spd (HYMB)	0.1	$2.3M	+3%	92k	24.80	View chart
Abbvie (ABBV)	0.1	$2.2M		10k	217.50	View chart
At&t (T)	0.1	$2.2M	+27%	77k	28.99	View chart
Gilead Sciences (GILD)	0.1	$2.2M	+29%	16k	139.37	View chart
Pepsi (PEP)	0.1	$2.2M	+39%	14k	155.29	View chart
Mastercard Incorporated Cl A (MA)	0.1	$2.2M	-9%	4.3k	499.70	View chart
Caterpillar (CAT)	0.1	$2.2M	+10%	3.1k	708.53	View chart
ConocoPhillips (COP)	0.1	$2.1M	+5%	16k	132.00	View chart
Southern Company (SO)	0.1	$2.1M	+5%	22k	96.52	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$2.1M		29k	70.91	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.1	$2.1M		41k	50.34	View chart
Philip Morris International (PM)	0.1	$2.1M	+43%	13k	165.34	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	0.1	$2.1M		27k	76.29	View chart
Waste Management (WM)	0.1	$2.0M	+34%	8.8k	229.80	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$2.0M		40k	50.98	View chart
Applied Materials (AMAT)	0.1	$2.0M	+13%	5.9k	341.79	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$2.0M	+52%	31k	64.08	View chart
Goldman Sachs (GS)	0.1	$2.0M	+7%	2.3k	845.89	View chart
Vanguard World Health Car Etf (VHT)	0.1	$1.9M		7.0k	272.33	View chart
General Dynamics Corporation (GD)	0.1	$1.9M	+31%	5.6k	343.20	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.9M	+34%	4.3k	436.79	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$1.9M	+9%	26k	74.35	View chart
Rbc Cad (RY)	0.1	$1.8M	+2%	11k	161.78	View chart
Citigroup Com New (C)	0.1	$1.8M	+17%	16k	113.41	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.8M	+19%	12k	146.28	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$1.8M		16k	113.11	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$1.8M	-5%	25k	69.75	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$1.7M	+60%	18k	99.27	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.1	$1.7M	+3%	20k	82.49	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$1.7M	-7%	9.3k	179.83	View chart
Altria (MO)	0.1	$1.7M	-5%	25k	65.99	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	0.1	$1.6M	+36%	56k	29.36	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$1.6M	-8%	31k	52.56	View chart
Oracle Corporation (ORCL)	0.1	$1.6M	+4%	11k	147.11	View chart
Wells Fargo & Company (WFC)	0.1	$1.5M	+70%	19k	79.61	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$1.5M	+45%	5.9k	261.92	View chart
TJX Companies (TJX)	0.1	$1.5M	+15%	9.5k	159.70	View chart
Nuveen Churchill Direct Lend Com Shs (NCDL)	0.1	$1.5M		116k	12.72	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.5M	+14%	8.1k	181.42	View chart
Qualcomm (QCOM)	0.1	$1.4M	+82%	11k	128.78	View chart
Abbott Laboratories (ABT)	0.1	$1.4M	-6%	14k	102.67	View chart
International Business Machines (IBM)	0.1	$1.4M	+16%	5.6k	242.39	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.3M		5.4k	247.99	View chart
Lam Research Corp Com New (LRCX)	0.1	$1.3M	+16%	6.3k	213.68	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$1.3M	+382%	51k	25.64	View chart
Medtronic SHS (MDT)	0.1	$1.3M	-10%	15k	86.65	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$1.3M	-4%	7.8k	165.70	View chart
Shell Spon Ads (SHEL)	0.1	$1.3M	+59%	14k	93.00	View chart
Prologis (PLD)	0.1	$1.3M	+19%	9.7k	132.18	View chart
Union Pacific Corporation (UNP)	0.1	$1.3M	+14%	5.3k	242.64	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$1.3M		13k	95.62	View chart
Novartis Sponsored Adr (NVS)	0.1	$1.3M	+13%	8.3k	152.74	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.3M	+137%	10k	124.31	View chart
Pulte (PHM)	0.1	$1.3M		11k	117.61	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$1.2M	+207%	16k	78.41	View chart
Morgan Stanley Com New (MS)	0.1	$1.2M	+7%	7.5k	164.58	View chart
Pfizer (PFE)	0.1	$1.2M	+27%	44k	28.08	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$1.2M	-10%	27k	46.19	View chart
Walt Disney Company (DIS)	0.1	$1.2M	+5%	13k	96.38	View chart
Lowe's Companies (LOW)	0.1	$1.2M	+15%	5.1k	236.28	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$1.2M		21k	58.47	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$1.2M	+4%	18k	68.14	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$1.2M	+9%	26k	46.07	View chart
Amgen (AMGN)	0.1	$1.2M	+12%	3.4k	351.88	View chart
Advanced Micro Devices (AMD)	0.1	$1.2M	+16%	5.8k	203.43	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$1.2M		12k	100.62	View chart
Parker-Hannifin Corporation (PH)	0.1	$1.2M	+22%	1.3k	895.30	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$1.2M	-2%	8.8k	132.90	View chart
Deere & Company (DE)	0.1	$1.2M	+23%	2.1k	563.20	View chart
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)	0.1	$1.2M		42k	27.56	View chart
American Express Company (AXP)	0.1	$1.1M	+13%	3.8k	302.48	View chart
Equinix (EQIX)	0.1	$1.1M	+269%	1.2k	980.07	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$1.1M	-6%	39k	29.13	View chart
Starbucks Corporation (SBUX)	0.1	$1.1M	+230%	13k	89.59	View chart
Honeywell International (HON)	0.1	$1.1M	+41%	5.0k	226.05	View chart
Nextera Energy (NEE)	0.1	$1.1M	+8%	12k	92.88	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$1.1M		25k	43.66	View chart
Shinhan Financial Group Co L Spn Adr Restrd (SHG)	0.1	$1.1M		18k	61.32	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$1.1M	-9%	7.8k	141.42	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.1M	+37%	5.6k	196.19	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.1M		7.2k	151.40	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.1M	+8%	8.2k	130.94	View chart
Allstate Corporation (ALL)	0.1	$1.1M	+5%	5.2k	207.35	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$1.1M	+5%	1.7k	616.66	View chart
Analog Devices (ADI)	0.1	$1.1M	+7%	3.3k	318.17	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$1.1M	NEW	3.0k	356.56	View chart
Valero Energy Corporation (VLO)	0.1	$1.1M	+4%	4.3k	247.06	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$1.1M	NEW	43k	24.75	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.1M	-7%	5.5k	191.81	View chart
Emerson Electric (EMR)	0.1	$1.0M	+29%	8.0k	131.03	View chart
Charles Schwab Corporation (SCHW)	0.1	$1.0M		11k	93.98	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$1.0M		2.7k	370.68	View chart
Palo Alto Networks (PANW)	0.1	$1.0M	+49%	6.3k	160.32	View chart
salesforce (CRM)	0.1	$1.0M	+35%	5.4k	186.68	View chart
Comcast Corp Cl A (CMCSA)	0.1	$1.0M	+104%	35k	28.71	View chart
Kb Finl Group Sponsored Adr (KB)	0.1	$999k		10k	99.73	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	0.1	$997k		38k	26.28	View chart
Eaton Corp SHS (ETN)	0.1	$996k	+8%	2.8k	357.71	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$993k	+16%	20k	50.34	View chart
Amphenol Corp Cl A (APH)	0.1	$990k	+4%	7.8k	126.34	View chart
American Electric Power Company (AEP)	0.1	$982k	+4%	7.5k	131.07	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$980k		8.8k	111.18	View chart
Lockheed Martin Corporation (LMT)	0.1	$967k	+49%	1.6k	604.31	View chart
Thermo Fisher Scientific (TMO)	0.1	$965k	+13%	2.0k	491.59	View chart
Welltower Inc Com reit (WELL)	0.1	$963k	+23%	4.9k	197.69	View chart
Johnson Controls Internation SHS (JCI)	0.1	$961k		7.3k	130.95	View chart
Regions Financial Corporation (RF)	0.1	$956k	-34%	37k	26.12	View chart
Ge Vernova (GEV)	0.1	$951k	+95%	1.1k	872.83	View chart
FedEx Corporation (FDX)	0.1	$946k	+21%	2.7k	356.24	View chart
Kla Corp Com New (KLAC)	0.1	$939k	+20%	638.00	1472.37	View chart
Vale S A Sponsored Ads (VALE)	0.1	$938k	+7%	59k	15.91	View chart
Marriott Intl Cl A (MAR)	0.1	$934k	+16%	2.9k	327.08	View chart
Intercontinental Exchange (ICE)	0.1	$933k	+10%	5.9k	157.28	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.1	$931k		31k	29.95	View chart
Colgate-Palmolive Company (CL)	0.1	$916k	+120%	11k	85.23	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.0	$913k		18k	50.05	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.0	$911k	NEW	15k	61.32	View chart
Astrazeneca Ord (AZN)	0.0	$907k	NEW	4.6k	197.22	View chart
Capital One Financial (COF)	0.0	$898k	-24%	4.9k	182.44	View chart
American Tower Reit (AMT)	0.0	$893k	+77%	5.2k	172.59	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.0	$856k	NEW	21k	40.81	View chart
Boeing Company (BA)	0.0	$856k	+23%	4.3k	199.03	View chart
Ge Aerospace Com New (GE)	0.0	$855k	+82%	3.0k	283.80	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$854k	NEW	17k	51.23	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$836k	-11%	4.9k	168.85	View chart
Expedia Group Com New (EXPE)	0.0	$828k	+68%	3.6k	230.89	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.0	$827k	-7%	17k	47.55	View chart
Marathon Petroleum Corp (MPC)	0.0	$820k	+5%	3.4k	244.17	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$820k	+19%	9.9k	82.75	View chart
Hca Holdings (HCA)	0.0	$812k	+19%	1.7k	473.37	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.0	$796k	NEW	20k	39.73	View chart
Woori Finl Group Sponsored Ads (WF)	0.0	$793k	+2%	12k	66.60	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$786k	+3%	3.7k	211.16	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$769k	+8%	7.9k	97.13	View chart
Republic Services (RSG)	0.0	$769k	+211%	3.5k	218.99	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.0	$767k	NEW	32k	24.24	View chart
Cummins (CMI)	0.0	$761k	+19%	1.4k	538.04	View chart
S&p Global (SPGI)	0.0	$761k	-6%	1.8k	425.41	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 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
Aprio Wealth Management 2022 Q2 filed July 26, 2022

View all past filings

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