Aprio Wealth Management
$2.0B 13F equity value
669 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Aprio Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DUHP | DIMENSIONAL ETF TRUST | 2,354,573 | $98M | 4.9% |
| DIHP | DIMENSIONAL ETF TRUST | 2,262,600 | $77M | 3.8% |
| CGBL | CAPITAL GROUP CORE BALANCED | 1,688,355 | $64M | 3.2% |
| CGGR | CAPITAL GROUP GROWTH ETF | 1,340,131 | $63M | 3.1% |
| EMXC | ISHARES INC | 605,741 | $62M | 3.1% |
| VCRM | VANGUARD MUN BD FDS | 571,707 | $44M | 2.2% |
| TDIV | FIRST TR EXCHANGE TRADED FD | 379,768 | $44M | 2.2% |
| COWZ | PACER FDS TR | 670,801 | $42M | 2.1% |
| AVLV | AMERICAN CENTY ETF TR | 421,374 | $38M | 1.9% |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 1,048,859 | $36M | 1.8% |
Track Aprio Wealth Management's 13F portfolio: $2.0B in reported holdings, 669 positions. Top holdings and quarterly changes on SentiSense.
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