Aprio Wealth Management
$1.8B Assets Reported
640 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DUHP | DIMENSIONAL ETF TRUST | 2,456,423 | $90M | 4.9% |
| DIHP | DIMENSIONAL ETF TRUST | 2,396,727 | $77M | 4.2% |
| CGBL | CAPITAL GROUP CORE BALANCED | 1,907,753 | $66M | 3.6% |
| CGGR | CAPITAL GROUP GROWTH ETF | 1,453,353 | $58M | 3.2% |
| EMXC | ISHARES INC | 644,725 | $51M | 2.8% |
| VCRM | VANGUARD MUN BD FDS | 631,116 | $47M | 2.6% |
| COWZ | PACER FDS TR | 717,184 | $45M | 2.5% |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 1,271,865 | $38M | 2.0% |
| TDIV | FIRST TR EXCHANGE TRADED FD | 388,906 | $36M | 2.0% |
| AVLV | AMERICAN CENTY ETF TR | 433,804 | $35M | 1.9% |
Track Aprio Wealth Management's 13F portfolio: $1.8B in reported holdings, 640 positions. Top holdings, AUM, and quarterly changes on SentiSense.