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Aprio Wealth Management, LLC 13F holdings

Filed 2026-07-24 · Aprio Wealth Management, LLC · 636 positions · $2.0B

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TickerCompanySharesValue% of portfolio
DUHPDIMENSIONAL ETF TRUST2.4M$98.3M4.9%
DIHPDIMENSIONAL ETF TRUST2.3M$77.2M3.8%
CGBLCAPITAL GROUP CORE BALANCED1.7M$64.1M3.2%
CGGRCAPITAL GROUP GROWTH ETF1.3M$63.3M3.1%
EMXCISHARES INC605.7K$62.0M3.1%
VCRMVANGUARD MUN BD FDS571.7K$43.7M2.2%
TDIVFIRST TR EXCHANGE TRADED FD379.8K$43.6M2.2%
COWZPACER FDS TR670.8K$41.7M2.1%
AVLVAMERICAN CENTY ETF TR421.4K$38.4M1.9%
CGXUCAPITAL GROUP INTL FOCUS EQT1.0M$36.3M1.8%
PYLDPIMCO ETF TR1.3M$35.4M1.7%
USFRWISDOMTREE TR676.7K$34.1M1.7%
AAPLAPPLE INC97.2K$28.1M1.4%
GRIDFIRST TR EXCHANGE-TRADED FD139.4K$26.7M1.3%
IDGTISHARES TR218.0K$26.1M1.3%
JGROJ P MORGAN EXCHANGE TRADED F258.2K$25.5M1.3%
MTBASIMPLIFY EXCHANGE TRADED FUN485.1K$23.8M1.2%
SPYSTATE STR SPDR S&P 500 ETF T31.7K$23.7M1.2%
CGMUCAPITAL GRP FIXED INCM ETF T836.7K$23.0M1.1%
LGROALPS ETF TR427.7K$22.2M1.1%
TOLZPROSHARES TR372.6K$22.1M1.1%
NVDANVIDIA CORPORATION110.2K$22.1M1.1%
CGHMCAPITAL GRP FIXED INCM ETF T819.4K$21.2M1.0%
CGCBCAPITAL GRP FIXED INCM ETF T769.6K$20.1M1.0%
MSFTMICROSOFT CORP53.6K$20.0M1.0%
HGERHARBOR ETF TRUST661.9K$19.4M1.0%
TCAFT ROWE PRICE EXCHANGE-TRADED451.7K$18.6M0.9%
CGCPCAPITAL GRP FIXED INCM ETF T830.4K$18.5M0.9%
UTESETFIS SER TR I224.0K$18.3M0.9%
REZISHARES TR190.7K$18.1M0.9%
VIGVANGUARD SPECIALIZED FUNDS68.6K$16.2M0.8%
JPSTJ P MORGAN EXCHANGE TRADED F312.8K$15.8M0.8%
JPSEJ P MORGAN EXCHANGE TRADED F257.4K$15.5M0.8%
AMZNAMAZON COM INC61.6K$14.7M0.7%
VTEBVANGUARD MUN BD FDS287.9K$14.6M0.7%
FHLCFIDELITY COVINGTON TRUST186.7K$14.4M0.7%
GOOGLALPHABET INC38.8K$13.9M0.7%
—T ROWE PRICE EXCHANGE-TRADED274.0K$13.8M0.7%
IVVISHARES TR16.3K$12.2M0.6%
IGFISHARES TR182.9K$12.2M0.6%
QQQINVESCO QQQ TR16.3K$12.0M0.6%
AVGOBROADCOM INC31.5K$11.9M0.6%
FNDFSCHWAB STRATEGIC TR223.0K$11.8M0.6%
MUMICRON TECHNOLOGY INC10.0K$11.6M0.6%
SCHXSCHWAB STRATEGIC TR371.2K$10.9M0.5%
DGROISHARES TR139.1K$10.5M0.5%
GOOGALPHABET INC29.6K$10.5M0.5%
DBNDDOUBLELINE ETF TRUST225.7K$10.3M0.5%
BRK-BBERKSHIRE HATHAWAY INC DEL20.4K$10.2M0.5%
MCDMCDONALDS CORP37.5K$10.1M0.5%
TSMTAIWAN SEMICONDUCTOR MANUFAC20.4K$9.8M0.5%
—WISDOMTREE TR297.2K$9.4M0.5%
CSCOCISCO SYS INC79.0K$9.3M0.5%
MINTPIMCO ETF TR91.7K$9.2M0.5%
JQUAJ P MORGAN EXCHANGE TRADED F125.1K$9.0M0.4%
XCEMCOLUMBIA ETF TR II170.6K$9.0M0.4%
IWFISHARES TR68.5K$8.5M0.4%
LLYELI LILLY & CO7.1K$8.5M0.4%
IWDISHARES TR34.8K$8.4M0.4%
JPMJPMORGAN CHASE & CO25.3K$8.3M0.4%
Top Fund Holdings
13F
Top Fund Holdings

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