Aprio Wealth Management, LLC Portfolio Holdings
Aprio Wealth Management, LLC
- $1.27 Billion
- Q4 2025
Aprio Wealth Management, LLC has filed its 13F form on January 29, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.27 Billion distributed in 541 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Dimensional with a value of $92.7M, Dimensional ETF Tr Dimensional with a value of $73.4M, Capital Group Growth ETF Shs C with a value of $55.7M, Ishares Inc Msci Emerging Mkts with a value of $47.7M, and Pacer Fds Tr Us Cash Cows 100 with a value of $41.3M.
Examining the 13F form we can see an increase of $366M in the current position value, from $902M to 1.27B.
Below you can find more details about Aprio Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 541
- Current Value $1.27 Billion
- Prior Value $902 Million
- Filing
- Period Q4 2025
- Filing Date January 29, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 130 stocks
- Additional Purchases 316 stocks
- Sold out of 0 stocks
- Reduced holdings in 83 stocks