Aprio Wealth Management, LLC Q4 2025 Filing
Filed January 29, 2026
Portfolio Value
$1.7B
Holdings
541
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (541 positions)
| Stock | Value |
|---|---|
DUHPDIMENSIONAL ETF TRUST | $94K |
DIHPDIMENSIONAL ETF TRUST | $75K |
CGBLCAPITAL GROUP CORE BALANCED | $64K |
CGGRCAPITAL GROUP GROWTH ETF | $57K |
EMXCISHARES INC | $48K |
VCRMVANGUARD MUN BD FDS | $44K |
COWZPACER FDS TR | $42K |
CGXUCAPITAL GROUP INTL FOCUS EQT | $37K |
TDIVFIRST TR EXCHANGE TRADED FD | $36K |
JAAAJANUS DETROIT STR TR | $31K |
AKREPROFESIONALLY MANAGED PORTFO | $31K |
AVLVAMERICAN CENTY ETF TR | $30K |
JGROJ P MORGAN EXCHANGE TRADED F | $29K |
PYLDPIMCO ETF TR | $29K |
AAPLAPPLE INC | $26K |
CGCBCAPITAL GRP FIXED INCM ETF T | $26K |
MSFTMICROSOFT CORP | $25K |
SPYSPDR S&P 500 ETF TR | $23K |
MTBASIMPLIFY EXCHANGE TRADED FUN | $23K |
CGMUCAPITAL GRP FIXED INCM ETF T | $22K |
AGQPROSHARES TR | $22K |
CGCPCAPITAL GRP FIXED INCM ETF T | $21K |
VIGVANGUARD SPECIALIZED FUNDS | $20K |
AMLPALPS ETF TR | $18K |
TCAFT ROWE PRICE ETF INC | $18K |
TEQIT ROWE PRICE ETF INC | $18K |
GRIDFIRST TR EXCHANGE TRADED FD | $17K |
NVDANVIDIA CORPORATION | $17K |
CGHMCAPITAL GRP FIXED INCM ETF T | $16K |
UTESETFIS SER TR I | $16K |
JPSEJ P MORGAN EXCHANGE TRADED F | $16K |
REZISHARES TR | $15K |
HGERHARBOR ETF TRUST | $15K |
VTEBVANGUARD MUN BD FDS | $15K |
IDGTISHARES TR | $15K |
AMZNAMAZON COM INC | $13K |
MCDMCDONALDS CORP | $12K |
GOOGLALPHABET INC | $12K |
IVVISHARES TR | $10K |
DBNDDOUBLELINE ETF TRUST | $10K |
FHLCFIDELITY COVINGTON TRUST | $10K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $10K |
XCWISDOMTREE TR | $10K |
AVGOBROADCOM INC | $9K |
NDQINVESCO QQQ TR | $9K |
GOOGALPHABET INC | $9K |
DGROISHARES TR | $9K |
JPMJPMORGAN CHASE & CO. | $8K |
AVSCAMERICAN CENTY ETF TR | $8K |
LLYELI LILLY & CO | $7K |
JEPIJ P MORGAN EXCHANGE TRADED F | $7K |
JPSTJ P MORGAN EXCHANGE TRADED F | $7K |
VOTVANGUARD INDEX FDS | $7K |
IGFISHARES TR | $7K |
CGDGCAPITAL GROUP DIVIDEND VALUE | $7K |
TUASIMPLIFY EXCHANGE TRADED FUN | $6K |
SDVYFIRST TR EXCHANGE-TRADED FD | $6K |
AQLTISHARES TR | $6K |
VNQVANGUARD INDEX FDS | $6K |
METAMETA PLATFORMS INC | $6K |
VOOVANGUARD INDEX FDS | $6K |
CSCOCISCO SYS INC | $6K |
CGNGCAPITAL GROUP NEW GEOGRAPHY | $6K |
IJHISHARES TR | $6K |
IWFISHARES TR | $6K |
TSLATESLA INC | $6K |
DFACDIMENSIONAL ETF TRUST | $6K |
IWDISHARES TR | $5K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $5K |
FNDFSCHWAB STRATEGIC TR | $5K |
MINTPIMCO ETF TR | $5K |
HDEFDBX ETF TR | $5K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $5K |
WMTWALMART INC | $5K |
HDHOME DEPOT INC | $5K |
COSTCOSTCO WHSL CORP NEW | $5K |
SUSAISHARES TR | $5K |
VVISA INC | $5K |
JNJJOHNSON & JOHNSON | $5K |
VTIVANGUARD INDEX FDS | $5K |
XOMEXXON MOBIL CORP | $4K |
AVUVAMERICAN CENTY ETF TR | $4K |
CGGECAPITAL GROUP GLOBAL EQUITY | $4K |
CVXCHEVRON CORP NEW | $4K |
FTSMFIRST TR EXCHANGE-TRADED FD | $4K |
MRKMERCK & CO INC | $4K |
SOXXISHARES TR | $4K |
VOVANGUARD INDEX FDS | $3K |
DFARDIMENSIONAL ETF TRUST | $3K |
KOCOCA COLA CO | $3K |
BACBANK AMERICA CORP | $3K |
PFFISHARES TR | $3K |
RSPINVESCO EXCHANGE TRADED FD T | $3K |
CGGOCAPITAL GROUP GBL GROWTH EQT | $3K |
PGPROCTER AND GAMBLE CO | $3K |
TMEDT ROWE PRICE ETF INC | $3K |
BMYBRISTOL-MYERS SQUIBB CO | $3K |
MAMASTERCARD INCORPORATED | $3K |
AVREAMERICAN CENTY ETF TR | $3K |
IBITISHARES BITCOIN TRUST ETF | $3K |
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