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)

StockValue
URIUNITED RENTALS INC
$540K
MCOMOODYS CORP
$539K
HAMHARMONY GOLD MINING CO LTD
$539K
PDXPIMCO DYNAMIC INCOME STRATEG
$535K
DHID R HORTON INC
$532K
IBHFISHARES TR
$531K
MBBISHARES TR
$531K
KGCKINROSS GOLD CORP
$530K
ISRGINTUITIVE SURGICAL INC
$527K
UBSUBS GROUP AG
$526K
BCSBARCLAYS PLC
$524K
OREALTY INCOME CORP
$519K
AVDEAMERICAN CENTY ETF TR
$516K
MPCMARATHON PETE CORP
$515K
AMTAMERICAN TOWER CORP NEW
$510K
CMCSACOMCAST CORP NEW
$510K
FFORD MTR CO
$506K
EFGISHARES TR
$506K
AIGAMERICAN INTL GROUP INC
$504K
JIVEJ P MORGAN EXCHANGE TRADED F
$499K
ADPAUTOMATIC DATA PROCESSING IN
$499K
DONSPDR DOW JONES INDL AVERAGE
$494K
HIGHARTFORD INSURANCE GROUP INC
$485K
UBERUBER TECHNOLOGIES INC
$484K
IOOISHARES TR
$481K
SUSBISHARES TR
$476K
LDOSLEIDOS HOLDINGS INC
$475K
TLTISHARES TR
$472K
RSGREPUBLIC SVCS INC
$472K
ENBENBRIDGE INC
$470K
VIVTELEFONICA BRASIL SA
$470K
TDTORONTO DOMINION BK ONT
$470K
XLFSELECT SECTOR SPDR TR
$466K
OKEONEOK INC NEW
$465K
BKBANK NEW YORK MELLON CORP
$461K
CVSCVS HEALTH CORP
$457K
SYKSTRYKER CORPORATION
$456K
TXNTEXAS INSTRS INC
$452K
BHPBHP GROUP LTD
$450K
FERFERROVIAL SE
$449K
IRMIRON MTN INC DEL
$446K
T7DTRANSDIGM GROUP INC
$446K
ESGVVANGUARD WORLD FD
$444K
HALHALLIBURTON CO
$443K
ETRENTERGY CORP NEW
$436K
BNBROOKFIELD CORP
$431K
TELTE CONNECTIVITY PLC
$423K
IMOIMPERIAL OIL LTD
$421K
ANETARISTA NETWORKS INC
$420K
SLBSLB LIMITED
$418K
PG4PRINCIPAL FINANCIAL GROUP IN
$416K
ITWILLINOIS TOOL WKS INC
$415K
SYFSYNCHRONY FINANCIAL
$412K
SAPSAP SE
$412K
PSXPHILLIPS 66
$411K
AVEMAMERICAN CENTY ETF TR
$410K
CMECME GROUP INC
$410K
BSCRINVESCO EXCH TRD SLF IDX FD
$407K
BSVVANGUARD BD INDEX FDS
$407K
INTCINTEL CORP
$407K
CAHCARDINAL HEALTH INC
$403K
BAPCREDICORP LTD
$403K
ARGTGLOBAL X FDS
$398K
NOCNORTHROP GRUMMAN CORP
$396K
IQVIQVIA HLDGS INC
$392K
BNDXVANGUARD CHARLOTTE FDS
$389K
EMEEMCOR GROUP INC
$386K
EFXEQUIFAX INC
$385K
BSCSINVESCO EXCH TRD SLF IDX FD
$384K
DDOMINION ENERGY INC
$381K
GENGEN DIGITAL INC
$380K
MGKVANGUARD WORLD FD
$378K
STESTERIS PLC
$377K
MRSHMARSH & MCLENNAN COS INC
$376K
JOYYJOYY INC
$374K
CNRCANADIAN NATL RY CO
$373K
RWLINVESCO EXCH TRADED FD TR II
$373K
USBUS BANCORP DEL
$373K
STTSTATE STR CORP
$372K
SHESPDR SERIES TRUST
$370K
AVGEAMERICAN CENTY ETF TR
$368K
MEDPMEDPACE HLDGS INC
$364K
GEVGE VERNOVA INC
$364K
CBOECBOE GLOBAL MKTS INC
$363K
WECWEC ENERGY GROUP INC
$361K
ZTSZOETIS INC
$360K
NDAQNASDAQ INC
$358K
QXOQXO INC
$356K
EMBJEMBRAER S.A.
$355K
QQQINEOS ETF TRUST
$354K
CPRTCOPART INC
$354K
FITBFIFTH THIRD BANCORP
$354K
IAU*ISHARES GOLD TR
$354K
SPOTSPOTIFY TECHNOLOGY S A
$353K
KKRKKR & CO INC
$352K
TTETOTALENERGIES SE
$352K
NETCLOUDFLARE INC
$350K
NEMNEWMONT CORP
$350K
BSCTINVESCO EXCH TRD SLF IDX FD
$348K
NWGNATWEST GROUP PLC
$345K
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