§ 13F · FUND PROFILE
Aprio Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.0B (13F)Positions · 437Turnover · — · Q1Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$35M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DUHP | DIMENSIONAL ETF TRUST | 2.46M | $90M | 4.9% | ±0% |
| 2 | DIHP | DIMENSIONAL ETF TRUST | 2.40M | $77M | 4.2% | +2% |
| 3 | CGBL | CAPITAL GROUP CORE BALANCED | 1.91M | $66M | 3.6% | +5% |
| 4 | CGGR | CAPITAL GROUP GROWTH ETF | 1.45M | $58M | 3.2% | +13% |
| 5 | EMXC | ISHARES INC | 645K | $51M | 2.8% | −3% |
| 6 | VCRM | VANGUARD MUN BD FDS | 631K | $47M | 2.6% | +9% |
| 7 | COWZ | PACER FDS TR | 717K | $45M | 2.5% | +2% |
| 8 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 1.27M | $38M | 2.0% | +1% |
| 9 | TDIV | FIRST TR EXCHANGE TRADED FD | 389K | $36M | 2.0% | +3% |
| 10 | AVLV | AMERICAN CENTY ETF TR | 434K | $35M | 1.9% | +10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE APRIO SIGNAL
AC read
Aprio Wealth Management, LLC is a Other fund managing $1.0 billion in assets. The fund runs a broad portfolio of 437 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed