§ 13F · FUND PROFILE
Aprio Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1005.5T (13F)Positions · 437Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$441.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DUHP | DIMENSIONAL ETF TRUST | 2.46M | $93.6T | 5.4% | +4% |
| 2 | DIHP | DIMENSIONAL ETF TRUST | 2.36M | $74.7T | 4.3% | +5% |
| 3 | CGBL | CAPITAL GROUP CORE BALANCED | 1.81M | $64.0T | 3.7% | NEW |
| 4 | CGGR | CAPITAL GROUP GROWTH ETF | 1.29M | $57.4T | 3.3% | +755% |
| 5 | EMXC | ISHARES INC | 665K | $48.4T | 2.8% | +4% |
| 6 | VCRM | VANGUARD MUN BD FDS | 579K | $43.8T | 2.5% | NEW |
| 7 | COWZ | PACER FDS TR | 704K | $42.4T | 2.4% | +5% |
| 8 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 1.26M | $37.1T | 2.1% | +134% |
| 9 | TDIV | FIRST TR EXCHANGE TRADED FD | 377K | $36.5T | 2.1% | +4% |
| 10 | JAAA | JANUS DETROIT STR TR | 618K | $31.2T | 1.8% | +8% |
§ 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 $1005511.4 trillion in assets. The fund runs a broad portfolio of 437 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed