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CIK: 0001803519
Total reported value
$2.0B
$2.0B
374 檔
11.2%
The Q1 2025 SEC filing reveals that Aprio Wealth Management, LLC held a total portfolio value of $2.0B, covering 374 public equity positions.
In Q1 2025, Aprio Wealth Management, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 374 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DUHP | Dimensional US High Profi Et | ETF-Other | 9.99% | -0.08% | -6.39% | |
| 2 | DIHP | Dimensional International Hi | ETF-Other | 7.20% | -0.41% | +6.31% | |
| 3 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 4.19% | +0.29% | +6.26% | |
| 4 | TOLZ | Proshares Glb Infrastructure | ETF-Other | 3.57% | -0.18% | -8.57% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 3.43% | -0.39% | +38.16% | |
| 6 | REZ | Ishars Res And Multi Reales | ETF-Other | 3.26% | -0.05% | -0.81% | |
| 7 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 2.62% | +0.17% | +44.76% | |
| 8 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 2.48% | -0.06% | -25.23% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.28% | +0.01% | -1.89% | |
| 10 | MTBA | Simplify Mbs ETF | ETF-Other | 1.86% | -0.07% | +42.96% | |
| 11 | IBB | Ishares Biotechnology ETF | ETF-Tech | 1.76% | — | -21.22% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.69% | +0.04% | +7.81% | |
| 13 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.66% | +0.01% | +23.18% | |
| 14 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.64% | -0.01% | +47.87% | |
| 15 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 1.51% | +0.14% | +15.38% | |
| 16 | IDGT | Ishares US Dgtl Infra & R/e | ETF-Other | 1.45% | +0.17% | +17.67% | |
| 17 | CGXU | Cap Group Intl Focus | ETF-Other | 1.32% | -0.26% | +10.05% | |
| 18 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.29% | +0.01% | -20.51% | |
| 19 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.25% | -1.82% | EXIT | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.17% | -0.13% | +32.47% | |
| 21 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.16% | +0.06% | — | |
| 22 | AMLP | Alerian Mlp ETF | ETF-Other | 1.05% | -0.08% | +142.80% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.03% | -0.11% | +30.58% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.95% | +0.06% | +185.22% | |
| 25 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.92% | -0.02% | +5.91% | |
| 26 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.91% | +0.02% | +6.07% | |
| 27 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.90% | -0.01% | +6.93% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.83% | -0.02% | +17.50% | |
| 29 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.80% | -0.02% | — | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.77% | -0.02% | +201.74% | |
| 31 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.72% | -0.01% | +17.92% | |
| 32 | XC | Wisdomtree True Emerging Mar | ETF-Emerging Markets | 0.68% | -0.08% | +15.58% | |
| 33 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.64% | +0.05% | -1.21% | |
| 34 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 0.63% | -0.07% | +33.19% | |
| 35 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.59% | +0.01% | +46.27% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.52% | +0.05% | -1.95% | |
| 37 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.51% | -0.02% | +3.60% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.51% | — | +6.32% | |
| 39 | HDEF | Xtrackers Msci Eafe High Div | ETF-Other | 0.49% | -0.03% | +13.15% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.49% | +0.02% | -1.93% | |
| 41 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.47% | +0.17% | -4.95% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.46% | +0.10% | +3.55% | |
| 43 | IHAK | Ishares Cybersecurity & Tech | ETF-Tech | 0.42% | +0.01% | -0.89% | |
| 44 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.40% | +0.10% | -0.48% | |
| 45 | PFF | Ishares Preferred & Income S | ETF-Other | 0.38% | -0.01% | +2.89% | |
| 46 | AVRE | Avantis Real Estate ETF | ETF-Other | 0.38% | -0.01% | -8.35% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.37% | -0.01% | +5.74% | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.37% | +0.07% | +18.02% | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.37% | +0.12% | +1.31% | |
| 50 | ATR | Aptargroup Inc | Stock-Healthcare | 0.36% | -0.02% | — |
According to official SEC Form 13F filings, Aprio Wealth Management, LLC reported a total U.S. public equity portfolio value of $2.0B across 374 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DUHP, DIHP, EMXC) accounted for 11.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
DUHP
市值: $79.7M
During Q1 2025, Aprio Wealth Management, LLC's top holdings by market value included DUHP (10.0%)、DIHP (7.2%)、EMXC (4.2%). The largest single position, DUHP, represented 10.0% of total portfolio value.
In Q1 2025, Aprio Wealth Management, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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