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CIK: 0001803519
Total reported value
$2.0B
$2.0B
437 檔
13.6%
During the Q3 2025 filing period, Aprio Wealth Management, LLC (CIK: 0001803519) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.0B across 437 reported positions.
In Q3 2025, Aprio Wealth Management, LLC displayed an active expansion posture, initiating 5 new positions and adding to 31 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 437 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DUHP | Dimensional US High Profi Et | ETF-Other | 8.90% | -0.08% | +1.22% | |
| 2 | DIHP | Dimensional International Hi | ETF-Other | 6.80% | -0.41% | +3.21% | |
| 3 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 4.30% | +0.29% | +3.14% | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 3.82% | -0.39% | +4.38% | |
| 5 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 3.54% | +0.17% | +2.13% | |
| 6 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.90% | -1.82% | EXIT | |
| 7 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 2.68% | +0.06% | +18.00% | |
| 8 | TOLZ | Proshares Glb Infrastructure | ETF-Other | 2.19% | -0.18% | -4.02% | |
| 9 | MTBA | Simplify Mbs ETF | ETF-Other | 2.08% | -0.07% | +7.57% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.06% | +0.01% | -1.29% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.83% | +0.04% | +10.05% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.81% | -0.13% | +10.69% | |
| 13 | AMLP | Alerian Mlp ETF | ETF-Other | 1.68% | -0.08% | +15.49% | |
| 14 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 1.59% | +0.14% | +1.71% | |
| 15 | CGXU | Cap Group Intl Focus | ETF-Other | 1.58% | -0.26% | +0.62% | |
| 16 | REZ | Ishars Res And Multi Reales | ETF-Other | 1.50% | -0.05% | -29.96% | |
| 17 | UTES | Virtus Reaves Utilities ETF | ETF-Other | 1.48% | -0.04% | — | |
| 18 | IDGT | Ishares US Dgtl Infra & R/e | ETF-Other | 1.41% | +0.17% | +4.30% | |
| 19 | HGER | Harbor Commodity All Weather | ETF-Commodities | 1.32% | -0.09% | +66.07% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.11% | -0.02% | -0.67% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.97% | +0.12% | +9.64% | |
| 22 | XC | Wisdomtree True Emerging Mar | ETF-Emerging Markets | 0.91% | -0.08% | +17.55% | |
| 23 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.89% | -0.01% | +94.02% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.86% | -0.11% | -15.03% | |
| 25 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.84% | +0.02% | +3.06% | |
| 26 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 0.81% | -0.07% | +9.38% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | +0.06% | -3.96% | |
| 28 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.75% | +0.01% | -26.47% | |
| 29 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.69% | -0.02% | +0.94% | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.69% | -0.01% | — | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.67% | +0.10% | +39.96% | |
| 32 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 0.66% | -0.06% | -3.25% | |
| 33 | CGGR | Cap Group Growth Equity | ETF-Other | 0.66% | -0.07% | — | |
| 34 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.64% | -0.01% | -5.13% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.61% | -0.02% | -2.20% | |
| 36 | IGF | Ishares Global Infrastructur | ETF-Other | 0.59% | +0.09% | +33.31% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.59% | +0.07% | +35.65% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.56% | — | +4.40% | |
| 39 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.54% | +0.01% | +0.09% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.50% | +0.02% | +17.72% | |
| 41 | HDEF | Xtrackers Msci Eafe High Div | ETF-Other | 0.49% | -0.03% | +4.06% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.49% | +0.08% | +23.69% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.48% | +0.05% | +4.26% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.44% | -0.04% | +11.09% | |
| 45 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.40% | -0.05% | +12.40% | |
| 46 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.40% | -0.02% | -1.25% | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.39% | +0.07% | +8.34% | |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.38% | -0.02% | — | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.37% | +0.01% | +314.40% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.37% | +0.07% | +20.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JAAA | Janus Henderson Aaa Clo ETF | +1.7% | +16.62% | Add |
| 2 | PYLD | Pimco Multisector Bond Actv | +1.5% | +18.00% | Add |
| 3 | TDIV | Ft Nasdaq Tech Dvd Index Fd | +0.9% | +2.13% | Add |
| 4 | MSFT | Microsoft CORP | +0.6% | +10.69% | Add |
| 5 | VNQ | Vanguard Real Estate ETF | +0.6% | — | Add |
| 6 | AMLP | Alerian Mlp ETF | +0.6% | +15.49% | Add |
| 7 | NVDA | Nvidia CORP | +0.6% | +9.64% | Add |
| 8 | COWZ | Pacer US Cash Cows 100 ETF | +0.4% | +4.38% | Add |
| 9 | IGF | Ishares Global Infrastructur | +0.4% | +33.31% | Add |
| 10 | TSLA | Tesla Inc | +0.3% | -0.67% | Add |
| 11 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +314.40% | Add |
| 12 | CGXU | Cap Group Intl Focus | +0.3% | +0.62% | Add |
| 13 | XC | Wisdomtree True Emerging Mar | +0.2% | +17.55% | Add |
| 14 | MTBA | Simplify Mbs ETF | +0.2% | +7.57% | Add |
| 15 | AMZN | Amazon.com Inc | +0.2% | +35.65% | Add |
| 16 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +39.96% | Add |
| 17 | AVGO | Broadcom Inc | +0.2% | +8.34% | Add |
| 18 | GOOGL | Alphabet Inc-cl A | +0.2% | +23.69% | Add |
| 19 | DBND | Doubleline Oppor Cor Bnd-usd | +0.2% | +9.38% | Add |
| 20 | GOOG | Alphabet Inc-cl C | +0.2% | +20.06% | Add |
| 21 | FHLC | Fidelity Msci Health Care | +0.2% | +94.02% | Add |
| 22 | IBIT | Ishares Bitcoin Trust ETF | +0.2% | +12.40% | Add |
| 23 | AAPL | Apple Inc | +0.1% | +10.05% | Add |
| 24 | PLTR | Palantir Technologies Inc-a | +0.1% | +12.37% | Add |
| 25 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +3.14% | Add |
| 26 | META | Meta Platforms Inc-class A | +0.1% | +11.09% | Add |
| 27 | GRID | First Trst Nasd Cl Edg Sgiif | +0.1% | +1.71% | Trim |
| 28 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +22.18% | Trim |
| 29 | JPM | Jpmorgan Chase & Co | +0.1% | +4.40% | Add |
| 30 | HD | Home Depot Inc | 0% | +17.72% | Add |
| 31 | IDGT | Ishares US Dgtl Infra & R/e | 0% | +4.30% | Add |
| 32 | DGRO | Ishares Core Dividend Growth | -0.1% | +3.06% | Add |
| 33 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.2% | -6.71% | Trim |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -1.29% | Trim |
| 35 | DIHP | Dimensional International Hi | -0.4% | +3.21% | Add |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | -0.4% | — | Trim |
| 37 | JPST | Jpmorgan Ultra-short Income | -0.5% | -68.00% | Trim |
| 38 | VOT | Vanguard Mid-cap Growth ETF | -0.9% | -26.47% | Trim |
| 39 | AVUV | Avantis US Small Cap Value | -1% | -21.35% | Trim |
| 40 | DUHP | Dimensional US High Profi Et | -1.1% | +1.22% | Trim |
| 41 | DFAR | Dimensional US Real Est ETF | -1.3% | -79.24% | Trim |
| 42 | TOLZ | Proshares Glb Infrastructure | -1.4% | -4.02% | Trim |
| 43 | IBB | Ishares Biotechnology ETF | -1.7% | -54.32% | Trim |
| 44 | REZ | Ishars Res And Multi Reales | -1.8% | -29.96% | Trim |
| 45 | TUA | Sim St Treas Fut Strat ETF | -1.8% | -3.25% | Trim |
| 46 | UTES | Virtus Reaves Utilities ETF | — | NEW | New buy |
| 47 | HGER | Harbor Commodity All Weather | — | NEW | New buy |
| 48 | CGGR | Cap Group Growth Equity | — | NEW | New buy |
| 49 | FNDF | Schwab Fndmn Intl Lrg Co ETF | — | NEW | New buy |
| 50 | HYMB | Ss Spdr N Ice Hy Muni ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Aprio Wealth Management, LLC reported a total U.S. public equity portfolio value of $2.0B across 437 disclosed positions in Q3 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 13.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
UTES
市值: $14.9M
Top Position Liquidated / Trimmed
DUHP
前期市值: $79.7M
During Q3 2025, Aprio Wealth Management, LLC's top holdings by market value included DUHP (8.9%)、DIHP (6.8%)、EMXC (4.3%). The largest single position, DUHP, represented 8.9% of total portfolio value.
In Q3 2025, Aprio Wealth Management, LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 31 positions, trimming 14 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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