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CIK: 0001803519
Total reported value
$2.0B
$2.0B
541 檔
16.7%
The Q4 2025 SEC filing reveals that Aprio Wealth Management, LLC held a total portfolio value of $2.0B, covering 541 public equity positions.
In Q4 2025, Aprio Wealth Management, LLC displayed an active expansion posture, initiating 21 new positions and adding to 28 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 541 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DUHP | Dimensional US High Profi Et | ETF-Other | 5.42% | -0.08% | +3.92% | |
| 2 | DIHP | Dimensional International Hi | ETF-Other | 4.33% | -0.41% | +4.90% | |
| 3 | CGBL | Cap Group Core Balanced | ETF-Other | 3.70% | -0.42% | — | |
| 4 | CGGR | Cap Group Growth Equity | ETF-Other | 3.32% | -0.07% | +755.49% | |
| 5 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.80% | +0.29% | +3.97% | |
| 6 | VCRM | Vanguard Core Tax-ex Bond | ETF-Other | 2.53% | -0.43% | — | |
| 7 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.45% | -0.39% | +5.35% | |
| 8 | CGXU | Cap Group Intl Focus | ETF-Other | 2.15% | -0.26% | +133.77% | |
| 9 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 2.11% | +0.17% | +4.22% | |
| 10 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.81% | -1.82% | EXIT | |
| 11 | AKRE | Akre Focus ETF | ETF-Other | 1.77% | -0.45% | — | |
| 12 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.73% | -0.01% | — | |
| 13 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 1.68% | -0.25% | — | |
| 14 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.66% | +0.06% | +6.73% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.50% | +0.04% | +31.96% | |
| 16 | CGCB | Cap Group Core Bond | ETF-Other | 1.49% | -0.37% | — | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.47% | -0.13% | +4.65% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.34% | +0.01% | +9.05% | |
| 19 | MTBA | Simplify Mbs ETF | ETF-Other | 1.31% | -0.07% | +7.83% | |
| 20 | CGMU | Cap Group Municipal Income | ETF-Other | 1.28% | -0.20% | — | |
| 21 | TOLZ | Proshares Glb Infrastructure | ETF-Other | 1.26% | -0.18% | -1.45% | |
| 22 | CGCP | Cap Group Core Plus Income | ETF-Other | 1.21% | -0.26% | — | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.15% | -0.28% | — | |
| 24 | AMLP | Alerian Mlp ETF | ETF-Other | 1.05% | -0.08% | +7.68% | |
| 25 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 1.05% | -0.06% | — | |
| 26 | TEQI | T Rowe Price Equity Income E | ETF-Other | 1.03% | -0.31% | — | |
| 27 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 0.97% | +0.14% | +3.02% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.96% | +0.12% | +71.44% | |
| 29 | CGHM | Cap Group Muni High-income | ETF-Other | 0.95% | +0.06% | — | |
| 30 | UTES | Virtus Reaves Utilities ETF | ETF-Other | 0.91% | -0.04% | +11.51% | |
| 31 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 0.90% | -0.15% | — | |
| 32 | REZ | Ishars Res And Multi Reales | ETF-Other | 0.89% | -0.05% | +4.39% | |
| 33 | HGER | Harbor Commodity All Weather | ETF-Commodities | 0.86% | -0.09% | +15.95% | |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.84% | -0.11% | +4.92% | |
| 35 | IDGT | Ishares US Dgtl Infra & R/e | ETF-Other | 0.84% | +0.17% | +4.94% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.74% | +0.07% | +105.92% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.68% | +0.08% | +85.93% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | +0.06% | +5.02% | |
| 39 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 0.59% | -0.07% | +26.00% | |
| 40 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.59% | -0.01% | +2.95% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.59% | -0.01% | +225.65% | |
| 42 | XC | Wisdomtree True Emerging Mar | ETF-Emerging Markets | 0.56% | -0.08% | +12.58% | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.54% | +0.07% | +124.34% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.53% | +0.10% | +34.70% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | +0.07% | +89.71% | |
| 46 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.50% | +0.02% | +0.73% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.48% | — | +43.65% | |
| 48 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.44% | -0.08% | — | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.42% | +0.07% | +41.88% | |
| 50 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.41% | -0.02% | +1.56% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CGGR | Cap Group Growth Equity | +2.6% | +755.49% | Add |
| 2 | MCD | Mcdonald's CORP | +0.6% | +39.33% | Add |
| 3 | CGXU | Cap Group Intl Focus | +0.6% | +133.77% | Add |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +225.65% | Add |
| 5 | JPST | Jpmorgan Ultra-short Income | +0.3% | +353.80% | Add |
| 6 | LLY | Eli Lilly & Co | +0.2% | +41.88% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | +85.93% | Add |
| 8 | CSCO | Cisco Systems Inc | +0.2% | +241.02% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.2% | +89.71% | Add |
| 10 | AMZN | Amazon.com Inc | +0.1% | +105.92% | Add |
| 11 | AVGO | Broadcom Inc | +0.1% | +124.34% | Add |
| 12 | MRK | Merck & Co. Inc. | +0.1% | +345.09% | Add |
| 13 | BMY | Bristol-myers Squibb Co | +0.1% | +586.07% | Add |
| 14 | COST | Costco Wholesale CORP | +0.1% | +192.00% | Add |
| 15 | WMT | Walmart Inc | +0.1% | +72.27% | Add |
| 16 | CVX | Chevron CORP | +0.1% | +12.77% | Add |
| 17 | FNDF | Schwab Fndmn Intl Lrg Co ETF | 0% | +37.85% | Add |
| 18 | VOO | Vanguard S&p 500 ETF | 0% | +75.45% | Add |
| 19 | NVDA | Nvidia CORP | 0% | +71.44% | Add |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +4.92% | Add |
| 21 | JPM | Jpmorgan Chase & Co | -0.1% | +43.65% | Add |
| 22 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | +34.70% | Add |
| 23 | AAPL | Apple Inc | -0.3% | +31.96% | Add |
| 24 | MSFT | Microsoft CORP | -0.4% | +4.65% | Add |
| 25 | TSLA | Tesla Inc | -0.8% | -50.53% | Trim |
| 26 | COWZ | Pacer US Cash Cows 100 ETF | -1.4% | +5.35% | Add |
| 27 | EMXC | Ishares Msci Emr Mrk Ex Chna | -1.5% | +3.97% | Add |
| 28 | DIHP | Dimensional International Hi | -2.5% | +4.90% | Add |
| 29 | DUHP | Dimensional US High Profi Et | -3.5% | +3.92% | Add |
| 30 | CGBL | Cap Group Core Balanced | — | NEW | New buy |
| 31 | VCRM | Vanguard Core Tax-ex Bond | — | NEW | New buy |
| 32 | AKRE | Akre Focus ETF | — | NEW | New buy |
| 33 | AVLV | Avantis US Large Cap Value | — | NEW | New buy |
| 34 | JGRO | Jpmorgan Active Growth ETF | — | NEW | New buy |
| 35 | CGCB | Cap Group Core Bond | — | NEW | New buy |
| 36 | CGMU | Cap Group Municipal Income | — | NEW | New buy |
| 37 | CGCP | Cap Group Core Plus Income | — | NEW | New buy |
| 38 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
| 39 | TCAF | T Rowe Prc Cap Appreciation | — | NEW | New buy |
| 40 | TEQI | T Rowe Price Equity Income E | — | NEW | New buy |
| 41 | CGHM | Cap Group Muni High-income | — | NEW | New buy |
| 42 | JPSE | JPM Diversified Rt Small Cap | — | NEW | New buy |
| 43 | AVSC | Avantis US Small Cap Equity | — | NEW | New buy |
| 44 | CGDV | Cap Group Dividend Value | — | NEW | New buy |
| 45 | CGNG | Cap Group New Geography Eq | — | NEW | New buy |
| 46 | MINT | Pimco Enhanced Short Maturit | — | NEW | New buy |
| 47 | CGGE | Cap Group Global Eq | — | NEW | New buy |
| 48 | VO | Vanguard Mid-cap ETF | — | NEW | New buy |
| 49 | CGGO | Cap Group Global Growth | — | NEW | New buy |
| 50 | TCHP | T Rowe Price Blue Chip Growt | — | 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 541 disclosed positions in Q4 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, CGBL) accounted for 16.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
CGBL
市值: $64.0M
Top Position Liquidated / Trimmed
TSLA
前期市值: $11.2M
During Q4 2025, Aprio Wealth Management, LLC's top holdings by market value included DUHP (5.4%)、DIHP (4.3%)、CGBL (3.7%). The largest single position, DUHP, represented 5.4% of total portfolio value.
In Q4 2025, Aprio Wealth Management, LLC made 50 total portfolio adjustments, initiating 21 new buys, adding to 28 positions, trimming 1 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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