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CIK: 0001803519
Total reported value
$2.0B
$2.0B
613 檔
16.9%
In Q1 2026, Aprio Wealth Management, LLC's U.S. equity holdings reached a combined market value of $2.0B, distributed across 613 disclosed stock positions.
In Q1 2026, Aprio Wealth Management, LLC displayed an active expansion posture, initiating 53 new positions and adding to 103 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 613 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DUHP | Dimensional US High Profi Et | ETF-Other | 4.93% | -0.08% | -0.24% | |
| 2 | DIHP | Dimensional International Hi | ETF-Other | 4.22% | -0.41% | +1.54% | |
| 3 | CGBL | Cap Group Core Balanced | ETF-Other | 3.59% | -0.42% | +5.38% | |
| 4 | CGGR | Cap Group Growth Equity | ETF-Other | 3.19% | -0.07% | +12.54% | |
| 5 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.77% | +0.29% | -3.09% | |
| 6 | VCRM | Vanguard Core Tax-ex Bond | ETF-Other | 2.59% | -0.43% | +9.01% | |
| 7 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.45% | -0.39% | +1.86% | |
| 8 | CGXU | Cap Group Intl Focus | ETF-Other | 2.05% | -0.26% | +1.26% | |
| 9 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 1.99% | +0.17% | +3.26% | |
| 10 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.91% | -0.01% | +9.80% | |
| 11 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.82% | -1.82% | EXIT | |
| 12 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.69% | +0.06% | +10.45% | |
| 13 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 1.51% | -0.25% | +4.27% | |
| 14 | CGCB | Cap Group Core Bond | ETF-Other | 1.37% | -0.37% | -1.81% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.35% | +0.04% | +2.23% | |
| 16 | CGMU | Cap Group Municipal Income | ETF-Other | 1.34% | -0.20% | +11.81% | |
| 17 | TOLZ | Proshares Glb Infrastructure | ETF-Other | 1.27% | -0.18% | -3.68% | |
| 18 | MTBA | Simplify Mbs ETF | ETF-Other | 1.25% | -0.07% | +3.57% | |
| 19 | AMLP | Alerian Mlp ETF | ETF-Other | 1.18% | -0.08% | +5.92% | |
| 20 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 1.18% | +0.14% | +21.09% | |
| 21 | CGCP | Cap Group Core Plus Income | ETF-Other | 1.17% | -0.26% | +4.38% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.16% | +0.01% | -3.55% | |
| 23 | IDGT | Ishares US Dgtl Infra & R/e | ETF-Other | 1.12% | +0.17% | +22.70% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 1.12% | -0.13% | +51.06% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.08% | -0.28% | +6682.03% | |
| 26 | HGER | Harbor Commodity All Weather | ETF-Commodities | 1.05% | -0.09% | +4.07% | |
| 27 | CGHM | Cap Group Muni High-income | ETF-Other | 0.99% | +0.06% | +11.59% | |
| 28 | TEQI | T Rowe Price Equity Income E | ETF-Other | 0.99% | -0.31% | +2.41% | |
| 29 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.98% | -0.06% | +6.56% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.97% | +0.12% | +14.18% | |
| 31 | REZ | Ishars Res And Multi Reales | ETF-Other | 0.94% | -0.05% | +11.45% | |
| 32 | UTES | Virtus Reaves Utilities ETF | ETF-Other | 0.94% | -0.04% | +8.27% | |
| 33 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 0.91% | -0.15% | +2.02% | |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.83% | -0.11% | +69.76% | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.76% | -0.26% | +1110.78% | |
| 36 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.73% | +0.05% | +92.64% | |
| 37 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.72% | -0.01% | +34.80% | |
| 38 | AKRE | Akre Focus ETF | ETF-Other | 0.71% | -0.45% | -47.32% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.66% | +0.07% | +4.56% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | +0.08% | +2.91% | |
| 41 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 0.58% | -0.07% | +4.12% | |
| 42 | XC | Wisdomtree True Emerging Mar | ETF-Emerging Markets | 0.55% | -0.08% | +8.44% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | +0.06% | +18.40% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.52% | +0.07% | +14.67% | |
| 45 | IGF | Ishares Global Infrastructur | ETF-Other | 0.51% | +0.09% | +26.12% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | -0.01% | -3.68% | |
| 47 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.50% | +0.02% | +5.20% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.49% | +0.10% | +4.26% | |
| 49 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.49% | -0.03% | +66.19% | |
| 50 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.46% | -0.08% | +4.94% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MCD | Mcdonald's CORP | +0.7% | +1110.78% | Add |
| 2 | JPST | Jpmorgan Ultra-short Income | +0.3% | +92.64% | Add |
| 3 | IDGT | Ishares US Dgtl Infra & R/e | +0.3% | +22.70% | Add |
| 4 | GRID | First Trst Nasd Cl Edg Sgiif | +0.2% | +21.09% | Add |
| 5 | HGER | Harbor Commodity All Weather | +0.2% | +4.07% | Add |
| 6 | AVLV | Avantis US Large Cap Value | +0.2% | +9.80% | Add |
| 7 | MINT | Pimco Enhanced Short Maturit | +0.2% | +66.19% | Add |
| 8 | VO | Vanguard Mid-cap ETF | +0.2% | +938.05% | Add |
| 9 | AMLP | Alerian Mlp ETF | +0.1% | +5.92% | Add |
| 10 | FHLC | Fidelity Msci Health Care | +0.1% | +34.80% | Add |
| 11 | IGF | Ishares Global Infrastructur | +0.1% | +26.12% | Add |
| 12 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.1% | +72.83% | Add |
| 13 | XOM | Exxon Mobil CORP | +0.1% | -0.39% | Trim |
| 14 | BMY | Bristol-myers Squibb Co | +0.1% | +36.43% | Add |
| 15 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +92.97% | Add |
| 16 | GLW | Corning Inc | +0.1% | +11.29% | Add |
| 17 | VCRM | Vanguard Core Tax-ex Bond | +0.1% | +9.01% | Add |
| 18 | CGMU | Cap Group Municipal Income | +0.1% | +11.81% | Add |
| 19 | CVX | Chevron CORP | +0.1% | +165.35% | Add |
| 20 | IWB | Ishares Russell 1000 ETF | +0.1% | NEW | New buy |
| 21 | SCHF | Schwab Intl Equity ETF | +0.1% | NEW | New buy |
| 22 | REZ | Ishars Res And Multi Reales | +0.1% | +11.45% | Add |
| 23 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +16.70% | Add |
| 24 | COST | Costco Wholesale CORP | +0.1% | +8.33% | Add |
| 25 | SCHX | Schwab US Large-cap ETF | +0.1% | +383.00% | Add |
| 26 | MU | Micron Technology Inc | +0.1% | +25.82% | Add |
| 27 | JQUA | Jpmorgan US Quality Factor | +0.1% | NEW | New buy |
| 28 | AZN | AstraZeneca PLC | +0.1% | NEW | New buy |
| 29 | EQIX | Equinix Inc | +0.1% | +269.43% | Add |
| 30 | VZ | Verizon Communications Inc | +0.1% | +29.95% | Add |
| 31 | XCEM | Columbia Em Core Ex-china | +0.1% | NEW | New buy |
| 32 | USIG | Ishares Broad Usd Investment | +0.1% | NEW | New buy |
| 33 | BSV | Vanguard Short-term Bond ETF | +0.1% | +207.72% | Add |
| 34 | CGHM | Cap Group Muni High-income | 0% | +11.59% | Add |
| 35 | CGNG | Cap Group New Geography Eq | 0% | +18.41% | Add |
| 36 | TOTL | Ss Doubleline Tr Tact ETF | 0% | NEW | New buy |
| 37 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | 0% | NEW | New buy |
| 38 | IBDR | Ishares Ibonds Dec 2026 Term | 0% | NEW | New buy |
| 39 | IBDT | Ishares Ibonds Dec 2028 ETF | 0% | NEW | New buy |
| 40 | IBDU | Ishares Ibonds Dec 2029 Term | 0% | NEW | New buy |
| 41 | IBDV | Ishares Ibonds Dec 2030 CORP | 0% | NEW | New buy |
| 42 | COP | Conocophillips | 0% | +5.25% | Add |
| 43 | AGG | Ishares Core U.s. Aggregate | 0% | +60.32% | Add |
| 44 | PYLD | Pimco Multisector Bond Actv | 0% | +10.45% | Add |
| 45 | UTES | Virtus Reaves Utilities ETF | 0% | +8.27% | Add |
| 46 | T | At&t Inc | 0% | +27.08% | Add |
| 47 | SOXX | Ishares Semiconductor ETF | 0% | +16.11% | Add |
| 48 | AMAT | Applied Materials Inc | 0% | +13.98% | Add |
| 49 | ASML | ASML Holding N.V. | 0% | +13.71% | Add |
| 50 | JIRE | Jpmorgan Int Res Enh Eqty | 0% | 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 613 disclosed positions in Q1 2026.
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 16.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
IWB
市值: $1.1M
Top Position Liquidated / Trimmed
VXUS
前期市值: $1.2M
During Q1 2026, Aprio Wealth Management, LLC's top holdings by market value included DUHP (4.9%)、DIHP (4.2%)、CGBL (3.6%). The largest single position, DUHP, represented 4.9% of total portfolio value.
In Q1 2026, Aprio Wealth Management, LLC made 200 total portfolio adjustments, initiating 53 new buys, adding to 103 positions, trimming 32 holdings, and fully liquidating 12 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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