Aprio Wealth Management, LLC

Est. AUM

$1.83B

13F long equity, this entity only

Positions

613

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$90.3M	2456423	4.93%	SOLE
2	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$77.2M	2396727	4.22%	SOLE
3	CAPITAL GROUP CORE BALANCED	SHS	$65.6M	1907753	3.59%	SOLE
4	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$58.4M	1453353	3.19%	SOLE
5	ISHARES INC	MSCI EMRG CHN	$50.7M	644725	2.77%	SOLE
6	VANGUARD MUN BD FDS	CORE TAX EXEMPT	$47.4M	631116	2.59%	SOLE
7	PACER FDS TR	US CASH COWS 100	$44.9M	717184	2.45%	SOLE
8	CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$37.5M	1271865	2.05%	SOLE
9	FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$36.4M	388906	1.99%	SOLE
10	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$35.0M	433804	1.91%	SOLE
11	JANUS DETROIT STR TR	HENDRSON AAA CL	$33.3M	660550	1.82%	SOLE
12	PIMCO ETF TR	MULTISECTOR BD	$31.0M	1183917	1.69%	SOLE
13	J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$27.6M	326607	1.51%	SOLE
14	CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$25.0M	952111	1.37%	SOLE
15	APPLE INC	COM	$24.8M	97552	1.35%	SOLE
16	CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$24.6M	906147	1.34%	SOLE
17	PROSHARES TR	DJ BRKFLD GLB	$23.2M	386498	1.27%	SOLE
18	SIMPLIFY EXCHANGE TRADED FUN	MBS ETF	$22.9M	463325	1.25%	SOLE
19	ALPS ETF TR	ALERIAN MLP	$21.6M	410468	1.18%	SOLE
20	FIRST TR EXCHANGE-TRADED FD	NASDQ CLN EDGE	$21.6M	132078	1.18%	SOLE
21	CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$21.5M	960231	1.17%	SOLE
22	STATE STR SPDR S&P 500 ETF T	TR UNIT	$21.3M	32710	1.16%	SOLE
23	ISHARES TR	US DIGITAL INFRA	$20.6M	210424	1.12%	SOLE
24	MICROSOFT CORP	COM	$20.5M	55459	1.12%	SOLE
25	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$19.7M	91693	1.08%	SOLE
26	HARBOR ETF TRUST	HARBOR COMMODITY	$19.3M	622814	1.05%	SOLE
27	CAPITAL GRP FIXED INCM ETF T	MUNICIPAL HIGH I	$18.2M	719222	0.99%	SOLE
28	T ROWE PRICE ETF INC	PRICE EQT INCOME	$18.1M	401681	0.99%	SOLE
29	T ROWE PRICE ETF INC	CAP APPRECIATION	$18.0M	506093	0.98%	SOLE
30	NVIDIA CORPORATION	COM	$17.8M	101809	0.97%	SOLE
31	ISHARES TR	RESIDENTIAL MULT	$17.2M	206867	0.94%	SOLE
32	ETFIS SER TR I	VIRTUS REAVES UT	$17.2M	215234	0.94%	SOLE
33	J P MORGAN EXCHANGE TRADED F	DIVERSFD EQT ETF	$16.6M	316608	0.91%	SOLE
34	VANGUARD MUN BD FDS	TAX EXEMPT BD	$15.3M	306331	0.83%	SOLE
35	MCDONALDS CORP	COM	$13.9M	44823	0.76%	SOLE
36	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$13.4M	265425	0.73%	SOLE
37	FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$13.1M	186208	0.72%	SOLE
38	PROFESIONALLY MANAGED PORTFO	AKRE FOCUS ETF	$13.0M	246329	0.71%	SOLE
39	AMAZON COM INC	COM	$12.0M	57687	0.66%	SOLE
40	ALPHABET INC	CAP STK CL A	$11.2M	38854	0.61%	SOLE
41	DOUBLELINE ETF TRUST	OPPORTUNISTIC CO	$10.6M	230753	0.58%	SOLE
42	WISDOMTREE TR	TRUE EMERGING MK	$10.0M	321683	0.55%	SOLE
43	ISHARES TR	CORE S&P500 ETF	$9.9M	15130	0.54%	SOLE
44	BROADCOM INC	COM	$9.6M	30861	0.52%	SOLE
45	ISHARES TR	GLB INFRASTR ETF	$9.4M	140026	0.51%	SOLE
46	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$9.4M	19566	0.51%	SOLE
47	ISHARES TR	CORE DIV GRWTH	$9.2M	130789	0.50%	SOLE
48	INVESCO QQQ TR	UNIT SER 1	$9.0M	15670	0.49%	SOLE
49	PIMCO ETF TR	ENHAN SHRT MA AC	$8.9M	88396	0.49%	SOLE
50	AMERICAN CENTY ETF TR	AVANTIS US SMALL	$8.5M	136075	0.46%	SOLE

1–50 of 613

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.