13F Insight
DOSSIER · 13F-HR · Q1 2026

Aprio Wealth Management, LLC

$1.8B in tracked AUM across 613 positions as of Q1 2026.

AW
CIK 0001803519 · last filed Mar 31, 2026
Total AUM
$1.8B
as of Q1 2026
Holdings
613
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Aprio Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DUHP
DIMENSIONAL ETF TRUST
$90M2.5M4.9%02
DIHP
DIMENSIONAL ETF TRUST
$77M2.4M4.2%03
CGBL
CAPITAL GROUP CORE BALANCED
$66M1.9M3.6%04
CGGR
CAPITAL GROUP GROWTH ETF
$58M1.5M3.2%05
EMXC
ISHARES INC
$51M645K2.8%06
VCRM
VANGUARD MUN BD FDS
$47M631K2.6%07
COWZ
PACER FDS TR
$45M717K2.5%08
CGXU
CAPITAL GROUP INTL FOCUS EQT
$38M1.3M2.0%09
TDIV
FIRST TR EXCHANGE TRADED FD
$36M389K2.0%10
AVLV
AMERICAN CENTY ETF TR
$35M434K1.9%

Filing history

2026Q1Mar 31
$1.8B▲ 5.1%
613 positionsView →2025Q4Dec 31
$1.7B▲ 73.3%
541 positionsView →2025Q3Sep 30
$1.0B▲ 13.4%
437 positionsView →2025Q2Jun 30
$887M▲ 11.1%
410 positionsLocked2025Q1Mar 31
$798M▲ 16.5%
374 positionsLocked2024Q4Dec 31
$685M▲ 9.6%
316 positionsLocked2024Q3Sep 30
$625M▲ 13.9%
290 positionsLocked2024Q2Jun 30
$549M▲ 7.6%
261 positionsLocked2024Q1Mar 31
$510M▲ 13.9%
241 positionsLocked2023Q4Dec 31
$448M▲ 23.0%
203 positionsLocked2023Q3Sep 30
$364M▼ 0.1%
181 positionsLocked2023Q2Jun 30
$364M▲ 12.3%
152 positionsLocked
Showing 12 of 25