13F Insight
DOSSIER · 13F-HR · Q2 2026

Aprio Wealth Management, LLC

$2.0B in tracked AUM across 636 positions as of Q2 2026.

AW
CIK 0001803519 · last filed Jun 30, 2026
Total AUM
$2.0B
as of Q2 2026
Holdings
636
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Aprio Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DUHP
DIMENSIONAL ETF TRUST
$98M2.4M4.9%02
DIHP
DIMENSIONAL ETF TRUST
$77M2.3M3.8%03
CGBL
CAPITAL GROUP CORE BALANCED
$64M1.7M3.2%04
CGGR
CAPITAL GROUP GROWTH ETF
$63M1.3M3.1%05
EMXC
ISHARES INC
$62M606K3.1%06
VCRM
VANGUARD MUN BD FDS
$44M572K2.2%07
TDIV
FIRST TR EXCHANGE TRADED FD
$44M380K2.2%08
COWZ
PACER FDS TR
$42M671K2.1%09
AVLV
AMERICAN CENTY ETF TR
$38M421K1.9%10
CGXU
CAPITAL GROUP INTL FOCUS EQT
$36M1.0M1.8%

Filing history

2026Q2Jun 30
$2.0B▲ 10.6%
636 positionsView →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 positionsLocked
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