Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Aprio Wealth Management, LLC (CIK 1803519) reported $1.83B across 613 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DUHP ($90.3M, 4.93%), DIHP ($77.2M, 4.22%), CGBL ($65.6M, 3.59%), CGGR ($58.4M, 3.19%), EMXC ($50.7M, 2.77%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DUHP | DIMENSIONAL ETF TRUST | $90.3M | 4.93% | 2.5M | Trimmed |
| 2 | DIHP | DIMENSIONAL ETF TRUST | $77.2M | 4.22% | 2.4M | Added |
| 3 | CGBL | CAPITAL GROUP CORE BALANCED | $65.6M | 3.59% | 1.9M | Added |
| 4 | CGGR | CAPITAL GROUP GROWTH ETF | $58.4M | 3.19% | 1.5M | Added |
| 5 | EMXC | ISHARES INC | $50.7M | 2.77% | 644,725 | Trimmed |
| 6 | VCRM | VANGUARD MUN BD FDS | $47.4M | 2.59% | 631,116 | Added |
| 7 | COWZ | PACER FDS TR | $44.9M | 2.45% | 717,184 | Added |
| 8 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $37.5M | 2.05% | 1.3M | Added |
| 9 | TDIV | FIRST TR EXCHANGE TRADED FD | $36.4M | 1.99% | 388,906 | Added |
| 10 | AVLV | AMERICAN CENTY ETF TR | $35.0M | 1.91% | 433,804 | Added |
| 11 | JAAA | JANUS DETROIT STR TR | $33.3M | 1.82% | 660,550 | Added |
| 12 | PYLD | PIMCO ETF TR | $31.0M | 1.69% | 1.2M | Added |
| 13 | JGRO | J P MORGAN EXCHANGE TRADED F | $27.6M | 1.51% | 326,607 | Added |
| 14 | CGCB | CAPITAL GRP FIXED INCM ETF T | $25.0M | 1.37% | 952,111 | Trimmed |
| 15 | AAPL | APPLE INC | $24.8M | 1.35% | 97,552 | Added |
| 16 | CGMU | CAPITAL GRP FIXED INCM ETF T | $24.6M | 1.34% | 906,147 | Added |
| 17 | TOLZ | PROSHARES TR | $23.2M | 1.27% | 386,498 | Trimmed |
| 18 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | $22.9M | 1.25% | 463,325 | Added |
| 19 | AMLP | ALPS ETF TR | $21.6M | 1.18% | 410,468 | Added |
| 20 | GRID | FIRST TR EXCHANGE-TRADED FD | $21.6M | 1.18% | 132,078 | Added |
| 21 | CGCP | CAPITAL GRP FIXED INCM ETF T | $21.5M | 1.17% | 960,231 | Added |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $21.3M | 1.16% | 32,710 | Trimmed |
| 23 | MSFT | MICROSOFT CORP | $20.5M | 1.12% | 55,459 | Added |
| 24 | IDGT | ISHARES TR | $20.6M | 1.12% | 210,424 | Added |
| 25 | VIG | VANGUARD SPECIALIZED FUNDS | $19.7M | 1.08% | 91,693 | Added |
Source: SEC Form 13F filings · as of 2026-03-31