Aprio Wealth Management, LLC 13F Holdings
CIK 0001803519 · ATLANTA, GA
As of Sep 30, 2025, Aprio Wealth Management, LLC reported 437 positions worth $928.2M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| DIMENSIONAL US HIGH PROFITABILITY ETF | DUHP | — | 2,369,559 | $89.5M | 9.64% |
| DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | DIHP | — | 2,250,268 | $68.4M | 7.37% |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | EMXC | — | 639,828 | $43.2M | 4.65% |
| PACER US CASH COWS 100 ETF | COWZ | — | 668,311 | $38.4M | 4.14% |
| FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | TDIV | — | 361,352 | $35.6M | 3.84% |
| JANUS HENDERSON AAA CLO ETF | JAAA | — | 574,411 | $29.2M | 3.14% |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | PYLD | — | 1,004,336 | $27.0M | 2.90% |
| PROSHARES TR | TOLZ | — | 407,183 | $22.0M | 2.37% |
| SIMPLIFY MBS ETF | MTBA | — | 414,879 | $20.9M | 2.25% |
| SPDR S&P 500 ETF TRUST | SPY | — | 31,099 | $20.7M | 2.23% |
| APPLE INC | AAPL | Technology | 72,308 |