Aprio Wealth Management, LLC
CIK 1803519
13F filing for Q2 2026・No. 1,629
- Holdings
- US$2.02B
- Quarter change
- +US$193.35M
- Entries
- 636
- Net bought (estimate)
- +US$6.1M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 56
- Sold out 34
- Cut 224
- Added 334
- Corporate actions 2
- Unchanged 21
Largest holdings
635 stocks worth US$2.02B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUSTUS HIGH PROF ETF | Cut | 2,354,573 | US$98.26M | 4.85% |
| DIMENSIONAL ETF TRUSTINTL HIGH PROFIT | Cut | 2,262,600 | US$77.21M | 3.81% |
| CAPITAL GROUP CORE BALANCEDSHS | Cut | 1,688,355 | US$64.09M | 3.17% |
| CAPITAL GROUP GROWTH ETFSHS CREAT UNIT | Cut | 1,340,131 | US$63.25M | 3.13% |
| EMXCISHARES INCMSCI EMRG CHN | Cut | 605,741 | US$61.97M | 3.06% |
| VANGUARD MUN BD FDSCORE TAX EXEMPT | Cut | 571,707 | US$43.68M | 2.16% |
| FIRST TR EXCHANGE TRADED FDNASD TECH DIV | Cut | 379,768 | US$43.63M | 2.16% |
| PACER FDS TRUS CASH COWS 100 | Cut | 670,801 | US$41.72M | 2.06% |
| AMERICAN CENTY ETF TRUS LARGE CAP VLU | Cut | 421,374 | US$38.43M | 1.90% |
| CAPITAL GROUP INTL FOCUS EQTSHS CREAT UNIT | Cut | 1,048,859 | US$36.31M | 1.79% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 24, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.