Aprio Wealth Management, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $808 Million distributed in 410 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Dimensional with a value of $83.2M, Dimensional ETF Tr Dimensional with a value of $64.3M, Ishares Inc Msci Emerging Mkts with a value of $39.2M, Pacer Fds Tr Us Cash Cows 100 with a value of $35.3M, and First Trust Nasdaq Technology with a value of $31.9M.
Examining the 13F form we can see an increase of $76.4M in the current position value, from $731M to 808M.
Below you can find more details about Aprio Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$808 Million
ETFs: $591 Million
Technology: $60.9 Million
Financial Services: $41.8 Million
Consumer Cyclical: $20.8 Million
Communication Services: $20.2 Million
Healthcare: $17.2 Million
Consumer Defensive: $15 Million
Industrials: $13.4 Million
Other: $17.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
