Aprio Wealth Management, LLC Portfolio Holdings

Aprio Wealth Management, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $902 Million distributed in 437 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Dimensional with a value of $89.5M, Dimensional ETF Tr Dimensional with a value of $68.4M, Ishares Inc Msci Emerging Mkts with a value of $43.2M, Pacer Fds Tr Us Cash Cows 100 with a value of $38.4M, and First Trust Nasdaq Technology with a value of $35.6M.

Examining the 13F form we can see an increase of $94M in the current position value, from $808M to 902M.

Below you can find more details about Aprio Wealth Management, LLC portfolio as well as his latest detailed transactions.