StockDriftsStockDriftsTop 50 Aprio Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DUHP | DIMENSIONAL ETF TRUST | 4.85% | 2.35M | $98.3M | -4.15%(-101.85K) | $26.41(+61.47%) | 2026-06-30 | |
| DIHP | DIMENSIONAL ETF TRUST | 3.81% | 2.26M | $77.2M | -5.60%(-134.13K) | $24.45(+46.06%) | 2026-06-30 | |
| CGBL | CAPITAL GROUP CORE BALANCED | 3.17% | 1.69M | $64.1M | -11.50%(-219.40K) | $35.02(+9.63%) | 2026-06-30 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 3.13% | 1.34M | $63.3M | -7.79%(-113.22K) | $43.79(+7.44%) | 2026-06-30 | |
| EMXC | ISHARES INC | 3.06% | 605.7K | $62.0M | -6.05%(-38.98K) | $54.23(+75.48%) | 2026-06-30 | |
| VCRM | VANGUARD MUN BD FDS | 2.16% | 571.7K | $43.7M | -9.41%(-59.41K) | $75.41(-0.25%) | 2026-06-30 | |
| TDIV | FIRST TR EXCHANGE TRADED FD | 2.16% | 379.8K | $43.6M | -2.35%(-9.14K) | $71.40(+63.53%) | 2026-06-30 | |
| COWZ | PACER FDS TR | 2.06% | 670.8K | $41.7M | -6.47%(-46.38K) | $50.47(+38.89%) | 2026-06-30 | |
| AVLV | AMERICAN CENTY ETF TR | 1.9% | 421.4K | $38.4M | -2.87%(-12.43K) | $71.77(+31.59%) | 2026-06-30 | |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 1.79% | 1.05M | $36.3M | -17.53%(-223.01K) | $28.10(+24.49%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.60% | +38.98% | +5.74% | +32.21% |
| Top 20 Holdings Unweighted | +10.04% | +33.24% | +5.46% | +30.46% |
Aprio Wealth Management, LLC reports $2.02B in US-listed equity holdings across 635 positions in its most recent 13F filing. Its largest disclosed positions are DUHP (4.8%), DIHP (3.8%) and CGBL (3.2%). The top 20 holdings account for 41.37% of reported assets. Its disclosed equity book has returned +38.98% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Aprio Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1803519). View Aprio Wealth Management, LLC’s 13F filings on SEC