StockDriftsStockDriftsTop 50 Aprio Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DUHP | DIMENSIONAL ETF TRUST | 4.93% | 2.46M | $90.3M | -0.24%(-5.98K) | $26.41(+57.49%) | 2026-03-31 | |
| DIHP | DIMENSIONAL ETF TRUST | 4.22% | 2.40M | $77.2M | +1.54%(+36.27K) | $24.45(+39.98%) | 2026-03-31 | |
| CGBL | CAPITAL GROUP CORE BALANCED | 3.59% | 1.91M | $65.6M | +5.38%(+97.38K) | $35.02(+7.78%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 3.19% | 1.45M | $58.4M | +12.54%(+161.93K) | $43.79(+6.26%) | 2026-03-31 | |
| EMXC | ISHARES INC | 2.77% | 644.7K | $50.7M | -3.09%(-20.53K) | $54.23(+78.83%) | 2026-03-31 | |
| VCRM | VANGUARD MUN BD FDS | 2.59% | 631.1K | $47.4M | +9.01%(+52.15K) | $75.41(+1.12%) | 2026-03-31 | |
| COWZ | PACER FDS TR | 2.45% | 717.2K | $44.9M | +1.86%(+13.13K) | $50.47(+26.39%) | 2026-03-31 | |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 2.05% | 1.27M | $37.5M | +1.26%(+15.88K) | $28.10(+21.40%) | 2026-03-31 | |
| TDIV | FIRST TR EXCHANGE TRADED FD | 1.99% | 388.9K | $36.4M | +3.26%(+12.30K) | $71.40(+55.77%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY ETF TR | 1.91% | 433.8K | $35.0M | +9.80%(+38.71K) | $74.39(+22.10%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.17% | +30.13% |
| Top 20 Holdings Unweighted | +8.41% | +27.42% |
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