Universe · entity
Aprio Wealth Management, LLC
Institutional manager (13F) · CIK 1803519
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.2B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $90M | 2,456,423 |
| 2 | DIMENSIONAL ETF TRUST | $77M | 2,396,727 |
| 3 | CAPITAL GROUP CORE BALANCED | $66M | 1,907,753 |
| 4 | CAPITAL GROUP GROWTH ETF | $58M | 1,453,353 |
| 5 | ISHARES INC | $51M | 644,725 |
| 6 | VANGUARD MUN BD FDS | $47M | 631,116 |
| 7 | PACER FDS TR | $45M | 717,184 |
| 8 | CAPITAL GROUP INTL FOCUS EQT | $38M | 1,271,865 |
| 9 | FIRST TR EXCHANGE TRADED FD | $36M | 388,906 |
| 10 | AMERICAN CENTY ETF TR | $35M | 433,804 |
| 11 | JANUS DETROIT STR TR | $33M | 660,550 |
| 12 | PIMCO ETF TR | $31M | 1,183,917 |
| 13 | J P MORGAN EXCHANGE TRADED F | $28M | 326,607 |
| 14 | CAPITAL GRP FIXED INCM ETF T | $25M | 952,111 |
| 15 | APPLE INC | $25M | 97,552 |
| 16 | CAPITAL GRP FIXED INCM ETF T | $25M | 906,147 |
| 17 | PROSHARES TR | $23M | 386,498 |
| 18 | SIMPLIFY EXCHANGE TRADED FUN | $23M | 463,325 |
| 19 | ALPS ETF TR | $22M | 410,468 |
| 20 | FIRST TR EXCHANGE-TRADED FD | $22M | 132,078 |
| 21 | CAPITAL GRP FIXED INCM ETF T | $21M | 960,231 |
| 22 | STATE STR SPDR S&P 500 ETF T | $21M | 32,710 |
| 23 | ISHARES TR | $21M | 210,424 |
| 24 | MICROSOFT CORP | $21M | 55,459 |
| 25 | VANGUARD SPECIALIZED FUNDS | $20M | 91,693 |
| 26 | HARBOR ETF TRUST | $19M | 622,814 |
| 27 | CAPITAL GRP FIXED INCM ETF T | $18M | 719,222 |
| 28 | T ROWE PRICE ETF INC | $18M | 401,681 |
| 29 | T ROWE PRICE ETF INC | $18M | 506,093 |
| 30 | NVIDIA CORPORATION | $18M | 101,809 |
| 31 | ISHARES TR | $17M | 206,867 |
| 32 | ETFIS SER TR I | $17M | 215,234 |
| 33 | J P MORGAN EXCHANGE TRADED F | $17M | 316,608 |
| 34 | VANGUARD MUN BD FDS | $15M | 306,331 |
| 35 | MCDONALDS CORP | $14M | 44,823 |
| 36 | J P MORGAN EXCHANGE TRADED F | $13M | 265,425 |
| 37 | FIDELITY COVINGTON TRUST | $13M | 186,208 |
| 38 | PROFESIONALLY MANAGED PORTFO | $13M | 246,329 |
| 39 | AMAZON COM INC | $12M | 57,687 |
| 40 | ALPHABET INC | $11M | 38,854 |
| 41 | DOUBLELINE ETF TRUST | $11M | 230,753 |
| 42 | WISDOMTREE TR | $10M | 321,683 |
| 43 | ISHARES TR | $10M | 15,130 |
| 44 | BROADCOM INC | $10M | 30,861 |
| 45 | ISHARES TR | $9M | 140,026 |
| 46 | BERKSHIRE HATHAWAY INC DEL | $9M | 19,566 |
| 47 | ISHARES TR | $9M | 130,789 |
| 48 | INVESCO QQQ TR | $9M | 15,670 |
| 49 | PIMCO ETF TR | $9M | 88,396 |
| 50 | AMERICAN CENTY ETF TR | $8M | 136,075 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.