SEC Form 13F

Aprio Wealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-25
Reported value$2,024,282,149
Positions636

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDUHPUS HIGH PROF ETF$98,256,3402,354,573
DIMENSIONAL ETF TRUSTDIHPINTL HIGH PROFIT$77,211,2222,262,600
CAPITAL GROUP CORE BALANCEDCGBLSHS$64,089,9661,688,355
CAPITAL GROUP GROWTH ETFCGGRSHS CREAT UNIT$63,254,1741,340,131
ISHARES INCEMXCMSCI EMRG CHN$61,967,341605,741
VANGUARD MUN BD FDSVCRMCORE TAX EXEMPT$43,678,415571,707
FIRST TR EXCHANGE TRADED FDTDIVNASD TECH DIV$43,627,736379,768
PACER FDS TRCOWZUS CASH COWS 100$41,723,814670,801
AMERICAN CENTY ETF TRAVLVUS LARGE CAP VLU$38,433,536421,374
CAPITAL GROUP INTL FOCUS EQTCGXUSHS CREAT UNIT$36,311,5091,048,859

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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