Aprio Wealth Management, LLC - Portfolio overview

Aprio Wealth Management, LLC has 645 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DUHP - DIMENSIONAL ETF TRUST, 4.90%
2. DIHP - DIMENSIONAL ETF TRUST, 4.19%
3. CGBL - CAPITAL GROUP CORE BALANCED, 3.56%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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