Aprio Wealth Management, LLC: 13F holdings
CIK 18035192026Q2
| Positions | 635 |
|---|---|
| Reported value | $2.0bn |
| Filed | 2026-07-24 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 2,354,573 | $98.3m | 4.9% |
| DIHP DIMENSIONAL ETF TRUST | 2,262,600 | $77.2m | 3.8% |
| CAPITAL GROUP CORE BALANCED | 1,688,355 | $64.1m | 3.2% |
| CGGR CAPITAL GROUP GROWTH ETF | 1,340,131 | $63.3m | 3.1% |
| EMXC ISHARES INC | 605,741 | $62.0m | 3.1% |
| VANGUARD MUN BD FDS | 571,707 | $43.7m | 2.2% |
| TDIV FIRST TR EXCHANGE TRADED FD | 379,768 | $43.6m | 2.2% |
| COWZ PACER FDS TR | 670,801 | $41.7m | 2.1% |
| AVLV AMERICAN CENTY ETF TR | 421,374 | $38.4m | 1.9% |
| CGXU CAPITAL GROUP INTL FOCUS EQT | 1,048,859 | $36.3m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1803519")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.