account_balance
Investment manager · 13F filer · SEC CIK 1803519
Aprio Wealth Management, LLC
Reported value$2.2Bas of Sep 30, 2026
Positions636 42 new, 41 sold out
Top 10 weight24.4%CGGR alone is 4%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
CGGRCapital Group Growth ETF
3.8%Added +33%
AVLVAmerican Centy ETF Tr
2.9%Added +70%
DUHPDfa Invt Dimensions Group In
2.8%Trimmed −37%
CGBLCapital Group Core Balanced
2.8%
DIHPDimensional ETF Trust
2.3%Trimmed −33%
USFRWisdomtree Tr
2.1%Added +34%
EMXCiShares Inc
2.0%Trimmed −28%
VCRMVanguard Mun Bd FDS
1.9%Added +2%
SCHXSchwab Strategic Tr
1.9%Added +275%
PYLDPimco ETF Tr
1.8%Added +17%
JQUAJ P Morgan Exchange Traded F
1.6%Added +290%
AAPLApple Inc.
1.5%Added +5%
CGGRCapital Group Growth ETF
3.8%+33%
AVLVAmerican Centy ETF Tr
2.9%
DUHPDfa Invt Dimensions Group In
2.8%
CGBLCapital Group Core Balanced
2.8%
DIHPDimensional ETF Trust
2.3%−33%
USFRWisdomtree Tr
2.1%+34%
EMXCiShares Inc
2.0%
VCRMVanguard Mun Bd FDS
1.9%
SCHXSchwab Strategic Tr
1.9%
PYLDPimco ETF Tr
1.8%
JQUAJ P Morgan Exchange Traded F
1.6%
AAPLApple Inc.
1.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CGGR Capital Group Growth ETF 3.8% Added +33%
AVLV American Centy ETF Tr 2.9% Added +70%
DUHP Dfa Invt Dimensions Group In 2.8% Trimmed −37%
CGBL Capital Group Core Balanced 2.8% Held
DIHP Dimensional ETF Trust 2.3% Trimmed −33%
USFR Wisdomtree Tr 2.1% Added +34%
EMXC iShares Inc 2.0% Trimmed −28%
VCRM Vanguard Mun Bd FDS 1.9% Added +2%
SCHX Schwab Strategic Tr 1.9% Added +275%
PYLD Pimco ETF Tr 1.8% Added +17%
JQUA J P Morgan Exchange Traded F 1.6% Added +290%
AAPL Apple Inc. 1.5% Added +5%What changed
Biggest moves since Jun 30, 2026
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