Aprio Wealth Management, LLC - Portfolio Stock Holdings
Aprio Wealth Management, LLC disclosed 668 stock positions in a recent SEC 13F filing. $2,022,858,419 of stock holdings were filed, with the largest holdings including DUHP, DIHP, and CGBL. This filing represented positions held on June 30, 2026, and was filed on July 24, 2026.We estimate the fund has a total AUM of $4,154,843,929 and has 55 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
668Est. Stock Holding Value:
$2,022,858,419Top Stock Holdings By Sector
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Portfolio Stock Holdings - Aprio Wealth Management, LLC
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Portfolio Options Holdings - Aprio Wealth Management, LLC
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