Aprio Wealth Management, LLC - Portfolio Stock Holdings
Aprio Wealth Management, LLC disclosed 638 stock positions in a recent SEC 13F filing. $1,813,232,897 of stock holdings were filed, with the largest holdings including DUHP, DIHP, and CGBL. This filing represented positions held on March 31, 2026, and was filed on May 11, 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:
March 31, 2026No. of Stocks:
638Est. Stock Holding Value:
$1,813,232,897Top Stock Holdings By Sector
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Portfolio Stock Holdings - Aprio Wealth Management, LLC
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% of Portfolio
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