Notify me when Aprio Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 541 | $1,662,590,438 | +$665,329,977 | -$19,144,956 | +$646,185,021 | DUHP, DIHP, CGBL, CGGR, EMXC | 13F-HR | 29 Jan 2026, 15:40 |
| Q3 2025 | 437 | $1,005,511,420 | +$110,985,676 | -$40,443,140 | +$70,542,536 | DUHP, DIHP, EMXC, COWZ, TDIV | 13F-HR | 12 Nov 2025, 10:01 |
| Q2 2025 | 410 | $886,604,987 | +$119,498,220 | -$87,274,675 | +$32,223,545 | DUHP, DIHP, EMXC, COWZ, TDIV | 13F-HR | 14 Aug 2025, 13:37 |
| Q1 2025 | 374 | $798,246,780 | +$145,320,655 | -$27,789,471 | +$117,531,184 | DUHP, DIHP, EMXC, TOLZ, COWZ | 13F-HR | 15 May 2025, 11:24 |
| Q4 2024 | 316 | $685,416,663 | +$107,604,286 | -$25,969,500 | +$81,634,786 | DUHP, DIHP, EMXC, TOLZ, TUA | 13F-HR | 10 Jan 2025, 18:07 |
| Q3 2024 | 290 | $625,278,349 | +$85,381,062 | -$42,718,009 | +$42,663,053 | DUHP, DIHP, EMXC, TOLZ, TUA | 13F-HR | 07 Oct 2024, 18:28 |
| Q2 2024 | 261 | $548,928,469 | +$77,701,975 | -$40,256,937 | +$37,445,038 | DUHP, DIHP, EMXC, VHT, AVRE | 13F-HR | 10 Jul 2024, 16:58 |
| Q1 2024 | 241 | $510,271,831 | +$123,892,784 | -$86,356,618 | +$37,536,166 | DUHP, EMXC, DIHP, VHT, COWZ | 13F-HR | 10 Apr 2024, 12:40 |
| Q4 2023 | 203 | $447,930,105 | +$68,589,714 | -$19,767,883 | +$48,821,831 | DUHP, DIHP, JPST, EMXC, COWZ | 13F-HR | 17 Jan 2024, 10:52 |
| Q3 2023 | 181 | $364,029,394 | +$83,513,360 | -$72,830,622 | +$10,682,738 | DUHP, DIHP, EMXC, SPY, JPST | 13F-HR | 10 Oct 2023, 14:32 |
| Q2 2023 | 152 | $364,490,936 | +$42,269,631 | -$13,554,403 | +$28,715,228 | DUHP, DIHP, IGSB, AVEM, SPY | 13F-HR | 13 Jul 2023, 09:40 |
| Q1 2023 | 131 | $324,619,205 | +$129,782,436 | -$98,398,056 | +$31,384,380 | DUHP, DIHP, AVEM, IGSB, JPST | 13F-HR | 14 Apr 2023, 13:52 |
| Q4 2022 | 123 | $284,303,582 | +$98,594,413 | -$81,063,340 | +$17,531,073 | USFR, DUHP, DIHP, SPY, DGS | 13F-HR | 11 Jan 2023, 12:52 |
| Q3 2022 | 109 | $248,954,000 | +$92,339,492 | -$80,994,037 | +$11,345,455 | SPY, USIG, BSV, DGS, VHT | 13F-HR | 13 Oct 2022, 14:32 |
| Q2 2022 | 98 | $251,147,000 | +$38,884,537 | -$22,492,582 | +$16,391,955 | SRLN, BSV, AVUV, SPY, DGS | 13F-HR | 26 Jul 2022, 17:00 |
| Q1 2022 | 84 | $262,433,000 | +$125,031,453 | -$92,700,479 | +$32,330,974 | SRLN, SPY, BSV, DGS, VHT | 13F-HR | 18 Apr 2022, 17:49 |
| Q4 2021 | 76 | $239,225,000 | +$21,913,020 | -$11,830,146 | +$10,082,874 | AGG, SPY, IEMG, VHT, AVUV | 13F-HR | 26 Jan 2022, 12:22 |
| Q3 2021 | 71 | $219,475,000 | +$25,618,157 | -$15,201,942 | +$10,416,215 | AGG, SPY, IEMG, VHT, AVUV | 13F-HR | 14 Oct 2021, 10:50 |
| Q2 2021 | 71 | $211,445,000 | +$72,446,764 | -$23,055,259 | +$49,391,505 | AGG, SPY, IEMG, VHT, ICSH | 13F-HR | 23 Jul 2021, 17:25 |
| Q4 2020 | 49 | $151,451,000 | +$34,845,882 | -$35,243,198 | -$397,316 | AGG, IEMG, SPY, IEFA, VHT | 13F-HR | 11 Jan 2021, 16:08 |
| Q3 2020 | 68 | $140,962,000 | +$47,346,358 | -$13,207,527 | +$34,138,831 | AGG, IEMG, SPY, SHV, IEFA | 13F-HR | 14 Oct 2020, 13:57 |
| Q2 2020 | 70 | $103,579,000 | +$38,599,965 | -$20,734,012 | +$17,865,953 | AGG, SHV, SPY, QQQ, VTEB | 13F-HR | 20 Jul 2020, 17:11 |
| Q1 2020 | 60 | $78,879,000 | +$24,776,201 | -$65,794,975 | -$41,018,774 | AGG, SHV, SPY, SPYG, XLK | 13F-HR | 16 Apr 2020, 15:54 |
| Q4 2019 | 69 | $135,648,000 | $0 | $0 | $0 | AGG, SPY, IWF, IEFA, IWM | 13F-HR | 14 Feb 2020, 10:41 |