Aprio Wealth Management, LLC

13F filer · CIK 0001803519

Reported Jul 24, 2026

Net buyer this quarter

13F portfolio value$2.02BU.S. long equity reported on 13F

Positions42236 new · 16 closed

Net flow last quarter+$17MBuys minus sells

Top 10 positions weight11.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 2026422 positions
EMXCEmax Holdings Corp	$62M	3.06%	Not reported	-6.1%	Q3 2023
AAPLApple Inc.	$28.1M	1.39%	0.00%	-0.3%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$23.7M	1.17%	Not reported	-3.1%	Q4 2019
NVDANvidia Corp	$22.1M	1.09%	0.00%	+8.3%	Q2 2023
MSFTMicrosoft Corp	$20M	0.99%	0.00%	-3.4%	Q4 2019
CGCPCardiogenesis Corp	$18.5M	0.91%	Not reported	-13.5%	Q4 2025
AMZNAmazon Com Inc	$14.7M	0.73%	0.00%	+6.8%	Q3 2020
GOOGLAlphabet Inc.	$13.9M	0.69%	0.00%	-0.1%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$12M	0.59%	Not reported	+3.8%	Q2 2020
AVGOBroadcom Inc.	$11.9M	0.59%	0.00%	+2.0%	Q2 2022
FNDFSchwab Strategic Trust	$11.8M	0.58%	Not reported	+49.0%	Q3 2025
MUMicron Technology Inc	$11.6M	0.57%	0.00%	+4.2%	Q2 2025
GOOGAlphabet Inc.	$10.5M	0.52%	Not reported	+2.5%	Q3 2022
BRK.BBerkshire Hathaway Inc	$10.2M	0.50%	Not reported	+4.2%	Q4 2019
MCDMcdonalds Corp	$10.1M	0.50%	0.01%	-16.3%	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$9.77M	0.48%	0.00%	+4.4%	Q1 2023
CSCOCisco Systems, Inc.	$9.27M	0.46%	0.00%	+1.9%	Q2 2020
LLYELI LILLY & Co	$8.46M	0.42%	0.00%	+2.1%	Q2 2022
JPMJPMorgan Chase & Co	$8.29M	0.41%	0.00%	-0.4%	Q4 2019
VOTVan Kampen Municipal Opportunity Trust II	$6.67M	0.33%	Not reported	-5.1%	Q3 2023
GLWCorning Inc	$5.73M	0.28%	0.00%	+0.8%	Q4 2025
JNJJohnson & Johnson	$5.52M	0.27%	0.00%	+0.3%	Q2 2022
HDHome Depot, Inc.	$5.44M	0.27%	0.00%	+11.0%	Q4 2019
METAMeta Platforms, Inc.	$5.36M	0.26%	Not reported	+0.3%	Q2 2021
COSTCostco Wholesale Corp	$5.35M	0.26%	0.00%	-1.6%	Q3 2023
XOMExxonMobil Holdings Corp	$4.92M	0.24%	0.00%	-2.1%	Q2 2022
VVisa Inc.	$4.89M	0.24%	0.00%	+13.2%	Q1 2020
TSLATesla, Inc.	$4.86M	0.24%	0.00%	-8.7%	Q3 2022
WMTWalmart Inc.	$4.81M	0.24%	0.00%	-3.6%	Q1 2020
AMATApplied Materials Inc	$4.68M	0.23%	0.00%	+9.8%	Q1 2024
MRKMerck & Co., Inc.	$4.61M	0.23%	0.00%	+0.4%	Q4 2019
BRK.ABerkshire Hathaway Inc	$4.49M	0.22%	Not reported	Not reported	Q1 2025
CVXChevron Corp	$4.38M	0.22%	0.00%	-0.6%	Q4 2019
BMYBristol Myers Squibb Co	$3.97M	0.20%	0.00%	-2.2%	Q1 2024
KOCoca Cola Co	$3.93M	0.19%	0.00%	+3.0%	Q2 2020
ASMLAsml Holding NV	$3.93M	0.19%	0.00%	+11.7%	Q1 2023
AMDAdvanced Micro Devices Inc	$3.63M	0.18%	0.00%	+7.9%	Q4 2023
IBITiShares Bitcoin Trust ETF	$3.45M	0.17%	0.01%	+0.9%	Q4 2024
CATCaterpillar Inc	$3.4M	0.17%	0.00%	+4.4%	Q3 2023
BACBank of America Corp	$3.33M	0.16%	0.00%	+4.2%	Q4 2019
LRCXLam Research Corp	$3.14M	0.16%	0.00%	+15.6%	Q1 2024
PGPROCTER & GAMBLE Co	$3.04M	0.15%	0.00%	+16.3%	Q4 2019
SUSASouthern USA Resources Inc.	$2.78M	0.14%	Not reported	-0.9%	Q3 2022
ABBVAbbVie Inc.	$2.62M	0.13%	0.00%	+1.2%	Q2 2022
RTXRTX Corp	$2.61M	0.13%	0.00%	+0.8%	Q3 2024
PMPhilip Morris International Inc.	$2.57M	0.13%	0.00%	+13.5%	Q4 2023
SOSouthern Co	$2.5M	0.12%	0.00%	+20.5%	Q2 2022
RYRoyal Bank of Canada	$2.45M	0.12%	0.00%	+4.1%	Q3 2022
GLDSPDR Gold Trust	$2.41M	0.12%	0.00%	+2.6%	Q1 2020
GSGoldman Sachs Group Inc	$2.38M	0.12%	0.00%	+1.9%	Q2 2025

Q1 2026Reported May 11, 2026400 positions
EMXCEmax Holdings Corp	$50.7M	2.77%	Not reported	-3.1%	Q3 2023
AAPLApple Inc.	$24.8M	1.35%	0.00%	+2.2%	Q4 2019
CGCPCardiogenesis Corp	$21.5M	1.17%	Not reported	+4.4%	Q4 2025
SPYSPDR S&P 500 ETF Trust	$21.3M	1.16%	Not reported	-3.6%	Q4 2019
MSFTMicrosoft Corp	$20.5M	1.12%	0.00%	+51.1%	Q4 2019
NVDANvidia Corp	$17.8M	0.97%	0.00%	+14.2%	Q2 2023
MCDMcdonalds Corp	$13.9M	0.76%	0.01%	+1110.8%	Q4 2022
AMZNAmazon Com Inc	$12M	0.66%	0.00%	+4.6%	Q3 2020
GOOGLAlphabet Inc.	$11.2M	0.61%	0.00%	+2.9%	Q4 2020
AVGOBroadcom Inc.	$9.55M	0.52%	0.00%	+14.7%	Q2 2022
BRK.BBerkshire Hathaway Inc	$9.38M	0.51%	Not reported	-3.7%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$9.04M	0.49%	Not reported	+4.3%	Q2 2020
GOOGAlphabet Inc.	$8.3M	0.45%	Not reported	+0.7%	Q3 2022
JPMJPMorgan Chase & Co	$7.48M	0.41%	0.00%	-1.1%	Q4 2019
FNDFSchwab Strategic Trust	$7.32M	0.40%	Not reported	+72.8%	Q3 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$6.62M	0.36%	0.00%	+16.7%	Q1 2023
LLYELI LILLY & Co	$6.36M	0.35%	0.00%	+83.4%	Q2 2022
XOMExxonMobil Holdings Corp	$6.23M	0.34%	0.00%	-0.4%	Q2 2022
CSCOCisco Systems, Inc.	$6.01M	0.33%	0.00%	-1.2%	Q2 2020
VOTVan Kampen Municipal Opportunity Trust II	$5.91M	0.32%	Not reported	-7.5%	Q3 2023
COSTCostco Wholesale Corp	$5.79M	0.32%	0.00%	+8.3%	Q3 2023
CVXChevron Corp	$5.5M	0.30%	0.00%	+165.4%	Q4 2019
WMTWalmart Inc.	$5.47M	0.30%	0.00%	+33.5%	Q1 2020
METAMeta Platforms, Inc.	$5.42M	0.30%	Not reported	+1.1%	Q2 2021
JNJJohnson & Johnson	$5.3M	0.29%	0.00%	+42.9%	Q2 2022
TSLATesla, Inc.	$4.7M	0.26%	0.00%	+1.9%	Q3 2022
HDHome Depot, Inc.	$4.57M	0.25%	0.00%	+16.3%	Q4 2019
BRK.ABerkshire Hathaway Inc	$4.31M	0.24%	Not reported	-14.3%	Q1 2025
MRKMerck & Co., Inc.	$4.3M	0.23%	0.00%	+2.9%	Q4 2019
BMYBristol Myers Squibb Co	$4.27M	0.23%	0.00%	+36.4%	Q1 2024
IBITiShares Bitcoin Trust ETF	$3.94M	0.22%	0.01%	+93.0%	Q4 2024
VVisa Inc.	$3.8M	0.21%	0.00%	-4.2%	Q1 2020
KOCoca Cola Co	$3.57M	0.20%	0.00%	+20.4%	Q2 2020
MUMicron Technology Inc	$3.26M	0.18%	0.00%	+25.8%	Q2 2025
GLWCorning Inc	$3.03M	0.17%	0.00%	+11.3%	Q4 2025
GLDSPDR Gold Trust	$2.74M	0.15%	0.00%	-3.9%	Q1 2020
BACBank of America Corp	$2.73M	0.15%	0.00%	-2.0%	Q4 2019
RTXRTX Corp	$2.63M	0.14%	0.00%	+1.8%	Q3 2024
PGPROCTER & GAMBLE Co	$2.58M	0.14%	0.00%	+53.9%	Q4 2019
NFLXNetflix Inc	$2.5M	0.14%	0.00%	-5.8%	Q2 2023
SUSASouthern USA Resources Inc.	$2.4M	0.13%	Not reported	-45.3%	Q3 2022
ASMLAsml Holding NV	$2.33M	0.13%	0.00%	+13.7%	Q1 2023
ATRAptargroup, Inc.	$2.33M	0.13%	0.03%	-0.6%	Q1 2025
VZVerizon Communications Inc	$2.3M	0.13%	0.00%	+30.0%	Q4 2019
ABBVAbbVie Inc.	$2.24M	0.12%	0.00%	-1.5%	Q2 2022
TAt&T Inc.	$2.23M	0.12%	0.00%	+27.1%	Q3 2023
GILDGilead Sciences, Inc.	$2.22M	0.12%	0.00%	+29.5%	Q3 2023
PEPPepsico Inc	$2.17M	0.12%	0.00%	+39.2%	Q4 2019
MAMastercard Inc	$2.17M	0.12%	0.00%	-10.0%	Q4 2019
CATCaterpillar Inc	$2.17M	0.12%	0.00%	+11.0%	Q3 2023

Q4 2025Reported Jan 29, 2026359 positions
EMXCEmax Holdings Corp	$48.4M	2.77%	Not reported	+4.0%	Q3 2023
AAPLApple Inc.	$25.9M	1.49%	0.00%	+32.0%	Q4 2019
MSFTMicrosoft Corp	$25.4M	1.46%	0.00%	+4.7%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$23.1M	1.33%	Not reported	+9.1%	Q4 2019
CGCPCardiogenesis Corp	$20.8M	1.20%	Not reported	New	Q4 2025
NVDANvidia Corp	$16.6M	0.95%	0.00%	+71.4%	Q2 2023
AMZNAmazon Com Inc	$12.7M	0.73%	0.00%	+105.9%	Q3 2020
MCDMcdonalds Corp	$12.4M	0.71%	0.00%	+39.3%	Q4 2022
GOOGLAlphabet Inc.	$11.8M	0.68%	0.00%	+85.9%	Q4 2020
BRK.BBerkshire Hathaway Inc	$10.2M	0.59%	Not reported	+225.7%	Q4 2019
AVGOBroadcom Inc.	$9.31M	0.53%	0.00%	+124.3%	Q2 2022
QQQInvesco QQQ Trust, Series 1	$9.23M	0.53%	Not reported	+34.7%	Q2 2020
GOOGAlphabet Inc.	$9.01M	0.52%	Not reported	+89.7%	Q3 2022
JPMJPMorgan Chase & Co	$8.28M	0.48%	0.00%	+43.7%	Q4 2019
LLYELI LILLY & Co	$7.22M	0.41%	0.00%	+41.9%	Q2 2022
VOTVan Kampen Municipal Opportunity Trust II	$6.93M	0.40%	Not reported	-3.3%	Q3 2023
METAMeta Platforms, Inc.	$6.19M	0.36%	Not reported	+55.2%	Q2 2021
CSCOCisco Systems, Inc.	$6.04M	0.35%	0.00%	+241.0%	Q2 2020
TSLATesla, Inc.	$5.58M	0.32%	0.00%	-50.5%	Q3 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.42M	0.31%	0.00%	+32.0%	Q1 2023
FNDFSchwab Strategic Trust	$5.39M	0.31%	Not reported	+37.9%	Q3 2025
BRK.ABerkshire Hathaway Inc	$5.28M	0.30%	Not reported	+40.0%	Q1 2025
WMTWalmart Inc.	$4.98M	0.29%	0.00%	+72.3%	Q1 2020
HDHome Depot, Inc.	$4.9M	0.28%	0.00%	-4.7%	Q4 2019
COSTCostco Wholesale Corp	$4.63M	0.27%	0.00%	+192.0%	Q3 2023
SUSASouthern USA Resources Inc.	$4.63M	0.27%	Not reported	+87.7%	Q3 2022
VVisa Inc.	$4.61M	0.26%	0.00%	+60.2%	Q1 2020
JNJJohnson & Johnson	$4.59M	0.26%	0.00%	+28.8%	Q2 2022
XOMExxonMobil Holdings Corp	$4.44M	0.25%	0.00%	+99.5%	Q2 2022
CVXChevron Corp	$4.07M	0.23%	0.00%	+12.8%	Q4 2019
MRKMerck & Co., Inc.	$3.66M	0.21%	0.00%	+345.1%	Q4 2019
KOCoca Cola Co	$3.23M	0.19%	0.00%	+13.5%	Q2 2020
BACBank of America Corp	$3.15M	0.18%	0.00%	+77.1%	Q4 2019
PGPROCTER & GAMBLE Co	$2.89M	0.17%	0.00%	+25.2%	Q4 2019
BMYBristol Myers Squibb Co	$2.79M	0.16%	0.00%	+586.1%	Q1 2024
MAMastercard Inc	$2.75M	0.16%	0.00%	+29.8%	Q4 2019
IBITiShares Bitcoin Trust ETF	$2.64M	0.15%	0.00%	-14.4%	Q4 2024
GLDSPDR Gold Trust	$2.63M	0.15%	0.00%	+12.4%	Q1 2020
NFLXNetflix Inc	$2.59M	0.15%	0.00%	+15.7%	Q2 2023
RTXRTX Corp	$2.46M	0.14%	0.00%	+210.6%	Q3 2024
ABBVAbbVie Inc.	$2.39M	0.14%	0.00%	+75.5%	Q2 2022
MUMicron Technology Inc	$2.3M	0.13%	0.00%	+163.0%	Q2 2025
ATRAptargroup, Inc.	$2.27M	0.13%	0.03%	-2.8%	Q1 2025
PMPhilip Morris International Inc.	$2.04M	0.12%	0.00%	+29.7%	Q4 2023
WFCWells Fargo & Company	$2.02M	0.12%	0.00%	+20.4%	Q4 2019
QCOMQualcomm Inc	$2.01M	0.12%	0.00%	+7.4%	Q1 2022
PEPPepsico Inc	$2M	0.11%	0.00%	+8.3%	Q4 2019
ORCLOracle Corp	$1.99M	0.11%	0.00%	+120.4%	Q2 2023
CCitigroup Inc	$1.94M	0.11%	0.00%	+31.8%	Q4 2019
GILDGilead Sciences, Inc.	$1.9M	0.11%	0.00%	+1.8%	Q3 2023

Q3 2025Reported Nov 12, 2025313 positions
EMXCEmax Holdings Corp	$43.2M	4.30%	Not reported	+3.1%	Q3 2023
SPYSPDR S&P 500 ETF Trust	$20.7M	2.06%	Not reported	-1.3%	Q4 2019
AAPLApple Inc.	$18.4M	1.83%	0.00%	+10.1%	Q4 2019
MSFTMicrosoft Corp	$18.2M	1.81%	0.00%	+10.7%	Q4 2019
TSLATesla, Inc.	$11.2M	1.11%	0.00%	-0.7%	Q3 2022
NVDANvidia Corp	$9.7M	0.97%	0.00%	+9.6%	Q2 2023
VOTVan Kampen Municipal Opportunity Trust II	$7.54M	0.75%	Not reported	-26.5%	Q3 2023
QQQInvesco QQQ Trust, Series 1	$6.7M	0.67%	Not reported	+40.0%	Q2 2020
AMZNAmazon Com Inc	$5.88M	0.59%	0.00%	+35.7%	Q3 2020
JPMJPMorgan Chase & Co	$5.65M	0.56%	0.00%	+4.4%	Q4 2019
HDHome Depot, Inc.	$5.08M	0.50%	0.00%	+17.7%	Q4 2019
GOOGLAlphabet Inc.	$4.94M	0.49%	0.00%	+23.7%	Q4 2020
METAMeta Platforms, Inc.	$4.44M	0.44%	Not reported	+11.1%	Q2 2021
IBITiShares Bitcoin Trust ETF	$4.04M	0.40%	0.00%	+12.4%	Q4 2024
AVGOBroadcom Inc.	$3.96M	0.39%	0.00%	+8.3%	Q2 2022
BRK.ABerkshire Hathaway Inc	$3.77M	0.38%	Not reported	Not reported	Q1 2025
GOOGAlphabet Inc.	$3.69M	0.37%	Not reported	+20.1%	Q3 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.55M	0.35%	0.00%	+22.2%	Q1 2023
BRK.BBerkshire Hathaway Inc	$3.14M	0.31%	Not reported	+5.1%	Q4 2019
NFLXNetflix Inc	$2.86M	0.28%	0.00%	-4.1%	Q2 2023
VVisa Inc.	$2.8M	0.28%	0.00%	+4.3%	Q1 2020
FNDFSchwab Strategic Trust	$2.7M	0.27%	Not reported	New	Q3 2025
ATRAptargroup, Inc.	$2.56M	0.25%	0.03%	0.0%	Q1 2025
SUSASouthern USA Resources Inc.	$2.4M	0.24%	Not reported	+0.6%	Q3 2022
KOCoca Cola Co	$2.28M	0.23%	0.00%	-0.2%	Q2 2020
JNJJohnson & Johnson	$2.18M	0.22%	0.00%	+36.0%	Q2 2022
MAMastercard Inc	$2.11M	0.21%	0.00%	+7.7%	Q4 2019
GLDSPDR Gold Trust	$2.1M	0.21%	0.00%	-0.1%	Q1 2020
XOMExxonMobil Holdings Corp	$2.08M	0.21%	0.00%	+33.6%	Q2 2022
LLYELI LILLY & Co	$2.03M	0.20%	0.00%	+1.5%	Q2 2022
WMTWalmart Inc.	$1.97M	0.20%	0.00%	+14.7%	Q1 2020
MOAltria Group, Inc.	$1.71M	0.17%	0.00%	+3.9%	Q2 2022
PLTRPalantir Technologies Inc.	$1.71M	0.17%	0.00%	+12.4%	Q4 2024
COSTCostco Wholesale Corp	$1.7M	0.17%	0.00%	+3.3%	Q3 2023
BACBank of America Corp	$1.67M	0.17%	0.00%	+9.9%	Q4 2019
RYRoyal Bank of Canada	$1.6M	0.16%	0.00%	+2.7%	Q3 2022
NCDLNuveen Churchill Direct Lending Corp.	$1.58M	0.16%	0.23%	+0.7%	Q3 2024
CSCOCisco Systems, Inc.	$1.57M	0.16%	0.00%	+6.9%	Q2 2020
SOSouthern Co	$1.5M	0.15%	0.00%	+13.5%	Q2 2022
RFRegions Financial Corp	$1.46M	0.15%	0.01%	+0.4%	Q4 2024
PGPROCTER & GAMBLE Co	$1.42M	0.14%	0.00%	+2.7%	Q4 2019
DISWalt Disney Co	$1.41M	0.14%	0.00%	+10.2%	Q4 2019
ABBVAbbVie Inc.	$1.38M	0.14%	0.00%	+12.3%	Q2 2022
CVXChevron Corp	$1.38M	0.14%	0.00%	+21.9%	Q4 2019
GILDGilead Sciences, Inc.	$1.34M	0.13%	0.00%	+3.0%	Q3 2023
HSBCHSBC Holdings PLC	$1.32M	0.13%	0.00%	+5.7%	Q4 2023
VZVerizon Communications Inc	$1.32M	0.13%	0.00%	+73.1%	Q4 2019
TAt&T Inc.	$1.31M	0.13%	0.00%	+21.4%	Q3 2023
ORCLOracle Corp	$1.3M	0.13%	0.00%	+4.8%	Q2 2023
PEPPepsico Inc	$1.3M	0.13%	0.00%	+30.1%	Q4 2019

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