Aprio Wealth Management, LLC
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,742,410
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/29/2026 | 541 | 1,742,410 | 13F-HR | Aprio Wealth Management, LLC |
| Q3 2025 | 11/12/2025 | 437 | 1,005,511 | 13F-HR | Aprio Wealth Management, LLC |
| Q2 2025 | 8/14/2025 | 410 | 886,605 | 13F-HR | Aprio Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.515 M | 86.9% | 615.7 K | 0 | 615.7 K |
| ETFs | 198.3 K | 11.4% | 95.76 K | 0 | 95.76 K |
| Debt | 27.47 K | 1.6% | 25.69 K | 0 | 25.69 K |
| Other | 1.75 K | 0.1% | 0 | 236 | -236 |
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Fund Snapshot
Q4 2025
Latest filed
1/29/2026
Total value ($000)
1,742,410
Holdings
541
QoQ value change ($000)
736,899
(73.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.