Aprio Wealth Management, LLC
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 2,024,282
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 636 | 2,024,282 | 13F-HR | Aprio Wealth Management, LLC |
| Q1 2026 | 5/11/2026 | 613 | 1,830,937 | 13F-HR | Aprio Wealth Management, LLC |
| 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)
Derivatives reported exposure ($000):
311
(0.0% of total reported value)
· QoQ Δ:
+311
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 838.7 K | 41.4% | 110.6 K | 0 | 110.6 K |
| ETFs | 1.163 M | 57.5% | 90.27 K | 0 | 90.27 K |
| Debt | 22.54 K | 1.1% | 0 | 7.857 K | -7.857 K |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
2,024,282
Holdings
636
QoQ value change ($000)
193,345
(10.6%)
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.