Aprio Wealth Management, LLC
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,830,937
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| 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)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 728 K | 39.8% | 0 | 786.9 K | -786.9 K |
| ETFs | 1.073 M | 58.6% | 874.2 K | 0 | 874.2 K |
| Debt | 30.39 K | 1.7% | 2.927 K | 0 | 2.927 K |
| Other | 0 | 0.0% | 0 | 1.75 K | -1.75 K |
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Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
1,830,937
Holdings
613
QoQ value change ($000)
88,527
(5.1%)
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.