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Apeiron Ria LLC
Apeiron Planning Partners (former or current business name for APEIRON RIA LLC) is a Dallas-based fiduciary advisory firm specializing in comprehensive financial planning, wealth management, and retirement planning for individuals and families. The firm emphasizes a client-first philosophy, personalized advice, and a holistic approach to financial success, including investment management, tax, and estate planning.
Investment Strategy
Comprehensive, goals-based financial planning and wealth management, including investment selection, tax optimization, retirement and legacy planning. The firm emphasizes long-term growth, capital preservation, and custom solutions tailored to client life stages and objectives.
Latest 13F Filing Activity
Apeiron Ria LLC filed their most recent 13F report on Sep 30, 2025 disclosing 204 equity positions with a total 13F market value of $445M. The fund increased holdings in Blackrock Etf Trust, Ishares TR, Ishares TR among other positions. Apeiron Ria LLC reduced exposure to Ishares TR, Ishares TR, Ishares Inc. among others.
Top Holdings
Equity Positions (204)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QUAL | ISHARES TR | 4.12% | $18.3M | 94,754 | $163.85 | $194.50 | +$4.3M |
D DYNF | BLACKROCK ETF TRUST | 3.74% | $16.6M | 282,891 | $52.66 | $59.20 | +$8.2M |
D DFIV | DIMENSIONAL ETF TRUST | 3.44% | $15.3M | 336,537 | $30.84 | $46.12 | +$829.0K |
E EFV | ISHARES TR | 3.31% | $14.7M | 218,780 | $55.49 | $67.83 | -$170.0K |
A AVUV | AMERICAN CENTY ETF TR | 3.02% | $13.4M | 137,423 | $83.82 | $99.53 | +$1.3M |
Industry Allocation
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