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Aprio Wealth Management, LLC
Aprio Wealth Management, LLC is an SEC-registered investment advisor located in Atlanta, Georgia. Established in Delaware, the firm is part of Aprio, a broader business advisory and accounting group. As of mid-2025, Aprio Wealth Management oversees approximately $2.6 billion in assets and employs about 37 people, serving a diverse client base including individuals (high net worth and otherwise) and pension/profit-sharing plans. The firm provides investment advisory services and financial planning to individuals, businesses, and institutional clients, leveraging the resources of its parent advisory platform.
Investment Strategy
Aprio Wealth Management employs a broad-based investment advisory approach tailored to the individual needs of its clients, including high net worth individuals, pension plans, and charitable organizations. The firm focuses on developing personalized, long-term investment strategies through diversified portfolio construction, risk management, and ongoing monitoring. Their philosophy emphasizes independence, objective advice, and integrating financial planning with portfolio management. As a fiduciary, Aprio Wealth Management is committed to putting clients' interests first while leveraging the expertise and resources of the larger Aprio advisory network.
Latest 13F Filing Activity
Aprio Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 407 equity positions with a total 13F market value of $887M. The fund increased holdings in Janus Detroit STR TR, PIMCO Etf TR, First TR Exchange Traded FD among other positions. Aprio Wealth Management, LLC reduced exposure to Simplify Exchange Traded Fun, Ishares TR, American Centy Etf TR among others.
Top Holdings
Equity Positions (407)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DUHP | DIMENSIONAL ETF TRUST | 9.39% | $83.2M | 2,341,055 | $26.47 | $35.56 | +$3.5M |
D DIHP | DIMENSIONAL ETF TRUST | 7.25% | $64.3M | 2,180,301 | $24.06 | $29.49 | +$6.8M |
E EMXC | ISHARES INC | 4.42% | $39.2M | 620,357 | $52.77 | $63.14 | +$5.7M |
C COWZ | PACER FDS TR | 3.98% | $35.3M | 640,270 | $49.15 | $55.10 | +$7.9M |
T TDIV | FIRST TR EXCHANGE TRADED FD | 3.60% | $31.9M | 353,820 | $69.16 | $90.17 | +$11.0M |
Industry Allocation
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