Aprio Wealth Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, reporting its holdings as of the close of business on September 30, 2026. The filing was signed by Courtney Holt, the Chief Compliance Officer for the firm, and was submitted on October 28, 2026.
The report details the firm's equity portfolio, which includes a mix of individual common stocks and exchange-traded funds (ETFs). The filing lists 638 distinct positions held by the firm during the reporting period.
The largest position disclosed in the filing is Alphabet Inc. Class A shares, for which Aprio holds 14,441,326 shares. The firm also holds significant positions in Apple Inc., with 33,985,983 shares, and Amazon.com Inc., with 16,091,630 shares. Other notable holdings include Broadcom Inc. with 11,235,857 shares, and Microsoft Corporation, which is listed with 8,731,360 shares.
In addition to large-cap technology and consumer companies, the portfolio includes substantial allocations to ETFs. Notable ETF positions include the iShares Core S&P 500 ETF (IVV) with 12,581,840 shares, the Invesco QQQ Trust (QQQ) with 12,466,730 shares, and the iShares Core MSCI Emerging Markets ETF (IEMG) with 15,062,260 shares. The filing also lists various other ETFs covering sectors such as real estate, international equity, and dividend growth strategies.
