Aprio Wealth Management
Aprio Wealth Management reported 636 stocks worth $2.2B in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are CGGR (3.9%), AVLV (2.9%) and DUHP (2.8%). Compared with Q2 2026, the fund opened new positions in DUHP, VONE and XOM, added to CGGR, AVLV and USFR, trimmed CGBL, DIHP and EMXC and sold out of XOM, IUSB and TLT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  CGGR Capital Group Growth | $84.4M | 3.9% | 1.8M | +440K (+33%) | 5 of 8 | |
| 2 |  AVLV American Centy ETF TR | $64.6M | 2.9% | 715K | +293K (+70%) | 4 of 8 | |
| 3 |  DUHP Dfa Invt Dimensions Group in | $62.2M | 2.8% | 1.5M | New position | 1 of 8 | |
| 4 |  CGBL Capital Group Core | $60.8M | 2.8% | 1.7M | −33K (−2%) | 4 of 8 | |
| 5 |  DIHP Dimensional Intern High | $50.7M | 2.3% | 1.5M | −756K (−33%) | 8 of 8 | |
| 6 |  USFR Wisdomtree TR | $45.6M | 2.1% | 905K | +228K (+34%) | 5 of 8 | |
| 7 |  EMXC Ishares Msci Emerging Markets EX China ETF | $43M | 2.0% | 434K | −171K (−28%) | 8 of 8 | |
| 8 |  VCRM Vanguard Mun BD Fds | $41.9M | 1.9% | 586K | +14K (+2%) | 4 of 8 | |
| 9 |  SCHX Schwab US Large Cap ETF | $41.8M | 1.9% | 1.4M | +1M (+275%) | 8 of 8 | |
| 10 |  PYLD Pimco ETF TR | $39.6M | 1.8% | 1.6M | +225K (+17%) | 7 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $98.3M | 2.4M |
 XOM Exxon Mobil Corp | $4.9M | 36K |
DIMENSIONAL US REAL | $3.7M | 142K |
 IUSB Ishares Core | $1.2M | 27K |
 TLT Ishares TR | $545K | 6,308 |
🔒 Free account: see all 30.
Options
valued at the underlying shares
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 28, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Aprio Wealth Management 13F FAQ
What does Aprio Wealth Management own?
Aprio Wealth Management reported 636 stocks worth $2.2B in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are CGGR (3.9%), AVLV (2.9%) and DUHP (2.8%). The table above lists every position in the filing (the top 10 without an account).
What did Aprio Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 46 new positions, 343 added to, 196 trimmed and 45 sold out. New positions include DUHP, VONE and XOM. It sold all of XOM, IUSB and TLT.
When will Aprio Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Aprio Wealth Management's portfolio worth?
The Q3 2026 filing reports $2.2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.