Aprio Wealth Management, LLC

Aprio Wealth Management, LLC reported 636 holdings worth US$2.02B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 24, 2026

Aprio Wealth Management, LLC reported 636 holdings worth US$2.02B as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. Filed Jul 24, 2026 (Form 13F).

Holdings
636
Value as reported
US$2.02B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc97,228US$28.1M1.4%
Alphabet Inc (google) Class C68,119US$24.3M1.2%
Nvidia Corporation110KUS$22.1M1.1%
Microsoft Corp.53,599US$20M0.99%
Berkshire Hathaway Inc.29,365US$14.7M0.73%
Amazon.com, Inc.61,591US$14.7M0.73%
Broadcom Inc.31,463US$11.9M0.59%
Micron Technology, Inc.10,048US$11.6M0.57%
Mcdonald's Corporation37,534US$10.1M0.50%
Taiwan Semiconductor Manufacturing Co., Ltd.20,449US$9.77M0.48%
Cisco Systems, Inc.78,955US$9.27M0.46%
Eli Lilly And Company7,052US$8.46M0.42%
Jp Morgan Chase & Co.25,329US$8.29M0.41%
Corning Incorporated22,444US$5.73M0.28%
Johnson & Johnson21,754US$5.52M0.27%
Home Depot, Inc. (the)15,427US$5.44M0.27%
Meta Platforms, Inc.9,511US$5.36M0.26%
Costco Wholesale Corporation5,724US$5.35M0.26%
Exxon Mobil Corporation35,967US$4.92M0.24%
Visa Inc.14,249US$4.89M0.24%
Tesla, Inc.11,546US$4.86M0.24%
Walmart Inc.42,480US$4.81M0.24%
Applied Materials, Inc.6,474US$4.68M0.23%
Merck & Company, Inc.35,856US$4.61M0.23%
Chevron Corporation26,442US$4.38M0.22%
Bristol-myers Squibb Company68,912US$3.97M0.20%
Coca-cola Company (the)48,361US$3.93M0.19%
Asml Holding Nv1,974US$3.93M0.19%
Advanced Micro Devices Inc6,244US$3.63M0.18%
Caterpillar, Inc.3,193US$3.4M0.17%
Bank Of America Corporation58,418US$3.33M0.16%
Lam Research Corporation7,246US$3.14M0.16%
Procter & Gamble Company (the)20,742US$3.04M0.15%
Abbvie Inc.10,430US$2.62M0.13%
Rtx Corporation13,754US$2.61M0.13%
Philip Morris International Inc14,213US$2.57M0.13%
Southern Company (the)26,127US$2.5M0.12%
Royal Bank Of Canada11,844US$2.45M0.12%
Goldman Sachs Group, Inc. (the)2,351US$2.38M0.12%
Citigroup, Inc.16,705US$2.34M0.12%
Mastercard Incorporated4,549US$2.34M0.12%
Aptargroup, Inc.18,390US$2.3M0.11%
Palo Alto Networks, Inc.6,728US$2.29M0.11%
Qualcomm Incorporated11,771US$2.18M0.11%
Hsbc Holdings Plc21,870US$2.08M0.10%
General Dynamics Corporation5,536US$1.96M0.10%
Gilead Sciences, Inc.15,500US$1.96M0.10%
Altria Group, Inc.27,111US$1.95M0.10%
Kla Corporation6,411US$1.93M0.10%
Waste Management, Inc.8,620US$1.92M0.09%
Pepsico, Inc.13,874US$1.88M0.09%
Netflix, Inc.26,174US$1.87M0.09%
Intel Corporation12,996US$1.81M0.09%
Verizon Communications Inc.41,673US$1.76M0.09%
Oracle Corporation11,821US$1.73M0.09%
International Business Machines Corporation6,087US$1.71M0.08%
Union Pacific Corporation6,082US$1.65M0.08%
Morgan Stanley7,786US$1.63M0.08%
Conocophillips15,504US$1.61M0.08%
Wells Fargo & Company18,188US$1.5M0.07%
Ge Vernova Inc.1,274US$1.5M0.07%
Pultegroup, Inc.10,849US$1.49M0.07%
Crowdstrike Holdings, Inc.1,946US$1.49M0.07%
Unitedhealth Group Incorporated3,560US$1.48M0.07%
Prologis, Inc.10,912US$1.48M0.07%
British American Tobacco P.l.c.23,795US$1.47M0.07%
Amphenol Corporation8,135US$1.43M0.07%
Tjx Companies, Inc. (the)9,382US$1.42M0.07%
Sandisk Corporation623US$1.42M0.07%
Analog Devices, Inc.3,427US$1.36M0.07%
At&t Inc.65,263US$1.35M0.07%
Starbucks Corporation13,068US$1.34M0.07%
Palantir Technologies Inc.11,445US$1.34M0.07%
Novartis Ag8,513US$1.33M0.07%
Walt Disney Company (the)13,837US$1.33M0.07%
Allstate Corporation (the)5,591US$1.33M0.07%
Dell Technologies Inc.3,072US$1.33M0.07%
Equinix, Inc.1,262US$1.32M0.06%
Deere & Company2,070US$1.31M0.06%
Nuveen Churchill Direct Lending Corp.105KUS$1.3M0.06%
American Express Company3,799US$1.29M0.06%
Welltower Inc.5,611US$1.27M0.06%
Abbott Laboratories13,322US$1.21M0.06%
Amgen Inc.3,328US$1.21M0.06%
Parker-hannifin Corporation1,209US$1.18M0.06%
Shinhan Financial Group Co., Ltd.18,281US$1.16M0.06%
Valero Energy Corporation4,335US$1.13M0.06%
Emerson Electric Company7,879US$1.13M0.06%
American Tower Corporation (reit)6,885US$1.13M0.06%
Regions Financial Corporation36,975US$1.12M0.06%
Ge Aerospace2,987US$1.12M0.06%
Marvell Technology, Inc.3,691US$1.1M0.05%
Colgate-palmolive Company11,898US$1.09M0.05%
Kb Financial Group Inc.10,109US$1.06M0.05%
Texas Instruments Incorporated3,544US$1.06M0.05%
Nextera Energy, Inc.11,953US$1.05M0.05%
Charles Schwab Corporation (the)11,325US$1.04M0.05%
American Electric Power Company, Inc.7,588US$1.04M0.05%
Lowe's Companies, Inc.4,687US$1.03M0.05%
Duke Energy Corporation (holding Company)8,130US$1.03M0.05%

Every holding of Aprio Wealth Management, LLC

Source

View original at SEC

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