Holdings
Aprio Wealth Management, LLC
As of Jun 30, 2026, Aprio Wealth Management, LLC reported 370 positions worth US$513M. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 97,228 | US$28.1M | −324 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 68,119 | US$24.3M | +403 | Jun 30, 2026 |
| Nvidia Corporation | 110K | US$22.1M | +8,406 | Jun 30, 2026 |
| Microsoft Corp. | 53,599 | US$20M | −1,860 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 29,365 | US$14.7M | +807 | Jun 30, 2026 |
| Amazon.com, Inc. | 61,591 | US$14.7M | +3,904 | Jun 30, 2026 |
| Broadcom Inc. | 31,463 | US$11.9M | +602 | Jun 30, 2026 |
| Micron Technology, Inc. | 10,048 | US$11.6M | +405 | Jun 30, 2026 |
| Mcdonald's Corporation | 37,534 | US$10.1M | −7,289 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 20,449 | US$9.77M | +864 | Jun 30, 2026 |