Aprio Wealth Management, LLC
•CIK: 1803519•Filing: Q4 2025
**Aprio Wealth Management, LLC** manages $1.7B across a diversified portfolio of 541 positions. The firm maintains significant exposure to key sectors, highlighted by top holdings including DUHP at $93.6M and DIHP at $74.7M. Notable allocations also feature CGBL ($64.0M), CGGR ($57.4M), and EMXC ($48.4M). This concentration suggests a tactical focus on specific market segments within their managed assets.
Total AUM
$1.7B
QoQ Performance
+73.3%
Positions
405
Top 10 Concentration
33.3%
Latest Filing
Q4 2025
Top Holdings Allocation
DUHP
DUHP5.4%
DIHP4.3%
CGBL3.7%
CGGR3.3%
EMXC2.8%
VCRM2.5%
COWZ2.4%
CGXU2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other80.7%
Technology7.6%
Consumer3.0%
Financial2.7%
ETF2.5%
Healthcare1.8%
Consumer Staples0.4%
Energy0.4%
🚪 Exited Positionssold since Q3 2025
+264 more exited positions
Changes from Q3 2025
NEW32 new positions
↑141 increased
↓25 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023