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Asset Manager ← All Institutions

Aprio Wealth Management, LLC

Q4 2025 · Filed 2026-01-29
Market Value
$1.7B
+68.6%
Holdings
555
+99
New Purchases
123
Added To
312
Closed
25
Reduced
83
Top 10 Concentration
30.5%
Turnover
26.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CGBL 3.78% 0.00% +3.78% $64M
CGGR 3.39% 0.66% +2.73% $57M
AKRE 1.81% 0.00% +1.81% $31M
AVLV 1.77% 0.00% +1.77% $30M
JGRO 1.72% 0.00% +1.72% $29M
CGCB 1.52% 0.00% +1.52% $26M
CGMU 1.31% 0.00% +1.31% $22M
CGCP 1.23% 0.00% +1.23% $21M
VIG 1.17% 0.00% +1.17% $20M
TCAF 1.07% 0.00% +1.07% $18M
TEQI 1.05% 0.00% +1.05% $18M
CGHM 0.97% 0.00% +0.97% $16M
JPSE 0.92% 0.00% +0.92% $16M
MCD 0.73% 0.08% +0.65% $12M
CGXU 2.19% 1.59% +0.61% $37M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
DUHP 5.53% 8.92% -3.38% $94M
DIHP 4.42% 6.81% -2.40% $75M
EMXC 2.86% 4.30% -1.45% $48M
TDIV 2.15% 3.55% -1.39% $36M
COWZ 2.50% 3.83% -1.32% $42M
JAAA 1.85% 2.91% -1.06% $31M
PYLD 1.69% 2.69% -1.00% $29M
TOLZ 1.28% 2.19% -0.91% $22M
TSLA 0.33% 1.11% -0.78% $6M
MTBA 1.33% 2.08% -0.75% $23M
SPY 1.37% 2.06% -0.70% $23M
GRID 0.99% 1.59% -0.61% $17M
AMLP 1.08% 1.68% -0.61% $18M
REZ 0.91% 1.51% -0.60% $15M
UTES 0.93% 1.48% -0.55% $16M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 77 $338M 20.0%
Large Cap 372 $700M 41.4%
Mid Cap 59 $452M 26.7%
Small Cap 39 $155M 9.2%
Micro Cap 8 $47M 2.8%

Portfolio Analytics

Avg Market Cap
$157.7B
Median Market Cap
$51.5B
Avg P/E
29.9
Median P/E
22.9
Avg Dividend Yield
0.02%
Avg Beta
0.88
# Stocks
355
# ETFs / Funds
200

Top Holdings (555 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 DUHP 5.53% 2,462,405 $94M $38.03 $4M +92,846 +3.9%
2 DIHP 4.42% 2,360,461 $75M $31.66 $6M +110,193 +4.9%
3 CGBL 3.78% 1,810,371 $64M $35.33 +1,810,371 NEW
4 CGGR 3.39% 1,291,423 $57M $44.47 $51M +1,140,465 +755.5%
5 EMXC 2.86% 665,254 $48M $72.68 $5M +25,426 +4.0%
6 COWZ 2.50% 704,058 $42M $60.17 $4M +35,747 +5.3%
7 CGXU 2.19% 1,255,985 $37M $29.55 $21M +718,702 +133.8%
8 TDIV 2.15% 376,610 $36M $96.84 $845K +15,258 +4.2%
9 JAAA 1.85% 617,791 $31M $50.58 $2M +43,380 +7.5%
10 AKRE 1.81% 467,611 $31M $65.51 +467,611 NEW
11 AVLV 1.77% 395,095 $30M $75.77 +395,095 NEW
12 JGRO 1.72% 313,231 $29M $92.80 +313,231 NEW
13 PYLD 1.69% 1,071,903 $29M $26.68 $2M +67,567 +6.7%
14 AAPL 1.53% 95,420 $26M $271.86 $8M +23,112 +32.0%
15 CGCB 1.52% 969,678 $26M $26.52 +969,678 NEW
16 MSFT 1.50% 36,714 $25M $692.18 $7M +1,631 +4.7%
17 SPY 1.37% 33,915 $23M $681.92 $2M +2,816 +9.1%
18 MTBA 1.33% 447,371 $23M $50.41 $2M +32,492 +7.8%
19 CGMU 1.31% 810,412 $22M $27.38 +810,412 NEW
20 TOLZ 1.28% 401,282 $22M $54.15 -$305K -5,901 -1.4%
21 CGCP 1.23% 919,978 $21M $22.64 +919,978 NEW
22 VIG 1.17% 1,352 $20M $14,688.62 +1,352 NEW
23 AMLP 1.08% 387,540 $18M $47.02 $1M +27,641 +7.7%
24 TCAF 1.07% 474,940 $18M $38.22 +474,940 NEW
25 TEQI 1.05% 392,225 $18M $45.17 +392,225 NEW
26 GRID 0.99% 109,076 $17M $153.02 $694K +3,193 +3.0%
27 NVDA 0.98% 89,162 $17M $186.50 $7M +37,155 +71.4%
28 CGHM 0.97% 644,513 $16M $25.48 +644,513 NEW
29 UTES 0.93% 198,795 $16M $78.95 $819K +20,516 +11.5%
30 JPSE 0.92% 310,338 $16M $50.07 +310,338 NEW
31 REZ 0.91% 185,616 $15M $82.64 $230K +7,802 +4.4%
32 HGER 0.88% 598,480 $15M $24.82 $2M +82,333 +15.9%
33 VTEB 0.86% 180,445 $15M $80.85 $6M +8,466 +4.9%
34 IDGT 0.86% 171,489 $15M $85.00 $402K +8,066 +4.9%
35 AMZN 0.75% 55,171 $13M $230.82 $7M +28,378 +105.9%
36 MCD 0.73% 3,702 $12M $3,346.42 $12M +1,045 +39.3%
37 GOOGL 0.70% 37,754 $12M $313.00 $7M +17,449 +85.9%
38 IVV 0.61% 12,779 $10M $806.91 $2M +611 +5.0%
39 DBND 0.61% 221,618 $10M $46.36 $2M +45,728 +26.0%
40 FHLC 0.61% 138,134 $10M $74.28 $1M +3,959 +3.0%
41 BRK-B 0.60% 20,314 $10M $502.66 $7M +14,076 +225.7%
42 XC 0.57% 296,644 $10M $32.44 $499K +33,159 +12.6%
43 AVGO 0.55% 26,912 $9M $346.10 $5M +14,916 +124.3%
44 QQQ 0.55% 15,030 $9M $614.30 $3M +3,872 +34.7%
45 GOOG 0.53% 28,724 $9M $313.80 $5M +13,583 +89.7%
46 DGRO 0.51% 124,330 $9M $69.42 $228K +900 +0.7%
47 JPM 0.49% 25,709 $8M $322.21 $3M +7,812 +43.6%
48 AVSC 0.45% 129,664 $8M $58.74 +129,664 NEW
49 LLY 0.43% 3,767 $7M $1,915.98 $5M +1,112 +41.9%
50 JEPI 0.42% 124,204 $7M $57.24 $127K +1,912 +1.6%
51 JPST 0.41% 137,783 $7M $50.59 $5M +107,421 +353.8%
52 VOT 0.41% 24,834 $7M $279.14 -$612K -846 -3.3%
53 IGF 0.40% 111,026 $7M $61.36 $889K +14,102 +14.6%
54 CGDV 0.39% 149,488 $7M $43.64 +149,488 NEW
55 TUA 0.38% 295,635 $6M $21.90 -$171K -8,274 -2.7%
56 SDVY 0.38% 166,548 $6M $38.32 -$41K -2,404 -1.4%
57 IEFA 0.38% 71,128 $6M $89.46 $278K +1,429 +2.0%
58 VNQ 0.37% 71,059 $6M $89.00 -$580K -4,470 -5.9%
59 META 0.37% 9,375 $6M $660.11 $2M +3,335 +55.2%
60 VOO 0.36% 9,692 $6M $627.13 $3M +4,168 +75.5%
61 CSCO 0.36% 78,421 $6M $77.03 $4M +55,425 +241.0%
62 CGNG 0.35% 186,234 $6M $31.93 +186,234 NEW
63 IJH 0.34% 83,895 $6M $68.12 $908K +10,229 +13.9%
64 IWF 0.34% 11,980 $6M $473.49 $2M +4,917 +69.6%
65 TSLA 0.33% 12,412 $6M $449.70 -$6M -12,677 -50.5%
66 DFAC 0.33% 139,500 $6M $39.59 $65K -2,010 -1.4%
67 IWD 0.32% 26,016 $5M $210.55 $2M +9,084 +53.6%
68 TSM 0.32% 16,783 $5M $323.21 $2M +4,068 +32.0%
69 FNDF 0.32% 86,589 $5M $62.28 $3M +23,776 +37.9%
70 MINT 0.32% 53,189 $5M $100.34 +53,189 NEW
71 HDEF 0.31% 171,549 $5M $30.99 $367K +3,336 +2.0%
72 BRK-A 0.31% 7 $5M $754,800.00 $2M +2 +40.0%
73 WMT 0.29% 32,984 $5M $150.95 $3M +13,837 +72.3%
74 HD 0.29% 11,948 $5M $409.82 -$181K -583 -4.7%
75 COST 0.27% 5,367 $5M $862.39 $3M +3,529 +192.0%
76 SUSA 0.27% 33,207 $5M $139.34 $2M +15,516 +87.7%
77 V 0.27% 13,137 $5M $350.72 $2M +4,936 +60.2%
78 JNJ 0.27% 15,181 $5M $302.33 $2M +3,398 +28.8%
79 VTI 0.27% 13,509 $5M $338.80 $847K +2,142 +18.8%
80 XOM 0.26% 36,876 $4M $120.34 $2M +18,389 +99.5%
81 AVUV 0.25% 40,912 $4M $101.98 $1M +10,339 +33.8%
82 CGGE 0.24% 129,370 $4M $31.63 +129,370 NEW
83 CVX 0.24% 10,021 $4M $406.37 $3M +1,135 +12.8%
84 FTSM 0.23% 65,819 $4M $59.93 -$63K -1,075 -1.6%
85 MRK 0.22% 34,735 $4M $105.26 $3M +26,931 +345.1%
86 SOXX 0.21% 11,064 $4M $317.14 $693K +680 +6.5%
87 VO 0.20% 1,138 $3M $3,029.58 +1,138 NEW
88 DFAR 0.20% 148,299 $3M $22.90 -$19K +5,092 +3.6%
89 KO 0.19% 39,003 $3M $82.83 $952K +4,645 +13.5%
90 BAC 0.19% 57,191 $3M $55.00 $1M +24,893 +77.1%
91 PFF 0.18% 99,032 $3M $30.96 -$22K +1,385 +1.4%
92 RSP 0.18% 15,798 $3M $191.55 $2M +7,933 +100.9%
93 CGGO 0.18% 85,697 $3M $34.65 +85,697 NEW
94 PG 0.17% 11,584 $3M $249.33 $1M +2,334 +25.2%
95 TCHP 0.16% 55,924 $3M $49.86 +55,924 NEW
96 BMY 0.16% 51,654 $3M $53.94 $2M +44,125 +586.1%
97 MA 0.16% 4,821 $3M $570.88 $640K +1,108 +29.8%
98 AVRE 0.16% 61,257 $3M $43.53 -$70K -263 -0.4%
99 IBIT 0.16% 53,195 $3M $49.65 -$1M -8,967 -14.4%
100 GLD 0.16% 6,638 $3M $396.31 $531K +731 +12.4%

New Positions

SymbolValue% Port
CGBL $64M 3.78%
AKRE $31M 1.81%
AVLV $30M 1.77%
JGRO $29M 1.72%
CGCB $26M 1.52%
CGMU $22M 1.31%
CGCP $21M 1.23%
VIG $20M 1.17%
TCAF $18M 1.07%
TEQI $18M 1.05%
CGHM $16M 0.97%
JPSE $16M 0.92%
AVSC $8M 0.45%
CGDV $7M 0.39%
CGNG $6M 0.35%

Sold Out Positions

SymbolValue% Port
SE —%
AON —%
VICI —%
ICL —%
EOG —%
ABEV —%
UL —%
EQNR —%
CTVA —%
LEN —%
NVO —%
OXY —%
KR —%
AWK —%
TGT —%
View SEC EDGAR Filings for Aprio Wealth Management, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms