SEC Form 13F · Q1 2026

Aprio Wealth Management, LLC

Institutional Holdings Report

13F-HRGA
$1.8B
Portfolio Value
613
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Aprio Wealth Management, LLC
CIK
1803519
Accession No.
0001398344-26-008933
Location
ATLANTA, GA
Form Type
13F-HR
Portfolio Value
$1.8B
Holdings Reported
613
Reporting Period
Q1 2026
Filed
May 11, 2026

About this Filing

Aprio Wealth Management, LLC is an institutional investment manager based in ATLANTA, GA reporting approximately $1.8B in 13(f) securities across 613 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.