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Courtney Holt

Aprio Wealth Management, Llc

Assets Managed
$1.831B
Holdings
613
Last Quarter
2026 - Q1
Filed Date
1mo 4d ago
Growth Rate
5.09%(2Q avg: 39.19%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Aprio Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 613 positions.

Assets under management

The assets under management (AUM) of Aprio Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.831B in assets, with a quarterly growth rate of 5.09% and a 2-quarter average growth rate of 39.19%. The portfolio is managed by Courtney Holt, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DUHP
Dimensional Us High Profi Et
Recent Activity
Decreased -0.24%
4.94%
$90.298M
2.456M shares@ $36.76 avg price
DIHP
Dimensional International Hi
Recent Activity
Increased 1.54%
4.22%
$77.223M
2.397M shares@ $32.22 avg price
CGBL
Cap Group Core Balanced
Recent Activity
Increased 5.38%
3.59%
$65.646M
1.908M shares@ $34.41 avg price
CGGR
Cap Group Growth Equity
Recent Activity
Increased 12.54%
3.2%
$58.41M
1.453M shares@ $40.19 avg price
EMXC
Ishares Msci Emr Mrk Ex Chna
Recent Activity
Decreased -3.08%
2.77%
$50.714M
644,725 shares@ $78.66 avg price
VCRM
Vanguard Core Tax-ex Bond
Recent Activity
Increased 9.01%
2.6%
$47.428M
631,116 shares@ $75.15 avg price
COWZ
Pacer Us Cash Cows 100 Etf
Recent Activity
Increased 1.87%
2.46%
$44.867M
717,184 shares@ $62.56 avg price
CGXU
Cap Group Intl Focus
Recent Activity
Increased 1.27%
2.05%
$37.507M
1.272M shares@ $29.49 avg price
TDIV
Ft Nasdaq Tech Dvd Index Fd
Recent Activity
Increased 3.27%
1.99%
$36.425M
388,906 shares@ $93.66 avg price
AVLV
Avantis Us Large Cap Value
Recent Activity
Increased 9.8%
1.91%
$34.969M
433,804 shares@ $80.61 avg price

1-10 of 613