Aprio Wealth Management, LLC
RIA/Wealth
Aprio Wealth Management, LLC is a RIA/Wealth based in Atlanta, GA led by Keith M Greenwald, reporting $2.6B in AUM as of Q3 2025 with 73% ETF concentration.
Managing PartnerKeith M Greenwald
- Portfolio Value
- $1.0B
- Positions
- 437
- Top Holding
- DUHP at 8.9%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Aprio Wealth Management, LLC's portfolio (39.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $89.5M | 8.90% | +$1.1M Bought | — 2.4M shares | |
ETF ETF | $68.4M | 6.80% | +$2.1M Bought | — 2.3M shares | |
ETF ETF | $43.2M | 4.30% | +$1.3M Bought | — 639.8K shares | |
ETF ETF | $38.4M | 3.82% | +$1.6M Bought | — 668.3K shares | |
ETF ETF | $35.6M | 3.54% | +$742.6K Bought | — 361.4K shares | |
ETF ETF | $29.2M | 2.90% | +$4.2M Bought | — 574.4K shares | |
ETF ETF | $27.0M | 2.68% | +$4.1M Bought | — 1.0M shares | |
ETF ETF | $22.0M | 2.19% | -$922.2K Sold | — 407.2K shares | |
ETF ETF | $20.9M | 2.08% | +$1.5M Bought | — 414.9K shares | |
ETF ETF | $20.7M | 2.06% | -$269.8K Sold | — 31.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Aprio Wealth Management, LLC's latest filing
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Market Value
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Net Flows % of MV
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Aprio Wealth Management, LLC
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