Managed by Aprio Wealth Management, Llc • Latest filing Q4 2025
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $93.6M | 2.46M | 0.00% | — |
| 2 | ? N/A — | $89.5M | 2.37M | 0.00% | — |
| 3 | ? N/A — | $86.9M | 2.57M | 0.00% | — |
| 4 | ? N/A — | $83.2M | 2.34M | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
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| $80.9M |
| 2.37M |
| 0.00% |
| — |
| 6 | ? N/A — | $79.7M | 2.41M | 0.00% | — |
| 7 | ? N/A — | $77.4M | 2.45M | 0.00% | — |
| 8 | ? N/A — | $74.7M | 2.36M | 0.00% | — |
| 9 | ? N/A — | $71.3M | 2.23M | 0.00% | — |
| 10 | ? N/A — | $68.4M | 2.25M | 0.00% | — |
| 11 | ? N/A — | $64.3M | 2.18M | 0.00% | — |
| 12 | C | $64M | 1.81M | 0.00% | — |
| 13 | ? N/A — | $57.5M | 2.13M | 0.00% | — |
| 14 | C | $57.4M | 1.29M | 0.00% | — |
| 15 | ? N/A — | $55.3M | 1.93M | 0.00% | — |
| 16 | ? N/A — | $51.5M | 1.96M | 0.00% | — |
| 17 | ? N/A — | $50.7M | 2.01M | 0.00% | — |
| 18 | ? N/A — | $49.9M | 1.80M | 0.00% | — |
| 19 | ? N/A — | $48.5M | 1.89M | 0.00% | — |
| 20 | I IAU — | $48.4M | 665.3K | 0.00% | — |