13F
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Aprio Wealth Management, LLC

13F equity value
$1.8B
Positions
613
Top 10 concentration
29.7%
Quarters / total new picks
22 / 436
13F equity value over time
$0M$915M$2B20192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 22 quarters, returned +2.7% per quarter — versus +3.9% per quarter from simply owning every 13F stock. It beat that baseline in only 40.9% of quarters (excess t = -0.40, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
-1.1%
t-stat
-0.40
Quarterly win rate
41%
Annualized excess
-4.2%
$1 → follow vs universe
$1.71 vs $2.11
Cumulative return: $1 invested in new picks vs universe
1.00 20200331: universe 1.20620200630: universe 1.33220200930: universe 1.63320201231: universe 1.70820210930: universe 1.53320211231: universe 1.30520220331: universe 1.40120220630: universe 1.29820220930: universe 1.39420221231: universe 1.29520230331: universe 1.36420230630: universe 1.31520230930: universe 1.49320231231: universe 1.56020240331: universe 1.59520240630: universe 1.73920240930: universe 1.72520241231: universe 1.60920250331: universe 1.75520250630: universe 1.81020250930: universe 2.03520251231: universe 2.105 20200331: follow 1.05720200630: follow 1.13320200930: follow 1.20420201231: follow 1.31520210930: follow 1.17420211231: follow 0.98320220331: follow 0.97620220630: follow 0.96420220930: follow 0.98320221231: follow 1.00720230331: follow 1.07120230630: follow 1.09820230930: follow 1.20920231231: follow 1.26720240331: follow 1.33120240630: follow 1.31320240930: follow 1.39020241231: follow 1.43220250331: follow 1.52720250630: follow 1.56220250930: follow 1.71920251231: follow 1.713 0.89 1.58 2.27 202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 613 · 2026 Q1

Ticker Value Weight QoQ
DUHP $90M
4.9%
HOLD
DIHP $77M
4.2%
HOLD
CGBL $66M
3.6%
ADD
CGGR $58M
3.2%
ADD
EMXC $51M
2.8%
TRIM
VCRM $47M
2.6%
ADD
COWZ $45M
2.5%
HOLD
CGXU $38M
2.1%
HOLD
TDIV $36M
2.0%
ADD
AVLV $35M
1.9%
ADD
JAAA $33M
1.8%
ADD
PYLD $31M
1.7%
ADD
JGRO $28M
1.5%
ADD
CGCB $25M
1.4%
HOLD
AAPL $25M
1.4%
ADD
CGMU $25M
1.3%
ADD
TOLZ $23M
1.3%
TRIM
MTBA $23M
1.3%
ADD
AMLP $22M
1.2%
ADD
GRID $22M
1.2%
ADD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.