Aprio Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 29, 2026, for the 2025 Q4 period, Aprio Wealth Management, LLC held in its portfolio 500 assets valued at $1,742,409,540 (i.e. $1.74B).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($93.65M), DIMENSIONAL ETF TRUST ($74.74M), and CAPITAL GROUP CORE BALANCED ($63.96M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Aprio Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 2462405 | 93645251 | US HIGH PROFITAB |
| DIMENSIONAL ETF TRUST | 2360461 | 74743994 | INTL HIGH PROFIT |
| CAPITAL GROUP CORE BALANCED | 1810371 | 63960402 | SHS |
| CAPITAL GROUP GROWTH ETF | 1291423 | 57429554 | SHS CREATION UNI |
| ISHARES INC | 665254 | 48350650 | MSCI EMRG CHN |
| VANGUARD MUN BD FDS | 578963 | 43752234 | CORE TAX EXEMPT |
| PACER FDS TR | 704058 | 42363142 | US CASH COWS 100 |
| CAPITAL GROUP INTL FOCUS EQT | 1255985 | 37114346 | SHS CREATION UNI |
| FIRST TR EXCHANGE TRADED FD | 376610 | 36470924 | NASD TECH DIV |
| JANUS DETROIT STR TR | 617791 | 31247871 | HENDRSON AAA CL |
| PROFESIONALLY MANAGED PORTFO | 467611 | 30633197 | AKRE FOCUS ETF |
| AMERICAN CENTY ETF TR | 395095 | 29936349 | US LARGE CAP VLU |
| J P MORGAN EXCHANGE TRADED F | 313231 | 29067837 | ACTIVE GROWTH |
| PIMCO ETF TR | 1071903 | 28598377 | MULTISECTOR BD |
| APPLE INC | 95420 | 25941004 | COM |
| CAPITAL GRP FIXED INCM ETF T | 969678 | 25715861 | CORE BOND ETF |
| MICROSOFT CORP | 36714 | 25412671 | COM |
| SPDR S&P 500 ETF TR | 33915 | 23127239 | TR UNIT |
| SIMPLIFY EXCHANGE TRADED FUN | 447371 | 22551976 | MBS ETF |
| CAPITAL GRP FIXED INCM ETF T | 810412 | 22189081 | MUNICIPAL INCOME |
| PROSHARES TR | 401282 | 21729407 | DJ BRKFLD GLB |
| CAPITAL GRP FIXED INCM ETF T | 919978 | 20828311 | CORE PLUS INCM |
| VANGUARD SPECIALIZED FUNDS | 1352 | 19859013 | DIV APP ETF |
| ALPS ETF TR | 387540 | 18222147 | ALERIAN MLP |
| T ROWE PRICE ETF INC | 474940 | 18152208 | CAP APPRECIATION |
| T ROWE PRICE ETF INC | 392225 | 17716791 | PRICE EQT INCOME |
| FIRST TR EXCHANGE TRADED FD | 109076 | 16690779 | NASDQ CLN EDGE |
| NVIDIA CORPORATION | 89162 | 16628746 | COM |
| CAPITAL GRP FIXED INCM ETF T | 644513 | 16422192 | MUNICIPAL HIGH I |
| ETFIS SER TR I | 198795 | 15694905 | VIRTUS REAVES UT |
| J P MORGAN EXCHANGE TRADED F | 310338 | 15539865 | DIVERSFD EQT ETF |
| ISHARES TR | 185616 | 15339302 | RESIDENTIAL MULT |
| HARBOR ETF TRUST | 598480 | 14854269 | HARBOR COMMODITY |
| VANGUARD MUN BD FDS | 180445 | 14588661 | TAX EXEMPT BD |
| ISHARES TR | 171489 | 14576540 | US DIGITAL INFRA |
| AMAZON COM INC | 55171 | 12734476 | COM |
| MCDONALDS CORP | 3702 | 12388459 | COM |
| ALPHABET INC | 37754 | 11817133 | CAP STK CL A |
| ISHARES TR | 12779 | 10311541 | CORE S&P500 ETF |
| DOUBLELINE ETF TRUST | 221618 | 10275229 | OPPORTUNISTIC CO |
| FIDELITY COVINGTON TRUST | 138134 | 10260575 | MSCI HLTH CARE I |
| BERKSHIRE HATHAWAY INC DEL | 20314 | 10211064 | CL B NEW |
| WISDOMTREE TR | 296644 | 9624585 | TRUE EMERGING MK |
| BROADCOM INC | 26912 | 9314357 | COM |
| INVESCO QQQ TR | 15030 | 9232958 | UNIT SER 1 |
| ALPHABET INC | 28724 | 9013586 | CAP STK CL C |
| ISHARES TR | 124330 | 8630966 | CORE DIV GRWTH |
| JPMORGAN CHASE & CO. | 25709 | 8283813 | COM |
| AMERICAN CENTY ETF TR | 129664 | 7616464 | AVANTIS US SMALL |
| ELI LILLY & CO | 3767 | 7217507 | COM |
| J P MORGAN EXCHANGE TRADED F | 124204 | 7109419 | EQUITY PREMIUM |
| J P MORGAN EXCHANGE TRADED F | 137783 | 6970444 | ULTRA SHRT ETF |
| VANGUARD INDEX FDS | 24834 | 6932194 | MCAP GR IDXVIP |
| ISHARES TR | 111026 | 6812556 | GLB INFRASTR ETF |
| CAPITAL GROUP DIVIDEND VALUE | 149488 | 6523677 | SHS CREATION UNI |
| SIMPLIFY EXCHANGE TRADED FUN | 295635 | 6475290 | SHORT TERM TREA |
| FIRST TR EXCHANGE-TRADED FD | 166548 | 6382108 | SMID RISNG ETF |
| ISHARES TR | 71128 | 6363124 | CORE MSCI EAFE |
| VANGUARD INDEX FDS | 71059 | 6324510 | REAL ESTATE ETF |
| META PLATFORMS INC | 9375 | 6188492 | CL A |
| VANGUARD INDEX FDS | 9692 | 6078096 | S&P 500 ETF SHS |
| CISCO SYS INC | 78421 | 6040742 | COM |
| CAPITAL GROUP NEW GEOGRAPHY | 186234 | 5946452 | SHS |
| ISHARES TR | 83895 | 5715264 | CORE S&P MCP ETF |
| ISHARES TR | 11980 | 5672419 | RUS 1000 GRW ETF |
| TESLA INC | 12412 | 5581715 | COM |
| DIMENSIONAL ETF TRUST | 139500 | 5522809 | US CORE EQUITY 2 |
| ISHARES TR | 26016 | 5477540 | RUS 1000 VAL ETF |
| TAIWAN SEMICONDUCTOR MFG LTD | 16783 | 5424478 | SPONSORED ADS |
| SCHWAB STRATEGIC TR | 86589 | 5392451 | FUNDAMENTAL INTL |
| PIMCO ETF TR | 53189 | 5336968 | ENHAN SHRT MA AC |
| DBX ETF TR | 171549 | 5316317 | XTRACK MSCI EAFE |
| BERKSHIRE HATHAWAY INC DEL | 7 | 5283600 | CL A |
| WALMART INC | 32984 | 4979021 | COM |
| HOME DEPOT INC | 11948 | 4896587 | COM |
| COSTCO WHSL CORP NEW | 5367 | 4628451 | COM |
| ISHARES TR | 33207 | 4627175 | ESG OPTIMIZED |
| VISA INC | 13137 | 4607444 | COM CL A |
| JOHNSON & JOHNSON | 15181 | 4589661 | COM |
| VANGUARD INDEX FDS | 13509 | 4576875 | TOTAL STK MKT |
| EXXON MOBIL CORP | 36876 | 4437590 | COM |
| SPDR SERIES TRUST | 116791 | 4236642 | STATE STREET SPD |
| AMERICAN CENTY ETF TR | 40912 | 4172244 | US SML CP VALU |
| CAPITAL GROUP GLOBAL EQUITY | 129370 | 4091974 | SHS |
| CHEVRON CORP NEW | 10021 | 4072217 | COM |
| FIRST TR EXCHANGE-TRADED FD | 65819 | 3944511 | FIRST TR ENH NEW |
| MERCK & CO INC | 34735 | 3656222 | COM |
| ISHARES TR | 11064 | 3508826 | ISHARES SEMICDTR |
| VANGUARD INDEX FDS | 1138 | 3447660 | MID CAP ETF |
| DIMENSIONAL ETF TRUST | 148299 | 3396227 | US REAL ESTATE E |
| COCA COLA CO | 39003 | 3230694 | COM |
| BANK AMERICA CORP | 57191 | 3145500 | COM |
| ISHARES TR | 99032 | 3066041 | PFD AND INCM SEC |
| INVESCO EXCHANGE TRADED FD T | 15798 | 3026180 | S&P500 EQL WGT |
| CAPITAL GROUP GBL GROWTH EQT | 85697 | 2969390 | SHS CREATION UNI |
| PROCTER AND GAMBLE CO | 11584 | 2888186 | COM |
| T ROWE PRICE ETF INC | 55924 | 2788371 | PRICE BLUE CHIP |
| BRISTOL-MYERS SQUIBB CO | 51654 | 2786196 | COM |
| MASTERCARD INCORPORATED | 4821 | 2752220 | CL A |
| AMERICAN CENTY ETF TR | 61257 | 2666530 | REAL ESTATE ETF |
| ISHARES BITCOIN TRUST ETF | 53195 | 2641132 | SHS BEN INT |
| SPDR GOLD TR | 6638 | 2630706 | GOLD SHS |
| NETFLIX INC | 27632 | 2590777 | COM |
| ISHARES TR | 53381 | 2568672 | CYBERSECURITY |
| RTX CORPORATION | 13407 | 2458760 | COM |
| ISHARES TR | 3915 | 2394717 | RUS MID CAP ETF |
| ABBVIE INC | 10464 | 2390898 | COM |
| CAMBRIA ETF TR | 60515 | 2319537 | EMRG SHAREHLDR |
| MICRON TECHNOLOGY INC | 7664 | 2303039 | COM |
| APTARGROUP INC | 18589 | 2267114 | COM |
| SCHWAB STRATEGIC TR | 79182 | 2200197 | US DIVIDEND EQ |
| DIMENSIONAL ETF TRUST | 29285 | 2172095 | US EQUITY MARKET |
| CAPITAL GROUP INTERNATIONAL | 64591 | 2099208 | SHS |
| VANGUARD MUN BD FDS | 26945 | 2059946 | SHORT TAX EXEMPT |
| PHILIP MORRIS INTL INC | 8730 | 2044068 | COM |
| ISHARES U S ETF TR | 40384 | 2032134 | SHORT MATURITY M |
| VANGUARD WORLD FD | 7033 | 2024309 | HEALTH CAR ETF |
| WELLS FARGO CO NEW | 11371 | 2019702 | COM |
| J P MORGAN EXCHANGE TRADED F | 39600 | 2017224 | ULTRA SHT MUNCPL |
| QUALCOMM INC | 6048 | 2006991 | COM |
| PEPSICO INC | 10039 | 2002569 | COM |
| ORACLE CORP | 10205 | 1989152 | COM |
| CITIGROUP INC | 13788 | 1935871 | COM NEW |
| VANGUARD WORLD FD | 9977 | 1931815 | COMM SRVC ETF |
| ISHARES TR | 15616 | 1924777 | S&P 500 GRWT ETF |
| GILEAD SCIENCES INC | 12290 | 1904769 | COM |
| ROYAL BK CDA | 11076 | 1898406 | COM |
| GOLDMAN SACHS GROUP INC | 2142 | 1882619 | COM |
| PALANTIR TECHNOLOGIES INC | 10413 | 1850936 | CL A |
| ISHARES TR | 23207 | 1850033 | EAFE VALUE ETF |
| ABBOTT LABS | 14700 | 1841797 | COM |
| GENERAL DYNAMICS CORP | 4225 | 1837830 | COM |
| SOUTHERN CO | 20498 | 1824413 | COM |
| ISHARES TR | 33810 | 1805305 | ISHS 1-5YR INVS |
| INTERNATIONAL BUSINESS MACHS | 4787 | 1791635 | COM |
| ISHARES INC | 26633 | 1790302 | CORE MSCI EMKT |
| CORNING INC | 20000 | 1751200 | COM |
| ISHARES TR | 7055 | 1704723 | U.S. TECH ETF |
| CATERPILLAR INC | 2755 | 1704404 | COM |
| ASML HOLDING N V | 1554 | 1662445 | N Y REGISTRY SHS |
| DISNEY WALT CO | 11950 | 1616550 | COM |
| MEDTRONIC PLC | 16639 | 1598342 | SHS |
| VANGUARD INDEX FDS | 3223 | 1594602 | GROWTH ETF |
| CAPITAL ONE FINL CORP | 6513 | 1578564 | COM |
| HSBC HLDGS PLC | 19795 | 1557276 | SPON ADR NEW |
| NUVEEN CHURCHILL DIRECT LEND | 115053 | 1534806 | COM SHS |
| ALTRIA GROUP INC | 26598 | 1533656 | COM |
| REGIONS FINANCIAL CORP NEW | 56068 | 1519445 | COM |
| AT&T INC | 60589 | 1505044 | COM |
| VANGUARD TAX-MANAGED FDS | 20094 | 1451423 | VAN FTSE DEV MKT |
| VERIZON COMMUNICATIONS INC | 35318 | 1438537 | COM |
| WASTE MGMT INC DEL | 6533 | 1435321 | COM |
| CONOCOPHILLIPS | 15201 | 1422970 | COM |
| TJX COS INC NEW | 8238 | 1416263 | COM |
| ISHARES TR | 5395 | 1373902 | RUSSELL 2000 ETF |
| ISHARES TR | 29496 | 1372741 | CORE UNIVRSL USD |
| SCHWAB STRATEGIC TR | 41429 | 1351429 | US LCAP GR ETF |
| ISHARES TR | 4274 | 1344526 | CORE S&P SCP ETF |
| LOWES COS INC | 4439 | 1336574 | COM |
| APPLIED MATLS INC | 5173 | 1329422 | COM |
| MORGAN STANLEY | 6970 | 1310675 | COM NEW |
| SELECT SECTOR SPDR TR | 8966 | 1290835 | STATE STREET TEC |
| ISHARES TR | 8646 | 1288094 | ESG AWR MSCI USA |
| INVESCO EXCHANGE TRADED FD T | 8214 | 1286570 | AEROSPACE DEFN |
| ISHARES TR | 13374 | 1271698 | ESG AW MSCI EAFE |
| PULTE GROUP INC | 10822 | 1269604 | COM |
| ACCENTURE PLC IRELAND | 4729 | 1268791 | SHS CLASS A |
| AMERICAN EXPRESS CO | 3328 | 1231062 | COM |
| VANGUARD STAR FDS | 16221 | 1223705 | VG TL INTL STK F |
| ISHARES TR | 5932 | 1178159 | MSCI USA QLT FCT |
| BRITISH AMERN TOB PLC | 20676 | 1177495 | SPONSORED ADR |
| CAPITAL GROUP EQUITY ETF TR | 40735 | 1174798 | US SMALL AND MID |
| HARRIS OAKMARK ETF TRUST | 41316 | 1171715 | OAKMARK U S LRG |
| PFIZER INC | 34276 | 1169651 | COM |
| VANGUARD BD INDEX FDS | 14858 | 1149871 | TOTAL BND MRKT |
| SCHWAB CHARLES CORP | 11010 | 1142950 | COM |
| PARKER-HANNIFIN CORP | 1068 | 1133940 | COM |
| VANGUARD INDEX FDS | 4021 | 1132501 | SMALL CP ETF |
| ISHARES TR | 11644 | 1128119 | S&P MC 400GR ETF |
| ISHARES TR | 10980 | 1096662 | CORE US AGGBD ET |
| COGNIZANT TECHNOLOGY SOLUTIO | 13207 | 1096220 | CL A |
| J P MORGAN EXCHANGE TRADED F | 23644 | 1094481 | INCOME ETF |
| ISHARES SILVER TR | 16954 | 1092177 | ISHARES |
| FOX CORP | 14776 | 1079698 | CL A COM |
| UNION PAC CORP | 4598 | 1071568 | COM |
| ADVANCED MICRO DEVICES INC | 4962 | 1062643 | COM |
| ISHARES TR | 2729 | 1055714 | RUSSELL 3000 ETF |
| SALESFORCE INC | 3960 | 1049053 | COM |
| PROLOGIS INC. | 8158 | 1041406 | COM |
| THERMO FISHER SCIENTIFIC INC | 1727 | 1039081 | COM |
| UNITEDHEALTH GROUP INC | 3125 | 1031463 | COM |
| AMPHENOL CORP NEW | 7511 | 1014998 | CL A |
| ISHARES TR | 7175 | 1012680 | SELECT DIVID ETF |
| ALLSTATE CORP | 4863 | 1012202 | COM |
| NOVARTIS AG | 7301 | 1006545 | SPONSORED ADR |
| STARBUCKS CORP | 3811 | 1003227 | COM |
| LAM RESEARCH CORP | 5385 | 998709 | COM NEW |
| S&P GLOBAL INC | 1907 | 996675 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 1637 | 987400 | UTSER1 S&PDCRP |
| CAPITAL GRP FIXED INCM ETF T | 37250 | 981165 | SHORT DURATION M |
| AMGEN INC | 2986 | 977390 | COM |
| EMERSON ELEC CO | 6148 | 967558 | COM |
| AMERICAN CENTY ETF TR | 8645 | 966299 | US EQT ETF |
| FIRST TR EXCHANGE-TRADED FD | 25306 | 958337 | NO AMER ENERGY |
| SHINHAN FINANCIAL GROUP CO L | 17783 | 953702 | SPN ADR RESTRD |
| ISHARES TR | 5597 | 944628 | ISHARES BIOTECH |
| HONEYWELL INTL INC | 3514 | 943717 | COM |
| DEUTSCHE BANK A G | 24313 | 937504 | NAMEN AKT |
| AMERICAN CENTY ETF TR | 18234 | 918629 | DIVERSIFIED MU |
| SHOPIFY INC | 5704 | 918173 | CL A SUB VTG SHS |
| DEERE & CO | 1669 | 918112 | COM |
| SHELL PLC | 8731 | 913328 | SPON ADS |
| PALO ALTO NETWORKS INC | 4186 | 906729 | COM |
| ISHARES TR | 18831 | 901069 | ESG AWR US AGRGT |
| NEXTERA ENERGY INC | 11086 | 889977 | COM |
| BLACKSTONE INC | 5749 | 886225 | COM |
| DUKE ENERGY CORP NEW | 7560 | 886118 | COM NEW |
| KB FINL GROUP INC | 10207 | 878210 | SPONSORED ADR |
| JOHNSON CTLS INTL PLC | 7297 | 873816 | SHS |
| INTERCONTINENTAL EXCHANGE IN | 5378 | 871000 | COM |
| MARRIOTT INTL INC NEW | 2458 | 868488 | CL A |
| VANGUARD INDEX FDS | 4078 | 861347 | VALUE ETF |
| ISHARES TR | 4760 | 853880 | US BR DEL SE ETF |
| WISDOMTREE TR | 16953 | 853060 | FLOATNG RAT TREA |
| FIRST TR EXCH TRD ALPHDX FD | 31079 | 850011 | EMERG MKT ALPH |
| GE AEROSPACE | 1649 | 849801 | COM NEW |
| COLGATE PALMOLIVE CO | 4876 | 848294 | COM |
| ANALOG DEVICES INC | 3122 | 846783 | COM |
| AMERICAN ELEC PWR CO INC | 7138 | 823118 | COM |
| ASTRAZENECA PLC | 8926 | 820534 | SPONSORED ADR |
| EATON CORP PLC | 2560 | 815494 | SHS |
| MANULIFE FINL CORP | 22279 | 808283 | COM |
| GALLAGHER ARTHUR J & CO | 3114 | 805873 | COM |
| ISHARES TR | 7809 | 800692 | CORE S&P US VLU |
| INTUIT | 1179 | 793271 | COM |
| BLACKROCK INC | 715 | 765644 | COM |
| ISHARES TR | 3592 | 761778 | S&P 500 VAL ETF |
| ISHARES TR | 7306 | 758281 | MSCI EAFE ETF |
| BOEING CO | 3479 | 755368 | COM |
| SONY GROUP CORP | 28375 | 750371 | SPONSORED ADR |
| DANAHER CORPORATION | 2889 | 746010 | COM |
| BERKLEY W R CORP | 10635 | 745745 | COM |
| ADOBE INC | 2094 | 732879 | COM |
| WELLTOWER INC | 3935 | 730300 | COM |
| LOCKHEED MARTIN CORP | 1072 | 727620 | COM |
| ISHARES TR | 3986 | 722348 | RUS 2000 VAL ETF |
| VALE S A | 54823 | 714344 | SPONSORED ADS |
| CUMMINS INC | 1183 | 711059 | COM |
| KLA CORP | 529 | 707125 | COM NEW |
| ROCKWELL AUTOMATION INC | 606 | 707032 | COM |
| ISHARES TR | 30083 | 703485 | ESG AWRE USD ETF |
| CROWDSTRIKE HLDGS INC | 1486 | 696756 | CL A |
| VANGUARD BD INDEX FDS | 8937 | 696045 | INTERMED TERM |
| VANGUARD SCOTTSDALE FDS | 8278 | 693300 | INT-TERM CORP |
| CBRE GROUP INC | 4303 | 691880 | CL A |
| ECOLAB INC | 2631 | 690685 | COM |
| WOORI FINL GROUP INC | 11668 | 685962 | SPONSORED ADS |
| ISHARES TR | 1943 | 675794 | S&P 100 ETF |
| HDFC BANK LTD | 18464 | 674675 | SPONSORED ADS |
| BANCO BILBAO VIZCAYA ARGENTA | 28931 | 674383 | SPONSORED ADR |
| HCA HEALTHCARE INC | 1438 | 671509 | COM |
| VALERO ENERGY CORP | 4098 | 667046 | COM |
| SERVICENOW INC | 4304 | 659369 | COM |
| ISHARES TR | 17259 | 656690 | MSCI INTL VLU FT |
| KIMBERLY-CLARK CORP | 2484 | 654476 | COM |
| MITSUBISHI UFJ FINL GROUP IN | 40931 | 654026 | SPONSORED ADS |
| MONDELEZ INTL INC | 5234 | 653820 | CL A |
| ING GROEP N.V. | 23240 | 650711 | SPONSORED ADR |
| UNILEVER PLC | 9620 | 642817 | SPON ADR NEW |
| TRAVELERS COMPANIES INC | 2212 | 641691 | COM |
| TRUIST FINL CORP | 12830 | 631341 | COM |
| PERIMETER SOLUTIONS INC | 22907 | 630630 | COMMON STOCK |
| FEDEX CORP | 2179 | 629492 | COM |
| VANGUARD SCOTTSDALE FDS | 7848 | 625742 | SHRT TRM CORP BD |
| NUSHARES ETF TR | 6308 | 616886 | NUVEEN ESG LRGCP |
| EXPEDIA GROUP INC | 2134 | 604584 | COM NEW |
| BOOKING HOLDINGS INC | 112 | 600487 | COM |
| VODAFONE GROUP PLC NEW | 44646 | 589776 | SPONSORED ADR |
| ISHARES TR | 12251 | 587256 | USD GRN BOND ETF |
| CHUBB LIMITED | 1862 | 581241 | COM |
| 3M CO | 3623 | 580027 | COM |
| GOLD FIELDS LTD | 13272 | 579456 | SPONSORED ADR |
| ISHARES TR | 5610 | 573756 | US HOME CONS ETF |
| XCEL ENERGY INC | 7726 | 570610 | COM |
| VANGUARD WORLD FD | 754 | 568292 | INF TECH ETF |
| CSX CORP | 14113 | 568139 | COM |
| BANCO SANTANDER SA | 48332 | 566937 | ADR |
| NRG ENERGY INC | 1498 | 565445 | COM NEW |
| RIO TINTO PLC | 4242 | 563929 | SPONSORED ADR |
| INVESCO EXCHANGE TRADED FD T | 11955 | 560916 | RAFI US 1000 ETF |
| AFLAC INC | 5080 | 560220 | COM |
| CENCORA INC | 1652 | 557986 | COM |
| OREILLY AUTOMOTIVE INC | 6101 | 556472 | COM |
| ISHARES TR | 10939 | 553297 | ULTRA SHORT DUR |
| MARTIN MARIETTA MATLS INC | 865 | 549187 | COM |
| LLOYDS BANKING GROUP PLC | 102533 | 543425 | SPONSORED ADR |
| AUTODESK INC | 1835 | 543179 | COM |
| TIM S A | 27877 | 542208 | SPONSORED ADR |
| UNITED RENTALS INC | 467 | 540385 | COM |
| HARMONY GOLD MINING CO LTD | 27117 | 539628 | SPONSORED ADR |
| MOODYS CORP | 1041 | 539519 | COM |
| PIMCO DYNAMIC INCOME STRATEG | 28526 | 535718 | COM SHS BEN INT |
| D R HORTON INC | 3699 | 532798 | COM |
| ISHARES TR | 5472 | 531627 | MBS ETF |
| ISHARES TR | 23017 | 531228 | IBONDS 2026 TERM |
| KINROSS GOLD CORP | 18841 | 530563 | COM |
| INTUITIVE SURGICAL INC | 931 | 527282 | COM NEW |
| UBS GROUP AG | 11365 | 526321 | SHS |
| BARCLAYS PLC | 20605 | 524403 | ADR |
| REALTY INCOME CORP | 7917 | 519168 | COM |
| AMERICAN CENTY ETF TR | 6275 | 516525 | INTL EQT ETF |
| MARATHON PETE CORP | 3171 | 515593 | COM |
| AMERICAN TOWER CORP NEW | 2910 | 510844 | COM |
| COMCAST CORP NEW | 17075 | 510358 | CL A |
| FORD MTR CO | 23083 | 506882 | COM |
| ISHARES TR | 4446 | 506480 | EAFE GRWTH ETF |
| AMERICAN INTL GROUP INC | 5892 | 504067 | COM NEW |
| J P MORGAN EXCHANGE TRADED F | 6220 | 499333 | JPMORGAN INTL VL |
| AUTOMATIC DATA PROCESSING IN | 1941 | 499314 | COM |
| SPDR DOW JONES INDL AVERAGE | 1030 | 494918 | UT SER 1 |
| HARTFORD INSURANCE GROUP INC | 3525 | 485801 | COM |
| UBER TECHNOLOGIES INC | 5930 | 484567 | COM |
| ISHARES TR | 3800 | 481346 | GLOBAL 100 ETF |
| ISHARES TR | 18870 | 476287 | ESG AWRE 1 5 YR |
| LEIDOS HOLDINGS INC | 2637 | 475757 | COM |
| ISHARES TR | 5420 | 472367 | 20 YR TR BD ETF |
| REPUBLIC SVCS INC | 1128 | 472180 | COM |
| TORONTO DOMINION BK ONT | 4997 | 470717 | COM NEW |
| ENBRIDGE INC | 9835 | 470408 | COM |
| TELEFONICA BRASIL SA | 39645 | 470190 | SPONSORED ADS |
| SELECT SECTOR SPDR TR | 8512 | 466203 | STATE STREET FIN |
| ONEOK INC NEW | 4537 | 465736 | COM |
| BANK NEW YORK MELLON CORP | 3972 | 461118 | COM |
| CVS HEALTH CORP | 5224 | 457240 | COM |
| STRYKER CORPORATION | 1220 | 456517 | COM |
| TEXAS INSTRS INC | 2401 | 452816 | COM |
| BHP GROUP LTD | 7466 | 450749 | SPONSORED ADS |
| FERROVIAL SE | 6957 | 449492 | ORD SHS |
| TRANSDIGM GROUP INC | 321 | 446830 | COM |
| IRON MTN INC DEL | 5385 | 446689 | COM |
| VANGUARD WORLD FD | 3672 | 444173 | ESG US STK ETF |
| HALLIBURTON CO | 14922 | 443372 | COM |
| ENTERGY CORP NEW | 4727 | 436940 | COM |
| BROOKFIELD CORP | 9405 | 431596 | CL A LTD VT SH |
| TE CONNECTIVITY PLC | 1860 | 423091 | ORD SHS |
| IMPERIAL OIL LTD | 4882 | 421365 | COM NEW |
| ARISTA NETWORKS INC | 3213 | 420950 | COM SHS |
| SLB LIMITED | 10454 | 418274 | COM STK |
| PRINCIPAL FINANCIAL GROUP IN | 4718 | 416214 | COM |
| ILLINOIS TOOL WKS INC | 1663 | 415461 | COM |
| SYNCHRONY FINANCIAL | 4948 | 412812 | COM |
| SAP SE | 1394 | 412372 | SPON ADR |
| PHILLIPS 66 | 1788 | 411989 | COM |
| CME GROUP INC | 1504 | 410821 | COM |
| AMERICAN CENTY ETF TR | 5325 | 410112 | AVANTIS EMGMKT |
| INVESCO EXCH TRD SLF IDX FD | 20658 | 407789 | BULSHS 2027 CB |
| VANGUARD BD INDEX FDS | 5171 | 407489 | SHORT TRM BOND |
| INTEL CORP | 11042 | 407450 | COM |
| CREDICORP LTD | 1407 | 403809 | COM |
| CARDINAL HEALTH INC | 1961 | 403068 | COM |
| GLOBAL X FDS | 4354 | 398000 | GB MSCI AR ETF |
| NORTHROP GRUMMAN CORP | 667 | 396714 | COM |
| IQVIA HLDGS INC | 1743 | 392890 | COM |
| VANGUARD CHARLOTTE FDS | 8069 | 389894 | TOTAL INT BD ETF |
| EMCOR GROUP INC | 632 | 386480 | COM |
| EQUIFAX INC | 1778 | 385801 | COM |
| INVESCO EXCH TRD SLF IDX FD | 18661 | 384417 | INVSCO BLSH 28 |
| DOMINION ENERGY INC | 6510 | 381393 | COM |
| GEN DIGITAL INC | 14000 | 380660 | COM |
| VANGUARD WORLD FD | 917 | 378344 | MEGA GRWTH IND |
| STERIS PLC | 1488 | 377238 | SHS USD |
| MARSH & MCLENNAN COS INC | 1750 | 376107 | COM |
| JOYY INC | 5786 | 374701 | ADS REPSTG COM A |
| INVESCO EXCH TRADED FD TR II | 3265 | 373843 | S&P 500 REVENUE |
| CANADIAN NATL RY CO | 3778 | 373455 | COM |
| US BANCORP DEL | 6731 | 373259 | COM NEW |
| STATE STR CORP | 2889 | 372772 | COM |
| AMERICAN CENTY ETF TR | 4285 | 368113 | AVANTIS ALL EQT |
| GE VERNOVA INC | 558 | 364518 | COM |
| MEDPACE HLDGS INC | 649 | 364511 | COM |
| CBOE GLOBAL MKTS INC | 1449 | 363690 | COM |
| WEC ENERGY GROUP INC | 3428 | 361524 | COM |
| ZOETIS INC | 2868 | 360891 | CL A |
| NASDAQ INC | 3451 | 358093 | COM |
| QXO INC | 18487 | 356614 | COM NEW |
| EMBRAER S.A. | 5527 | 355773 | SPONSORED ADS |
| FIFTH THIRD BANCORP | 7532 | 354915 | COM |
| ISHARES GOLD TR | 2791 | 354388 | ISHARES NEW |
| NEOS ETF TRUST | 6575 | 354130 | NASDAQ 100 HIGH |
| COPART INC | 7997 | 354034 | COM |
| SPOTIFY TECHNOLOGY S A | 608 | 353183 | SHS |
| TOTALENERGIES SE | 5394 | 352862 | ACT |
| KKR & CO INC | 2767 | 352768 | COM |
| CLOUDFLARE INC | 1778 | 350533 | CL A COM |
| NEWMONT CORP | 3508 | 350224 | COM |
| INVESCO EXCH TRD SLF IDX FD | 18487 | 348203 | BULETSHS 2029 |
| NATWEST GROUP PLC | 19297 | 345963 | SPONS ADR |
| YUM BRANDS INC | 1742 | 344430 | COM |
| INVESCO EXCH TRD SLF IDX FD | 20336 | 344085 | INVSCO 30 CORP |
| DELTA AIR LINES INC DEL | 4946 | 343286 | COM NEW |
| BIOGEN INC | 1950 | 343181 | COM |
| PROGRESSIVE CORP | 1424 | 339400 | COM |
| CADENCE DESIGN SYSTEM INC | 1049 | 338809 | COM |
| GSK PLC | 6904 | 338561 | SPONSORED ADR |
| FIRST TR EXCHANGE-TRADED FD | 3110 | 337848 | WTR ETF |
| RESMED INC | 1194 | 336336 | COM |
| UNITED PARCEL SERVICE INC | 3376 | 336254 | CL B |
| LINDE PLC | 786 | 335333 | SHS |
| UNITED AIRLS HLDGS INC | 2496 | 335013 | COM |
| SUMITOMO MITSUI FINL GROUP I | 17322 | 334837 | SPONSORED ADR |
| METLIFE INC | 4241 | 334770 | COM |
| CEMEX SAB DE CV | 28956 | 332704 | SPON ADR NEW |
| GENUINE PARTS CO | 2697 | 331676 | COM |
| BP PLC | 9469 | 328848 | SPONSORED ADR |
| APPLOVIN CORP | 487 | 328259 | COM CL A |
| VEEVA SYS INC | 1441 | 328213 | CL A COM |
| XYLEM INC | 2406 | 327625 | COM |
| BOSTON SCIENTIFIC CORP | 3376 | 326888 | COM |
| ISHARES TR | 2954 | 325392 | TRUST ISHARE 0-1 |
| NEW YORK TIMES CO | 4672 | 324351 | CL A |
| JACOBS SOLUTIONS INC | 2441 | 323373 | COM |
| FIRSTENERGY CORP | 6418 | 323061 | COM |
| TOYOTA MOTOR CORP | 1496 | 320172 | ADS |
| FIRST BUSEY CORP | 13350 | 317597 | COM NEW |
| QUANTA SVCS INC | 741 | 312796 | COM |
| CHECK POINT SOFTWARE TECH LT | 1662 | 308401 | ORD |
| MONSTER BEVERAGE CORP NEW | 3993 | 306143 | COM |
| ISHARES TR | 5586 | 305610 | MSCI EMG MKT ETF |
| ISHARES TR | 941 | 303942 | RUS 2000 GRW ETF |
| SELECT SECTOR SPDR TR | 7517 | 303293 | STATE STREET REA |
| EDISON INTL | 5034 | 302114 | COM |
| NIKE INC | 4718 | 301907 | CL B |
| ZIMMER BIOMET HOLDINGS INC | 3352 | 301412 | COM |
| ISHARES TR | 3051 | 299550 | CORE 80/20 AGGRE |
| MARKEL GROUP INC | 129 | 298802 | COM |
| ISHARES TR | 2771 | 296834 | NATIONAL MUN ETF |
| CINCINNATI FINL CORP | 1416 | 296589 | COM |
| BANK MONTREAL QUE | 2280 | 295921 | COM |
| CINTAS CORP | 1496 | 291870 | COM |
| AUTOZONE INC | 86 | 291669 | COM |
| SEMPRA | 3187 | 290520 | COM |
| INVESCO EXCH TRD SLF IDX FD | 14560 | 285012 | BULSHS 2026 CB |
| SINOVAC BIOTECH LTD | 439 | 284033 | SHS |
| SCHWAB STRATEGIC TR | 10552 | 283949 | US LRG CAP ETF |
| FORTINET INC | 3561 | 282779 | COM |
| SELECT SECTOR SPDR TR | 2393 | 281703 | STATE STREET COM |
| THE CIGNA GROUP | 1023 | 281561 | COM |
| VENTAS INC | 3630 | 280890 | COM |
| SPROTT ASSET MANAGEMENT LP | 6110 | 279838 | PHYSICAL GOLD AN |
| MSCI INC | 487 | 279151 | COM |
| KT CORP | 14668 | 278252 | SPONSORED ADR |
| SHERWIN WILLIAMS CO | 848 | 274782 | COM |
| PTC INC | 1574 | 274207 | COM |
| T-MOBILE US INC | 1349 | 273895 | COM |
| INVESCO EXCH TRADED FD TR II | 1082 | 273542 | NASDAQ 100 ETF |
| COSTAR GROUP INC | 4068 | 273542 | COM |
| MIZUHO FINANCIAL GROUP INC | 37338 | 273315 | SPONSORED ADR |
| EVERSOURCE ENERGY | 4042 | 272174 | COM |
| ISHARES TR | 5700 | 272071 | CORE 40/60 MODER |
| CANADIAN PACIFIC KANSAS CITY | 3664 | 269780 | COM |
| VERTEX PHARMACEUTICALS INC | 592 | 268389 | COM |
| ISHARES TR | 2005 | 263847 | S&P MC 400VL ETF |
| VANGUARD INTL EQUITY INDEX F | 4893 | 263033 | FTSE EMR MKT ETF |
| ISHARES TR | 949 | 262774 | RUS TP200 GR ETF |
| JABIL INC | 1150 | 262223 | COM |
| NORFOLK SOUTHN CORP | 739 | 261594 | COM |
| CROWN CASTLE INC | 2934 | 260701 | COM |
| ANGLOGOLD ASHANTI PLC | 3047 | 259848 | COM SHS |
| RELX PLC | 6131 | 258881 | SPONSORED ADR |
| DEVON ENERGY CORP NEW | 7050 | 258244 | COM |
| SELECT SECTOR SPDR TR | 1661 | 257654 | STATE STREET IND |
| SCHWAB STRATEGIC TR | 8549 | 253144 | US LCAP VA ETF |
| CAPITAL GROUP CORE EQUITY ET | 6240 | 251036 | SHS CREATION UNI |
| NUCOR CORP | 1529 | 249472 | COM |
| FAIR ISAAC CORP | 146 | 246831 | COM |
| PNC FINL SVCS GROUP INC | 1102 | 246602 | COM |
| BROADRIDGE FINL SOLUTIONS IN | 1105 | 246528 | COM |
| APOLLO GLOBAL MGMT INC | 1682 | 243507 | COM |
| FIRST TR EXCHANGE-TRADED ALP | 2822 | 243108 | COM SHS |
| EXELON CORP | 5552 | 242001 | COM |
| EQUINIX INC | 314 | 240396 | COM |
| T ROWE PRICE ETF INC | 10116 | 238444 | CAPITAL APPRECIA |
| BANK NOVA SCOTIA HALIFAX | 3233 | 238240 | COM |
| AMETEK INC | 1156 | 237340 | COM |
| HERSHEY CO | 1104 | 237213 | COM |
| PETROLEO BRASILEIRO SA PETRO | 19928 | 236147 | SPONSORED ADR |
| BUILDERS FIRSTSOURCE INC | 2294 | 236030 | COM |
| PACCAR INC | 1944 | 234570 | COM |
| VISTRA CORP | 1449 | 233767 | COM |
| ISHARES TR | 4003 | 232591 | ESG MSCI EM LDRS |
| JONES LANG LASALLE INC | 688 | 231491 | COM |
| FASTENAL CO | 5660 | 231240 | COM |
| DELL TECHNOLOGIES INC | 1837 | 231200 | CL C |
| INFOSYS LTD | 12728 | 226813 | SPONSORED ADR |
| CONSTELLATION ENERGY CORP | 641 | 226519 | COM |
| CLOROX CO DEL | 2242 | 226061 | COM |
| FRANKLIN TEMPLETON ETF TR | 11014 | 226016 | US TREASURY BOND |
| HEWLETT PACKARD ENTERPRISE C | 9333 | 224179 | COM |
| FORTIS INC | 4279 | 222251 | COM |
| SELECT SECTOR SPDR TR | 5156 | 220110 | STATE STREET UTI |
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