0001803519-22-000003.txt : 20220726 0001803519-22-000003.hdr.sgml : 20220726 20220726170001 ACCESSION NUMBER: 0001803519-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220726 DATE AS OF CHANGE: 20220726 EFFECTIVENESS DATE: 20220726 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Aprio Wealth Management, LLC CENTRAL INDEX KEY: 0001803519 IRS NUMBER: 582484343 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20041 FILM NUMBER: 221107732 BUSINESS ADDRESS: STREET 1: 5 CONCOURSE PKWY, SUITE 1000 CITY: ATLANTA STATE: GA ZIP: 30328 BUSINESS PHONE: 7703534759 MAIL ADDRESS: STREET 1: 5 CONCOURSE PKWY, SUITE 1000 CITY: ATLANTA STATE: GA ZIP: 30328 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001803519 XXXXXXXX 06-30-2022 06-30-2022 Aprio Wealth Management, LLC

5 CONCOURSE PKWY, SUITE 1000 ATLANTA GA 30328

13F HOLDINGS REPORT 028-20041 N Keith Greenwald (770) 353-4769 KEITH GREENWALD ATLANTA GA 07-26-2022 0 99 251147 false INFORMATION TABLE 2 awmquarter2_2022.xml ABBVIE INC COM 00287Y109 299 1954 SH SOLE 0 0 1954 ALPHABET INC CAP STK CL A 02079K305 288 132 SH SOLE 0 0 132 ALTRIA GROUP INC COM 02209S103 212 5077 SH SOLE 0 0 5077 AMAZON COM INC COM 023135106 289 2720 SH SOLE 0 0 2720 AMERICAN CENTY ETF TR US SML CP VALU 025072877 17705 258993 SH SOLE 0 0 258993 AMERICAN EXPRESS CO COM 025816109 299 2157 SH SOLE 0 0 2157 AMERICAN TOWER CORP NEW COM 03027X100 254 993 SH SOLE 0 0 993 APPLE INC COM 037833100 2725 19930 SH SOLE 0 0 19930 BARCLAYS BANK PLC DJUBS CMDT ETN36 06738C778 2887 82950 SH SOLE 0 0 82950 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 722 2645 SH SOLE 0 0 2645 BK OF AMERICA CORP COM 060505104 488 15682 SH SOLE 0 0 15682 BROADCOM INC COM 11135F101 240 494 SH SOLE 0 0 494 CERUS CORP COM 157085101 79 15000 SH SOLE 0 0 15000 CHEVRON CORP NEW COM 166764100 409 2825 SH SOLE 0 0 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