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Auour Investments

Latest statistics and disclosures from Auour Investments's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPLG, BIL, SPDW, VEA, SPYV, and represent 49.24% of Auour Investments's stock portfolio.
Added to shares of these 10 stocks: VNLA (+$7.0M), JSI, MBSF, MBSX, SPDW, SPHY, SPIB, SPAB, MBB, VCIT.
Started 9 new stock positions in JSI, XLP, PCY, MBSX, PFF, VNLA, WFC, XME, ABBV.
Reduced shares in these 10 stocks: BIL (-$7.4M), ULST (-$5.3M), JPST, BILS, PRIV, SPSB, VONG, JAAA, MINT, HYBL.
Sold out of its positions in JPST, ULST, BILS.
Auour Investments was a net buyer of stock by $4.2M.
Auour Investments has $307M in assets under management (AUM), dropping by 5.59%.
Central Index Key (CIK): 0001789310

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Portfolio Holdings for Auour Investments

Auour Investments holds 87 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust Portfolio S&p500 (SPLG)	21.0	$64M		822k	78.34	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	12.5	$38M	-16%	417k	91.75	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	9.2	$28M	+6%	659k	42.79	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.6	$11M	+3%	185k	59.92	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	3.1	$9.4M	+5%	170k	55.33	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	3.0	$9.2M	+12%	272k	33.89	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	2.6	$7.9M		76k	104.51	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	2.3	$7.0M	NEW	142k	49.29	View chart
Valued Advisers Tr Regan Fltg Rate (MBSF)	2.3	$7.0M	+75%	274k	25.47	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.2	$6.7M	+5%	77k	87.31	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	2.1	$6.6M		32k	203.59	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	2.1	$6.5M		224k	28.90	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.8	$5.7M		114k	49.46	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.8	$5.4M	+12%	64k	84.11	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	1.7	$5.2M	-3%	43k	120.50	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	1.6	$4.9M	NEW	95k	52.27	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.5	$4.7M	-2%	92k	50.78	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.4	$4.4M		73k	60.03	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.3	$4.0M	-2%	40k	100.69	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.3	$3.9M	+14%	72k	54.18	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	1.2	$3.8M	+26%	147k	25.85	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$3.7M	+2%	6.1k	612.39	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.0	$3.1M	+2%	13k	241.96	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.9	$2.9M		6.2k	468.42	View chart
Advisor Managed Portfolios Regan Fixed Rate (MBSX)	0.9	$2.8M	NEW	102k	27.54	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.9	$2.8M	+4%	20k	139.67	View chart
Ssga Active Tr Spdr Ssga Ig Pub (PRIV)	0.8	$2.4M	-41%	94k	25.51	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.8	$2.4M		17k	142.41	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$2.3M		3.4k	666.24	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$2.2M	+24%	22k	100.25	View chart
Spdr Series Trust Portfolio Short (SPSB)	0.7	$2.2M	-43%	71k	30.29	View chart
Apple (AAPL)	0.7	$2.1M		8.3k	254.63	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.7	$2.0M		5.5k	365.49	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.6	$2.0M		52k	38.29	View chart
Ssga Active Tr Spdr Blackstone (HYBL)	0.6	$2.0M	-3%	69k	28.65	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.6	$1.9M		40k	48.17	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$1.9M	+13%	14k	140.95	View chart
Spdr Series Trust Bloomberg Intl T (BWX)	0.6	$1.7M	+3%	75k	23.00	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.6	$1.7M	+207%	71k	23.94	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.4	$1.2M	+9%	15k	76.45	View chart
Microsoft Corporation (MSFT)	0.4	$1.1M		2.2k	517.95	View chart
Flexshares Tr Flexshares Ultra (RAVI)	0.4	$1.1M		15k	75.63	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.3	$958k		36k	26.95	View chart
Arch Cap Group Ord (ACGL)	0.3	$953k		11k	90.73	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$945k	+289%	9.9k	95.15	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.3	$879k	+2%	19k	46.93	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$722k		13k	57.10	View chart
Spdr Series Trust Portfli Tips Etf (SPIP)	0.2	$679k		26k	26.31	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$616k		2.5k	243.55	View chart
Spdr Series Trust Bloomberg Invt (FLRN)	0.2	$598k		19k	30.86	View chart
Procter & Gamble Company (PG)	0.2	$518k		3.4k	153.65	View chart
Atea Pharmaceuticals (AVIR)	0.2	$513k		177k	2.90	View chart
Spdr Series Trust Bloomberg High Y (JNK)	0.2	$491k	+14%	5.0k	97.99	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$458k		1.2k	378.94	View chart
Exxon Mobil Corporation (XOM)	0.1	$454k		4.0k	112.75	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$440k		4.0k	111.21	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$420k	+7%	4.7k	89.34	View chart
Cintas Corporation (CTAS)	0.1	$415k		2.0k	205.26	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$362k	+4%	9.9k	36.55	View chart
Home Depot (HD)	0.1	$340k		839.00	405.19	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$317k	+16%	6.3k	50.70	View chart
Johnson & Johnson (JNJ)	0.1	$312k		1.7k	185.42	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$297k		3.3k	89.13	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$295k		4.5k	65.26	View chart
Tyra Biosciences (TYRA)	0.1	$294k		21k	13.99	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$293k		5.2k	56.86	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$292k	+8%	1.9k	155.45	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$292k		1.2k	243.10	View chart
Morgan Stanley Com New (MS)	0.1	$289k	-5%	1.8k	158.96	View chart
Proshares Tr Pshs Ultsh 20yrs (TBT)	0.1	$287k	+11%	8.5k	33.78	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.1	$275k	+12%	2.2k	128.03	View chart
Spdr Series Trust S&p Metals Mng (XME)	0.1	$271k	NEW	2.9k	93.19	View chart
JPMorgan Chase & Co. (JPM)	0.1	$266k		844.00	315.43	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$263k		1.3k	209.34	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$262k		521.00	502.74	View chart
Sherwin-Williams Company (SHW)	0.1	$243k		702.00	346.26	View chart
Proshares Tr Short Qqq (PSQ)	0.1	$238k	+15%	7.7k	31.04	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$236k	+4%	2.6k	91.42	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$235k	NEW	7.4k	31.62	View chart
Eli Lilly & Co. (LLY)	0.1	$229k		300.00	763.00	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.1	$226k	+3%	9.9k	22.90	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.1	$225k	+4%	3.7k	61.12	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.1	$218k	NEW	10k	21.56	View chart
Abbvie (ABBV)	0.1	$210k	NEW	906.00	231.54	View chart
Automatic Data Processing (ADP)	0.1	$203k		692.00	293.50	View chart
Wells Fargo & Company (WFC)	0.1	$202k	NEW	2.4k	83.82	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$201k	NEW	2.6k	78.37	View chart

Past Filings by Auour Investments

SEC 13F filings are viewable for Auour Investments going back to 2023

Auour Investments 2025 Q3 filed Oct. 29, 2025
Auour Investments 2025 Q2 filed July 31, 2025
Auour Investments 2025 Q1 filed May 1, 2025
Auour Investments 2024 Q4 filed Feb. 3, 2025
Auour Investments 2024 Q3 filed Oct. 30, 2024
Auour Investments 2024 Q2 filed July 19, 2024
Auour Investments 2024 Q1 filed May 1, 2024
Auour Investments 2023 Q4 filed Jan. 24, 2024
Auour Investments 2023 Q3 filed Oct. 13, 2023
Auour Investments 2023 Q2 filed July 7, 2023

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