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Aurelius Family Office

Latest statistics and disclosures from Aurelius Family Office's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, DFAC, BNDW, DFCF, VGLT, and represent 52.16% of Aurelius Family Office's stock portfolio.
Added to shares of these 10 stocks: DFCF, BNDW, VOO, VTIP, VBR, VGLT, VBK, REET, VONV, VONG.
Reduced shares in these 10 stocks: DFAC, DFIV, VEA, BND, BRK.B, DFAS, DFUV, VWO, EFV, VTV.
Sold out of its position in BRK.B.
Aurelius Family Office was a net buyer of stock by $2.6M.
Aurelius Family Office has $233M in assets under management (AUM), dropping by 3.45%.
Central Index Key (CIK): 0002053738

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Positions held by Aurelius Family Office consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Aurelius Family Office

Aurelius Family Office holds 48 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	16.1	$38M		59k	632.46	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	12.2	$28M		708k	40.15	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	10.3	$24M	+3%	347k	68.85	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	8.4	$20M	+6%	459k	42.62	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	5.1	$12M	+2%	212k	55.93	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.8	$11M	-2%	176k	63.95	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	4.2	$9.7M	+6%	197k	49.50	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.7	$8.6M		156k	55.29	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	3.4	$7.9M	+5%	36k	217.05	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	3.2	$7.4M	-2%	100k	74.18	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	3.1	$7.1M		95k	74.92	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	2.8	$6.5M		53k	121.87	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.6	$6.1M		23k	264.97	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.6	$3.7M		11k	338.84	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	1.4	$3.3M		69k	48.23	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.4	$3.2M		4.6k	687.72	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.4	$3.2M	+7%	10k	311.54	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.3	$2.9M	-4%	41k	71.55	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.2	$2.7M		34k	79.45	View chart
Ishares Tr Global Reit Etf (REET)	1.1	$2.6M	+7%	106k	25.06	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	1.1	$2.6M		77k	33.50	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	1.1	$2.5M	+7%	26k	94.19	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.1	$2.5M		64k	38.58	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.9	$2.2M	-11%	43k	50.81	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.9	$2.1M	-5%	43k	47.76	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$1.3M		5.1k	252.73	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.5	$1.3M	-5%	15k	84.05	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.5	$1.1M		10k	113.65	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.5	$1.1M		18k	60.90	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$1.1M	-6%	5.5k	194.64	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.4	$825k		15k	54.18	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$704k	-15%	9.7k	72.58	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.3	$613k		18k	33.74	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$598k	-3%	6.8k	87.46	View chart
W.R. Berkley Corporation (WRB)	0.2	$532k		7.5k	70.71	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$477k	-2%	3.3k	146.06	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$423k		12k	34.08	View chart
Ishares Tr Intl Dev Sml Cp (ISVL)	0.2	$389k	-3%	8.0k	48.37	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$384k		2.1k	185.17	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$366k		10k	35.14	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$306k	-2%	8.7k	35.11	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$304k	-5%	3.0k	102.50	View chart
Microsoft Corporation (MSFT)	0.1	$281k		594.00	472.85	View chart
Apple (AAPL)	0.1	$254k		950.00	267.26	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$252k		5.4k	46.47	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$241k	-11%	3.0k	79.16	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$219k	+4%	2.9k	75.19	View chart
Broadcom (AVGO)	0.1	$213k		620.00	343.42	View chart

Past Filings by Aurelius Family Office

SEC 13F filings are viewable for Aurelius Family Office going back to 2024

Aurelius Family Office 2025 Q4 filed Jan. 9, 2026
Aurelius Family Office 2025 Q3 filed Oct. 20, 2025
Aurelius Family Office 2025 Q2 filed July 9, 2025
Aurelius Family Office 2025 Q1 filed April 30, 2025
Aurelius Family Office 2024 Q4 filed Jan. 28, 2025

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