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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 51.96% of Aurelius Family Office's stock portfolio.
Added to shares of these 10 stocks: DFCF, BNDW, VGLT, VTIP, DFNM, AVGO, DFAW, BRK.B, VONG, VONV.
Started 3 new stock positions in AVGO, BRK.B, DFAW.
Reduced shares in these 10 stocks: VOO, VB, VWO, VBR, DFIS, DFAC, DFAS, AVEM, DFUS, EFV.
Aurelius Family Office was a net buyer of stock by $1.9M.
Aurelius Family Office has $225M in assets under management (AUM), dropping by 6.23%.
Central Index Key (CIK): 0002053738

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Portfolio Holdings for Aurelius Family Office

Aurelius Family Office holds 49 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
Vanguard Index Fds S&p 500 Etf Shs (VOO)	15.9	$36M	-2%	58k	612.38	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	12.3	$28M		717k	38.57	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	10.4	$23M	+3%	335k	69.66	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	8.2	$19M	+5%	432k	42.76	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	5.2	$12M	+6%	206k	56.86	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.8	$11M		180k	59.92	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	4.2	$9.4M	+3%	186k	50.63	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.8	$8.6M		158k	54.18	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	3.4	$7.7M		103k	74.37	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	3.2	$7.2M		34k	208.71	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	3.1	$6.9M		95k	72.44	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	2.8	$6.3M	+3%	52k	120.50	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.6	$5.8M	-3%	23k	254.28	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.6	$3.6M		11k	328.17	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	1.5	$3.3M	+7%	69k	47.98	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.4	$3.1M		4.6k	666.18	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.3	$2.9M	-2%	43k	68.46	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.3	$2.8M	+2%	9.5k	297.63	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.1	$2.6M	-2%	34k	75.11	View chart
Ishares Tr Global Reit Etf (REET)	1.1	$2.5M		98k	25.56	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	1.1	$2.5M	-4%	78k	31.63	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.0	$2.3M		65k	35.69	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.0	$2.3M		49k	46.12	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	1.0	$2.2M	+4%	24k	89.37	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.9	$2.0M		46k	44.69	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.6	$1.3M	-4%	16k	78.90	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$1.3M		5.2k	241.96	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.5	$1.1M		10k	108.70	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$1.1M	-4%	5.9k	186.50	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.5	$1.1M	-3%	18k	58.21	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.4	$855k		15k	55.57	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$775k	-7%	11k	67.83	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$630k	-3%	7.1k	89.37	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.3	$579k		18k	31.84	View chart
W.R. Berkley Corporation (WRB)	0.3	$576k		7.5k	76.62	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$475k	-3%	3.3k	142.56	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$399k		12k	32.07	View chart
Ishares Tr Intl Dev Sml Cp (ISVL)	0.2	$376k	-5%	8.3k	45.25	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$367k		2.1k	176.77	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$342k		10k	32.79	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$325k		3.1k	103.36	View chart
Microsoft Corporation (MSFT)	0.1	$308k	-6%	594.00	517.95	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$293k	-2%	8.9k	32.90	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$265k	-2%	3.5k	76.72	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$247k	-2%	5.4k	45.51	View chart
Apple (AAPL)	0.1	$242k	-7%	950.00	254.63	View chart
Broadcom (AVGO)	0.1	$205k	NEW	620.00	329.91	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$201k	NEW	2.8k	71.86	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$201k	NEW	399.00	502.74	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 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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