Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 52.17% of Aurelius Family Office's stock portfolio.
Added to shares of these 10 stocks: BNDW, DFCF, VGLT, VWO, DFNM, VBIL, VTIP, VEA, ISVL, AVGO.
Started 2 new stock positions in AVGO, VBIL.
Reduced shares in these 10 stocks: VOO, VBR, DFAC, VB, DFUS, VONV, DFAS, VBK, DFIV, BND.
Aurelius Family Office was a net buyer of stock by $3.6M.
Aurelius Family Office has $254M in assets under management (AUM), dropping by 10.40%.
Central Index Key (CIK): 0002053738

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Aurelius Family Office

Aurelius Family Office holds 49 positions in its portfolio as reported in the June 2026 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)	16.6	$42M		61k	686.81	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	11.9	$30M		682k	44.36	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	10.1	$26M	+5%	376k	68.53	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	8.4	$21M	+5%	506k	42.21	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	5.1	$13M	+7%	235k	55.18	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	5.0	$13M	+2%	179k	71.25	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	4.2	$11M	+3%	211k	50.23	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	4.1	$10M	+9%	174k	59.69	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	3.3	$8.4M	-5%	35k	242.99	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	2.9	$7.3M	-2%	89k	81.94	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	2.9	$7.2M	+3%	57k	127.81	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.8	$7.2M		98k	73.41	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.7	$6.8M	-4%	22k	303.12	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.6	$4.0M		11k	370.04	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	1.5	$3.9M	+16%	81k	48.34	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.5	$3.7M	-3%	10k	365.71	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.3	$3.4M	+5%	4.6k	746.77	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.3	$3.2M		33k	96.49	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.2	$3.0M	-4%	37k	82.34	View chart
Ishares Tr Global Reit Etf (REET)	1.2	$3.0M		108k	27.62	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	1.1	$2.7M		78k	35.03	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	1.1	$2.7M	-6%	25k	106.31	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.0	$2.5M		63k	40.13	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.9	$2.2M	-2%	39k	55.01	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.8	$2.0M	-4%	38k	54.02	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$1.5M	-3%	4.8k	300.45	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.5	$1.2M	-2%	9.7k	128.08	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.5	$1.2M		17k	69.90	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.5	$1.2M	-2%	13k	89.20	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$1.1M	+3%	5.1k	217.94	View chart
Dimensional Etf Trust Glob Co Plus Etf (DFGP)	0.3	$818k		15k	54.46	View chart
Ishares Tr Intl Dev Sml Cp (ISVL)	0.3	$682k	+69%	14k	50.35	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.3	$674k	-4%	17k	38.79	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$655k	-9%	8.6k	76.55	View chart
W.R. Berkley Corporation (WRB)	0.2	$530k		7.5k	70.53	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$516k	-11%	6.0k	86.42	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$503k		12k	40.64	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$464k		3.0k	154.31	View chart
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)	0.2	$464k	NEW	6.1k	75.68	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$399k	-10%	1.8k	221.22	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$374k		10k	37.26	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.1	$340k		8.6k	39.54	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$303k		3.0k	102.16	View chart
Apple (AAPL)	0.1	$275k		950.00	289.36	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$257k		5.3k	48.12	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$251k		3.0k	82.27	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$241k	+5%	2.9k	82.79	View chart
Broadcom (AVGO)	0.1	$234k	NEW	620.00	377.75	View chart
Microsoft Corporation (MSFT)	0.1	$222k		594.00	373.02	View chart

Past Filings by Aurelius Family Office

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

Aurelius Family Office 2026 Q2 filed July 13, 2026
Aurelius Family Office 2026 Q1 filed April 8, 2026
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z