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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 52.56% of Aurelius Family Office's stock portfolio.
Added to shares of these 10 stocks: VOO, DFCF, BNDW, VGLT, VTIP, VONG, VWO, VB, VBR, VBK.
Reduced shares in these 10 stocks: DFAC, DFUS, AVGO, SPY, DFIV, DFUV, DFAS, AVDE, VTV, BND.
Sold out of its position in AVGO.
Aurelius Family Office was a net buyer of stock by $2.4M.
Aurelius Family Office has $230M in assets under management (AUM), dropping by -1.11%.
Central Index Key (CIK): 0002053738

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Portfolio Holdings for Aurelius Family Office

Aurelius Family Office holds 47 positions in its portfolio as reported in the March 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)	16.2	$37M	+5%	63k	597.55	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	11.7	$27M	-2%	690k	38.86	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	10.6	$24M	+2%	356k	68.35	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	8.8	$20M	+4%	481k	42.22	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	5.3	$12M	+3%	219k	55.35	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.9	$11M		175k	64.08	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	4.4	$10M	+3%	203k	49.95	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.7	$8.6M	+2%	159k	54.05	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	3.5	$8.0M		37k	217.25	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	3.2	$7.3M		99k	73.64	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	2.8	$6.5M	-3%	91k	70.91	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.7	$6.1M		24k	261.92	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	2.6	$6.0M	+3%	55k	109.69	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.5	$3.5M		11k	320.81	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	1.4	$3.3M		70k	47.93	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.4	$3.2M	+2%	11k	302.26	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.2	$2.8M	-6%	4.3k	650.34	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.2	$2.8M	-5%	39k	71.13	View chart
Ishares Tr Global Reit Etf (REET)	1.2	$2.7M	+2%	108k	25.15	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.2	$2.7M	-2%	34k	80.58	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	1.1	$2.6M		78k	33.67	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	1.1	$2.5M	+3%	27k	93.74	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.1	$2.5M		64k	39.44	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.9	$2.1M	-7%	40k	52.78	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.8	$1.9M	-7%	40k	48.46	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$1.2M		5.0k	248.00	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.5	$1.2M	-9%	14k	84.84	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.5	$1.1M		9.9k	111.18	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.5	$1.1M	-4%	17k	62.45	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$968k	-10%	4.9k	196.18	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.4	$815k		15k	53.99	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$699k	-3%	9.4k	74.35	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.3	$635k		18k	35.04	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$583k		6.7k	86.69	View chart
W.R. Berkley Corporation (WRB)	0.2	$498k		7.5k	66.28	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$441k	-7%	3.0k	145.80	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$429k		12k	34.55	View chart
Ishares Tr Intl Dev Sml Cp (ISVL)	0.2	$385k		8.0k	48.11	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$384k	-2%	2.0k	189.63	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$358k	-3%	10k	35.53	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$308k		8.6k	35.71	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$307k		3.0k	103.43	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$250k		5.3k	46.74	View chart
Apple (AAPL)	0.1	$241k		950.00	253.79	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$239k		3.0k	78.41	View chart
Microsoft Corporation (MSFT)	0.1	$220k		594.00	370.17	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$204k	-4%	2.8k	73.78	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 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

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