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Aureum Wealth Management

Latest statistics and disclosures from Aureum Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002093444

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Positions held by Aureum Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Aureum Wealth Management

Aureum Wealth Management holds 49 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYG)	9.6	$10M	97k	106.70	View chart
Spdr Series Trust State Street Spd (SPYV)	8.8	$9.5M	168k	56.81	View chart
Ishares Tr Core Msci Eafe (IEFA)	8.4	$9.0M	101k	89.46	View chart
Ishares Tr Mbs Etf (MBB)	5.6	$6.1M	64k	95.22	View chart
World Gold Tr Spdr Gld Minis (GLDM)	4.6	$5.0M	59k	85.37	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	4.4	$4.8M	84k	57.24	View chart
Ishares Tr Core High Dv Etf (HDV)	4.0	$4.3M	35k	121.61	View chart
Spdr Series Trust State Street Spd (SPLG)	3.6	$3.9M	48k	80.22	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.2	$3.5M	29k	120.18	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	3.1	$3.4M	66k	50.58	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.0	$3.2M	49k	66.00	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	2.8	$3.1M	59k	52.06	View chart
Ishares Tr Msci Usa Min Vol (USMV)	2.8	$3.0M	32k	94.16	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	2.6	$2.8M	105k	26.91	View chart
Spdr Series Trust State Street Spd (SPIB)	2.6	$2.8M	83k	33.81	View chart
Ishares Core Msci Emkt (IEMG)	2.4	$2.6M	39k	67.22	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.1	$2.3M	26k	88.49	View chart
Franklin Templeton Etf Tr Ftse Canada (FLCA)	1.9	$2.0M	42k	48.30	View chart
Bny Mellon Etf Trust Global Infrasctr (BKGI)	1.9	$2.0M	50k	40.34	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.8	$1.9M	2.8k	681.92	View chart
Ishares Gold Tr Ishares New (IAU)	1.8	$1.9M	23k	81.17	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	1.6	$1.8M	32k	55.80	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	1.5	$1.6M	17k	95.09	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.3	$1.4M	6.8k	210.34	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.3	$1.3M	2.8k	473.22	View chart
Apple (AAPL)	1.2	$1.3M	4.7k	271.86	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	1.1	$1.2M	16k	75.85	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.1	$1.1M	18k	62.47	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$1.0M	1.5k	684.94	View chart
Microsoft Corporation (MSFT)	0.9	$964k	2.0k	483.62	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.8	$901k	17k	53.76	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.8	$832k	12k	69.52	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$799k	6.5k	123.26	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.7	$772k	7.7k	100.38	View chart
Ishares Esg Awr Msci Em (ESGE)	0.7	$735k	17k	44.17	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.5	$532k	4.4k	120.96	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$503k	1.3k	396.31	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$489k	2.3k	212.07	View chart
Community Bank System (CBU)	0.4	$422k	7.4k	57.44	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.4	$396k	10k	39.45	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$318k	2.1k	148.98	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$297k	1.4k	219.78	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.3	$291k	8.0k	36.23	View chart
M&T Bank Corporation (MTB)	0.3	$290k	1.4k	201.48	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.3	$276k	3.9k	71.62	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.2	$267k	2.3k	118.75	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$246k	849.00	290.22	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.2	$232k	1.4k	165.81	View chart
Redwood Trust (RWT)	0.1	$73k	13k	5.53	View chart

Past Filings by Aureum Wealth Management

SEC 13F filings are viewable for Aureum Wealth Management going back to 2025

Aureum Wealth Management 2025 Q4 filed Jan. 28, 2026

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