Aurelius Family Office LLC Top Holdings and 13F Report (2025) About Aurelius Family Office LLCInvestment ActivityAurelius Family Office LLC has $224.79 million in total holdings as of September 30, 2025.Aurelius Family Office LLC owns shares of 49 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 1.84% of the portfolio was purchased this quarter.About 0.98% of the portfolio was sold this quarter.This quarter, Aurelius Family Office LLC has purchased 46 new stocks and bought additional shares in 11 stocks.Aurelius Family Office LLC sold shares of 31 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $35,668,633Dimensional U.S. Core Equity 2 ETF $27,660,900Vanguard Total World Bond ETF $23,300,939Dimensional Core Fixed Income ETF $18,461,171Vanguard Long-Term Treasury ETF $11,707,647 Largest New Holdings this Quarter 11135F101 - Broadcom $204,544 Holding25434V617 - DIMENSIONAL ETF TRUST $200,921 Holding084670702 - Berkshire Hathaway $200,593 Holding Largest Purchases this Quarter Dimensional Core Fixed Income ETF 22,993 shares (about $983.18K)Vanguard Total World Bond ETF 11,438 shares (about $796.81K)Vanguard Long-Term Treasury ETF 13,253 shares (about $753.57K)Vanguard Short-Term Inflation-Protected Securities ETF 5,639 shares (about $285.50K)Dimensional National Municipal Bond ETF 4,829 shares (about $231.70K) Largest Sales this Quarter Vanguard S&P 500 ETF 1,384 shares (about $847.53K)Vanguard Small-Cap ETF 710 shares (about $180.54K)Vanguard FTSE Emerging Markets ETF 2,737 shares (about $148.29K)Vanguard Small-Cap Value ETF 566 shares (about $118.13K)Dimensional International Small Cap ETF 3,611 shares (about $114.22K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAurelius Family Office LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$35,668,633$847,533 ▼-2.3%58,24615.9%ETFDFACDimensional U.S. Core Equity 2 ETF$27,660,900$95,191 ▼-0.3%717,16112.3%ETFBNDWVanguard Total World Bond ETF$23,300,939$796,815 ▲3.5%334,47710.4%ETFDFCFDimensional Core Fixed Income ETF$18,461,171$983,181 ▲5.6%431,7398.2%ETFVGLTVanguard Long-Term Treasury ETF$11,707,647$753,566 ▲6.9%205,9035.2%ETFVEAVanguard FTSE Developed Markets ETF$10,764,977$79,993 ▲0.7%179,6564.8%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$9,389,321$285,502 ▲3.1%185,4504.2%ManufacturingVWOVanguard FTSE Emerging Markets ETF$8,553,897$148,291 ▼-1.7%157,8793.8%ETFBNDVanguard Total Bond Market ETF$7,668,291$48,192 ▼-0.6%103,1103.4%ETFVBRVanguard Small-Cap Value ETF$7,171,471$118,130 ▼-1.6%34,3613.2%ETFDFUSDimensional U.S. Equity ETF$6,898,149$66,210 ▼-1.0%95,2263.1%ETFVONGVanguard Russell 1000 Growth ETF$6,286,705$187,377 ▲3.1%52,1722.8%ETFVBVanguard Small-Cap ETF$5,768,909$180,541 ▼-3.0%22,6872.6%ETFVTIVanguard Total Stock Market ETF$3,588,5390.0%10,9351.6%ETFDFNMDimensional National Municipal Bond ETF$3,304,335$231,695 ▲7.5%68,8691.5%ETFSPYSPDR S&P 500 ETF Trust$3,089,743$25,981 ▼-0.8%4,6381.4%FinanceDFASDimensional U.S. Small Cap ETF$2,919,861$71,198 ▼-2.4%42,6511.3%ETFVBKVanguard Small-Cap Growth ETF$2,821,541$72,920 ▲2.7%9,4801.3%ETFAVEMAvantis Emerging Markets Equity ETF$2,577,925$69,627 ▼-2.6%34,3221.1%ETFREETiShares Global REIT ETF$2,508,685$45,190 ▲1.8%98,1491.1%ETFDFISDimensional International Small Cap ETF$2,481,289$114,216 ▼-4.4%78,4471.1%ETFDISVDimensional International Small Cap Value ETF$2,304,3680.0%64,5661.0%ETFDFIVDimensional International Value ETF$2,253,894$31,408 ▼-1.4%48,8701.0%ETFVONVVanguard Russell 1000 Value ETF$2,166,629$88,299 ▲4.2%24,2431.0%ETFDFUVDimensional US Marketwide Value ETF$2,048,187$8,491 ▼-0.4%45,8310.9%ETFAVDEAvantis International Equity ETF$1,256,956$58,228 ▼-4.4%15,9310.6%ETFIWMiShares Russell 2000 ETF$1,255,530$20,083 ▼-1.6%5,1890.6%FinanceAVUSAvantis U.S. Equity ETF$1,096,783$5,109 ▼-0.5%10,0900.5%ETFVTVVanguard Value ETF$1,096,451$50,542 ▼-4.4%5,8790.5%ETFDFATDimensional U.S. Targeted Value ETF$1,061,168$38,651 ▼-3.5%18,2300.5%ETFDIMENSIONAL ETF TRUST$854,778$5,501 ▼-0.6%15,3820.4%GLOBAL CORE PLUSEFViShares MSCI EAFE Value ETF$775,043$60,099 ▼-7.2%11,4260.3%ETFTLTiShares 20+ Year Treasury Bond ETF$630,237$22,253 ▼-3.4%7,0520.3%ETFDFSVDimensional US Small Cap Value ETF$578,660$64 ▼0.0%18,1740.3%ETFWRBW.R. Berkley$576,1060.0%7,5190.3%FinanceVSSVanguard FTSE All-World ex-US Small-Cap ETF$475,426$18,247 ▼-3.7%3,3350.2%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$398,566$2,950 ▼-0.7%12,4280.2%ETFISVLiShares International Developed Small Cap Value Factor ETF$375,892$23,485 ▼-5.9%8,3070.2%ETFIWNiShares Russell 2000 Value ETF$367,333$177 ▲0.0%2,0780.2%ETFDFICDimensional International Core Equity 2 ETF$341,8030.0%10,4240.2%ETFSTIPiShares 0-5 Year TIPS Bond ETF$324,550$413 ▼-0.1%3,1400.1%ETFMSFTMicrosoft$307,662$22,272 ▼-6.8%5940.1%Computer and TechnologyDFLVDimensional US Large Cap Value ETF$293,007$6,876 ▼-2.3%8,9060.1%ETFSCZiShares MSCI EAFE Small-Cap ETF$265,068$6,828 ▼-2.5%3,4550.1%ETFSCHCSchwab International Small-Cap Equity ETF$247,028$5,325 ▼-2.1%5,4280.1%ETFAAPLApple$241,899$20,370 ▼-7.8%9500.1%Computer and TechnologyAVGOBroadcom$204,544$204,544 ▲New Holding6200.1%Computer and TechnologyDIMENSIONAL ETF TRUST$200,921$200,921 ▲New Holding2,7960.1%WORLD EQUITY ETFBRK.BBerkshire Hathaway$200,593$200,593 ▲New Holding3990.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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