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Aurelius Family Office LLC Top Holdings and 13F Report (2025)

About Aurelius Family Office LLC

Investment Activity

  • Aurelius Family Office LLC has $197.13 million in total holdings as of March 31, 2025.
  • Aurelius Family Office LLC owns shares of 46 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
  • Approximately 3.91% of the portfolio was purchased this quarter.
  • About 3.50% of the portfolio was sold this quarter.
  • This quarter, Aurelius Family Office LLC has purchased 43 new stocks and bought additional shares in 13 stocks.
  • Aurelius Family Office LLC sold shares of 28 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

92206C680 - Vanguard Russell 1000 Growth ETF
$3,536,784 Holding
922908595 - Vanguard Small-Cap Growth ETF
$2,013,656 Holding
084670702 - Berkshire Hathaway
$218,890 Holding

Largest Purchases this Quarter

Vanguard Russell 1000 Growth ETF
38,116 shares (about $3.54M)
Vanguard Small-Cap Growth ETF
7,998 shares (about $2.01M)
Vanguard Russell 1000 Value
5,619 shares (about $463.80K)
Vanguard Long-Term Treasury Index ETF
6,562 shares (about $378.04K)
Vanguard Total Stock Market ETF
863 shares (about $237.19K)

Largest Sales this Quarter

Dimensional US Small Cap Value ETF
75,972 shares (about $2.14M)
Dimensional U.S. Small Cap ETF
28,188 shares (about $1.68M)
Vanguard Small-Cap ETF
2,883 shares (about $639.32K)
W. R. Berkley
7,480 shares (about $532.28K)
Dimensional US Large Cap Value ETF
16,922 shares (about $517.31K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAurelius Family Office LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$30,237,492$125,394 0.4%58,83815.3%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$23,942,427$57,040 0.2%725,74812.1%ETF
Vanguard Total World Bond ETF stock logo
BNDW
Vanguard Total World Bond ETF
$21,987,770$154,616 0.7%319,54311.2%ETF
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$16,801,753$36,087 0.2%399,4718.5%ETF
Vanguard Long-Term Treasury Index ETF stock logo
VGLT
Vanguard Long-Term Treasury Index ETF
$10,656,540$378,037 3.7%184,9775.4%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$9,059,931$460,621 -4.8%178,2404.6%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$8,913,198$2,994 0.0%178,6214.5%Manufacturing
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$7,734,946$22,843 -0.3%105,3093.9%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$7,186,043$22,947 -0.3%158,7723.6%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$6,572,037$185,729 -2.7%35,2793.3%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$5,773,110$74,330 -1.3%95,4552.9%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$5,339,378$639,315 -10.7%24,0782.7%ETF
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$3,536,784$3,536,784 New Holding38,1161.8%ETF
Dimensional National Municipal Bond ETF stock logo
DFNM
Dimensional National Municipal Bond ETF
$3,037,154$178,102 6.2%63,8461.5%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$3,011,147$237,187 8.6%10,9561.5%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,623,539$8,950 -0.3%4,6901.3%Finance
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$2,581,576$1,684,244 -39.5%43,2061.3%ETF
iShares Global REIT ETF stock logo
REET
iShares Global REIT ETF
$2,242,677$10,165 0.5%92,4431.1%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$2,227,6140.0%37,0221.1%ETF
Dimensional International Small Cap ETF stock logo
DFIS
Dimensional International Small Cap ETF
$2,140,327$60,905 -2.8%82,8301.1%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$2,036,021$107,064 -5.0%49,4061.0%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$2,013,656$2,013,656 New Holding7,9981.0%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$1,980,835$57,741 -2.8%50,3261.0%ETF
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$1,889,387$44,058 -2.3%64,8831.0%ETF
Vanguard Russell 1000 Value stock logo
VONV
Vanguard Russell 1000 Value
$1,804,755$463,797 34.6%21,8650.9%ETF
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$1,145,411$105,171 -8.4%17,2840.6%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,072,949$35,759 -3.2%6,2110.5%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,061,686$61,243 -5.5%5,3220.5%Finance
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$996,332$33,366 -3.2%19,3500.5%ETF
Avantis U.S. Equity ETF stock logo
AVUS
Avantis U.S. Equity ETF
$939,874$1,201 -0.1%10,1740.5%ETF
DIMENSIONAL ETF TRUST
$841,790$180,540 27.3%15,7550.4%GLOBAL CORE PLUS
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$818,854$44,618 -5.2%13,8930.4%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$680,358$15,111 2.3%7,4740.3%ETF
W. R. Berkley Co. stock logo
WRB
W. R. Berkley
$535,052$532,277 -49.9%7,5190.3%Finance
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$510,557$2,138,614 -80.7%18,1370.3%ETF
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$408,774$14,797 -3.5%3,5360.2%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$340,117$98,564 40.8%12,8540.2%ETF
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$332,553$1,656 -0.5%3,2140.2%ETF
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$313,524$151 0.0%2,0770.2%ETF
iShares International Developed Small Cap Value Factor ETF stock logo
ISVL
iShares International Developed Small Cap Value Factor ETF
$313,218$8,344 -2.6%8,4460.2%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$289,502$25,882 -8.2%10,4250.1%ETF
Dimensional US Large Cap Value ETF stock logo
DFLV
Dimensional US Large Cap Value ETF
$279,532$517,305 -64.9%9,1440.1%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$241,751$3,003 -1.2%6440.1%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$228,794$5,998 -2.6%1,0300.1%Computer and Technology
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$227,0560.0%3,5740.1%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$218,890$218,890 New Holding4110.1%Finance

Showing largest 100 holdings. View all holdings.
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