Aurelius Family Office LLC Top Holdings and 13F Report (2025) About Aurelius Family Office LLCInvestment ActivityAurelius 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 Holdings Vanguard S&P 500 ETF $30,237,492Dimensional U.S. Core Equity 2 ETF $23,942,427Vanguard Total World Bond ETF $21,987,770Dimensional Core Fixed Income ETF $16,801,753Vanguard Long-Term Treasury ETF $10,656,540 Largest New Holdings this Quarter 92206C680 - Vanguard Russell 1000 Growth ETF $3,536,784 Holding922908595 - Vanguard Small-Cap Growth ETF $2,013,656 Holding084670702 - 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 ETF 5,619 shares (about $463.80K)Vanguard Long-Term Treasury 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 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$30,237,492$125,394 ▲0.4%58,83815.3%ETFDFACDimensional U.S. Core Equity 2 ETF$23,942,427$57,040 ▲0.2%725,74812.1%ETFBNDWVanguard Total World Bond ETF$21,987,770$154,616 ▲0.7%319,54311.2%ETFDFCFDimensional Core Fixed Income ETF$16,801,753$36,087 ▲0.2%399,4718.5%ETFVGLTVanguard Long-Term Treasury ETF$10,656,540$378,037 ▲3.7%184,9775.4%ETFVEAVanguard FTSE Developed Markets ETF$9,059,931$460,621 ▼-4.8%178,2404.6%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$8,913,198$2,994 ▼0.0%178,6214.5%ManufacturingBNDVanguard Total Bond Market ETF$7,734,946$22,843 ▼-0.3%105,3093.9%ETFVWOVanguard FTSE Emerging Markets ETF$7,186,043$22,947 ▼-0.3%158,7723.6%ETFVBRVanguard Small-Cap Value ETF$6,572,037$185,729 ▼-2.7%35,2793.3%ETFDFUSDimensional U.S. Equity ETF$5,773,110$74,330 ▼-1.3%95,4552.9%ETFVBVanguard Small-Cap ETF$5,339,378$639,315 ▼-10.7%24,0782.7%ETFVONGVanguard Russell 1000 Growth ETF$3,536,784$3,536,784 ▲New Holding38,1161.8%ETFDFNMDimensional National Municipal Bond ETF$3,037,154$178,102 ▲6.2%63,8461.5%ETFVTIVanguard Total Stock Market ETF$3,011,147$237,187 ▲8.6%10,9561.5%ETFSPYSPDR S&P 500 ETF Trust$2,623,539$8,950 ▼-0.3%4,6901.3%FinanceDFASDimensional U.S. Small Cap ETF$2,581,576$1,684,244 ▼-39.5%43,2061.3%ETFREETiShares Global REIT ETF$2,242,677$10,165 ▲0.5%92,4431.1%ETFAVEMAvantis Emerging Markets Equity ETF$2,227,6140.0%37,0221.1%ETFDFISDimensional International Small Cap ETF$2,140,327$60,905 ▼-2.8%82,8301.1%ETFDFUVDimensional US Marketwide Value ETF$2,036,021$107,064 ▼-5.0%49,4061.0%ETFVBKVanguard Small-Cap Growth ETF$2,013,656$2,013,656 ▲New Holding7,9981.0%ETFDFIVDimensional International Value ETF$1,980,835$57,741 ▼-2.8%50,3261.0%ETFDISVDimensional International Small Cap Value ETF$1,889,387$44,058 ▼-2.3%64,8831.0%ETFVONVVanguard Russell 1000 Value ETF$1,804,755$463,797 ▲34.6%21,8650.9%ETFAVDEAvantis International Equity ETF$1,145,411$105,171 ▼-8.4%17,2840.6%ETFVTVVanguard Value ETF$1,072,949$35,759 ▼-3.2%6,2110.5%ETFIWMiShares Russell 2000 ETF$1,061,686$61,243 ▼-5.5%5,3220.5%FinanceDFATDimensional U.S. Targeted Value ETF$996,332$33,366 ▼-3.2%19,3500.5%ETFAVUSAvantis U.S. Equity ETF$939,874$1,201 ▼-0.1%10,1740.5%ETFDIMENSIONAL ETF TRUST$841,790$180,540 ▲27.3%15,7550.4%GLOBAL CORE PLUSEFViShares MSCI EAFE Value ETF$818,854$44,618 ▼-5.2%13,8930.4%ETFTLTiShares 20+ Year Treasury Bond ETF$680,358$15,111 ▲2.3%7,4740.3%ETFWRBW. R. Berkley$535,052$532,277 ▼-49.9%7,5190.3%FinanceDFSVDimensional US Small Cap Value ETF$510,557$2,138,614 ▼-80.7%18,1370.3%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$408,774$14,797 ▼-3.5%3,5360.2%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$340,117$98,564 ▲40.8%12,8540.2%ETFSTIPiShares 0-5 Year TIPS Bond ETF$332,553$1,656 ▼-0.5%3,2140.2%ETFIWNiShares Russell 2000 Value ETF$313,524$151 ▲0.0%2,0770.2%ETFISVLiShares International Developed Small Cap Value Factor ETF$313,218$8,344 ▼-2.6%8,4460.2%ETFDFICDimensional International Core Equity 2 ETF$289,502$25,882 ▼-8.2%10,4250.1%ETFDFLVDimensional US Large Cap Value ETF$279,532$517,305 ▼-64.9%9,1440.1%ETFMSFTMicrosoft$241,751$3,003 ▼-1.2%6440.1%Computer and TechnologyAAPLApple$228,794$5,998 ▼-2.6%1,0300.1%Computer and TechnologySCZiShares MSCI EAFE Small-Cap ETF$227,0560.0%3,5740.1%ETFBRK.BBerkshire Hathaway$218,890$218,890 ▲New Holding4110.1%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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