Aurelius Family Office LLC Top Holdings and 13F Report (2025) About Aurelius Family Office LLCInvestment ActivityAurelius Family Office LLC has $211.62 million in total holdings as of June 30, 2025.Aurelius Family Office LLC owns shares of 46 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 1.86% of the portfolio was purchased this quarter.About 0.66% of the portfolio was sold this quarter.This quarter, Aurelius Family Office LLC has purchased 46 new stocks and bought additional shares in 16 stocks.Aurelius Family Office LLC sold shares of 26 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard S&P 500 ETF $33,871,796Dimensional U.S. Core Equity 2 ETF $25,791,503Vanguard Total World Bond ETF $22,396,286Dimensional Core Fixed Income ETF $17,273,603Vanguard Long-Term Treasury ETF $10,811,524 Largest New Holdings this Quarter 808524888 - Schwab International Small-Cap Equity ETF $236,162 Holding Largest Purchases this Quarter Vanguard Russell 1000 Growth ETF 12,501 shares (about $1.37M)Vanguard S&P 500 ETF 792 shares (about $449.88K)Vanguard Long-Term Treasury ETF 7,673 shares (about $430.61K)Dimensional Core Fixed Income ETF 9,275 shares (about $391.96K)Vanguard Small-Cap Growth ETF 1,237 shares (about $342.57K) Largest Sales this Quarter Dimensional U.S. Core Equity 2 ETF 6,119 shares (about $219.30K)Vanguard Small-Cap ETF 681 shares (about $161.39K)Dimensional US Marketwide Value ETF 3,385 shares (about $143.12K)Avantis Emerging Markets Equity ETF 1,773 shares (about $121.52K)Vanguard Total Bond Market ETF 1,551 shares (about $114.20K) 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$33,871,796$449,882 ▲1.3%59,63016.0%ETFDFACDimensional U.S. Core Equity 2 ETF$25,791,503$219,305 ▼-0.8%719,62912.2%ETFBNDWVanguard Total World Bond ETF$22,396,286$242,378 ▲1.1%323,03910.6%ETFDFCFDimensional Core Fixed Income ETF$17,273,603$391,961 ▲2.3%408,7468.2%ETFVGLTVanguard Long-Term Treasury ETF$10,811,524$430,609 ▲4.1%192,6505.1%ETFVEAVanguard FTSE Developed Markets ETF$10,166,101$4,618 ▲0.0%178,3214.8%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$9,039,112$59,821 ▲0.7%179,8114.3%ManufacturingVWOVanguard FTSE Emerging Markets ETF$7,944,073$91,204 ▲1.2%160,6163.8%ETFBNDVanguard Total Bond Market ETF$7,639,702$114,200 ▼-1.5%103,7583.6%ETFVBRVanguard Small-Cap Value ETF$6,811,193$68,644 ▼-1.0%34,9273.2%ETFDFUSDimensional U.S. Equity ETF$6,443,305$45,909 ▲0.7%96,1403.0%ETFVBVanguard Small-Cap ETF$5,544,725$161,386 ▼-2.8%23,3972.6%ETFVONGVanguard Russell 1000 Growth ETF$5,527,335$1,365,099 ▲32.8%50,6172.6%ETFVTIVanguard Total Stock Market ETF$3,323,475$6,383 ▼-0.2%10,9351.6%ETFDFNMDimensional National Municipal Bond ETF$3,037,417$9,201 ▲0.3%64,0401.4%ETFSPYSPDR S&P 500 ETF Trust$2,889,684$8,032 ▼-0.3%4,6771.4%FinanceDFASDimensional U.S. Small Cap ETF$2,783,547$30,899 ▲1.1%43,6911.3%ETFVBKVanguard Small-Cap Growth ETF$2,557,479$342,566 ▲15.5%9,2351.2%ETFDFISDimensional International Small Cap ETF$2,448,601$23,036 ▼-0.9%82,0581.2%ETFAVEMAvantis Emerging Markets Equity ETF$2,415,966$121,521 ▼-4.8%35,2491.1%ETFREETiShares Global REIT ETF$2,380,610$97,269 ▲4.3%96,3811.1%ETFDISVDimensional International Small Cap Value ETF$2,124,868$10,432 ▼-0.5%64,5661.0%ETFDFIVDimensional International Value ETF$2,122,279$33,193 ▼-1.5%49,5511.0%ETFVONVVanguard Russell 1000 Value ETF$1,981,525$118,440 ▲6.4%23,2550.9%ETFDFUVDimensional US Marketwide Value ETF$1,945,768$143,118 ▼-6.9%46,0210.9%ETFAVDEAvantis International Equity ETF$1,233,673$45,516 ▼-3.6%16,6690.6%ETFIWMiShares Russell 2000 ETF$1,137,645$10,790 ▼-0.9%5,2720.5%FinanceVTVVanguard Value ETF$1,087,032$10,782 ▼-1.0%6,1500.5%ETFAVUSAvantis U.S. Equity ETF$1,022,012$3,730 ▼-0.4%10,1370.5%ETFDFATDimensional U.S. Targeted Value ETF$1,019,520$24,606 ▼-2.4%18,8940.5%ETFDIMENSIONAL ETF TRUST$843,560$14,930 ▼-1.7%15,4810.4%GLOBAL CORE PLUSEFViShares MSCI EAFE Value ETF$781,582$100,364 ▼-11.4%12,3120.4%ETFTLTiShares 20+ Year Treasury Bond ETF$644,313$15,267 ▼-2.3%7,3010.3%ETFWRBW.R. Berkley$552,4210.0%7,5190.3%FinanceDFSVDimensional US Small Cap Value ETF$534,920$1,148 ▲0.2%18,1760.3%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$465,365$9,810 ▼-2.1%3,4630.2%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$371,594$9,913 ▼-2.6%12,5200.2%ETFISVLiShares International Developed Small Cap Value Factor ETF$370,885$15,968 ▲4.5%8,8260.2%ETFIWNiShares Russell 2000 Value ETF$327,5980.0%2,0770.2%ETFDFICDimensional International Core Equity 2 ETF$324,082$31 ▼0.0%10,4240.2%ETFSTIPiShares 0-5 Year TIPS Bond ETF$323,549$7,204 ▼-2.2%3,1440.2%ETFMSFTMicrosoft$316,850$3,482 ▼-1.1%6370.1%Computer and TechnologyDFLVDimensional US Large Cap Value ETF$282,747$900 ▼-0.3%9,1150.1%ETFSCZiShares MSCI EAFE Small-Cap ETF$257,578$2,180 ▼-0.8%3,5440.1%ETFSCHCSchwab International Small-Cap Equity ETF$236,162$236,162 ▲New Holding5,5450.1%ETFAAPLApple$211,3250.0%1,0300.1%Computer and TechnologyBRK.BBerkshire Hathaway$0$218,890 ▼-100.0%00.0%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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
