Aurelius Family Office LLC Top Holdings and 13F Report (2026) About Aurelius Family Office LLCInvestment ActivityAurelius Family Office LLC has $229.96 million in total holdings as of March 31, 2026.Aurelius Family Office LLC owns shares of 47 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 2.16% of the portfolio was purchased this quarter.About 1.10% of the portfolio was sold this quarter.This quarter, Aurelius Family Office LLC has purchased 48 new stocks and bought additional shares in 15 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 $37,333,195Dimensional U.S. Core Equity 2 ETF $26,817,014Vanguard Total World Bond ETF $24,311,782Dimensional Core Fixed Income ETF $20,314,739Vanguard Long-Term Treasury ETF $12,095,021 Largest Purchases this Quarter Vanguard S&P 500 ETF 3,110 shares (about $1.86M)Dimensional Core Fixed Income ETF 22,338 shares (about $943.11K)Vanguard Total World Bond ETF 8,411 shares (about $574.89K)Vanguard Long-Term Treasury ETF 6,880 shares (about $380.84K)Vanguard Short-Term Inflation-Protected Securities ETF 6,544 shares (about $326.87K) Largest Sales this Quarter Dimensional U.S. Core Equity 2 ETF 18,263 shares (about $709.70K)Dimensional U.S. Equity ETF 3,350 shares (about $237.55K)SPDR S&P 500 ETF Trust 300 shares (about $195.10K)Dimensional International Value ETF 3,311 shares (about $174.76K)Dimensional US Marketwide Value ETF 3,089 shares (about $149.69K) 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$37,333,195$1,858,384 ▲5.2%62,47716.2%ETFDFACDimensional U.S. Core Equity 2 ETF$26,817,014$709,700 ▼-2.6%690,09311.7%ETFBNDWVanguard Total World Bond ETF$24,311,782$574,893 ▲2.4%355,69510.6%ETFDFCFDimensional Core Fixed Income ETF$20,314,739$943,110 ▲4.9%481,1648.8%ETFVGLTVanguard Long-Term Treasury ETF$12,095,021$380,843 ▲3.3%218,4995.3%ETFVEAVanguard FTSE Developed Markets ETF$11,190,678$68,822 ▼-0.6%174,6364.9%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$10,154,528$326,873 ▲3.3%203,2944.4%ManufacturingVWOVanguard FTSE Emerging Markets ETF$8,600,268$189,283 ▲2.3%159,1173.7%ETFVBRVanguard Small-Cap Value ETF$7,966,645$106,671 ▲1.4%36,6703.5%ETFBNDVanguard Total Bond Market ETF$7,276,884$105,158 ▼-1.4%98,8173.2%ETFDFUSDimensional U.S. Equity ETF$6,482,868$237,548 ▼-3.5%91,4242.8%ETFVBVanguard Small-Cap ETF$6,145,764$110,008 ▲1.8%23,4642.7%ETFVONGVanguard Russell 1000 Growth ETF$6,019,499$198,101 ▲3.4%54,8772.6%ETFVTIVanguard Total Stock Market ETF$3,490,734$11,228 ▼-0.3%10,8811.5%ETFDFNMDimensional National Municipal Bond ETF$3,332,813$6,806 ▲0.2%69,5351.4%ETFVBKVanguard Small-Cap Growth ETF$3,158,911$78,587 ▲2.6%10,4511.4%ETFSPYSPDR S&P 500 ETF Trust$2,816,623$195,102 ▼-6.5%4,3311.2%FinanceDFASDimensional U.S. Small Cap ETF$2,750,018$146,172 ▼-5.0%38,6621.2%ETFREETiShares Global REIT ETF$2,721,884$67,679 ▲2.5%108,2261.2%ETFAVEMAvantis Emerging Markets Equity ETF$2,698,221$65,431 ▼-2.4%33,4851.2%ETFDFISDimensional International Small Cap ETF$2,641,261$37,003 ▲1.4%78,4461.1%ETFVONVVanguard Russell 1000 Value ETF$2,523,538$78,272 ▲3.2%26,9211.1%ETFDISVDimensional International Small Cap Value ETF$2,517,472$11,950 ▲0.5%63,8301.1%ETFDFIVDimensional International Value ETF$2,103,453$174,756 ▼-7.7%39,8530.9%ETFDFUVDimensional US Marketwide Value ETF$1,942,907$149,693 ▼-7.2%40,0930.8%ETFIWMiShares Russell 2000 ETF$1,249,424$23,312 ▼-1.8%5,0380.5%FinanceAVDEAvantis International Equity ETF$1,155,775$125,478 ▼-9.8%13,6230.5%ETFAVUSAvantis U.S. Equity ETF$1,098,014$20,124 ▼-1.8%9,8760.5%ETFDFATDimensional U.S. Targeted Value ETF$1,084,694$53,520 ▼-4.7%17,3690.5%ETFVTVVanguard Value ETF$968,363$112,806 ▼-10.4%4,9360.4%ETFDIMENSIONAL ETF TRUST$814,547$7,991 ▼-1.0%15,0870.4%GLOBAL CORE PLUSEFViShares MSCI EAFE Value ETF$699,349$22,157 ▼-3.1%9,4060.3%ETFDFSVDimensional US Small Cap Value ETF$635,275$1,016 ▼-0.2%18,1300.3%ETFTLTiShares 20+ Year Treasury Bond ETF$582,990$9,536 ▼-1.6%6,7250.3%ETFWRBW.R. Berkley$498,3590.0%7,5190.2%FinanceVSSVanguard FTSE All-World ex-US Small-Cap ETF$440,891$35,137 ▼-7.4%3,0240.2%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$429,1460.0%12,4210.2%ETFISVLiShares International Developed Small Cap Value Factor ETF$384,511$1,924 ▼-0.5%7,9920.2%ETFIWNiShares Russell 2000 Value ETF$384,376$8,533 ▼-2.2%2,0270.2%ETFDFICDimensional International Core Equity 2 ETF$357,894$12,471 ▼-3.4%10,0730.2%ETFDFLVDimensional US Large Cap Value ETF$307,749$3,892 ▼-1.2%8,6180.1%ETFSTIPiShares 0-5 Year TIPS Bond ETF$306,9800.0%2,9680.1%ETFSCHCSchwab International Small-Cap Equity ETF$249,545$4,160 ▼-1.6%5,3390.1%ETFAAPLApple$241,1010.0%9500.1%Computer and TechnologySCZiShares MSCI EAFE Small-Cap ETF$239,0720.0%3,0490.1%ETFMSFTMicrosoft$219,8810.0%5940.1%Computer and TechnologyDIMENSIONAL ETF TRUST$204,002$10,698 ▼-5.0%2,7650.1%WORLD EQUITY ETFAVGOBroadcom$0$212,920 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. 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