Aurelius Family Office LLC Top Holdings and 13F Report (2026) About Aurelius Family Office LLCInvestment ActivityAurelius Family Office LLC has $253.87 million in total holdings as of June 30, 2026.Aurelius Family Office LLC owns shares of 49 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 2.70% of the portfolio was purchased this quarter.About 1.30% of the portfolio was sold this quarter.This quarter, Aurelius Family Office LLC has purchased 47 new stocks and bought additional shares in 13 stocks.Aurelius Family Office LLC sold shares of 27 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $42,110,211Dimensional U.S. Core Equity 2 ETF $30,238,127Vanguard Total World Bond ETF $25,747,131Dimensional Core Fixed Income ETF $21,373,720Vanguard Long-Term Treasury ETF $12,961,758 Largest New Holdings this Quarter 922040845 - VANGUARD INSTL INDEX FD $463,691 Holding11135F101 - Broadcom $234,205 Holding Largest Purchases this Quarter Vanguard Total World Bond ETF 20,011 shares (about $1.37M)Dimensional Core Fixed Income ETF 25,202 shares (about $1.06M)Vanguard Long-Term Treasury ETF 16,401 shares (about $905.01K)Vanguard FTSE Emerging Markets ETF 14,575 shares (about $869.98K)Dimensional National Municipal Bond ETF 11,128 shares (about $537.87K) Largest Sales this Quarter Vanguard S&P 500 ETF 1,164 shares (about $799.44K)Vanguard Small-Cap Value ETF 1,918 shares (about $466.05K)Dimensional U.S. Core Equity 2 ETF 8,440 shares (about $374.40K)Vanguard Small-Cap ETF 1,065 shares (about $322.83K)Dimensional U.S. Equity ETF 2,707 shares (about $221.81K) 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$42,110,211$799,444 â–¼-1.9%61,31316.6%ETFDFACDimensional U.S. Core Equity 2 ETF$30,238,127$374,398 â–¼-1.2%681,65311.9%ETFBNDWVanguard Total World Bond ETF$25,747,131$1,371,354 â–²5.6%375,70610.1%ETFDFCFDimensional Core Fixed Income ETF$21,373,720$1,063,777 â–²5.2%506,3668.4%ETFVGLTVanguard Long-Term Treasury ETF$12,961,758$905,006 â–²7.5%234,9005.1%ETFVEAVanguard FTSE Developed Markets ETF$12,741,721$298,894 â–²2.4%178,8315.0%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$10,603,017$391,543 â–²3.8%211,0894.2%ManufacturingVWOVanguard FTSE Emerging Markets ETF$10,367,693$869,983 â–²9.2%173,6924.1%ETFVBRVanguard Small-Cap Value ETF$8,444,343$466,052 â–¼-5.2%34,7523.3%ETFDFUSDimensional U.S. Equity ETF$7,269,510$221,813 â–¼-3.0%88,7172.9%ETFVONGVanguard Russell 1000 Growth ETF$7,240,151$226,351 â–²3.2%56,6482.9%ETFBNDVanguard Total Bond Market ETF$7,172,744$81,412 â–¼-1.1%97,7082.8%ETFVBVanguard Small-Cap ETF$6,789,666$322,827 â–¼-4.5%22,3992.7%ETFVTIVanguard Total Stock Market ETF$4,020,855$5,551 â–¼-0.1%10,8661.6%ETFDFNMDimensional National Municipal Bond ETF$3,898,846$537,872 â–²16.0%80,6631.5%ETFVBKVanguard Small-Cap Growth ETF$3,687,792$134,215 â–¼-3.5%10,0841.5%ETFSPYSPDR S&P 500 ETF Trust$3,402,284$168,023 â–²5.2%4,5561.3%FinanceAVEMAvantis Emerging Markets Equity ETF$3,210,608$20,359 â–¼-0.6%33,2741.3%ETFDFASDimensional U.S. Small Cap ETF$3,048,120$135,284 â–¼-4.2%37,0191.2%ETFREETiShares Global REIT ETF$2,994,268$5,054 â–²0.2%108,4091.2%ETFDFISDimensional International Small Cap ETF$2,736,802$11,175 â–¼-0.4%78,1271.1%ETFVONVVanguard Russell 1000 Value ETF$2,667,066$194,863 â–¼-6.8%25,0881.1%ETFDISVDimensional International Small Cap Value ETF$2,535,691$25,804 â–¼-1.0%63,1871.0%ETFDFUVDimensional US Marketwide Value ETF$2,158,867$46,648 â–¼-2.1%39,2450.9%ETFDFIVDimensional International Value ETF$2,046,966$105,878 â–¼-4.9%37,8930.8%ETFIWMiShares Russell 2000 ETF$1,456,582$57,086 â–¼-3.8%4,8480.6%FinanceAVUSAvantis U.S. Equity ETF$1,236,100$28,818 â–¼-2.3%9,6510.5%ETFDFATDimensional U.S. Targeted Value ETF$1,214,0930.0%17,3690.5%ETFAVDEAvantis International Equity ETF$1,179,046$36,126 â–¼-3.0%13,2180.5%ETFVTVVanguard Value ETF$1,113,456$37,704 â–²3.5%5,1090.4%ETFDIMENSIONAL ETF TRUST$818,153$3,485 â–¼-0.4%15,0230.3%GLOB CO PLUS ETFISVLiShares International Developed Small Cap Value Factor ETF$682,444$280,047 â–²69.6%13,5540.3%ETFDFSVDimensional US Small Cap Value ETF$673,782$29,480 â–¼-4.2%17,3700.3%ETFEFViShares MSCI EAFE Value ETF$654,538$65,530 â–¼-9.1%8,5500.3%ETFWRBW.R. Berkley$530,3150.0%7,5190.2%FinanceTLTiShares 20+ Year Treasury Bond ETF$515,841$65,334 â–¼-11.2%5,9690.2%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$502,961$1,829 â–¼-0.4%12,3760.2%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$463,693$2,932 â–¼-0.6%3,0050.2%ETFVANGUARD INSTL INDEX FD$463,691$463,691 â–²New Holding6,1270.2%0 3 MO TR BI ETFIWNiShares Russell 2000 Value ETF$399,305$49,111 â–¼-11.0%1,8050.2%ETFDFICDimensional International Core Equity 2 ETF$374,016$1,304 â–¼-0.3%10,0380.1%ETFDFLVDimensional US Large Cap Value ETF$339,688$1,068 â–¼-0.3%8,5910.1%ETFSTIPiShares 0-5 Year TIPS Bond ETF$303,2110.0%2,9680.1%ETFAAPLApple$274,8920.0%9500.1%Computer and TechnologySCHCSchwab International Small-Cap Equity ETF$256,9130.0%5,3390.1%ETFSCZiShares MSCI EAFE Small-Cap ETF$250,8410.0%3,0490.1%ETFDIMENSIONAL ETF TRUST$240,671$11,756 â–²5.1%2,9070.1%WORLD EQUITY ETFAVGOBroadcom$234,205$234,205 â–²New Holding6200.1%Computer and TechnologyMSFTMicrosoft$221,5740.0%5940.1%Computer and TechnologyShowing largest 100 holdings. 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