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CIK: 0001789310
Total reported value
$353.2M
$353.2M
95 檔
44.3%
In Q2 2026, Auour Investments LLC's U.S. equity holdings reached a combined market value of $353.2M, distributed across 95 disclosed stock positions.
In Q2 2026, Auour Investments LLC displayed an active expansion posture, initiating 7 new positions and adding to 44 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 19.80% | -3.03% | -1.17% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 10.54% | -0.29% | -0.56% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 7.43% | +3.17% | -1.95% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.09% | -0.15% | -0.47% | |
| 5 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 2.95% | -0.09% | +2.68% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.88% | -0.08% | -0.80% | |
| 7 | MBSF | Regan Floating Rate Mbs ETF | ETF-Other | 2.51% | +0.01% | +11.06% | |
| 8 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.44% | +0.45% | +9.03% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.37% | +0.04% | -1.79% | |
| 10 | VRIG | Invesco Variable Rate Invest | ETF-Other | 2.36% | +0.59% | +11.84% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.28% | -0.05% | -0.77% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.23% | -0.05% | +0.26% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.20% | -0.04% | -0.40% | |
| 14 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.80% | -0.07% | +1.66% | |
| 15 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.72% | -0.10% | +2.48% | |
| 16 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.62% | -0.08% | -0.26% | |
| 17 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.51% | -0.04% | +0.94% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.47% | -0.14% | -0.15% | |
| 19 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.37% | -0.06% | +0.06% | |
| 20 | DSCO | Doubleline Sec Credit ETF | ETF-Other | 1.27% | +0.05% | — | |
| 21 | DCRE | Dbl Comm Real Est Debt | ETF-Other | 1.27% | +0.06% | — | |
| 22 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.24% | -0.07% | +2.96% | |
| 23 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.22% | -0.06% | +2.02% | |
| 24 | HYBL | Ss Blackstone High Inc ETF | ETF-Other | 1.19% | +0.04% | +40.37% | |
| 25 | BKLN | Invesco Senior Loan ETF | ETF-Other | 1.16% | +0.07% | +37.64% | |
| 26 | JBBB | Janus Henderson B-bbb Clo Et | ETF-Other | 1.15% | +0.06% | +30.92% | |
| 27 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.14% | -0.06% | +1.09% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.13% | -0.17% | +2.07% | |
| 29 | MBSX | Regan Fixed Rate Mbs ETF | ETF-Other | 0.85% | +0.36% | -10.02% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.85% | -0.02% | +296.65% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.80% | — | +6.27% | |
| 32 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.79% | -0.04% | +4.11% | |
| 33 | PRAB | State Street Ig Pub & Priv | ETF-Other | 0.74% | -0.02% | — | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.73% | -0.03% | -1.81% | |
| 35 | AAPL | Apple Inc | Stock-Tech | 0.69% | +0.09% | — | |
| 36 | EMLP | First Trust North American E | ETF-Other | 0.66% | -0.04% | +0.36% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.66% | -0.03% | +1.12% | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.65% | -0.01% | +1.61% | |
| 39 | BWX | State Street Spdr Bloomberg | ETF-Other | 0.50% | — | +4.01% | |
| 40 | MBB | Ishares Mbs ETF | ETF-Other | 0.49% | -0.02% | +2.01% | |
| 41 | RAVI | Flexshares Ultra-short Incom | ETF-Other | 0.34% | -0.01% | +0.54% | |
| 42 | AMLP | Alerian Mlp ETF | ETF-Other | 0.29% | — | +0.54% | |
| 43 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 0.29% | -0.11% | — | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.26% | -0.02% | — | |
| 45 | AVIR | Atea Pharmaceuticals Inc | Stock-Other | 0.24% | +0.01% | — | |
| 46 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.23% | -0.04% | +4.25% | |
| 47 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 0.20% | -0.01% | +2.50% | |
| 48 | MSFT | Microsoft CORP | Stock-Tech | 0.19% | +0.07% | +0.50% | |
| 49 | TYRA | Tyra Biosciences Inc | Stock-Other | 0.19% | -0.06% | — | |
| 50 | IDV | Ishares International Select | ETF-Other | 0.19% | -0.01% | -2.07% |
According to official SEC Form 13F filings, Auour Investments LLC reported a total U.S. public equity portfolio value of $353.2M across 95 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, SPDW, BIL) accounted for 44.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
DSCO
市值: $4.4M
Top Position Liquidated / Trimmed
PRIV
前期市值: $2.4M
During Q2 2026, Auour Investments LLC's top holdings by market value included SPYM (19.8%)、SPDW (10.5%)、BIL (7.4%). The largest single position, SPYM, represented 19.8% of total portfolio value.
In Q2 2026, Auour Investments LLC made 79 total portfolio adjustments, initiating 7 new buys, adding to 44 positions, trimming 25 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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