13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002053738
Total reported value
$253.9M
$253.9M
46 檔
43.4%
As reported in its official Q2 2025 Form 13F filing, Aurelius Family Office LLC's tracked investment portfolio stood at $253.9M with 46 total positions.
During Q2 2025, Aurelius Family Office LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 16.01% | +0.36% | +1.35% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 12.19% | +0.25% | -0.84% | |
| 3 | BNDW | Vanguard Total World Bond Et | ETF-Other | 10.58% | -0.43% | +1.09% | |
| 4 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 8.16% | -0.41% | +2.32% | |
| 5 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 5.11% | -0.15% | +4.15% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.80% | +0.15% | +0.05% | |
| 7 | VTIP | Vanguard Short-term Tips | ETF-Other | 4.27% | -0.24% | +0.67% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.75% | +0.34% | +1.16% | |
| 9 | BND | Vanguard Total Bond Market | ETF-Other | 3.61% | -0.33% | -1.47% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.22% | -0.13% | -1.00% | |
| 11 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 3.04% | +0.04% | +0.72% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-Other | 2.62% | — | -2.83% | |
| 13 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 2.61% | +0.23% | +32.80% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.57% | +0.06% | -0.19% | |
| 15 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.44% | +0.09% | +0.30% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.37% | +0.12% | -0.28% | |
| 17 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.32% | — | +1.12% | |
| 18 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.21% | +0.08% | +15.47% | |
| 19 | DFIS | Dimensional International Sm | ETF-Other | 1.16% | -0.07% | -0.93% | |
| 20 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.14% | +0.09% | -4.79% | |
| 21 | REET | Ishares Global Reit ETF | ETF-Other | 1.12% | — | +4.26% | |
| 22 | DISV | Dimensional International Sm | ETF-Other | 1.00% | -0.09% | -0.49% | |
| 23 | DFIV | Dimensional International Va | ETF-Other | 1.00% | -0.10% | -1.54% | |
| 24 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.94% | -0.05% | +6.36% | |
| 25 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.92% | +0.01% | -6.85% | |
| 26 | AVDE | Avantis International Equity | ETF-Other | 0.58% | -0.04% | -3.56% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.54% | +0.03% | -0.94% | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 0.51% | +0.02% | -0.98% | |
| 29 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.48% | +0.01% | -0.36% | |
| 30 | DFAT | Dimensional US Target Value | ETF-Other | 0.48% | +0.01% | -2.36% | |
| 31 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 0.40% | -0.03% | -1.74% | |
| 32 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.37% | -0.04% | -11.38% | |
| 33 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.30% | -0.05% | -2.31% | |
| 34 | WRB | Wr Berkley CORP | Stock-Financials | 0.26% | -0.01% | — | |
| 35 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.25% | -0.01% | +0.21% | |
| 36 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.22% | -0.01% | -2.06% | |
| 37 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.18% | +0.01% | -2.60% | |
| 38 | ISVL | Ishares International Develo | ETF-Other | 0.18% | +0.10% | +4.50% | |
| 39 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.15% | -0.01% | — | |
| 40 | DFIC | Dimensional International Co | ETF-Other | 0.15% | -0.01% | -0.01% | |
| 41 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.15% | -0.01% | -2.18% | |
| 42 | MSFT | Microsoft CORP | Stock-Tech | 0.15% | -0.01% | -1.09% | |
| 43 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.13% | — | -0.32% | |
| 44 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.12% | — | -0.84% | |
| 45 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.11% | -0.01% | — | |
| 46 | AAPL | Apple Inc | Stock-Tech | 0.10% | +0.01% | — |
According to official SEC Form 13F filings, Aurelius Family Office LLC reported a total U.S. public equity portfolio value of $253.9M across 46 disclosed positions in Q2 2025.
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 VOO, DFAC, BNDW) accounted for 43.4% of total reported equity market value during Q2 2025.
During Q2 2025, Aurelius Family Office LLC's top holdings by market value included VOO (16.0%)、DFAC (12.2%)、BNDW (10.6%). The largest single position, VOO, represented 16.0% of total portfolio value.
In Q2 2025, Aurelius Family Office LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.