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CIK: 0002053738
Total reported value
$251.6M
$251.6M
49 檔
52.6%
According to the latest 13F quarterly dataset, Aurelius Family Office LLC managed an equity portfolio of $251.6M at the end of Q2 2026, spanning 49 distinct U.S. exchange-listed positions.
In Q2 2026, Aurelius Family Office LLC adopted a defensive or profit-taking posture, trimming 27 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 16.59% | +0.71% | -1.86% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 11.91% | -0.53% | -1.22% | |
| 3 | BNDW | Vanguard Total World Bond Et | ETF-Other | 10.14% | -0.58% | +5.63% | |
| 4 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 8.42% | -0.16% | +5.24% | |
| 5 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 5.11% | -0.62% | +7.51% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.02% | — | +2.40% | |
| 7 | VTIP | Vanguard Short-term Tips | ETF-Other | 4.18% | -0.02% | +3.83% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.08% | +0.13% | +9.16% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.33% | -0.10% | -5.23% | |
| 10 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.86% | +0.03% | -2.96% | |
| 11 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 2.85% | +0.07% | +3.23% | |
| 12 | BND | Vanguard Total Bond Market | ETF-Other | 2.83% | -0.18% | -1.12% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 2.67% | -0.03% | -4.54% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.58% | -0.08% | -0.14% | |
| 15 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.54% | -0.02% | +16.00% | |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.45% | -0.08% | -3.51% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.34% | +0.04% | +5.20% | |
| 18 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.26% | -0.05% | -0.63% | |
| 19 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.20% | -0.08% | -4.25% | |
| 20 | REET | Ishares Global Reit ETF | ETF-Other | 1.18% | -0.06% | +0.17% | |
| 21 | DFIS | Dimensional International Sm | ETF-Other | 1.08% | +0.06% | -0.41% | |
| 22 | VONV | Vanguard Russell 1000 Value | ETF-Other | 1.05% | +0.03% | -6.81% | |
| 23 | DISV | Dimensional International Sm | ETF-Other | 1.00% | +0.11% | -1.01% | |
| 24 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.85% | — | -2.12% | |
| 25 | DFIV | Dimensional International Va | ETF-Other | 0.81% | +0.02% | -4.92% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.57% | -0.05% | -3.77% | |
| 27 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.49% | — | -2.28% | |
| 28 | DFAT | Dimensional US Target Value | ETF-Other | 0.48% | -0.02% | — | |
| 29 | AVDE | Avantis International Equity | ETF-Other | 0.46% | -0.01% | -2.97% | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.44% | — | +3.50% | |
| 31 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 0.32% | +0.02% | -0.42% | |
| 32 | ISVL | Ishares International Develo | ETF-Other | 0.27% | +0.01% | +69.59% | |
| 33 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.27% | -0.27% | EXIT | |
| 34 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.26% | — | -9.10% | |
| 35 | WRB | Wr Berkley CORP | Stock-Financials | 0.21% | -0.01% | — | |
| 36 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.20% | +0.22% | -11.24% | |
| 37 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.20% | — | -0.36% | |
| 38 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.18% | — | -0.63% | |
| 39 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.18% | +1.13% | — | |
| 40 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.16% | -0.01% | -10.95% | |
| 41 | DFIC | Dimensional International Co | ETF-Other | 0.15% | — | -0.35% | |
| 42 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.13% | +0.01% | -0.31% | |
| 43 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.12% | — | — | |
| 44 | AAPL | Apple Inc | Stock-Tech | 0.11% | +0.02% | — | |
| 45 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.10% | — | — | |
| 46 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.10% | — | — | |
| 47 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.09% | +0.01% | +5.14% | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.09% | — | — | |
| 49 | MSFT | Microsoft CORP | Stock-Tech | 0.09% | +0.03% | — |
According to official SEC Form 13F filings, Aurelius Family Office LLC reported a total U.S. public equity portfolio value of $251.6M across 49 disclosed positions in Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, DFAC, BNDW) accounted for 52.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
VBIL
市值: $463.7K
Top Position Liquidated / Trimmed
VOO
前期市值: $37.3M
During Q2 2026, Aurelius Family Office LLC's top holdings by market value included VOO (16.6%)、DFAC (11.9%)、BNDW (10.1%). The largest single position, VOO, represented 16.6% of total portfolio value.
In Q2 2026, Aurelius Family Office LLC made 42 total portfolio adjustments, initiating 2 new buys, adding to 13 positions, trimming 27 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.
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