Aurelius Family Office LLC

CIK 0002053738 · BEDFORD, NH · Quarter end: 2026-06-30 · Filed on: 2026-07-13 · Open the SEC source

Aurelius Family Office LLC reported 49 positions worth $253.9M as of June 30, 2026 (13F filed July 13, 2026). Largest holding: VOO (16.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$253.9M
2026 Q2
Positions
49
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
71.6%
Est. Net Flow (Q)
2026 Q2
10 / 49 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VOOVANGUARD INDEX FDSSH$42.1M16.59%61,313
2DFACDIMENSIONAL ETF TRUSTSH$30.2M11.91%681,653
3BNDWVANGUARD SCOTTSDALE FDSSH$25.7M10.14%375,706
4DFCFDIMENSIONAL ETF TRUSTSH$21.4M8.42%506,366
5VGLTVANGUARD SCOTTSDALE FDSSH$13.0M5.11%234,900
6VEAVANGUARD TAX-MANAGED FDSSH$12.7M5.02%178,831
7VTIPVANGUARD MALVERN FDSSH$10.6M4.18%211,089
8VWOVANGUARD INTL EQUITY INDEX FSH$10.4M4.08%173,692
9VBRVANGUARD INDEX FDSSH$8.4M3.33%34,752
10DFUSDIMENSIONAL ETF TRUSTSH$7.3M2.86%88,717

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Aurelius Family Office LLC hold as of Q2 2026?

Aurelius Family Office LLC reported 49 positions worth $253.9M in its Q2 2026 13F filing. Largest positions: VOO (16.6%), DFAC (11.9%), BNDW (10.1%), DFCF (8.4%) and VGLT (5.1%).

What did Aurelius Family Office LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Aurelius Family Office LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.