Aurelius Family Office LLC
CIK: 0002053738SEC EDGAR →
Portfolio Value
$232.5M
Holdings
48
As of
Q4 2025
New Positions
48
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 59,367 | $37.5M | 16.15% |
| 2 | DIMENSIONAL ETF TRUST | 708,356 | $28.4M | 12.23% |
| 3 | VANGUARD SCOTTSDALE FDS | 347,284 | $23.9M | 10.28% |
| 4 | DIMENSIONAL ETF TRUST | 458,826 | $19.6M | 8.41% |
| 5 | VANGUARD SCOTTSDALE FDS | 211,619 | $11.8M | 5.09% |
| 6 | VANGUARD TAX-MANAGED FDS | 175,710 | $11.2M | 4.83% |
| 7 | VANGUARD MALVERN FDS | 196,750 | $9.7M | 4.19% |
| 8 | VANGUARD INTL EQUITY INDEX F | 155,615 | $8.6M | 3.70% |
| 9 | VANGUARD INDEX FDS | 36,179 | $7.9M | 3.38% |
| 10 | VANGUARD BD INDEX FDS | 100,245 | $7.4M | 3.20% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (48)
$37.5M · 59K shares
$28.4M · 708K shares
$23.9M · 347K shares
$19.6M · 459K shares
$11.8M · 212K shares
$11.2M · 176K shares
$9.7M · 197K shares
$8.6M · 156K shares
$7.9M · 36K shares
$7.4M · 100K shares
$7.1M · 95K shares
$6.5M · 53K shares
$6.1M · 23K shares
$3.7M · 11K shares
$3.3M · 69K shares
$3.2M · 5K shares
$3.2M · 10K shares
$2.9M · 41K shares
$2.7M · 34K shares
$2.6M · 106K shares
$2.6M · 77K shares
$2.5M · 26K shares
$2.5M · 64K shares
$2.2M · 43K shares
$2.1M · 43K shares
$1.3M · 5K shares
$1.3M · 15K shares
$1.1M · 10K shares
$1.1M · 18K shares
$1.1M · 6K shares
$825K · 15K shares
$704K · 10K shares
$612K · 18K shares
$597K · 7K shares
$531K · 8K shares
$476K · 3K shares
$423K · 12K shares
$388K · 8K shares
$383K · 2K shares
$366K · 10K shares
$306K · 9K shares
$304K · 3K shares
$280K · 594 shares
$253K · 950 shares
$252K · 5K shares
$241K · 3K shares
$218K · 3K shares
$212K · 620 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 45 | $231.8M | 99.7% |
| Technology | 3 | $745K | 0.3% |