Aurelius Family Office LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 9, 2026, for the 2025 Q4 period, Aurelius Family Office LLC held in its portfolio 48 assets valued at $232,547,947 (i.e. $232.55M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($37.55M), DIMENSIONAL ETF TRUST ($28.44M), and VANGUARD SCOTTSDALE FDS ($23.91M).
The chart below shows the top 10 valuable assets, and the table below shows the top 48 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Aurelius Family Office LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 59367 | 37547089 | S&P 500 ETF SHS |
| DIMENSIONAL ETF TRUST | 708356 | 28440493 | US CORE EQUITY 2 |
| VANGUARD SCOTTSDALE FDS | 347284 | 23910536 | TOTAL WLD BD ETF |
| DIMENSIONAL ETF TRUST | 458826 | 19555170 | CORE FIXED INCOM |
| VANGUARD SCOTTSDALE FDS | 211619 | 11835830 | LONG TERM TREAS |
| VANGUARD TAX-MANAGED FDS | 175710 | 11236670 | VAN FTSE DEV MKT |
| VANGUARD MALVERN FDS | 196750 | 9739142 | STRM INFPROIDX |
| VANGUARD INTL EQUITY INDEX F | 155615 | 8603976 | FTSE EMR MKT ETF |
| VANGUARD INDEX FDS | 36179 | 7852639 | SM CP VAL ETF |
| VANGUARD BD INDEX FDS | 100245 | 7436174 | TOTAL BND MRKT |
| DIMENSIONAL ETF TRUST | 94774 | 7100498 | US EQUITY MARKET |
| VANGUARD SCOTTSDALE FDS | 53071 | 6467777 | VNG RUS1000GRW |
| VANGUARD INDEX FDS | 23044 | 6105914 | SMALL CP ETF |
| VANGUARD INDEX FDS | 10916 | 3698777 | TOTAL STK MKT |
| DIMENSIONAL ETF TRUST | 69393 | 3346824 | NATL MUN BD ETF |
| SPDR S&P 500 ETF TR | 4631 | 3184831 | TR UNIT |
| VANGUARD INDEX FDS | 10191 | 3174876 | SML CP GRW ETF |
| DIMENSIONAL ETF TRUST | 40717 | 2913329 | US SMALL CAP ETF |
| AMERICAN CENTY ETF TR | 34297 | 2724897 | AVANTIS EMGMKT |
| ISHARES TR | 105535 | 2644720 | GLOBAL REIT ETF |
| DIMENSIONAL ETF TRUST | 77347 | 2591127 | INTL SMALL CAP E |
| VANGUARD SCOTTSDALE FDS | 26086 | 2457035 | VNG RUS1000VAL |
| DIMENSIONAL ETF TRUST | 63527 | 2450880 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 43164 | 2193174 | INTERNATNAL VAL |
| DIMENSIONAL ETF TRUST | 43182 | 2062372 | US MKTWIDE VALUE |
| ISHARES TR | 5132 | 1297010 | RUSSELL 2000 ETF |
| AMERICAN CENTY ETF TR | 15102 | 1269323 | INTL EQT ETF |
| AMERICAN CENTY ETF TR | 10057 | 1142978 | US EQT ETF |
| DIMENSIONAL ETF TRUST | 18226 | 1109963 | US TARGETED VLU |
| VANGUARD INDEX FDS | 5511 | 1072637 | VALUE ETF |
| DIMENSIONAL ETF TRUST | 15235 | 825432 | GLOBAL CORE PLUS |
| ISHARES TR | 9704 | 704329 | EAFE VALUE ETF |
| DIMENSIONAL ETF TRUST | 18159 | 612685 | US SMALL CAP VAL |
| ISHARES TR | 6835 | 597789 | 20 YR TR BD ETF |
| BERKLEY W R CORP | 7519 | 531668 | COM |
| VANGUARD INTL EQUITY INDEX F | 3265 | 476875 | FTSE SMCAP ETF |
| DIMENSIONAL ETF TRUST | 12421 | 423308 | EMERGING MKTS CO |
| ISHARES TR | 8032 | 388508 | INTL DEV SML CP |
| ISHARES TR | 2072 | 383677 | RUS 2000 VAL ETF |
| DIMENSIONAL ETF TRUST | 10424 | 366299 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 8727 | 306405 | US LARGE CAP VAL |
| ISHARES TR | 2968 | 304220 | 0-5 YR TIPS ETF |
| MICROSOFT CORP | 594 | 280873 | COM |
| APPLE INC | 950 | 253897 | COM |
| SCHWAB STRATEGIC TR | 5428 | 252239 | INTL SCEQT ETF |
| ISHARES TR | 3049 | 241359 | EAFE SML CP ETF |
| DIMENSIONAL ETF TRUST | 2910 | 218803 | WORLD EQUITY ETF |
| BROADCOM INC | 620 | 212920 | COM |
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