Aurelius Family Office LLC
CIK: 0002053738SEC EDGAR →
Portfolio Value
$232.5B
Holdings
48
As of
Q4 2025
New Positions
48
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 59,367 | $37.5B | 16.15% |
| 2 | DIMENSIONAL ETF TRUST | 708,356 | $28.4B | 12.23% |
| 3 | VANGUARD SCOTTSDALE FDS | 347,284 | $23.9B | 10.28% |
| 4 | DIMENSIONAL ETF TRUST | 458,826 | $19.6B | 8.41% |
| 5 | VANGUARD SCOTTSDALE FDS | 211,619 | $11.8B | 5.09% |
| 6 | VANGUARD TAX-MANAGED FDS | 175,710 | $11.2B | 4.83% |
| 7 | VANGUARD MALVERN FDS | 196,750 | $9.7B | 4.19% |
| 8 | VANGUARD INTL EQUITY INDEX F | 155,615 | $8.6B | 3.70% |
| 9 | VANGUARD INDEX FDS | 36,179 | $7.9B | 3.38% |
| 10 | VANGUARD BD INDEX FDS | 100,245 | $7.4B | 3.20% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (48)
$37.5B · 59K shares
$28.4B · 708K shares
$23.9B · 347K shares
$19.6B · 459K shares
$11.8B · 212K shares
$11.2B · 176K shares
$9.7B · 197K shares
$8.6B · 156K shares
$7.9B · 36K shares
$7.4B · 100K shares
$7.1B · 95K shares
$6.5B · 53K shares
$6.1B · 23K shares
$3.7B · 11K shares
$3.3B · 69K shares
$3.2B · 5K shares
$3.2B · 10K shares
$2.9B · 41K shares
$2.7B · 34K shares
$2.6B · 106K shares
$2.6B · 77K shares
$2.5B · 26K shares
$2.5B · 64K shares
$2.2B · 43K shares
$2.1B · 43K shares
$1.3B · 5K shares
$1.3B · 15K shares
$1.1B · 10K shares
$1.1B · 18K shares
$1.1B · 6K shares
$825.0M · 15K shares
$704.0M · 10K shares
$612.0M · 18K shares
$597.0M · 7K shares
$531.0M · 8K shares
$476.0M · 3K shares
$423.0M · 12K shares
$388.0M · 8K shares
$383.0M · 2K shares
$366.0M · 10K shares
$306.0M · 9K shares
$304.0M · 3K shares
$280.0M · 594 shares
$253.0M · 950 shares
$252.0M · 5K shares
$241.0M · 3K shares
$218.0M · 3K shares
$212.0M · 620 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 45 | $231.8B | 99.7% |
| Technology | 3 | $745.0M | 0.3% |