§ 13F · FUND PROFILE
Aurelius Family Office LLC.
AUM · $254M (13F)Positions · 49Turnover · n/a · Q2Filed · Jul 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$698K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 61K | $42M | 16.6% | −2% |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 682K | $30M | 11.9% | −1% |
| 3 | BNDW | VANGUARD SCOTTSDALE FDS | 376K | $26M | 10.1% | +6% |
| 4 | DFCF | DIMENSIONAL ETF TRUST | 506K | $21M | 8.4% | +5% |
| 5 | VGLT | VANGUARD SCOTTSDALE FDS | 235K | $13M | 5.1% | +8% |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 179K | $13M | 5.0% | +2% |
| 7 | VTIP | VANGUARD MALVERN FDS | 211K | $11M | 4.2% | +4% |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | 174K | $10M | 4.1% | +9% |
| 9 | VBR | VANGUARD INDEX FDS | 35K | $8M | 3.3% | −5% |
| 10 | DFUS | DIMENSIONAL ETF TRUST | 89K | $7M | 2.9% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AURELIUS SIGNAL
AC read
Aurelius Family Office LLC is a Other fund managing $254 million in assets. The fund runs a portfolio of 49 positions.
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