§ 13F · FUND PROFILE
Aurelius Family Office LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $212M (13F)Positions · 46Turnover · — · Q1Filed · Apr 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 62K | $37M | 16.2% | +5% |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 690K | $27M | 11.7% | −3% |
| 3 | BNDW | VANGUARD SCOTTSDALE FDS | 356K | $24M | 10.6% | +2% |
| 4 | DFCF | DIMENSIONAL ETF TRUST | 481K | $20M | 8.8% | +5% |
| 5 | VGLT | VANGUARD SCOTTSDALE FDS | 218K | $12M | 5.3% | +3% |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 175K | $11M | 4.9% | −1% |
| 7 | VTIP | VANGUARD MALVERN FDS | 203K | $10M | 4.4% | +3% |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | 159K | $9M | 3.7% | +2% |
| 9 | VBR | VANGUARD INDEX FDS | 37K | $8M | 3.5% | +1% |
| 10 | BND | VANGUARD BD INDEX FDS | 99K | $7M | 3.2% | −1% |
§ 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 $212 million in assets. The fund runs a portfolio of 46 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed