§ 13F · FUND PROFILE
Aureum Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 49Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$107.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | 97K | $10.3T | 9.6% | NEW |
| 2 | SPYV | SPDR SERIES TRUST | 168K | $9.5T | 8.8% | NEW |
| 3 | IEFA | ISHARES TR | 101K | $9.0T | 8.4% | NEW |
| 4 | MBB | ISHARES TR | 64K | $6.1T | 5.6% | NEW |
| 5 | GLDM | WORLD GOLD TR | 58K | $5.0T | 4.6% | NEW |
| 6 | JEPI | J P MORGAN EXCHANGE TRADED F | 84K | $4.8T | 4.4% | NEW |
| 7 | HDV | ISHARES TR | 35K | $4.3T | 4.0% | NEW |
| 8 | SPYM | SPDR SERIES TRUST | 48K | $3.9T | 3.6% | NEW |
| 9 | IJR | ISHARES TR | 29K | $3.5T | 3.2% | NEW |
| 10 | JAAA | JANUS DETROIT STR TR | 66K | $3.4T | 3.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AUREUM SIGNAL
AC read
Aureum Wealth Management, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed