account_balance

Investment manager · 13F filer · SEC CIK 2053738

Aurelius Family Office LLC

Reported value$252Mas of Sep 30, 2026
Positions50 1 new, 0 sold out
Top 10 weight70.5%VOO alone is 17%
FiledOct 2323 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VOO Vanguard Index FDS 17.3% Held
DFAC Dimensional ETF Trust 11.4% Trimmed −6%
BNDW Vanguard Scottsdale FDS 9.6% Trimmed −3%
DFCF Dimensional ETF Trust 8.3% Added +2%
VEA Vanguard Tax-Managed FDS 5.0% Held
VGLT Vanguard Scottsdale FDS 4.5% Trimmed −4%
VWO Vanguard Intl Equity Index F 4.2% Added +3%
VTIP Vanguard Malvern FDS 4.2% Held
VBR Vanguard Index FDS 3.2% Held
VONG Vanguard Scottsdale FDS 2.9% Held
DFUS Dimensional ETF Trust 2.9% Held
BND Vanguard Bd Index FDS 2.7% Trimmed −3%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 23, 2026, compared with the Jul 13, 2026 filing
add_circleNew
  • AVDV $202K
arrow_upwardAdded
  • VBIL +613%
  • TLT +125%
  • DFGP +9%
  • VB +4%
arrow_downwardTrimmed
  • VTI −7%
  • DFAC −6%
  • VGLT −4%
  • AVDE −4%
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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