account_balance

Investment manager · 13F filer · SEC CIK 2093444

Aureum Wealth Management, LLC

Reported value$162Mas of Sep 30, 2026
Positions57 3 new, 8 sold out
Top 10 weight51.5%SPYG alone is 9%
FiledOct 1515 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
SPYG SPDR Series Trust 9.3% Held
SPYV SPDR Series Trust 8.6% Added +2%
IEFA iShares Tr 8.2% Held
JEPI J P Morgan Exchange Traded F 4.1% Held
HDV iShares Tr 4.1% Added +6%
GLDM World Gold Trust 3.8% Held
FTCB First Tr Exchange-Traded Fd 3.5% Added +11%
SPYM SPDR Series Trust 3.4% Held
USMV iShares Tr 3.3% Added +10%
IJR iShares Tr 3.0% Added +2%
IJH iShares Tr 3.0% Added +3%
IEMG iShares Inc 2.8% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 15, 2026, compared with the Jul 22, 2026 filing
add_circleNew
  • RAAX $3.44M
  • CLOI $3.09M
  • SCIO $2.62M
arrow_upwardAdded
  • IDV +21%
  • JEPQ +17%
  • BOTZ +15%
  • VNQ +13%
arrow_downwardTrimmed
  • MBB −49%
  • CBU −20%
  • AVDV −20%
  • AVUV −17%
remove_circleSold out
  • JAAA $4.33M
  • SGOV $957K
  • CLIP $304K
  • EFA $291K

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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