AI Portfolio Summary
In 2025 Q4, Aurelius Family Office LLC maintained a portfolio of 49 distinct positions. They heavily accumulated shares in VANGUARD INDEX FDS, increasing their position by 1.9%. Conversely, Aurelius Family Office LLC completely exited their position in BERKSHIRE HATHAWAY I.
Total Positions
49
Quarter
2025 Q4
Top Holding
VOO (16.1%)
Top 10 Concentration
71.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 49
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VOO
VANGUARD INDEX ...
|
ETF | 16.15% | 15.87% |
#1
Prev: #1
|
6.5 | 1,121 | 1.9% |
P
S
|
59,367 | $37,547,089 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 12.23% | 12.31% |
#2
Prev: #2
|
6.0 | -8,805 | -1.2% |
P
S
|
708,356 | $28,440,493 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BNDW
VANGUARD SCOTTS...
|
ETF | 10.28% | 10.37% |
#3
Prev: #3
|
5.5 | 12,807 | 3.8% |
P
S
|
347,284 | $23,910,536 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 8.41% | 8.21% |
#4
Prev: #4
|
5.9 | 27,087 | 6.3% |
P
S
|
458,826 | $19,555,170 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VGLT
VANGUARD SCOTTS...
|
ETF | 5.09% | 5.21% |
#5
Prev: #5
|
3.0 | 5,716 | 2.8% |
P
S
|
211,619 | $11,835,830 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 4.83% | 4.79% |
#6
Prev: #6
|
2.4 | -3,946 | -2.2% |
P
S
|
175,710 | $11,236,670 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 4.19% | 4.18% |
#7
Prev: #7
|
3.7 | 11,300 | 6.1% |
P
S
|
196,750 | $9,739,142 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VWO
VANGUARD INTL E...
|
ETF | 3.70% | 3.81% |
#8
Prev: #8
|
2.0 | -2,264 | -1.4% |
P
S
|
155,615 | $8,603,976 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 3.38% | 3.19% |
#9
1
Prev: #10
|
3.4 | 1,818 | 5.3% |
P
S
|
36,179 | $7,852,639 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BND
VANGUARD BD IND...
|
ETF | 3.20% | 3.41% |
#10
1
Prev: #9
|
1.8 | -2,865 | -2.8% |
P
S
|
100,245 | $7,436,174 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 3.05% | 3.07% |
#11
Prev: #11
|
1.7 | -452 | -0.5% |
P
S
|
94,774 | $7,100,498 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VONG
VANGUARD SCOTTS...
|
ETF | 2.78% | 2.80% |
#12
Prev: #12
|
1.6 | 899 | 1.7% |
P
S
|
53,071 | $6,467,777 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VB
VANGUARD INDEX ...
|
ETF | 2.63% | 2.57% |
#13
Prev: #13
|
1.6 | 357 | 1.6% |
P
S
|
23,044 | $6,105,914 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 1.59% | 1.60% |
#14
Prev: #14
|
1.1 | -19 | -0.2% |
P
S
|
10,916 | $3,698,777 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFNM
DIMENSIONAL ETF...
|
ETF | 1.44% | 1.47% |
#15
Prev: #15
|
1.1 | 524 | 0.8% |
P
S
|
69,393 | $3,346,824 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 1.37% | 1.37% |
#16
Prev: #16
|
1.0 | -7 | -0.2% |
P
S
|
4,631 | $3,184,831 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VBK
VANGUARD INDEX ...
|
ETF | 1.37% | 1.26% |
#17
1
Prev: #18
|
2.5 | 711 | 7.5% |
P
S
|
10,191 | $3,174,876 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAS
DIMENSIONAL ETF...
|
ETF | 1.25% | 1.30% |
#18
1
Prev: #17
|
1.0 | -1,934 | -4.5% |
P
S
|
40,717 | $2,913,329 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 1.17% | 1.15% |
#19
Prev: #19
|
1.0 | -25 | -0.1% |
P
S
|
34,297 | $2,724,897 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
REET
ISHARES TR
|
ETF | 1.14% | 1.12% |
#20
Prev: #20
|
2.5 | 7,386 | 7.5% |
P
S
|
105,535 | $2,644,720 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFIS
DIMENSIONAL ETF...
|
Bond/Debt | 1.11% | 1.10% |
#21
Prev: #21
|
0.9 | -1,100 | -1.4% |
P
S
|
77,347 | $2,591,127 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VONV
VANGUARD SCOTTS...
|
ETF | 1.06% | 0.96% |
#22
2
Prev: #24
|
2.4 | 1,843 | 7.6% |
P
S
|
26,086 | $2,457,035 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DISV
DIMENSIONAL ETF...
|
Bond/Debt | 1.05% | 1.03% |
#23
1
Prev: #22
|
0.9 | -1,039 | -1.6% |
P
S
|
63,527 | $2,450,880 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 0.94% | 1.00% |
#24
1
Prev: #23
|
0.9 | -5,706 | -11.7% |
P
S
|
43,164 | $2,193,174 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFUV
DIMENSIONAL ETF...
|
ETF | 0.89% | 0.91% |
#25
Prev: #25
|
0.9 | -2,649 | -5.8% |
P
S
|
43,182 | $2,062,372 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.00% | 0.09% |
Sold All 😨
(Was: #49) |
0.0 | -399 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 49 holdings