2026 Q1 Portfolio Activity
In 2026 Q1, Aurelius Family Office LLC maintained a portfolio of 48 distinct positions. They heavily accumulated shares in VANGUARD INDEX FDS, increasing the position by 5.2%.
Position History
hover any row below to update
Loading…
Total Positions
48
Quarter
2026 Q1
Top Holding
VOO (16.2%)
Top 10 Concentration
72.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-48 of 48
Aurelius Family Office LLC Full Holdings List — 2026 Q1
| 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 | 16.23% | 16.15% |
#1
Prev: #1
|
8.0 |
—
|
3,110 | 5.2% |
P
S
|
62,477 | $37,333,195 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 11.66% | 12.23% |
#2
Prev: #2
|
6.0 |
—
|
-18,263 | -2.6% |
P
S
|
690,093 | $26,817,014 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
BNDW
VANGUARD SCOTTS...
|
ETF | 10.57% | 10.28% |
#3
Prev: #3
|
5.5 |
—
|
8,411 | 2.4% |
P
S
|
355,695 | $24,311,782 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 8.83% | 8.41% |
#4
Prev: #4
|
4.5 |
—
|
22,338 | 4.9% |
P
S
|
481,164 | $20,314,739 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VGLT
VANGUARD SCOTTS...
|
ETF | 5.26% | 5.09% |
#5
Prev: #5
|
3.1 |
—
|
6,880 | 3.3% |
P
S
|
218,499 | $12,095,021 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 4.87% | 4.83% |
#6
Prev: #6
|
2.4 |
—
|
-1,074 | -0.6% |
P
S
|
174,636 | $11,190,678 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 4.42% | 4.19% |
#7
Prev: #7
|
2.3 |
—
|
6,544 | 3.3% |
P
S
|
203,294 | $10,154,528 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 3.74% | 3.70% |
#8
Prev: #8
|
2.0 |
—
|
3,502 | 2.3% |
P
S
|
159,117 | $8,600,268 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 3.46% | 3.38% |
#9
Prev: #9
|
1.9 |
—
|
491 | 1.4% |
P
S
|
36,670 | $7,966,645 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
BND
VANGUARD BD IND...
|
ETF | 3.16% | 3.20% |
#10
Prev: #10
|
1.8 |
—
|
-1,428 | -1.4% |
P
S
|
98,817 | $7,276,884 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 2.82% | 3.05% |
#11
Prev: #11
|
1.6 |
—
|
-3,350 | -3.5% |
P
S
|
91,424 | $6,482,868 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 2.67% | 2.63% |
#12
1
Prev: #13
|
1.6 |
—
|
420 | 1.8% |
P
S
|
23,464 | $6,145,764 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VONG
VANGUARD SCOTTS...
|
ETF | 2.62% | 2.78% |
#13
1
Prev: #12
|
1.5 |
—
|
1,806 | 3.4% |
P
S
|
54,877 | $6,019,499 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 1.52% | 1.59% |
#14
Prev: #14
|
1.1 |
—
|
-35 | -0.3% |
P
S
|
10,881 | $3,490,734 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DFNM
DIMENSIONAL ETF...
|
ETF | 1.45% | 1.44% |
#15
Prev: #15
|
1.1 |
—
|
142 | 0.2% |
P
S
|
69,535 | $3,332,813 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VBK
VANGUARD INDEX ...
|
ETF | 1.37% | 1.37% |
#16
1
Prev: #17
|
1.0 |
—
|
260 | 2.6% |
P
S
|
10,451 | $3,158,911 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.22% | 1.37% |
#17
1
Prev: #16
|
1.0 |
—
|
-300 | -6.5% |
P
S
|
4,331 | $2,816,623 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DFAS
DIMENSIONAL ETF...
|
ETF | 1.20% | 1.25% |
#18
Prev: #18
|
1.0 |
—
|
-2,055 | -5.0% |
P
S
|
38,662 | $2,750,018 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
REET
ISHARES TR
|
ETF | 1.18% | 1.14% |
#19
1
Prev: #20
|
1.0 |
—
|
2,691 | 2.5% |
P
S
|
108,226 | $2,721,884 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 1.17% | 1.17% |
#20
1
Prev: #19
|
1.0 |
—
|
-812 | -2.4% |
P
S
|
33,485 | $2,698,221 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DFIS
DIMENSIONAL ETF...
|
Bond/Debt | 1.15% | 1.11% |
#21
Prev: #21
|
1.0 |
—
|
1,099 | 1.4% |
P
S
|
78,446 | $2,641,261 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VONV
VANGUARD SCOTTS...
|
ETF | 1.10% | 1.06% |
#22
Prev: #22
|
0.9 |
—
|
835 | 3.2% |
P
S
|
26,921 | $2,523,538 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DISV
DIMENSIONAL ETF...
|
Bond/Debt | 1.09% | 1.05% |
#23
Prev: #23
|
0.9 |
—
|
303 | 0.5% |
P
S
|
63,830 | $2,517,472 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 0.91% | 0.94% |
#24
Prev: #24
|
0.9 |
—
|
-3,311 | -7.7% |
P
S
|
39,853 | $2,103,453 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DFUV
DIMENSIONAL ETF...
|
ETF | 0.84% | 0.89% |
#25
Prev: #25
|
0.8 |
—
|
-3,089 | -7.2% |
P
S
|
40,093 | $1,942,907 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
IWM
ISHARES TR
|
ETF | 0.54% | 0.56% |
#26
Prev: #26
|
0.7 |
—
|
-94 | -1.8% |
P
S
|
5,038 | $1,249,424 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
AVDE
AMERICAN CENTY ...
|
Bond/Debt | 0.50% | 0.55% |
#27
Prev: #27
|
0.7 |
—
|
-1,479 | -9.8% |
P
S
|
13,623 | $1,155,775 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
AVUS
AMERICAN CENTY ...
|
ETF | 0.48% | 0.49% |
#28
Prev: #28
|
0.7 |
—
|
-181 | -1.8% |
P
S
|
9,876 | $1,098,014 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 0.47% | 0.48% |
#29
Prev: #29
|
0.7 |
—
|
-857 | -4.7% |
P
S
|
17,369 | $1,084,694 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.42% | 0.46% |
#30
Prev: #30
|
0.7 |
—
|
-575 | -10.4% |
P
S
|
4,936 | $968,363 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DFGP
DIMENSIONAL ETF...
|
ETF | 0.35% | 0.35% |
#31
Prev: #31
|
0.6 |
—
|
-148 | -1.0% |
P
S
|
15,087 | $814,547 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
EFV
ISHARES TR
|
ETF | 0.30% | 0.30% |
#32
Prev: #32
|
0.6 |
—
|
-298 | -3.1% |
P
S
|
9,406 | $699,349 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DFSV
DIMENSIONAL ETF...
|
ETF | 0.28% | 0.26% |
#33
Prev: #33
|
0.6 |
—
|
-29 | -0.2% |
P
S
|
18,130 | $635,275 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
TLT
ISHARES TR
|
ETF | 0.25% | 0.26% |
#34
Prev: #34
|
0.6 |
—
|
-110 | -1.6% |
P
S
|
6,725 | $582,990 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
WRB
BERKLEY W R COR...
|
Financial Services | 0.22% | 0.23% |
#35
Prev: #35
|
1.1 |
—
|
no change | no change |
P
S
|
7,519 | $498,359 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VSS
VANGUARD INTL E...
|
ETF | 0.19% | 0.21% |
#36
Prev: #36
|
0.6 |
—
|
-241 | -7.4% |
P
S
|
3,024 | $440,891 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 0.19% | 0.18% |
#37
Prev: #37
|
1.1 |
—
|
no change | no change |
P
S
|
12,421 | $429,146 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
ISVL
ISHARES TR
|
Bond/Debt | 0.17% | 0.17% |
#38
Prev: #38
|
0.6 |
—
|
-40 | -0.5% |
P
S
|
7,992 | $384,511 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
IWN
ISHARES TR
|
ETF | 0.17% | 0.16% |
#39
Prev: #39
|
0.6 |
—
|
-45 | -2.2% |
P
S
|
2,027 | $384,376 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 0.16% | 0.16% |
#40
Prev: #40
|
0.6 |
—
|
-351 | -3.4% |
P
S
|
10,073 | $357,894 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DFLV
DIMENSIONAL ETF...
|
ETF | 0.13% | 0.13% |
#41
Prev: #41
|
0.6 |
—
|
-109 | -1.2% |
P
S
|
8,618 | $307,749 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
STIP
ISHARES TR
|
ETF | 0.13% | 0.13% |
#42
Prev: #42
|
1.1 |
—
|
no change | no change |
P
S
|
2,968 | $306,980 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
SCHC
SCHWAB STRATEGI...
|
Bond/Debt | 0.11% | 0.11% |
#43
2
Prev: #45
|
0.5 |
—
|
-89 | -1.6% |
P
S
|
5,339 | $249,545 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
AAPL
APPLE INC
|
Technology | 0.10% | 0.11% |
#44
Prev: #44
|
1.0 |
—
|
no change | no change |
P
S
|
950 | $241,101 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
SCZ
ISHARES TR
|
ETF | 0.10% | 0.10% |
#45
1
Prev: #46
|
1.0 |
—
|
no change | no change |
P
S
|
3,049 | $239,072 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.10% | 0.12% |
#46
3
Prev: #43
|
1.0 |
—
|
no change | no change |
P
S
|
594 | $219,881 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DFAW
DIMENSIONAL ETF...
|
ETF | 0.09% | 0.09% |
#47
Prev: #47
|
0.5 |
—
|
-145 | -5.0% |
P
S
|
2,765 | $204,002 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.00% | 0.09% |
Sold All 😨
(Was: #48) |
0.0 |
—
|
-620 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-08 |
Showing 1-48 of 48 holdings