Holders — by stockHoldings — by fund
Aurelius Family Office LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002053738
$253.9M
disclosed book value
49
positions
16.6%
largest position share
Positions, as of 2026-06-30
top 49 of 49 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 61,313 | $42.1M | 16.6% |
| 2 | DFACDIMENSIONAL ETF TRUST | 681,653 | $30.2M | 11.9% |
| 3 | BNDWVANGUARD SCOTTSDALE FDS | 375,706 | $25.7M | 10.1% |
| 4 | DFCFDIMENSIONAL ETF TRUST | 506,366 | $21.4M | 8.4% |
| 5 | VGLTVANGUARD SCOTTSDALE FDS | 234,900 | $13.0M | 5.1% |
| 6 | VEAVANGUARD TAX-MANAGED FDS | 178,831 | $12.7M | 5% |
| 7 | VTIPVANGUARD MALVERN FDS | 211,089 | $10.6M | 4.2% |
| 8 | VWOVANGUARD INTL EQUITY INDEX F | 173,692 | $10.4M | 4.1% |
| 9 | VBRVANGUARD INDEX FDS | 34,752 | $8.4M | 3.3% |
| 10 | DFUSDIMENSIONAL ETF TRUST | 88,717 | $7.3M | 2.9% |
| 11 | VONGVANGUARD SCOTTSDALE FDS | 56,648 | $7.2M | 2.9% |
| 12 | BNDVANGUARD BD INDEX FDS | 97,708 | $7.2M | 2.8% |
| 13 | VBVANGUARD INDEX FDS | 22,399 | $6.8M | 2.7% |
| 14 | VTIVANGUARD INDEX FDS | 10,866 | $4.0M | 1.6% |
| 15 | DFNMDIMENSIONAL ETF TRUST | 80,663 | $3.9M | 1.5% |
| 16 | VBKVANGUARD INDEX FDS | 10,084 | $3.7M | 1.5% |
| 17 | SPYSTATE STR SPDR S&P 500 ETF T | 4,556 | $3.4M | 1.3% |
| 18 | AVEMAMERICAN CENTY ETF TR | 33,274 | $3.2M | 1.3% |
| 19 | DFASDIMENSIONAL ETF TRUST | 37,019 | $3.0M | 1.2% |
| 20 | REETISHARES TR | 108,409 | $3.0M | 1.2% |
| 21 | DFISDIMENSIONAL ETF TRUST | 78,127 | $2.7M | 1.1% |
| 22 | VONVVANGUARD SCOTTSDALE FDS | 25,088 | $2.7M | 1.1% |
| 23 | DISVDIMENSIONAL ETF TRUST | 63,187 | $2.5M | 1% |
| 24 | DFUVDIMENSIONAL ETF TRUST | 39,245 | $2.2M | 0.9% |
| 25 | DFIVDIMENSIONAL ETF TRUST | 37,893 | $2.0M | 0.8% |
| 26 | IWMISHARES TR | 4,848 | $1.5M | 0.6% |
| 27 | AVUSAMERICAN CENTY ETF TR | 9,651 | $1.2M | 0.5% |
| 28 | DFATDIMENSIONAL ETF TRUST | 17,369 | $1.2M | 0.5% |
| 29 | AVDEAMERICAN CENTY ETF TR | 13,218 | $1.2M | 0.5% |
| 30 | VTVVANGUARD INDEX FDS | 5,109 | $1.1M | 0.4% |
| 31 | DFGPDIMENSIONAL ETF TRUST | 15,023 | $818,153 | 0.3% |
| 32 | ISVLISHARES TR | 13,554 | $682,444 | 0.3% |
| 33 | DFSVDIMENSIONAL ETF TRUST | 17,370 | $673,782 | 0.3% |
| 34 | EFVISHARES TR | 8,550 | $654,538 | 0.3% |
| 35 | WRBBERKLEY W R CORP | 7,519 | $530,315 | 0.2% |
| 36 | TLTISHARES TR | 5,969 | $515,841 | 0.2% |
| 37 | DFEMDIMENSIONAL ETF TRUST | 12,376 | $502,961 | 0.2% |
| 38 | VSSVANGUARD INTL EQUITY INDEX F | 3,005 | $463,693 | 0.2% |
| 39 | VBILVANGUARD INSTL INDEX FD | 6,127 | $463,691 | 0.2% |
| 40 | IWNISHARES TR | 1,805 | $399,305 | 0.2% |
| 41 | DFICDIMENSIONAL ETF TRUST | 10,038 | $374,016 | 0.1% |
| 42 | DFLVDIMENSIONAL ETF TRUST | 8,591 | $339,688 | 0.1% |
| 43 | STIPISHARES TR | 2,968 | $303,211 | 0.1% |
| 44 | AAPLAPPLE INC | 950 | $274,892 | 0.1% |
| 45 | SCHCSCHWAB STRATEGIC TR | 5,339 | $256,913 | 0.1% |
| 46 | SCZISHARES TR | 3,049 | $250,841 | 0.1% |
| 47 | DFAWDIMENSIONAL ETF TRUST | 2,907 | $240,671 | 0.1% |
| 48 | AVGOBROADCOM INC | 620 | $234,205 | 0.1% |
| 49 | MSFTMICROSOFT CORP | 594 | $221,574 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.