Aurelius Family Office LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $212 Billion distributed in 46 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $33.9B, Dimensional ETF Tr U S Core Eq with a value of $25.8B, Vanguard Scottsdale Fds Vangua with a value of $22.4B, Dimensional ETF Tr Core Fxd In with a value of $17.3B, and Vanguard Long Term Treasury Et with a value of $10.8B.

Examining the 13F form we can see an increase of $14.5B in the current position value, from $197B to 212B.

Aurelius Family Office LLC is based out at Bedford, NH

Below you can find more details about Aurelius Family Office LLC portfolio as well as his latest detailed transactions.

Portfolio value $212 Billion
ETFs: $209 Billion
Financial Services: $552 Million
Technology: $528 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $212 Billion
  • Prior Value $197 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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