Aurelius Family Office LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $197 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 $30.2B, Dimensional ETF Tr U S Core Eq with a value of $23.9B, Vanguard Scottsdale Fds Vangua with a value of $22B, Dimensional ETF Tr Core Fxd In with a value of $16.8B, and Vanguard Long Term Treasury Et with a value of $10.7B.

Examining the 13F form we can see an decrease of $1.1B in the current position value, from $198B to 197B.

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 $197 Billion
ETFs: $194 Billion
Financial Services: $754 Million
Technology: $471 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $197 Billion
  • Prior Value $198 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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