Aurelius Family Office LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $198 Billion distributed in 43 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 $31.6B, Dimensional ETF Tr U S Core Eq with a value of $25B, Vanguard Scottsdale Fds Vangua with a value of $21.6B, Dimensional ETF Tr Core Fxd In with a value of $16.5B, and Vanguard Long Term Treasury Et with a value of $9.88B.

Examining the 13F form we can see an increase of $198B in the current position value.

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 $198 Billion
ETFs: $195 Billion
Financial Services: $878 Million
Technology: $540 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $198 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 43 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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