Aurelius Family Office LLC Portfolio Holdings

Aurelius Family Office LLC

  • $225 Billion
  • Q3 2025

Aurelius Family Office LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $225 Billion distributed in 49 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 $35.7B, Dimensional ETF Tr U S Core Eq with a value of $27.7B, Vanguard Scottsdale Fds Vangua with a value of $23.3B, Dimensional ETF Tr Core Fxd In with a value of $18.5B, and Vanguard Long Term Treasury Et with a value of $11.7B.

Examining the 13F form we can see an increase of $13.2B in the current position value, from $212B to 225B.

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 $225 Billion
ETFs: $222 Billion
Financial Services: $777 Million
Technology: $754 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $225 Billion
  • Prior Value $212 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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