Institutional Fund
Auour Investments LLC
Woburn, MACIK 17893105 filings on record
Portfolio Value
$317.93M
Q1 2026
Holdings
91
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+1.2%
from $314.30M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust19.1%
- Spdr Index Shs Fds10.5%
- Spdr Series Trust8.3%
- Vanguard Tax-Managed Fds4.1%
- Spdr Series Trust3.2%
- Spdr Series Trust3.0%
- Other51.8%
Portfolio Holdings
91 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 794.9K | $60.84M | 19.1% | +18.0K | Added |
| 2 | Spdr Index Shs Fds | 733.7K | $33.49M | 10.5% | +10.9K | Added |
| 3 | Spdr Series Trust | 288.5K | $26.44M | 8.3% | −10.6K | Reduced |
| 4 | Vanguard Tax-Managed Fds | 201.3K | $12.90M | 4.1% | +746 | Added |
| 5 | Spdr Series Trust | 299.8K | $10.06M | 3.2% | +8.9K | Added |
| 6 | Spdr Series Trust | 166.7K | $9.43M | 3.0% | +2.1K | Added |
| 7 | Valued Advisers Tr | 306.7K | $7.82M | 2.5% | +1.2K | Added |
| 8 | Janus Detroit Str Tr | 154.8K | $7.80M | 2.5% | +51.2K | Added |
| 9 | Ishares Tr | 82.8K | $7.50M | 2.4% | +324 | Added |
| 10 | Invesco Actively Managed Exc | 294.0K | $7.36M | 2.3% | +294.0K | New |
81 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio