Institutional Fund
Aurelius Family Office LLC
Bedford, NHCIK 20537385 filings on record
Portfolio Value
$229.96M
Q1 2026
Holdings
47
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-1.1%
from $232.55M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds16.2%
- Dimensional ETF Trust11.7%
- Vanguard Scottsdale Fds10.6%
- Dimensional ETF Trust8.8%
- Vanguard Scottsdale Fds5.3%
- Vanguard Tax-Managed Fds4.9%
- Other42.6%
Portfolio Holdings
47 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 62.5K | $37.33M | 16.2% | +3.1K | Added |
| 2 | Dimensional ETF Trust | 690.1K | $26.82M | 11.7% | −18.3K | Reduced |
| 3 | Vanguard Scottsdale Fds | 355.7K | $24.31M | 10.6% | +8.4K | Added |
| 4 | Dimensional ETF Trust | 481.2K | $20.31M | 8.8% | +22.3K | Added |
| 5 | Vanguard Scottsdale Fds | 218.5K | $12.10M | 5.3% | +6.9K | Added |
| 6 | Vanguard Tax-Managed Fds | 174.6K | $11.19M | 4.9% | −1.1K | Reduced |
| 7 | Vanguard Malvern Fds | 203.3K | $10.15M | 4.4% | +6.5K | Added |
| 8 | Vanguard Intl Equity Index F | 159.1K | $8.60M | 3.7% | +3.5K | Added |
| 9 | Vanguard Index Fds | 36.7K | $7.97M | 3.5% | +491 | Added |
| 10 | Vanguard Bd Index Fds | 98.8K | $7.28M | 3.2% | −1.4K | Reduced |
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