Aurelius Family Office LLC - Portfolio overview

Aurelius Family Office LLC has 49 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 16.21%
2. DFAC - DIMENSIONAL ETF TRUST, 11.64%
3. BNDW - VANGUARD SCOTTSDALE FDS, 10.55%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.