Aureum Wealth Management, LLC - Portfolio overview

Aureum Wealth Management, LLC has 60 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPYV - SPDR SERIES TRUST, 8.31%
2. IEFA - ISHARES TR, 8.29%
3. SPYG - SPDR SERIES TRUST, 7.94%

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

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