Auour Investments LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 1, 2025), Auour Investments LLC reported 78 stock positions worth $275.9 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 19.5% of the portfolio, followed by SS SPDR BB 1-3M T-Bill ETF (BIL, 15.8%) and Ste STR SPDR PT DW Eu ETF (SPDW, 8.8%). Compared with Q4 2024, it opened 2 new positions, sold out of 8, added to 20 and reduced 38. The biggest buy was SS SPDR BB 1-3M T-Bill ETF (BIL, shares +37%) and the biggest sale Vanguard Ftse Emerging Marke (VWO, shares −55%).
- Most Recent 13F
- Q2 2026
- Location
- WOBURN, MA
- CIK
- 0001789310
- Portfolio Value
- $275.9M (Q1 2025)
- SEC Filing
- 0001789310-25-000002 ↗ filed May 1, 2025
Holdings Value
Holdings 78 stocks · $275.9M
| SPYM Ste STR SPDR PT S&P 500 ETF | 19.50% | 825,436 | $53.8M | Add +4.7% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 15.81% | 475,679 | $43.6M | Add +36.8% |
| SPDW Ste STR SPDR PT DW Eu ETF | 8.82% | 643,124 | $24.3M | Reduce -15.5% |
| VEA Vanguard Ftse Developed ETF | 3.63% | 189,673 | $10.0M | Reduce -6.0% |
| SPIB SS SPDR P Int C Corp. ETF | 2.87% | 237,474 | $7.9M | Reduce -2.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 2.79% | 156,481 | $7.7M | Add +7.8% |
| SPTI SS SPDR P Int Term TSY ETF | 2.30% | 219,789 | $6.3M | Add +3.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 2.24% | 75,297 | $6.2M | Add +2.1% |
| IWD iShares Russell 1000 Value E | 2.11% | 31,998 | $5.8M | Add +11.7% |
| IEFA iShares Core MSCI Eafe ETF | 2.11% | 73,862 | $5.8M | Reduce -10.6% |
| BNDX Vanguard Total Intl Bond ETF | 2.07% | 115,490 | $5.7M | Reduce -0.2% |
| ULST SS Ultra Short TM Bond ETF | 1.93% | 130,744 | $5.3M | Reduce -6.8% |
| JAAA Janus Henderson Aaa Clo ETF | 1.78% | 97,100 | $4.9M | Reduce -5.6% |
| VCIT Vanguard Int-Term Corporate | 1.73% | 58,278 | $4.8M | Reduce -3.3% |
| VGIT Vanguard Intermediate-Term T | 1.62% | 74,578 | $4.5M | Add +1.6% |
| VONG Vanguard Russell 1000 Growth | 1.59% | 46,425 | $4.4M | Reduce -2.9% |
| MINT PIMCO Enhanced Short Maturit | 1.51% | 41,511 | $4.2M | Reduce -7.2% |
| JPST JPMorgan Ultra-Short Income | 1.48% | 80,506 | $4.1M | Reduce -7.1% |
| MBSF Regan Floating Rate MBS ETF | 1.44% | 155,533 | $4.0M | Reduce -10.6% |
| SPSB SS SPDR P St C Corp. ETF | 1.40% | 128,492 | $3.9M | Reduce -6.5% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 1.30% | 36,023 | $3.6M | Reduce -4.0% |
| SPAB SS SPDR P Agg Bond ETF | 1.29% | 138,915 | $3.5M | Reduce -2.3% |
| VOO Vanguard S&P 500 ETF | 1.09% | 5,887 | $3.0M | Reduce -10.6% |
| VWO Vanguard Ftse Emerging Marke | 1.03% | 62,691 | $2.8M | Reduce -54.6% |
| IWM iShares Russell 2000 ETF | 0.96% | 13,587 | $2.6M | Reduce -28.3% |
| IWS iShares Russell Mid-Cap Valu | 0.90% | 20,314 | $2.5M | Reduce -33.2% |
| IWF iShares Russell 1000 Growth | 0.85% | 6,388 | $2.3M | Add +0.2% |
| IWP iShares Russell Mid-Cap Grow | 0.84% | 19,162 | $2.3M | Reduce -44.2% |
| PRIV SS Ig Publ Priv Cred ETF-Usd | 0.82% | 89,981 | $2.3M | New |
| HYBL SS Blackstone High Inc. ETF | 0.75% | 73,747 | $2.1M | Reduce -3.7% |
| AGG iShares Core U.S. Aggregate | 0.73% | 20,404 | $2.0M | Reduce -1.4% |
| JBBB Janus Henderson B-BBB Clo Et | 0.69% | 39,879 | $1.9M | Reduce -2.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.69% | 3,437 | $1.9M | Add +4.0% |
| EMLP First Trust North American E | 0.66% | 50,648 | $1.8M | Reduce -6.1% |
| AAPL Apple Inc. | 0.64% | 8,268 | $1.8M | Add +3.9% |
| IWB iShares Russell 1000 ETF | 0.61% | 5,486 | $1.7M | Add +0.6% |
| BWX SS SPDR BB Intl Treasury BD | 0.59% | 70,627 | $1.6M | Reduce -4.1% |
| VYM Vanguard High DVD Yield ETF | 0.53% | 11,733 | $1.5M | Reduce -25.6% |
| RAVI NT Ultrashrt Fi ETF | 0.40% | 14,773 | $1.1M | Reduce -2.6% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.35% | 35,769 | $962K | Add +44.0% |
| ACGL Arch Capital Group Ltd. | 0.35% | 10,500 | $952K | No change |
| GLDM SPDR Gold Minishares Trust | 0.33% | 13,821 | $902K | Reduce -7.5% |
| AMLP Alerian MLP ETF | 0.32% | 18,171 | $877K | Add +1.2% |
| MSFT Microsoft Corp. | 0.31% | 2,193 | $867K | No change |
| JEPI JPMorgan Equity Premium Inco | 0.25% | 12,192 | $678K | Reduce -21.6% |
| SPIP SS SPDR P Tips ETF | 0.24% | 25,261 | $662K | Reduce -2.2% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.23% | 20,478 | $630K | Add +123.1% |
| PG The Procter & Gamble Co. | 0.20% | 3,373 | $548K | No change |
| AVIR Atea Pharmaceuticals Inc. | 0.19% | 177,000 | $522K | No change |
| SPHY SS SPDR P High Yield ETF | 0.18% | 21,899 | $509K | Add +5.9% |
| JNK SS SPDR BB High Yield Bond | 0.16% | 4,755 | $450K | Reduce -36.5% |
| TIP iShares Tips Bond ETF | 0.16% | 4,006 | $443K | Reduce -2.5% |
| XOM Exxon Mobil Corp. | 0.16% | 4,082 | $431K | No change |
| CTAS Cintas Corp. | 0.15% | 2,020 | $428K | No change |
| GOOG Alphabet Inc. Class C | 0.15% | 2,525 | $406K | No change |
| IWV iShares Russell 3000 ETF | 0.14% | 1,208 | $380K | No change |
| VGLT Vanguard Long-Term Treasury | 0.13% | 6,129 | $348K | Add +19.7% |
| XLE SS Energy Select Sector | 0.12% | 4,156 | $335K | Add +7.3% |
| IDV iShares International Select | 0.12% | 10,148 | $328K | Reduce -55.3% |
| HD Home Depot Inc. | 0.11% | 839 | $302K | No change |
| FMB First Trust Managed Municipa | 0.11% | 5,982 | $298K | Reduce -24.2% |
| IJH iShares Core S&P Midcap ETF | 0.11% | 5,215 | $297K | Add +4.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 521 | $278K | No change |
| JNJ Johnson & Johnson | 0.10% | 1,727 | $270K | No change |
| LLY Eli Lilly & Co. | 0.10% | 300 | $270K | No change |
| SHW The Sherwin-Williams Co. | 0.09% | 702 | $248K | No change |
| TBT Proshares Ultrashort 20+Y TR | 0.09% | 7,163 | $246K | Add +11.7% |
| SHYD Vaneck SH Hi YLD Muni | 0.09% | 10,615 | $236K | Reduce -26.6% |
| VNQ Vanguard Real Estate ETF | 0.08% | 2,596 | $229K | Reduce -47.4% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.08% | 3,330 | $229K | No change |
| MBB iShares MBS ETF | 0.08% | 2,411 | $226K | Add +3.0% |
| PPA Invesco Aerospace & Defense | 0.08% | 1,785 | $217K | New |
| TYRA Tyra Biosciences Inc. | 0.08% | 21,020 | $217K | No change |
| VXF Vanguard Extended Market ETF | 0.08% | 1,256 | $215K | No change |
| PSQ Proshares Short QQQ | 0.08% | 5,428 | $213K | Reduce -2.2% |
| IGF iShares Global Infrastructur | 0.08% | 3,752 | $212K | Reduce -55.7% |
| JPM JPMorgan Chase & Co. | 0.08% | 854 | $209K | No change |
| ADP Automatic Data Processing | 0.08% | 692 | $208K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| VWO Vanguard Ftse Emerging Marke | Reduce -54.6% | 1.03% | −1.11 |
| IWP iShares Russell Mid-Cap Grow | Reduce -44.2% | 0.84% | −0.77 |
| TOTL SS Doubleline TR Tact ETF | Sold out | 0.00% | −0.76 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -15.5% | 8.82% | −0.66 |
| IWM iShares Russell 2000 ETF | Reduce -28.3% | 0.96% | −0.54 |
| IWS iShares Russell Mid-Cap Valu | Reduce -33.2% | 0.90% | −0.52 |
| VYM Vanguard High DVD Yield ETF | Reduce -25.6% | 0.53% | −0.20 |
| VOO Vanguard S&P 500 ETF | Reduce -10.6% | 1.09% | −0.19 |
| VONG Vanguard Russell 1000 Growth | Reduce -2.9% | 1.59% | −0.17 |
| PFF iShares Preferred & Income S | Sold out | 0.00% | −0.16 |
| SRLN SS Blackstone Sr Loan ETF | Sold out | 0.00% | −0.16 |
| MBSF Regan Floating Rate MBS ETF | Reduce -10.6% | 1.44% | −0.12 |
| IDV iShares International Select | Reduce -55.3% | 0.12% | −0.11 |
| SUB iShares Short-Term National | Sold out | 0.00% | −0.09 |
| JNK SS SPDR BB High Yield Bond | Reduce -36.5% | 0.16% | −0.09 |
| MUB iShares National Muni Bond E | Sold out | 0.00% | −0.09 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.09 |
| SHM SS SPDR N Ice St Muni ETF | Sold out | 0.00% | −0.09 |
| IGF iShares Global Infrastructur | Reduce -55.7% | 0.08% | −0.08 |
| PCY Invesco Emerging Markets Sov | Sold out | 0.00% | −0.08 |
| JEPI JPMorgan Equity Premium Inco | Reduce -21.6% | 0.25% | −0.07 |
| VNQ Vanguard Real Estate ETF | Reduce -47.4% | 0.08% | −0.07 |
| MINT PIMCO Enhanced Short Maturit | Reduce -7.2% | 1.51% | −0.06 |
| ULST SS Ultra Short TM Bond ETF | Reduce -6.8% | 1.93% | −0.06 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -5.6% | 1.78% | −0.06 |
| JPST JPMorgan Ultra-Short Income | Reduce -7.1% | 1.48% | −0.06 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -6.5% | 1.40% | −0.04 |
| FMB First Trust Managed Municipa | Reduce -24.2% | 0.11% | −0.03 |
| EMLP First Trust North American E | Reduce -6.1% | 0.66% | −0.03 |
| SHYD Vaneck SH Hi YLD Muni | Reduce -26.6% | 0.09% | −0.03 |
| HYBL SS Blackstone High Inc. ETF | Reduce -3.7% | 0.75% | −0.02 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -10.6% | 2.11% | −0.02 |
| JBBB Janus Henderson B-BBB Clo Et | Reduce -2.7% | 0.69% | −0.02 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Reduce -4.0% | 1.30% | −0.01 |
| RAVI NT Ultrashrt Fi ETF | Reduce -2.6% | 0.40% | +0.00 |
| TIP iShares Tips Bond ETF | Reduce -2.5% | 0.16% | +0.01 |
| PSQ Proshares Short QQQ | Reduce -2.2% | 0.08% | +0.01 |
| SPIP SS SPDR P Tips ETF | Reduce -2.2% | 0.24% | +0.01 |
| VCIT Vanguard Int-Term Corporate | Reduce -3.3% | 1.73% | +0.02 |
| AGG iShares Core U.S. Aggregate | Reduce -1.4% | 0.73% | +0.03 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -2.3% | 1.29% | +0.04 |
| GLDM SPDR Gold Minishares Trust | Reduce -7.5% | 0.33% | +0.04 |
| BWX SS SPDR BB Intl Treasury BD | Reduce -4.1% | 0.59% | +0.04 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -2.1% | 2.87% | +0.07 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -0.2% | 2.07% | +0.08 |
| VEA Vanguard Ftse Developed ETF | Reduce -6.0% | 3.63% | +0.11 |
Portfolio Buys Q4 2024 → Q1 2025
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +36.8% | 15.81% | +4.66 |
| PRIV SS Ig Publ Priv Cred ETF-Usd | New | 0.82% | +0.82 |
| SPTI SS SPDR P Int Term TSY ETF | Add +3.3% | 2.30% | +0.21 |
| IWD iShares Russell 1000 Value E | Add +11.7% | 2.11% | +0.17 |
| FLRN SS SPDR BB Ig Float RT ETF | Add +123.1% | 0.23% | +0.13 |
| VGIT Vanguard Intermediate-Term T | Add +1.6% | 1.62% | +0.12 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +7.8% | 2.79% | +0.12 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +44.0% | 0.35% | +0.12 |
| PPA Invesco Aerospace & Defense | New | 0.08% | +0.08 |
| VGLT Vanguard Long-Term Treasury | Add +19.7% | 0.13% | +0.03 |
| SPHY SS SPDR P High Yield ETF | Add +5.9% | 0.18% | +0.01 |
| TBT Proshares Ultrashort 20+Y TR | Add +11.7% | 0.09% | +0.01 |
| MBB iShares MBS ETF | Add +3.0% | 0.08% | +0.01 |
| XLE SS Energy Select Sector | Add +7.3% | 0.12% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +4.0% | 0.69% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Add +4.4% | 0.11% | −0.01 |
| AMLP Alerian MLP ETF | Add +1.2% | 0.32% | −0.01 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +4.7% | 19.50% | −0.01 |
| AAPL Apple Inc. | Add +3.9% | 0.64% | −0.02 |
| IWB iShares Russell 1000 ETF | Add +0.6% | 0.61% | −0.03 |
| IWF iShares Russell 1000 Growth | Add +0.2% | 0.85% | −0.06 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +2.1% | 2.24% | −0.09 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 95 | $348.8M | SPYM, SPDW, BIL, VEA, SPIB |
| Q1 2026 | 91 | $317.9M | SPYM, SPDW, BIL, VEA, SPIB |
| Q4 2025 | 89 | $314.3M | SPYM, SPDW, BIL, VEA, SPIB |
| Q3 2025 | 87 | $307.2M | SPYM, BIL, SPDW, VEA, SPYV |
| Q2 2025 | 81 | $290.9M | SPYM, BIL, SPDW, VEA, SPYV |
| Q1 2025 | 78 | $275.9M | SPYM, BIL, SPDW, VEA, SPIB |
| Q4 2024 | 84 | $286.0M | SPYM, BIL, SPDW, VEA, SPIB |
| Q3 2024 | 79 | $279.9M | SPYM, BIL, SPDW, VEA, SPIB |
| Q2 2024 | 78 | $268.5M | SPYM, SPDW, BIL, VEA, SPSB |
| Q1 2024 | 80 | $271.0M | SPYM, BIL, SPDW, VEA, SPSB |