Auour Investments LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 31, 2025), Auour Investments LLC reported 81 stock positions worth $290.9 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 20.5% of the portfolio, followed by SS SPDR BB 1-3M T-Bill ETF (BIL, 15.7%) and Ste STR SPDR PT DW Eu ETF (SPDW, 8.6%). Compared with Q1 2025, it opened 3 new positions, added to 25 and reduced 36. The biggest buy was SS Ig Publ Priv Cred ETF-Usd (PRIV, shares +80%) and the biggest sale SS SPDR P Agg Bond ETF (SPAB, shares −17%).

Most Recent 13F
Q2 2026
Location
WOBURN, MA
CIK
0001789310
Portfolio Value
$290.9M (Q2 2025)
SEC Filing
0001789310-25-000005 ↗ filed Jul 31, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $271.0M Q1 2024 Q2 2024: $268.5M Q2 2024 Q3 2024: $279.9M Q3 2024 Q4 2024: $286.0M Q4 2024 Q1 2025: $275.9M Q1 2025 Q2 2025: $290.9M $290.9M Q2 2025 Q3 2025: $307.2M Q3 2025 Q4 2025: $314.3M Q4 2025 Q1 2026: $317.9M Q1 2026 Q2 2026: $348.8M Q2 2026

Holdings 81 stocks · $290.9M
SPYM Ste STR SPDR PT S&P 500 ETF 20.46% 818,773 $59.5M Reduce -0.8%
BIL SS SPDR BB 1-3M T-Bill ETF 15.71% 498,119 $45.7M Add +4.7%
SPDW Ste STR SPDR PT DW Eu ETF 8.63% 620,192 $25.1M Reduce -3.6%
VEA Vanguard Ftse Developed ETF 3.51% 179,022 $10.2M Reduce -5.6%
SPYV SS SPDR P S&P 500 Value ETF 2.90% 161,314 $8.4M Add +3.1%
SPIB SS SPDR P Int C Corp. ETF 2.80% 242,178 $8.1M Add +2.0%
SPYG SS SPDR P S&P 500 Growth ETF 2.44% 74,399 $7.1M Reduce -1.2%
SPTI SS SPDR P Int Term TSY ETF 2.22% 224,407 $6.5M Add +2.1%
IWD iShares Russell 1000 Value E 2.15% 32,134 $6.2M Add +0.4%
IEFA iShares Core MSCI Eafe ETF 2.09% 72,672 $6.1M Reduce -1.6%
BNDX Vanguard Total Intl Bond ETF 1.96% 115,129 $5.7M Reduce -0.3%
ULST SS Ultra Short TM Bond ETF 1.81% 129,353 $5.3M Reduce -1.1%
VONG Vanguard Russell 1000 Growth 1.68% 44,823 $4.9M Reduce -3.5%
JAAA Janus Henderson Aaa Clo ETF 1.65% 94,369 $4.8M Reduce -2.8%
VCIT Vanguard Int-Term Corporate 1.62% 56,717 $4.7M Reduce -2.7%
VGIT Vanguard Intermediate-Term T 1.48% 71,990 $4.3M Reduce -3.5%
MINT PIMCO Enhanced Short Maturit 1.41% 40,855 $4.1M Reduce -1.6%
PRIV SS Ig Publ Priv Cred ETF-Usd 1.40% 161,554 $4.1M Add +79.5%
JPST JPMorgan Ultra-Short Income 1.38% 79,147 $4.0M Reduce -1.7%
MBSF Regan Floating Rate MBS ETF 1.37% 155,615 $4.0M Add +0.1%
SPSB SS SPDR P St C Corp. ETF 1.30% 124,934 $3.8M Reduce -2.8%
BILS SS Spdrb B 3-12M T-Bill ETF 1.22% 35,706 $3.6M Reduce -0.9%
VOO Vanguard S&P 500 ETF 1.16% 5,942 $3.4M Add +0.9%
VWO Vanguard Ftse Emerging Marke 1.07% 62,813 $3.1M Add +0.2%
SPAB SS SPDR P Agg Bond ETF 1.02% 115,921 $3.0M Reduce -16.6%
IWM iShares Russell 2000 ETF 0.94% 12,700 $2.7M Reduce -6.5%
IWF iShares Russell 1000 Growth 0.92% 6,299 $2.7M Reduce -1.4%
IWS iShares Russell Mid-Cap Valu 0.86% 19,020 $2.5M Reduce -6.4%
IWP iShares Russell Mid-Cap Grow 0.78% 16,434 $2.3M Reduce -14.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.73% 3,418 $2.1M Reduce -0.6%
HYBL SS Blackstone High Inc. ETF 0.70% 71,127 $2.0M Reduce -3.5%
JBBB Janus Henderson B-BBB Clo Et 0.67% 40,164 $1.9M Add +0.7%
EMLP First Trust North American E 0.66% 50,861 $1.9M Add +0.4%
IWB iShares Russell 1000 ETF 0.64% 5,479 $1.9M Reduce -0.1%
AGG iShares Core U.S. Aggregate 0.60% 17,545 $1.7M Reduce -14.0%
BWX SS SPDR BB Intl Treasury BD 0.58% 72,364 $1.7M Add +2.5%
AAPL Apple Inc. 0.58% 8,268 $1.7M No change
VYM Vanguard High DVD Yield ETF 0.54% 11,855 $1.6M Add +1.0%
RAVI NT Ultrashrt Fi ETF 0.39% 14,839 $1.1M Add +0.5%
MSFT Microsoft Corp. 0.38% 2,193 $1.1M No change
ACGL Arch Capital Group Ltd. 0.33% 10,500 $956K No change
SPTL SS SPDR PF LNG TRM TSY E-Usd 0.33% 35,839 $953K Add +0.2%
GLDM SPDR Gold Minishares Trust 0.31% 13,897 $911K Add +0.6%
AMLP Alerian MLP ETF 0.31% 18,335 $896K Add +0.9%
JEPI JPMorgan Equity Premium Inco 0.25% 12,759 $725K Add +4.7%
SPIP SS SPDR P Tips ETF 0.23% 25,383 $661K Add +0.5%
AVIR Atea Pharmaceuticals Inc. 0.22% 177,000 $637K No change
FLRN SS SPDR BB Ig Float RT ETF 0.21% 19,628 $605K Reduce -4.2%
SPHY SS SPDR P High Yield ETF 0.19% 23,044 $548K Add +5.2%
PG The Procter & Gamble Co. 0.18% 3,373 $537K No change
CTAS Cintas Corp. 0.15% 2,020 $450K No change
GOOG Alphabet Inc. Class C 0.15% 2,525 $448K No change
TIP iShares Tips Bond ETF 0.15% 4,012 $441K Add +0.1%
XOM Exxon Mobil Corp. 0.15% 4,023 $434K Reduce -1.4%
JNK SS SPDR BB High Yield Bond 0.15% 4,373 $425K Reduce -8.0%
IWV iShares Russell 3000 ETF 0.15% 1,208 $424K No change
XLE SS Energy Select Sector 0.13% 4,365 $370K Add +5.0%
IDV iShares International Select 0.11% 9,496 $328K Reduce -6.4%
HD Home Depot Inc. 0.11% 839 $308K No change
VGLT Vanguard Long-Term Treasury 0.10% 5,123 $288K Reduce -16.4%
IJH iShares Core S&P Midcap ETF 0.10% 4,525 $281K Reduce -13.2%
MS Morgan Stanley 0.09% 1,920 $270K New
FMB First Trust Managed Municipa 0.09% 5,372 $268K Reduce -10.2%
TBT Proshares Ultrashort 20+Y TR 0.09% 7,614 $267K Add +6.3%
ONEQ Fidelity Nasdaq Comp Indx 0.09% 3,330 $267K No change
JNJ Johnson & Johnson 0.09% 1,695 $259K Reduce -1.9%
BRK.B Berkshire Hathaway Inc. Class B 0.09% 521 $253K No change
JPM JPMorgan Chase & Co. 0.09% 854 $248K No change
PPA Invesco Aerospace & Defense 0.08% 1,725 $244K Reduce -3.4%
VXF Vanguard Extended Market ETF 0.08% 1,256 $242K No change
SHW The Sherwin-Williams Co. 0.08% 702 $241K No change
MBB iShares MBS ETF 0.08% 2,551 $240K Add +5.8%
LLY Eli Lilly & Co. 0.08% 300 $234K No change
PSQ Proshares Short QQQ 0.08% 6,622 $223K Add +22.0%
VNQ Vanguard Real Estate ETF 0.08% 2,463 $219K Reduce -5.1%
DXJ Wisdomtree Japan Hedged Eq 0.08% 1,919 $219K New
SHYD Vaneck SH Hi YLD Muni 0.07% 9,546 $216K Reduce -10.1%
ADP Automatic Data Processing 0.07% 692 $213K No change
GOOGL Alphabet Inc. Class A 0.07% 1,200 $211K New
IGF iShares Global Infrastructur 0.07% 3,533 $209K Reduce -5.8%
TYRA Tyra Biosciences Inc. 0.07% 21,020 $201K No change

Portfolio Sells Q1 2025 → Q2 2025
SPAB SS SPDR P Agg Bond ETF Reduce -16.6% 1.02% −0.27
SPDW Ste STR SPDR PT DW Eu ETF Reduce -3.6% 8.63% −0.19
VGIT Vanguard Intermediate-Term T Reduce -3.5% 1.48% −0.14
AGG iShares Core U.S. Aggregate Reduce -14.0% 0.60% −0.13
JAAA Janus Henderson Aaa Clo ETF Reduce -2.8% 1.65% −0.13
VEA Vanguard Ftse Developed ETF Reduce -5.6% 3.51% −0.13
ULST SS Ultra Short TM Bond ETF Reduce -1.1% 1.81% −0.12
BNDX Vanguard Total Intl Bond ETF Reduce -0.3% 1.96% −0.11
VCIT Vanguard Int-Term Corporate Reduce -2.7% 1.62% −0.11
SPSB SS SPDR P St C Corp. ETF Reduce -2.8% 1.30% −0.11
JPST JPMorgan Ultra-Short Income Reduce -1.7% 1.38% −0.10
MINT PIMCO Enhanced Short Maturit Reduce -1.6% 1.41% −0.10
BILS SS Spdrb B 3-12M T-Bill ETF Reduce -0.9% 1.22% −0.08
IWP iShares Russell Mid-Cap Grow Reduce -14.2% 0.78% −0.06
HYBL SS Blackstone High Inc. ETF Reduce -3.5% 0.70% −0.05
IWS iShares Russell Mid-Cap Valu Reduce -6.4% 0.86% −0.04
VGLT Vanguard Long-Term Treasury Reduce -16.4% 0.10% −0.03
IEFA iShares Core MSCI Eafe ETF Reduce -1.6% 2.09% −0.02
FLRN SS SPDR BB Ig Float RT ETF Reduce -4.2% 0.21% −0.02
IWM iShares Russell 2000 ETF Reduce -6.5% 0.94% −0.02
JNK SS SPDR BB High Yield Bond Reduce -8.0% 0.15% −0.02
FMB First Trust Managed Municipa Reduce -10.2% 0.09% −0.02
SHYD Vaneck SH Hi YLD Muni Reduce -10.1% 0.07% −0.01
IJH iShares Core S&P Midcap ETF Reduce -13.2% 0.10% −0.01
JNJ Johnson & Johnson Reduce -1.9% 0.09% −0.01
VNQ Vanguard Real Estate ETF Reduce -5.1% 0.08% −0.01
XOM Exxon Mobil Corp. Reduce -1.4% 0.15% −0.01
IDV iShares International Select Reduce -6.4% 0.11% −0.01
IGF iShares Global Infrastructur Reduce -5.8% 0.07% −0.00
PPA Invesco Aerospace & Defense Reduce -3.4% 0.08% +0.01
IWB iShares Russell 1000 ETF Reduce -0.1% 0.64% +0.03
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.6% 0.73% +0.04
IWF iShares Russell 1000 Growth Reduce -1.4% 0.92% +0.07
VONG Vanguard Russell 1000 Growth Reduce -3.5% 1.68% +0.10
SPYG SS SPDR P S&P 500 Growth ETF Reduce -1.2% 2.44% +0.20
SPYM Ste STR SPDR PT S&P 500 ETF Reduce -0.8% 20.46% +0.95

Portfolio Buys Q1 2025 → Q2 2025
PRIV SS Ig Publ Priv Cred ETF-Usd Add +79.5% 1.40% +0.58
SPYV SS SPDR P S&P 500 Value ETF Add +3.1% 2.90% +0.11
MS Morgan Stanley New 0.09% +0.09
DXJ Wisdomtree Japan Hedged Eq New 0.08% +0.08
GOOGL Alphabet Inc. Class A New 0.07% +0.07
VOO Vanguard S&P 500 ETF Add +0.9% 1.16% +0.07
VWO Vanguard Ftse Emerging Marke Add +0.2% 1.07% +0.04
IWD iShares Russell 1000 Value E Add +0.4% 2.15% +0.03
VYM Vanguard High DVD Yield ETF Add +1.0% 0.54% +0.01
XLE SS Energy Select Sector Add +5.0% 0.13% +0.01
SPHY SS SPDR P High Yield ETF Add +5.2% 0.19% +0.00
JEPI JPMorgan Equity Premium Inco Add +4.7% 0.25% +0.00
TBT Proshares Ultrashort 20+Y TR Add +6.3% 0.09% +0.00
MBB iShares MBS ETF Add +5.8% 0.08% +0.00
PSQ Proshares Short QQQ Add +22.0% 0.08% −0.00
BWX SS SPDR BB Intl Treasury BD Add +2.5% 0.58% −0.01
EMLP First Trust North American E Add +0.4% 0.66% −0.01
TIP iShares Tips Bond ETF Add +0.1% 0.15% −0.01
AMLP Alerian MLP ETF Add +0.9% 0.31% −0.01
SPIP SS SPDR P Tips ETF Add +0.5% 0.23% −0.01
GLDM SPDR Gold Minishares Trust Add +0.6% 0.31% −0.01
RAVI NT Ultrashrt Fi ETF Add +0.5% 0.39% −0.02
SPTL SS SPDR PF LNG TRM TSY E-Usd Add +0.2% 0.33% −0.02
JBBB Janus Henderson B-BBB Clo Et Add +0.7% 0.67% −0.03
SPIB SS SPDR P Int C Corp. ETF Add +2.0% 2.80% −0.07
MBSF Regan Floating Rate MBS ETF Add +0.1% 1.37% −0.07
SPTI SS SPDR P Int Term TSY ETF Add +2.1% 2.22% −0.08
BIL SS SPDR BB 1-3M T-Bill ETF Add +4.7% 15.71% −0.10

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 95$348.8MSPYM, SPDW, BIL, VEA, SPIB
Q1 2026 91$317.9MSPYM, SPDW, BIL, VEA, SPIB
Q4 2025 89$314.3MSPYM, SPDW, BIL, VEA, SPIB
Q3 2025 87$307.2MSPYM, BIL, SPDW, VEA, SPYV
Q2 2025 81$290.9MSPYM, BIL, SPDW, VEA, SPYV
Q1 2025 78$275.9MSPYM, BIL, SPDW, VEA, SPIB
Q4 2024 84$286.0MSPYM, BIL, SPDW, VEA, SPIB
Q3 2024 79$279.9MSPYM, BIL, SPDW, VEA, SPIB
Q2 2024 78$268.5MSPYM, SPDW, BIL, VEA, SPSB
Q1 2024 80$271.0MSPYM, BIL, SPDW, VEA, SPSB