Auour Investments LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 12, 2026), Auour Investments LLC reported 89 stock positions worth $314.3 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 19.8% of the portfolio, followed by Ste STR SPDR PT DW Eu ETF (SPDW, 10.2%) and SS SPDR BB 1-3M T-Bill ETF (BIL, 8.7%). Compared with Q3 2025, it opened 4 new positions, sold out of 2, added to 44 and reduced 21. The biggest buy was Ste STR SPDR PT DW Eu ETF (SPDW, shares +10%) and the biggest sale SS SPDR BB 1-3M T-Bill ETF (BIL, shares −28%).

Most Recent 13F
Q2 2026
Location
WOBURN, MA
CIK
0001789310
Portfolio Value
$314.3M (Q4 2025)
SEC Filing
0001789310-26-000001 ↗ filed Jan 12, 2026

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 Q2 2025 Q3 2025: $307.2M Q3 2025 Q4 2025: $314.3M $314.3M Q4 2025 Q1 2026: $317.9M Q1 2026 Q2 2026: $348.8M Q2 2026

Holdings 89 stocks · $314.3M
SPYM Ste STR SPDR PT S&P 500 ETF 19.83% 776,908 $62.3M Reduce -5.5%
SPDW Ste STR SPDR PT DW Eu ETF 10.21% 722,775 $32.1M Add +9.8%
BIL SS SPDR BB 1-3M T-Bill ETF 8.70% 299,070 $27.3M Reduce -28.3%
VEA Vanguard Ftse Developed ETF 3.99% 200,579 $12.5M Add +8.7%
SPIB SS SPDR P Int C Corp. ETF 3.13% 290,867 $9.8M Add +7.1%
SPYV SS SPDR P S&P 500 Value ETF 2.97% 164,505 $9.3M Reduce -2.9%
MBSF Regan Floating Rate MBS ETF 2.49% 305,455 $7.8M Add +11.6%
VNLA Janus Henderson Short Durati 2.49% 158,994 $7.8M Add +11.9%
IEFA iShares Core MSCI Eafe ETF 2.35% 82,505 $7.4M Add +7.9%
SPYG SS SPDR P S&P 500 Growth ETF 2.32% 68,478 $7.3M Reduce -9.3%
VWO Vanguard Ftse Emerging Marke 2.15% 125,542 $6.7M Add +75.0%
IWD iShares Russell 1000 Value E 2.10% 31,340 $6.6M Reduce -3.3%
SPTI SS SPDR P Int Term TSY ETF 1.94% 211,612 $6.1M Reduce -5.6%
VCIT Vanguard Int-Term Corporate 1.87% 70,086 $5.9M Add +9.4%
BNDX Vanguard Total Intl Bond ETF 1.78% 115,658 $5.6M Add +1.1%
JSI JH Securitized Income ETF 1.77% 106,873 $5.6M Add +13.0%
JAAA Janus Henderson Aaa Clo ETF 1.67% 103,539 $5.2M Add +12.7%
VONG Vanguard Russell 1000 Growth 1.54% 39,664 $4.8M Reduce -8.3%
MINT PIMCO Enhanced Short Maturit 1.41% 44,146 $4.4M Add +11.4%
VGIT Vanguard Intermediate-Term T 1.33% 69,675 $4.2M Reduce -3.9%
IWM iShares Russell 2000 ETF 1.29% 16,467 $4.1M Add +26.7%
IWS iShares Russell Mid-Cap Valu 1.27% 28,202 $4.0M Add +41.3%
SPAB SS SPDR P Agg Bond ETF 1.23% 149,975 $3.9M Add +2.2%
IWP iShares Russell Mid-Cap Grow 1.17% 26,878 $3.7M Add +60.5%
VOO Vanguard S&P 500 ETF 1.10% 5,495 $3.4M Reduce -9.5%
MBSX Regan Fixed Rate MBS ETF filed as ADVISOR MANAGED PORTFOLIOS 0.96% 114,693 $3.0M Add +12.1%
IWF iShares Russell 1000 Growth 0.91% 6,029 $2.9M Reduce -2.4%
SPHY SS SPDR P High Yield ETF 0.83% 109,739 $2.6M Add +54.8%
SPSB SS SPDR P St C Corp. ETF 0.76% 79,217 $2.4M Add +11.3%
PRIV SS Ig Publ Priv Cred ETF-Usd 0.76% 93,905 $2.4M Add +0.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.74% 3,409 $2.3M No change
VYM Vanguard High DVD Yield ETF 0.73% 15,984 $2.3M Add +18.5%
AAPL Apple Inc. 0.72% 8,268 $2.2M No change
HYBL SS Blackstone High Inc. ETF 0.70% 77,250 $2.2M Add +12.8%
AGG iShares Core U.S. Aggregate 0.70% 21,926 $2.2M Add +0.4%
JBBB Janus Henderson B-BBB Clo Et 0.69% 45,207 $2.2M Add +13.9%
IWB iShares Russell 1000 ETF 0.65% 5,453 $2.0M Reduce -0.5%
EMLP First Trust North American E 0.63% 52,189 $2.0M Add +1.0%
BWX SS SPDR BB Intl Treasury BD 0.52% 72,571 $1.6M Reduce -3.3%
MBB iShares MBS ETF 0.52% 17,040 $1.6M Add +71.5%
RAVI NT Ultrashrt Fi ETF 0.36% 15,065 $1.1M Add +0.9%
GLDM SPDR Gold Minishares Trust 0.36% 13,156 $1.1M Reduce -13.7%
ACGL Arch Capital Group Ltd. 0.32% 10,500 $1.0M No change
JEPI JPMorgan Equity Premium Inco 0.31% 16,808 $962K Add +32.9%
AMLP Alerian MLP ETF 0.28% 18,975 $892K Add +1.4%
MSFT Microsoft Corp. 0.28% 1,795 $868K Reduce -18.1%
GOOG Alphabet Inc. Class C 0.25% 2,528 $793K No change
SPTL SS SPDR PF LNG TRM TSY E-Usd 0.24% 28,727 $760K Reduce -19.2%
SPIP SS SPDR P Tips ETF 0.22% 26,047 $676K Add +1.0%
JNK SS SPDR BB High Yield Bond 0.21% 6,689 $650K Add +33.6%
IDV iShares International Select 0.20% 16,282 $642K Add +64.4%
AVIR Atea Pharmaceuticals Inc. 0.20% 177,000 $632K No change
CSPF C&S Pref & Income Active ETF 0.18% 21,438 $556K New
TYRA Tyra Biosciences Inc. 0.18% 21,020 $553K No change
PG The Procter & Gamble Co. 0.15% 3,313 $475K Reduce -1.8%
IWV iShares Russell 3000 ETF 0.15% 1,208 $467K No change
XOM Exxon Mobil Corp. 0.15% 3,832 $461K Reduce -4.8%
TIP iShares Tips Bond ETF 0.14% 3,979 $437K Add +0.5%
XLE SS Energy Select Sector 0.14% 9,663 $432K Add +2.9%
VNQ Vanguard Real Estate ETF 0.13% 4,683 $414K Add +81.6%
IGF iShares Global Infrastructur 0.13% 6,618 $406K Add +79.8%
CTAS Cintas Corp. 0.12% 2,020 $380K No change
GOOGL Alphabet Inc. Class A 0.12% 1,200 $376K No change
FMB First Trust Managed Municipa 0.12% 7,257 $371K Add +16.1%
SRLN SS Blackstone Sr Loan ETF 0.12% 8,886 $367K New
JNJ Johnson & Johnson 0.11% 1,682 $348K No change
PCY Invesco Emerging Markets Sov 0.11% 15,753 $341K Add +55.6%
PSQ Proshares Short QQQ 0.11% 11,063 $334K Add +44.6%
TBT Proshares Ultrashort 20+Y TR 0.11% 9,458 $330K Add +11.5%
MS Morgan Stanley 0.10% 1,820 $323K No change
LLY Eli Lilly & Co. 0.10% 300 $322K No change
DXJ Wisdomtree Japan Hedged Eq 0.10% 2,142 $309K Reduce -0.4%
ONEQ Fidelity Nasdaq Comp Indx 0.10% 3,330 $304K No change
FLRN SS SPDR BB Ig Float RT ETF 0.10% 9,853 $303K Reduce -49.1%
IJH iShares Core S&P Midcap ETF 0.10% 4,525 $299K No change
PPA Invesco Aerospace & Defense 0.09% 1,883 $295K Add +0.3%
HD Home Depot Inc. 0.09% 839 $289K No change
JPM JPMorgan Chase & Co. 0.09% 844 $272K No change
BRK.B Berkshire Hathaway Inc. Class B 0.08% 523 $263K Add +0.4%
VXF Vanguard Extended Market ETF 0.08% 1,256 $263K No change
SHYD Vaneck SH Hi YLD Muni 0.08% 11,021 $252K Add +11.5%
XLP SS Consumer Staples Sel Sect 0.07% 2,998 $233K Add +16.8%
SHW The Sherwin-Williams Co. 0.07% 702 $227K No change
WFC Wells Fargo & Co. 0.07% 2,413 $225K No change
VGLT Vanguard Long-Term Treasury 0.07% 3,811 $213K Reduce -26.0%
XME SS SPDR S&P Metals Mining 0.07% 2,022 $209K Reduce -30.4%
ABBV Abbvie Inc. 0.07% 906 $207K No change
MUB iShares National Muni Bond E 0.07% 1,931 $207K New
FLJP Franklin Ftse Japan ETF 0.06% 5,818 $200K New

Portfolio Sells Q3 2025 → Q4 2025
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -28.3% 8.70% −3.76
SPYM Ste STR SPDR PT S&P 500 ETF Reduce -5.5% 19.83% −1.13
SPYG SS SPDR P S&P 500 Growth ETF Reduce -9.3% 2.32% −0.24
SPTI SS SPDR P Int Term TSY ETF Reduce -5.6% 1.94% −0.17
VONG Vanguard Russell 1000 Growth Reduce -8.3% 1.54% −0.16
VOO Vanguard S&P 500 ETF Reduce -9.5% 1.10% −0.11
FLRN SS SPDR BB Ig Float RT ETF Reduce -49.1% 0.10% −0.10
MSFT Microsoft Corp. Reduce -18.1% 0.28% −0.09
VGIT Vanguard Intermediate-Term T Reduce -3.9% 1.33% −0.09
SPYV SS SPDR P S&P 500 Value ETF Reduce -2.9% 2.97% −0.08
PFF iShares Preferred & Income S Sold out 0.00% −0.08
SPTL SS SPDR PF LNG TRM TSY E-Usd Reduce -19.2% 0.24% −0.07
ADP Automatic Data Processing Sold out 0.00% −0.07
IWD iShares Russell 1000 Value E Reduce -3.3% 2.10% −0.05
BWX SS SPDR BB Intl Treasury BD Reduce -3.3% 0.52% −0.04
IWF iShares Russell 1000 Growth Reduce -2.4% 0.91% −0.03
VGLT Vanguard Long-Term Treasury Reduce -26.0% 0.07% −0.03
GLDM SPDR Gold Minishares Trust Reduce -13.7% 0.36% −0.02
XME SS SPDR S&P Metals Mining Reduce -30.4% 0.07% −0.02
PG The Procter & Gamble Co. Reduce -1.8% 0.15% −0.02
IWB iShares Russell 1000 ETF Reduce -0.5% 0.65% −0.00
XOM Exxon Mobil Corp. Reduce -4.8% 0.15% −0.00
DXJ Wisdomtree Japan Hedged Eq Reduce -0.4% 0.10% +0.01

Portfolio Buys Q3 2025 → Q4 2025
SPDW Ste STR SPDR PT DW Eu ETF Add +9.8% 10.21% +1.04
VWO Vanguard Ftse Emerging Marke Add +75.0% 2.15% +0.88
IWP iShares Russell Mid-Cap Grow Add +60.5% 1.17% +0.39
VEA Vanguard Ftse Developed ETF Add +8.7% 3.99% +0.39
IWS iShares Russell Mid-Cap Valu Add +41.3% 1.27% +0.36
SPHY SS SPDR P High Yield ETF Add +54.8% 0.83% +0.27
IWM iShares Russell 2000 ETF Add +26.7% 1.29% +0.27
MBSF Regan Floating Rate MBS ETF Add +11.6% 2.49% +0.22
MBB iShares MBS ETF Add +71.5% 0.52% +0.21
VNLA Janus Henderson Short Durati Add +11.9% 2.49% +0.20
CSPF C&S Pref & Income Active ETF New 0.18% +0.18
IEFA iShares Core MSCI Eafe ETF Add +7.9% 2.35% +0.17
JSI JH Securitized Income ETF Add +13.0% 1.77% +0.16
JAAA Janus Henderson Aaa Clo ETF Add +12.7% 1.67% +0.15
SPIB SS SPDR P Int C Corp. ETF Add +7.1% 3.13% +0.13
SRLN SS Blackstone Sr Loan ETF New 0.12% +0.12
VCIT Vanguard Int-Term Corporate Add +9.4% 1.87% +0.11
VYM Vanguard High DVD Yield ETF Add +18.5% 0.73% +0.11
MINT PIMCO Enhanced Short Maturit Add +11.4% 1.41% +0.11
IDV iShares International Select Add +64.4% 0.20% +0.09
JEPI JPMorgan Equity Premium Inco Add +32.9% 0.31% +0.07
MUB iShares National Muni Bond E New 0.07% +0.07
FLJP Franklin Ftse Japan ETF New 0.06% +0.06
JBBB Janus Henderson B-BBB Clo Et Add +13.9% 0.69% +0.06
HYBL SS Blackstone High Inc. ETF Add +12.8% 0.70% +0.06
SPSB SS SPDR P St C Corp. ETF Add +11.3% 0.76% +0.06
IGF iShares Global Infrastructur Add +79.8% 0.13% +0.06
VNQ Vanguard Real Estate ETF Add +81.6% 0.13% +0.06
JNK SS SPDR BB High Yield Bond Add +33.6% 0.21% +0.05
MBSX Regan Fixed Rate MBS ETF Add +12.1% 0.96% +0.05
PCY Invesco Emerging Markets Sov Add +55.6% 0.11% +0.04
PSQ Proshares Short QQQ Add +44.6% 0.11% +0.03
FMB First Trust Managed Municipa Add +16.1% 0.12% +0.01
TBT Proshares Ultrashort 20+Y TR Add +11.5% 0.11% +0.01
XLP SS Consumer Staples Sel Sect Add +16.8% 0.07% +0.01
SHYD Vaneck SH Hi YLD Muni Add +11.5% 0.08% +0.01
XLE SS Energy Select Sector Add +2.9% 0.14% +0.00
PPA Invesco Aerospace & Defense Add +0.3% 0.09% −0.00
BRK.B Berkshire Hathaway Inc. Class B Add +0.4% 0.08% −0.00
AMLP Alerian MLP ETF Add +1.4% 0.28% −0.00
TIP iShares Tips Bond ETF Add +0.5% 0.14% −0.00
SPAB SS SPDR P Agg Bond ETF Add +2.2% 1.23% −0.01
SPIP SS SPDR P Tips ETF Add +1.0% 0.22% −0.01
RAVI NT Ultrashrt Fi ETF Add +0.9% 0.36% −0.01
EMLP First Trust North American E Add +1.0% 0.63% −0.02
AGG iShares Core U.S. Aggregate Add +0.4% 0.70% −0.02
PRIV SS Ig Publ Priv Cred ETF-Usd Add +0.1% 0.76% −0.02
BNDX Vanguard Total Intl Bond ETF Add +1.1% 1.78% −0.06

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