Auour Investments LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 20, 2026), Auour Investments LLC reported 91 stock positions worth $317.9 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 19.1% of the portfolio, followed by Ste STR SPDR PT DW Eu ETF (SPDW, 10.5%) and SS SPDR BB 1-3M T-Bill ETF (BIL, 8.3%). Compared with Q4 2025, it opened 5 new positions, sold out of 3, added to 46 and reduced 20. The biggest buy was a new position in Invesco Variable Rate Invest (VRIG) and the biggest sale Janus Henderson Short Durati (VNLA, shares −93%).

Most Recent 13F
Q2 2026
Location
WOBURN, MA
CIK
0001789310
Portfolio Value
$317.9M (Q1 2026)
SEC Filing
0001789310-26-000002 ↗ filed Apr 20, 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 Q4 2025 Q1 2026: $317.9M $317.9M Q1 2026 Q2 2026: $348.8M Q2 2026

Holdings 91 stocks · $317.9M
SPYM Ste STR SPDR PT S&P 500 ETF 19.14% 794,899 $60.8M Add +2.3%
SPDW Ste STR SPDR PT DW Eu ETF 10.54% 733,723 $33.5M Add +1.5%
BIL SS SPDR BB 1-3M T-Bill ETF 8.32% 288,484 $26.4M Reduce -3.5%
VEA Vanguard Ftse Developed ETF 4.06% 201,325 $12.9M Add +0.4%
SPIB SS SPDR P Int C Corp. ETF 3.16% 299,812 $10.1M Add +3.1%
SPYV SS SPDR P S&P 500 Value ETF 2.97% 166,654 $9.4M Add +1.3%
MBSF Regan Floating Rate MBS ETF 2.46% 306,652 $7.8M Add +0.4%
JAAA Janus Henderson Aaa Clo ETF 2.45% 154,757 $7.8M Add +49.5%
IEFA iShares Core MSCI Eafe ETF 2.36% 82,829 $7.5M Add +0.4%
VRIG Invesco Variable Rate Invest 2.31% 293,991 $7.4M New
VWO Vanguard Ftse Emerging Marke 2.21% 129,756 $7.0M Add +3.4%
SPYG SS SPDR P S&P 500 Growth ETF 2.18% 70,803 $6.9M Add +3.4%
IWD iShares Russell 1000 Value E 2.13% 31,722 $6.8M Add +1.2%
SPTI SS SPDR P Int Term TSY ETF 1.96% 217,958 $6.2M Add +3.0%
VCIT Vanguard Int-Term Corporate 1.84% 70,628 $5.8M Add +0.8%
BNDX Vanguard Total Intl Bond ETF 1.77% 117,262 $5.6M Add +1.4%
JSI JH Securitized Income ETF 1.54% 94,874 $4.9M Reduce -11.2%
VONG Vanguard Russell 1000 Growth 1.41% 40,740 $4.5M Add +2.7%
IWS iShares Russell Mid-Cap Valu 1.33% 29,083 $4.2M Add +3.1%
IWM iShares Russell 2000 ETF 1.33% 17,051 $4.2M Add +3.5%
VGIT Vanguard Intermediate-Term T 1.33% 70,773 $4.2M Add +1.6%
SPAB SS SPDR P Agg Bond ETF 1.24% 153,769 $3.9M Add +2.5%
IWP iShares Russell Mid-Cap Grow 1.16% 28,676 $3.7M Add +6.7%
MBSX Regan Fixed Rate MBS ETF filed as ADVISOR MANAGED PORTFOLIOS 1.07% 120,891 $3.4M Add +5.4%
VOO Vanguard S&P 500 ETF 1.05% 5,601 $3.3M Add +1.9%
JBBB Janus Henderson B-BBB Clo Et 0.95% 64,630 $3.0M Add +43.0%
BKLN Invesco Senior Loan ETF 0.93% 144,519 $2.9M New
HYBL SS Blackstone High Inc. ETF 0.93% 105,845 $2.9M Add +37.0%
SPHY SS SPDR P High Yield ETF 0.83% 112,553 $2.6M Add +2.6%
IWF iShares Russell 1000 Growth 0.81% 6,004 $2.6M Reduce -0.4%
VYM Vanguard High DVD Yield ETF 0.78% 16,691 $2.5M Add +4.4%
PRIV SS Ig Publ Priv Cred ETF-Usd 0.76% 95,946 $2.4M Add +2.2%
EMLP First Trust North American E 0.73% 53,089 $2.3M Add +1.7%
AGG iShares Core U.S. Aggregate 0.71% 22,889 $2.3M Add +4.4%
SPY SS SPDR S&P 500 ETF Trust-US 0.71% 3,477 $2.3M Add +2.0%
AAPL Apple Inc. 0.66% 8,268 $2.1M No change
GSY Invesco Ultra Short Duration 0.66% 41,804 $2.1M New
IWB iShares Russell 1000 ETF 0.61% 5,449 $1.9M Reduce -0.1%
BWX SS SPDR BB Intl Treasury BD 0.53% 76,679 $1.7M Add +5.7%
MBB iShares MBS ETF 0.52% 17,574 $1.7M Add +3.1%
GLDM SPDR Gold Minishares Trust 0.38% 13,015 $1.2M Reduce -1.1%
RAVI NT Ultrashrt Fi ETF 0.37% 15,479 $1.2M Add +2.8%
AMLP Alerian MLP ETF 0.33% 19,711 $1.0M Add +3.9%
ACGL Arch Capital Group Ltd. 0.32% 10,500 $1.0M No change
AVIR Atea Pharmaceuticals Inc. 0.30% 177,000 $952K No change
TYRA Tyra Biosciences Inc. 0.25% 21,020 $805K No change
SPTL SS SPDR PF LNG TRM TSY E-Usd 0.24% 28,710 $755K Reduce -0.1%
GOOG Alphabet Inc. Class C 0.23% 2,528 $725K No change
SPIP SS SPDR P Tips ETF 0.22% 26,748 $696K Add +2.7%
IDV iShares International Select 0.21% 16,059 $683K Reduce -1.4%
MSFT Microsoft Corp. 0.21% 1,798 $666K Add +0.2%
XOM Exxon Mobil Corp. 0.20% 3,832 $650K No change
JNK SS SPDR BB High Yield Bond 0.20% 6,677 $639K Reduce -0.2%
XLE SS Energy Select Sector 0.20% 10,313 $632K Add +6.7%
CSPF C&S Pref & Income Active ETF 0.17% 21,413 $549K Reduce -0.1%
VNLA Janus Henderson Short Durati 0.16% 10,704 $523K Reduce -93.3%
PG The Procter & Gamble Co. 0.15% 3,313 $479K No change
TIP iShares Tips Bond ETF 0.14% 4,072 $449K Add +2.3%
IWV iShares Russell 3000 ETF 0.14% 1,208 $448K No change
IGF iShares Global Infrastructur 0.14% 6,567 $440K Reduce -0.8%
VNQ Vanguard Real Estate ETF 0.13% 4,683 $415K No change
JNJ Johnson & Johnson 0.13% 1,682 $411K No change
PSQ Proshares Short QQQ 0.13% 12,646 $407K Add +14.3%
TBT Proshares Ultrashort 20+Y TR 0.13% 11,565 $406K Add +22.3%
META Meta Platforms Inc. Class A 0.13% 710 $406K New
PCY Invesco Emerging Markets Sov 0.12% 18,363 $384K Add +16.6%
SPSB SS SPDR P St C Corp. ETF 0.12% 12,159 $366K Reduce -84.7%
JEPI JPMorgan Equity Premium Inco 0.11% 6,361 $361K Reduce -62.1%
SRLN SS Blackstone Sr Loan ETF 0.11% 8,890 $357K Add +0.1%
GOOGL Alphabet Inc. Class A 0.11% 1,200 $345K No change
FMB First Trust Managed Municipa 0.11% 6,772 $343K Reduce -6.7%
CTAS Cintas Corp. 0.11% 2,020 $342K No change
DXJ Wisdomtree Japan Hedged Eq 0.10% 2,087 $331K Reduce -2.6%
MINT PIMCO Enhanced Short Maturit 0.10% 3,224 $324K Reduce -92.7%
PPA Invesco Aerospace & Defense 0.10% 1,868 $310K Reduce -0.8%
IJH iShares Core S&P Midcap ETF 0.10% 4,525 $306K No change
FLRN SS SPDR BB Ig Float RT ETF 0.10% 9,836 $303K Reduce -0.2%
ONEQ Fidelity Nasdaq Comp Indx 0.09% 3,330 $283K No change
HD Home Depot Inc. 0.09% 839 $276K No change
LLY Eli Lilly & Co. 0.09% 300 $276K No change
MS Morgan Stanley 0.09% 1,658 $273K Reduce -8.9%
XLP SS Consumer Staples Sel Sect 0.08% 3,265 $268K Add +8.9%
VXF Vanguard Extended Market ETF 0.08% 1,256 $258K No change
BRK.B Berkshire Hathaway Inc. Class B 0.08% 523 $251K No change
JPM JPMorgan Chase & Co. 0.08% 844 $248K No change
XME SS SPDR S&P Metals Mining 0.08% 2,218 $240K Add +9.7%
SHYD Vaneck SH Hi YLD Muni 0.07% 10,280 $233K Reduce -6.7%
FLJP Franklin Ftse Japan ETF 0.07% 6,426 $232K Add +10.4%
SHW The Sherwin-Williams Co. 0.07% 702 $225K No change
VGLT Vanguard Long-Term Treasury 0.07% 3,846 $213K Add +0.9%
AMGN Amgen Inc. 0.07% 598 $210K New

Portfolio Sells Q4 2025 → Q1 2026
VNLA Janus Henderson Short Durati Reduce -93.3% 0.16% −2.32
MINT PIMCO Enhanced Short Maturit Reduce -92.7% 0.10% −1.31
SPSB SS SPDR P St C Corp. ETF Reduce -84.7% 0.12% −0.65
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -3.5% 8.32% −0.38
JSI JH Securitized Income ETF Reduce -11.2% 1.54% −0.23
JEPI JPMorgan Equity Premium Inco Reduce -62.1% 0.11% −0.19
IWF iShares Russell 1000 Growth Reduce -0.4% 0.81% −0.10
WFC Wells Fargo & Co. Sold out 0.00% −0.07
ABBV Abbvie Inc. Sold out 0.00% −0.07
MUB iShares National Muni Bond E Sold out 0.00% −0.07
IWB iShares Russell 1000 ETF Reduce -0.1% 0.61% −0.04
MS Morgan Stanley Reduce -8.9% 0.09% −0.02
FMB First Trust Managed Municipa Reduce -6.7% 0.11% −0.01
SHYD Vaneck SH Hi YLD Muni Reduce -6.7% 0.07% −0.01
JNK SS SPDR BB High Yield Bond Reduce -0.2% 0.20% −0.01
SPTL SS SPDR PF LNG TRM TSY E-Usd Reduce -0.1% 0.24% −0.00
CSPF C&S Pref & Income Active ETF Reduce -0.1% 0.17% −0.00
FLRN SS SPDR BB Ig Float RT ETF Reduce -0.2% 0.10% −0.00
PPA Invesco Aerospace & Defense Reduce -0.8% 0.10% +0.00
DXJ Wisdomtree Japan Hedged Eq Reduce -2.6% 0.10% +0.01
IGF iShares Global Infrastructur Reduce -0.8% 0.14% +0.01
IDV iShares International Select Reduce -1.4% 0.21% +0.01
GLDM SPDR Gold Minishares Trust Reduce -1.1% 0.38% +0.02

Portfolio Buys Q4 2025 → Q1 2026
VRIG Invesco Variable Rate Invest New 2.31% +2.31
BKLN Invesco Senior Loan ETF New 0.93% +0.93
JAAA Janus Henderson Aaa Clo ETF Add +49.5% 2.45% +0.79
GSY Invesco Ultra Short Duration New 0.66% +0.66
SPDW Ste STR SPDR PT DW Eu ETF Add +1.5% 10.54% +0.32
JBBB Janus Henderson B-BBB Clo Et Add +43.0% 0.95% +0.26
HYBL SS Blackstone High Inc. ETF Add +37.0% 0.93% +0.23
META Meta Platforms Inc. Class A New 0.13% +0.13
MBSX Regan Fixed Rate MBS ETF Add +5.4% 1.07% +0.11
EMLP First Trust North American E Add +1.7% 0.73% +0.10
VEA Vanguard Ftse Developed ETF Add +0.4% 4.06% +0.07
IWS iShares Russell Mid-Cap Valu Add +3.1% 1.33% +0.07
AMGN Amgen Inc. New 0.07% +0.07
XLE SS Energy Select Sector Add +6.7% 0.20% +0.06
VWO Vanguard Ftse Emerging Marke Add +3.4% 2.21% +0.06
VYM Vanguard High DVD Yield ETF Add +4.4% 0.78% +0.05
AMLP Alerian MLP ETF Add +3.9% 0.33% +0.04
IWM iShares Russell 2000 ETF Add +3.5% 1.33% +0.04
IWD iShares Russell 1000 Value E Add +1.2% 2.13% +0.03
SPIB SS SPDR P Int C Corp. ETF Add +3.1% 3.16% +0.03
SPTI SS SPDR P Int Term TSY ETF Add +3.0% 1.96% +0.02
TBT Proshares Ultrashort 20+Y TR Add +22.3% 0.13% +0.02
PSQ Proshares Short QQQ Add +14.3% 0.13% +0.02
AGG iShares Core U.S. Aggregate Add +4.4% 0.71% +0.02
PCY Invesco Emerging Markets Sov Add +16.6% 0.12% +0.01
SPAB SS SPDR P Agg Bond ETF Add +2.5% 1.24% +0.01
IEFA iShares Core MSCI Eafe ETF Add +0.4% 2.36% +0.01
XLP SS Consumer Staples Sel Sect Add +8.9% 0.08% +0.01
FLJP Franklin Ftse Japan ETF Add +10.4% 0.07% +0.01
BWX SS SPDR BB Intl Treasury BD Add +5.7% 0.53% +0.01
XME SS SPDR S&P Metals Mining Add +9.7% 0.08% +0.01
MBB iShares MBS ETF Add +3.1% 0.52% +0.01
RAVI NT Ultrashrt Fi ETF Add +2.8% 0.37% +0.01
SPIP SS SPDR P Tips ETF Add +2.7% 0.22% +0.00
TIP iShares Tips Bond ETF Add +2.3% 0.14% +0.00
PRIV SS Ig Publ Priv Cred ETF-Usd Add +2.2% 0.76% +0.00
VGLT Vanguard Long-Term Treasury Add +0.9% 0.07% −0.00
SPHY SS SPDR P High Yield ETF Add +2.6% 0.83% −0.00
VGIT Vanguard Intermediate-Term T Add +1.6% 1.33% −0.00
SRLN SS Blackstone Sr Loan ETF Add +0.1% 0.11% −0.00
BNDX Vanguard Total Intl Bond ETF Add +1.4% 1.77% −0.01
SPYV SS SPDR P S&P 500 Value ETF Add +1.3% 2.97% −0.01
IWP iShares Russell Mid-Cap Grow Add +6.7% 1.16% −0.02
SPY SS SPDR S&P 500 ETF Trust-US Add +2.0% 0.71% −0.03
VCIT Vanguard Int-Term Corporate Add +0.8% 1.84% −0.03
MBSF Regan Floating Rate MBS ETF Add +0.4% 2.46% −0.03
VOO Vanguard S&P 500 ETF Add +1.9% 1.05% −0.04
MSFT Microsoft Corp. Add +0.2% 0.21% −0.07
VONG Vanguard Russell 1000 Growth Add +2.7% 1.41% −0.13
SPYG SS SPDR P S&P 500 Growth ETF Add +3.4% 2.18% −0.14

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