Aurelius Family Office LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 9, 2026), Aurelius Family Office LLC reported 48 stock positions worth $232.5 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 16.1% of the portfolio, followed by Dimensional US Core Equity 2 (DFAC, 12.2%) and Vanguard Total World Bond Et (BNDW, 10.3%). Compared with Q3 2025, it sold out of 1, added to 13 and reduced 29. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +2%) and the biggest sale Vanguard Total Bond Market (BND, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- BEDFORD, NH
- CIK
- 0002053738
- Portfolio Value
- $232.5M (Q4 2025)
- SEC Filing
- 0002053738-26-000001 ↗ filed Jan 9, 2026
Holdings Value
Holdings 48 stocks · $232.5M
| VOO Vanguard S&P 500 ETF | 16.15% | 59,367 | $37.5M | Add +1.9% |
| DFAC Dimensional US Core Equity 2 | 12.23% | 708,356 | $28.4M | Reduce -1.2% |
| BNDW Vanguard Total World Bond Et | 10.28% | 347,284 | $23.9M | Add +3.8% |
| DFCF Dimensional Core Fixed Inc. | 8.41% | 458,826 | $19.6M | Add +6.3% |
| VGLT Vanguard Long-Term Treasury | 5.09% | 211,619 | $11.8M | Add +2.8% |
| VEA Vanguard Ftse Developed ETF | 4.83% | 175,710 | $11.2M | Reduce -2.2% |
| VTIP Vanguard Short-Term Tips | 4.19% | 196,750 | $9.7M | Add +6.1% |
| VWO Vanguard Ftse Emerging Marke | 3.70% | 155,615 | $8.6M | Reduce -1.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 3.38% | 36,179 | $7.9M | Add +5.3% |
| BND Vanguard Total Bond Market | 3.20% | 100,245 | $7.4M | Reduce -2.8% |
| DFUS Dimensional US Eq MKT ETF | 3.05% | 94,774 | $7.1M | Reduce -0.5% |
| VONG Vanguard Russell 1000 Growth | 2.78% | 53,071 | $6.5M | Add +1.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.63% | 23,044 | $6.1M | Add +1.6% |
| VTI VG Morningstar TS MKT ETF-US | 1.59% | 10,916 | $3.7M | Reduce -0.2% |
| DFNM Dimensional National Muni BD | 1.44% | 69,393 | $3.3M | Add +0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.37% | 4,631 | $3.2M | Reduce -0.1% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.37% | 10,191 | $3.2M | Add +7.5% |
| DFAS Dimensional US Small Cap ETF | 1.25% | 40,717 | $2.9M | Reduce -4.5% |
| AVEM Avantis Emerging Markets Eq | 1.17% | 34,297 | $2.7M | Reduce -0.1% |
| REET iShares Global REIT ETF | 1.14% | 105,535 | $2.6M | Add +7.5% |
| DFIS Dimensional International SM | 1.11% | 77,347 | $2.6M | Reduce -1.4% |
| VONV Vanguard Russell 1000 Value | 1.06% | 26,086 | $2.5M | Add +7.6% |
| DISV Dimensional International SM | 1.05% | 63,527 | $2.5M | Reduce -1.6% |
| DFIV Dimensional International Va | 0.94% | 43,164 | $2.2M | Reduce -11.7% |
| DFUV Dimensional US Marketwide Va | 0.89% | 43,182 | $2.1M | Reduce -5.8% |
| IWM iShares Russell 2000 ETF | 0.56% | 5,132 | $1.3M | Reduce -1.1% |
| AVDE Avantis International Equity | 0.55% | 15,102 | $1.3M | Reduce -5.2% |
| AVUS Avantis U.S. Equity ETF | 0.49% | 10,057 | $1.1M | Reduce -0.3% |
| DFAT Dimensional US Target Value | 0.48% | 18,226 | $1.1M | Reduce -0.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.46% | 5,511 | $1.1M | Reduce -6.3% |
| DFGP Dimensional GLBL Core PL Fix | 0.35% | 15,235 | $825K | Reduce -1.0% |
| EFV iShares MSCI Eafe Value ETF | 0.30% | 9,704 | $704K | Reduce -15.1% |
| DFSV Dimensional US Small Cap Val | 0.26% | 18,159 | $613K | Reduce -0.1% |
| TLT iShares 20+ Year Treasury BD | 0.26% | 6,835 | $598K | Reduce -3.1% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.23% | 7,519 | $532K | No change |
| VSS Vanguard Ftse All Wo X-US SC | 0.21% | 3,265 | $477K | Reduce -2.1% |
| DFEM Dimensional Emrg MRKT Core | 0.18% | 12,421 | $423K | Reduce -0.1% |
| ISVL iShares International Develo | 0.17% | 8,032 | $389K | Reduce -3.3% |
| IWN iShares Russell 2000 Value E | 0.17% | 2,072 | $384K | Reduce -0.3% |
| DFIC Dimensional International Co. | 0.16% | 10,424 | $366K | No change |
| DFLV Dim US Large Cap Value ETF | 0.13% | 8,727 | $306K | Reduce -2.0% |
| STIP iShares 0-5 Year Tips Bond E | 0.13% | 2,968 | $304K | Reduce -5.5% |
| MSFT Microsoft Corp. | 0.12% | 594 | $281K | No change |
| AAPL Apple Inc. | 0.11% | 950 | $254K | No change |
| SCHC Schwab Intl Small-Cap Equity | 0.11% | 5,428 | $252K | No change |
| SCZ iShares MSCI Eafe Small-Cap | 0.10% | 3,049 | $241K | Reduce -11.8% |
| DFAW Dimensional World Eqty ETF | 0.09% | 2,910 | $219K | Add +4.1% |
| AVGO Broadcom Inc. | 0.09% | 620 | $213K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| BND Vanguard Total Bond Market | Reduce -2.8% | 3.20% | −0.21 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.4% | 3.70% | −0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.09 |
| DFAC Dimensional US Core Equity 2 | Reduce -1.2% | 12.23% | −0.08 |
| DFIV Dimensional International Va | Reduce -11.7% | 0.94% | −0.06 |
| DFAS Dimensional US Small Cap ETF | Reduce -4.5% | 1.25% | −0.05 |
| EFV iShares MSCI Eafe Value ETF | Reduce -15.1% | 0.30% | −0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -6.3% | 0.46% | −0.03 |
| DFGP Dimensional GLBL Core PL Fix | Reduce -1.0% | 0.35% | −0.03 |
| DFUV Dimensional US Marketwide Va | Reduce -5.8% | 0.89% | −0.02 |
| TLT iShares 20+ Year Treasury BD | Reduce -3.1% | 0.26% | −0.02 |
| DFUS Dimensional US Eq MKT ETF | Reduce -0.5% | 3.05% | −0.02 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -11.8% | 0.10% | −0.01 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -5.5% | 0.13% | −0.01 |
| AVDE Avantis International Equity | Reduce -5.2% | 0.55% | −0.01 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -2.1% | 0.21% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.2% | 1.59% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.1% | 1.37% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -1.1% | 0.56% | −0.00 |
| ISVL iShares International Develo | Reduce -3.3% | 0.17% | −0.00 |
| DFLV Dim US Large Cap Value ETF | Reduce -2.0% | 0.13% | +0.00 |
| IWN iShares Russell 2000 Value E | Reduce -0.3% | 0.17% | +0.00 |
| AVUS Avantis U.S. Equity ETF | Reduce -0.3% | 0.49% | +0.00 |
| DFEM Dimensional Emrg MRKT Core | Reduce -0.1% | 0.18% | +0.00 |
| DFAT Dimensional US Target Value | Reduce -0.0% | 0.48% | +0.01 |
| DFSV Dimensional US Small Cap Val | Reduce -0.1% | 0.26% | +0.01 |
| DFIS Dimensional International SM | Reduce -1.4% | 1.11% | +0.01 |
| AVEM Avantis Emerging Markets Eq | Reduce -0.1% | 1.17% | +0.03 |
| DISV Dimensional International SM | Reduce -1.6% | 1.05% | +0.03 |
| VEA Vanguard Ftse Developed ETF | Reduce -2.2% | 4.83% | +0.04 |
Portfolio Buys Q3 2025 → Q4 2025
| VOO Vanguard S&P 500 ETF | Add +1.9% | 16.15% | +0.28 |
| DFCF Dimensional Core Fixed Inc. | Add +6.3% | 8.41% | +0.20 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +5.3% | 3.38% | +0.19 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +7.5% | 1.37% | +0.11 |
| VONV Vanguard Russell 1000 Value | Add +7.6% | 1.06% | +0.09 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +1.6% | 2.63% | +0.06 |
| REET iShares Global REIT ETF | Add +7.5% | 1.14% | +0.02 |
| VTIP Vanguard Short-Term Tips | Add +6.1% | 4.19% | +0.01 |
| DFAW Dimensional World Eqty ETF | Add +4.1% | 0.09% | +0.00 |
| VONG Vanguard Russell 1000 Growth | Add +1.7% | 2.78% | −0.02 |
| DFNM Dimensional National Muni BD | Add +0.8% | 1.44% | −0.03 |
| BNDW Vanguard Total World Bond Et | Add +3.8% | 10.28% | −0.08 |
| VGLT Vanguard Long-Term Treasury | Add +2.8% | 5.09% | −0.12 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 49 | $253.9M | VOO, DFAC, BNDW, DFCF, VGLT |
| Q1 2026 | 47 | $230.0M | VOO, DFAC, BNDW, DFCF, VGLT |
| Q4 2025 | 48 | $232.5M | VOO, DFAC, BNDW, DFCF, VGLT |
| Q3 2025 | 49 | $224.8M | VOO, DFAC, BNDW, DFCF, VGLT |
| Q2 2025 | 46 | $211.6M | VOO, DFAC, BNDW, DFCF, VGLT |
| Q1 2025 | 46 | $197.1M | VOO, DFAC, BNDW, DFCF, VGLT |
| Q4 2024 | 43 | $198.2M | VOO, DFAC, BNDW, DFCF, VGLT |