StockDriftsStockDriftsTop 49 Aurelius Family Office LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 16.59% | 61.3K | $42.1M | -1.86%(-1.16K) | $538.78(+31.97%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 11.91% | 681.7K | $30.2M | -1.22%(-8.44K) | $34.44(+33.54%) | 2026-06-30 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 10.14% | 375.7K | $25.7M | +5.63%(+20.01K) | $69.31(-2.54%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 8.42% | 506.4K | $21.4M | +5.24%(+25.20K) | $42.27(-1.40%) | 2026-06-30 | |
| VGLT | VANGUARD SCOTTSDALE FDS | 5.11% | 234.9K | $13.0M | +7.51%(+16.40K) | $57.86(-8.57%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.02% | 178.8K | $12.7M | +2.40%(+4.20K) | $50.76(+43.79%) | 2026-06-30 | |
| VTIP | VANGUARD MALVERN FDS | 4.18% | 211.1K | $10.6M | +3.83%(+7.79K) | $49.05(+1.31%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.08% | 173.7K | $10.4M | +9.16%(+14.57K) | $46.97(+28.61%) | 2026-06-30 | |
| VBR | VANGUARD INDEX FDS | 3.33% | 34.8K | $8.4M | -5.23%(-1.92K) | $200.22(+24.94%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 2.86% | 88.7K | $7.3M | -2.96%(-2.71K) | $62.98(+34.36%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +18.92% |
| Top 20 Holdings Unweighted | — | — | — | — | +22.97% |
Aurelius Family Office LLC reports $253.87M in US-listed equity holdings across 49 positions in its most recent 13F filing. Its largest disclosed positions are VOO (16.6%), DFAC (11.9%) and BNDW (10.1%). The top 20 holdings account for 89.54% of reported assets. Its disclosed equity book has returned +18.92% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Aurelius Family Office LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2053738). View Aurelius Family Office LLC’s 13F filings on SEC