StockDriftsStockDriftsTop 50 Aureum Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | 9.04% | 122.6K | $14.6M | +5.18%(+6.04K) | $105.11(+16.81%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 8.41% | 223.0K | $13.6M | +5.62%(+11.88K) | $56.31(+12.59%) | 2026-06-30 | |
| IEFA | ISHARES TR | 8.19% | 136.8K | $13.2M | +3.94%(+5.18K) | $88.89(+13.67%) | 2026-06-30 | |
| MBB | ISHARES TR | 5.49% | 93.7K | $8.9M | +1.59%(+1.47K) | $95.15(-2.11%) | 2026-06-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 4.1% | 117.2K | $6.6M | +4.61%(+5.17K) | $57.07(+1.27%) | 2026-06-30 | |
| HDV | ISHARES TR | 3.8% | 223.5K | $6.1M | +21.31%(+39.25K) | $24.95(+16.67%) | 2026-06-30 | |
| GLDM | WORLD GOLD TR | 3.74% | 75.9K | $6.0M | +7.07%(+5.01K) | $82.47(+5.63%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 3.38% | 62.0K | $5.5M | +3.43%(+2.06K) | $79.17(+14.99%) | 2026-06-30 | |
| FTCB | FIRST TR EXCHANGE-TRADED FD | 3.35% | 259.1K | $5.4M | +14.42%(+32.65K) | $21.07(-2.31%) | 2026-06-30 | |
| IJR | ISHARES TR | 3.24% | 35.2K | $5.2M | +4.15%(+1.40K) | $120.49(+23.46%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +6.94% |
| Top 20 Holdings Unweighted | — | — | — | — | +7.67% |
Aureum Wealth Management, LLC reports $161.29M in US-listed equity holdings across 62 positions in its most recent 13F filing. Its largest disclosed positions are SPYG (9.0%), SPYV (8.4%) and IEFA (8.2%). The top 20 holdings account for 79.68% of reported assets. Its disclosed equity book has returned +6.94% cumulatively over 2 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 Aureum Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2093444). View Aureum Wealth Management, LLC’s 13F filings on SEC