Aurelius Family Office LLC

The firm's strategy appears to be rooted in a "core-satellite" or purely asset allocation approach, utilizing broad market indices and factor-based funds to achieve exposure rather than selecting individual securities. The massive increase in portfolio value—nearly doubling in one quarter—suggests a substantial capital injection rather than merely market appreciation, as the broad market indices would not have returned 91% in a single quarter under standard conditions. The turnover rate is high, indicated by 24 new positions and 14 reduced stakes, signaling a strategic reallocation or restructuring of the family office’s asset model.

2. Key Holdings The portfolio is dominated by mega-cap broad market ETFs, with the top 10 positions accounting for roughly 61.2% of the total assets.