AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Aurelius Family Office LLC
1. Portfolio Overview Aurelius Family Office LLC manages a highly diversified, passive-oriented portfolio with a total value of $232.55 million as of December 31, 2025. This represents a significant growth of +91.2% from the previous quarter's value of $121.65 million. The portfolio comprises 48 holdings, exhibiting a strong preference for Exchange Traded Funds (ETFs), which make up approximately 83.5% ...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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