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Filers›Pension Fund›Aurelius Family Office LLC
DOSSIER · 13F-HR · Q1 2026

Aurelius Family Office LLC

Aurelius Family Office's pension fund based in Greenwich, CT — $230M in tracked AUM across 47 positions as of Q1 2026.

AF
Aurelius Family Office·Greenwich, CT·Pension Fund
CIK 0002053738 · last filed Mar 31, 2026
Total AUM
$230M
▲ 5.7%
vs prior
Holdings
47
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Tech
19% weight
concentration
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.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$37M62K16.2%
02
DFAC
DIMENSIONAL ETF TRUST
$27M690K11.7%
03
BNDW
VANGUARD SCOTTSDALE FDS
$24M356K10.6%
04
DFCF
DIMENSIONAL ETF TRUST
$20M481K8.8%
05
VGLT
VANGUARD SCOTTSDALE FDS
$12M218K5.3%
06
VEA
VANGUARD TAX-MANAGED FDS
$11M175K4.9%
07
VTIP
VANGUARD MALVERN FDS
$10M203K4.4%
08
VWO
VANGUARD INTL EQUITY INDEX F
$9M159K3.7%
09
VBR
VANGUARD INDEX FDS
$8M37K3.5%
10
BND
VANGUARD BD INDEX FDS
$7M99K3.2%

Filing history

Filing history loading…
AI Agent · grounded in Aurelius
haiku-4-5 · 47 positions indexed
Sector mix
  • Tech19%
  • Health Care18%
  • Communications7%
  • Industrials11%
  • Energy42%
  • Other3%
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