DOSSIER · 13F-HR · Q2 2026

Aureum Wealth Management, LLC

$161M in tracked AUM across 62 positions as of Q2 2026.

AW
CIK 0002093444 · last filed Jun 30, 2026
Total AUM
$161M
as of Q2 2026
Holdings
62
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Aureum Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPYG
SPDR SERIES TRUST
$15M123K9.0%
02
SPYV
SPDR SERIES TRUST
$14M223K8.4%
03
IEFA
ISHARES TR
$13M137K8.2%
04
MBB
ISHARES TR
$9M94K5.5%
05
JEPI
J P MORGAN EXCHANGE TRADED F
$7M117K4.1%
06
HDV
ISHARES TR
$6M223K3.8%
07
GLDM
WORLD GOLD TR
$6M76K3.7%
08
SPYM
SPDR SERIES TRUST
$5M62K3.4%
09
FTCB
FIRST TR EXCHANGE-TRADED FD
$5M259K3.4%
10
IJR
ISHARES TR
$5M35K3.2%

Filing history

2026Q2Jun 30
$161M 12.2%
62 positionsView →
2026Q1Mar 31
$144M 33.4%
60 positionsView →
2025Q4Dec 31
$108M
49 positionsView →