Auour Investments LLC

Q4 2025 13F-HR Holdings

Location
Woburn, MA
Holdings as of
12/31/2025
Date filed
1/12/2026
Form type
13F-HR
Num holdings
89
Total value ($000)
$314,297
Net value change ($000)
+7,136 (2.3%)
New positions
4
Sold out positions
2
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/29/2025 Next filing: 4/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPDW 3,922 13.9%
VWO 2,861 73.6%
VEA 1,472 13.3%
IWP 1,297 54.4%
IWS 1,190 42.7%
IWM 909 28.9%
SPHY 901 53.1%
MBSF 861 12.3%
VNLA 807 11.5%
IEFA 704 10.5%
Top Reduces (Value $000, Stocks/ETFs)
BIL -10,935 -28.6%
SPYM -2,048 -3.2%
SPYG -583 -7.4%
VONG -384 -7.4%
SPTI -375 -5.8%
FLRN -295 -49.3%
VOO -272 -7.3%
MSFT -268 -23.6%
PFF -235 -100.0%
ADP -203 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type