Auour Investments LLC

Q1 2026 13F-HR Holdings

Location
Woburn, MA
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
91
Total value ($000)
$317,928
Net value change ($000)
+3,631 (1.2%)
New positions
5
Sold out positions
3
Turnover %
4.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VRIG 7,360 NEW
BKLN 2,950 NEW
JAAA 2,558 48.8%
GSY 2,095 NEW
SPDW 1,396 4.3%
JBBB 856 39.7%
HYBL 750 34.1%
META 406 NEW
MBSX 377 12.5%
VEA 371 3.0%
Top Reduces (Value $000, Stocks/ETFs)
VNLA -7,290 -93.3%
MINT -4,106 -92.7%
SPSB -2,026 -84.7%
SPYM -1,482 -2.4%
BIL -892 -3.3%
JSI -673 -12.1%
JEPI -601 -62.5%
SPYG -375 -5.1%
VONG -360 -7.5%
IWF -294 -10.3%
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