Auour Investments LLC

Q2 2026 13F-HR Holdings

Location
Woburn, MA
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR
Num holdings
95
Total value ($000)
$348,751
Net value change ($000)
+30,823 (9.7%)
New positions
7
Sold out positions
3
Turnover %
5.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SPYM 8,194 13.5%
DSCO 4,439 NEW
DCRE 4,433 NEW
SPDW 3,272 9.8%
SSGA ACTIVE TR 2,583 NEW
VEA 1,377 10.7%
SPYG 1,342 19.4%
HYBL 1,206 40.9%
BKLN 1,102 37.4%
JBBB 994 33.0%
Top Reduces (Value $000, Stocks/ETFs)
JSI -4,558 -93.2%
PRIV -2,420 -100.0%
GSY -2,095 -100.0%
GLDM -566 -46.9%
BIL -517 -2.0%
MBSX -435 -12.8%
SHYD -233 -100.0%
TYRA -134 -16.6%
AVIR -129 -13.6%
XOM -126 -19.4%
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