Auour Investments LLC

Q3 2026 13F-HR Holdings

Location
Woburn, MA
Holdings as of
9/30/2026
Date filed
10/28/2026
Form type
13F-HR
Num holdings
95
Total value ($000)
$353,166
Net value change ($000)
+4,415 (1.3%)
New positions
3
Sold out positions
3
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
BIL 11,528 44.5%
VRIG 2,159 26.2%
JAAA 1,688 19.8%
MBSX 1,290 43.4%
EXXONMOBIL HOLDINGS CORP 624 NEW
AAPL 361 15.1%
MPC 285 NEW
BKLN 281 6.9%
JBBB 272 6.8%
MSFT 253 37.5%
Top Reduces (Value $000, Stocks/ETFs)
SPYM -9,795 -14.2%
SPDW -562 -1.5%
VOO -544 -13.9%
XOM -524 -100.0%
IWM -411 -8.0%
VEA -380 -2.7%
ACGL -372 -36.5%
VCIT -266 -4.4%
VGLT -216 -100.0%
BNDX -214 -3.8%
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