Aurelius Family Office LLC

Q4 2025 13F-HR Holdings

Location
Bedford, NH
Holdings as of
12/31/2025
Date filed
1/9/2026
Form type
13F-HR
Num holdings
48
Total value ($000)
$232,548
Net value change ($000)
+7,756 (3.5%)
New positions
0
Sold out positions
1
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/20/2025 Next filing: 4/8/2026 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)
VOO 1,878 5.3%
DFCF 1,094 5.9%
DFAC 779 2.8%
VBR 682 9.5%
BNDW 610 2.6%
VEA 472 4.4%
VBK 353 12.5%
VTIP 350 3.7%
VB 337 5.8%
VONV 290 13.4%
Top Reduces (Value $000, Stocks/ETFs)
BND -232 -3.0%
BRK-B -201 -100.0%
EFV -71 -9.2%
DFIV -61 -2.7%
WRB -44 -7.6%
TLT -32 -5.1%
DFGP -30 -3.5%
MSFT -27 -8.8%
SCZ -24 -9.1%
VTV -23 -2.1%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type