Aurelius Family Office LLC

All 13F Filings

Location
Bedford, NH
Most recent 13F
Q1 2026
Holdings value ($000)
229,959
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q1 2026 4/8/2026 47 229,959 13F-HR Aurelius Family Office LLC
Q4 2025 1/9/2026 48 232,548 13F-HR Aurelius Family Office LLC
Q3 2025 10/20/2025 49 224,792 13F-HR Aurelius Family Office LLC
Q2 2025 7/9/2025 46 211,616 13F-HR Aurelius Family Office LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 959 0.4% 0 127.5 K -127.5 K
ETFs 229 K 99.6% 124.9 K 0 124.9 K
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Fund Snapshot

Q1 2026
Latest filed
4/8/2026
Total value ($000)
229,959
Holdings
47
QoQ value change ($000)
-2,589 (-1.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.