Data as of Q4 2025 (Dec 31, 2025)

Aurelius Family Office LLC

•CIK: 2053738•Filing: Q4 2025

**Aurelius Family Office LLC** manages $233M across a diversified portfolio of 48 positions. The strategy exhibits a notable allocation toward core US equity exposure, highlighted by the top holding in VOO at $37.5M. Significant tactical weight is also evident in fixed income and international exposure, with BNDW ($23.9M) and DFAC ($28.4M) anchoring key segments. This structure suggests a disciplined, multi-asset approach balancing domestic growth with defensive income streams.

Total AUM
$232.5M
QoQ Performance
+3.5%
Positions
15
Top 10 Concentration
71.5%
Latest Filing
Q4 2025

Top Holdings Allocation

VOO
DFAC
BNDW
DFCF
VGLT
VOO16.1%
DFAC12.2%
BNDW10.3%
DFCF8.4%
VGLT5.1%
VEA4.8%
VTIP4.2%
VWO3.7%

📈 Biggest Buys

DFCF
DIMENSIONAL ETF TRUST
+6.3%
8.4% of portfolio
BNDW
VANGUARD SCOTTSDALE FDS
+3.8%
10.3% of portfolio
VOO
VANGUARD INDEX FDS
+1.9%
16.1% of portfolio
VTIP
VANGUARD MALVERN FDS
+6.1%
4.2% of portfolio
VBR
VANGUARD INDEX FDS
+5.3%
3.4% of portfolio

📉 Biggest Sells

DFAC
DIMENSIONAL ETF TRUST
-1.2%
12.2% of portfolio
DFIV
DIMENSIONAL ETF TRUST
-11.7%
0.9% of portfolio
VEA
VANGUARD TAX-MANAGED FDS
-2.2%
4.8% of portfolio
BND
VANGUARD BD INDEX FDS
-2.8%
3.2% of portfolio
DFAS
DIMENSIONAL ETF TRUST
-4.5%
1.3% of portfolio

Sector Breakdown

Other82.2%
ETF17.5%
Technology0.3%

🚪 Exited Positionssold since Q3 2025

BRK/B
BERKSHIRE HATHAWAY INC DEL
SOLD
$200.6K

Changes from Q3 2025

↑13 increased
↓29 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

VOO16.1%
VANGUARD INDEX FDS
$37.5M
DFAC12.2%
DIMENSIONAL ETF TRUST
$28.4M
BNDW10.3%
VANGUARD SCOTTSDALE FDS
$23.9M
DFCF8.4%
DIMENSIONAL ETF TRUST
$19.6M
VGLT5.1%
VANGUARD SCOTTSDALE FDS
$11.8M

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