Aurelius Family Office LLC

Est. AUM

$230.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$37.3M	62477	16.23%	SOLE
2	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$26.8M	690093	11.66%	SOLE
3	VANGUARD SCOTTSDALE FDS	TOTAL WLD BD ETF	$24.3M	355695	10.57%	SOLE
4	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$20.3M	481164	8.83%	SOLE
5	VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$12.1M	218499	5.26%	SOLE
6	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$11.2M	174636	4.87%	SOLE
7	VANGUARD MALVERN FDS	STRM INFPROIDX	$10.2M	203294	4.42%	SOLE
8	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$8.6M	159117	3.74%	SOLE
9	VANGUARD INDEX FDS	SM CP VAL ETF	$8.0M	36670	3.46%	SOLE
10	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$7.3M	98817	3.16%	SOLE
11	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$6.5M	91424	2.82%	SOLE
12	VANGUARD INDEX FDS	SMALL CP ETF	$6.1M	23464	2.67%	SOLE
13	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$6.0M	54877	2.62%	SOLE
14	VANGUARD INDEX FDS	TOTAL STK MKT	$3.5M	10881	1.52%	SOLE
15	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$3.3M	69535	1.45%	SOLE
16	VANGUARD INDEX FDS	SML CP GRW ETF	$3.2M	10451	1.37%	SOLE
17	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.8M	4331	1.22%	SOLE
18	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$2.8M	38662	1.20%	SOLE
19	ISHARES TR	GLOBAL REIT ETF	$2.7M	108226	1.18%	SOLE
20	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$2.7M	33485	1.17%	SOLE
21	DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$2.6M	78446	1.15%	SOLE
22	VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$2.5M	26921	1.10%	SOLE
23	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$2.5M	63830	1.09%	SOLE
24	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$2.1M	39853	0.91%	SOLE
25	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$1.9M	40093	0.84%	SOLE
26	ISHARES TR	RUSSELL 2000 ETF	$1.2M	5038	0.54%	SOLE
27	AMERICAN CENTY ETF TR	INTL EQT ETF	$1.2M	13623	0.50%	SOLE
28	AMERICAN CENTY ETF TR	US EQT ETF	$1.1M	9876	0.48%	SOLE
29	DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.1M	17369	0.47%	SOLE
30	VANGUARD INDEX FDS	VALUE ETF	$968K	4936	0.42%	SOLE
31	DIMENSIONAL ETF TRUST	GLOBAL CORE PLUS	$814K	15087	0.35%	SOLE
32	ISHARES TR	EAFE VALUE ETF	$699K	9406	0.30%	SOLE
33	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$635K	18130	0.28%	SOLE
34	ISHARES TR	20 YR TR BD ETF	$582K	6725	0.25%	SOLE
35	BERKLEY W R CORP	COM	$498K	7519	0.22%	SOLE
36	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$440K	3024	0.19%	SOLE
37	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$429K	12421	0.19%	SOLE
38	ISHARES TR	RUS 2000 VAL ETF	$384K	2027	0.17%	SOLE
39	ISHARES TR	INTL DEV SML CP	$384K	7992	0.17%	SOLE
40	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$357K	10073	0.16%	SOLE
41	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$307K	8618	0.13%	SOLE
42	ISHARES TR	0-5 YR TIPS ETF	$306K	2968	0.13%	SOLE
43	SCHWAB STRATEGIC TR	INTL SCEQT ETF	$249K	5339	0.11%	SOLE
44	APPLE INC	COM	$241K	950	0.10%	SOLE
45	ISHARES TR	EAFE SML CP ETF	$239K	3049	0.10%	SOLE
46	MICROSOFT CORP	COM	$219K	594	0.10%	SOLE
47	DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$204K	2765	0.09%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.