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Aurelius Family Office LLC

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13F filer, CIK 2053738, BEDFORD, NH

Aurelius Family Office LLC reported $253,867,968 across 49 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-13. Its ten largest share positions make up 71.63% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002053738-26-000003

Period
2026-06-30
Reported value
$254M
Holdings
49
Top 10 weight
71.63%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BNDWadded+20,011$1.37M
DFCFadded+25,202$1.06M
VGLTadded+16,401$905K
VWOadded+14,575$870K
DFNMadded+11,128$538K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VOOreduced-1,164-$799K
VBRreduced-1,918-$466K
DFACreduced-8,440-$374K
VBreduced-1,065-$323K
DFUSreduced-2,707-$222K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0002053738-26-000003, largest first. % of portfolio is the value over $253,867,968, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 58,594 shares; 2025Q1: 58,838 shares; 2025Q2: 59,630 shares; 2025Q3: 58,246 shares; 2025Q4: 59,367 shares; 2026Q1: 62,477 shares; 2026Q2: 61,313 shares 61,313$42.1M16.59%-1,164Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 724,019 shares; 2025Q1: 725,748 shares; 2025Q2: 719,629 shares; 2025Q3: 717,161 shares; 2025Q4: 708,356 shares; 2026Q1: 690,093 shares; 2026Q2: 681,653 shares 681,653$30.2M11.91%-8,440Timeline
BNDWVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 317,296 shares; 2025Q1: 319,543 shares; 2025Q2: 323,039 shares; 2025Q3: 334,477 shares; 2025Q4: 347,284 shares; 2026Q1: 355,695 shares; 2026Q2: 375,706 shares 375,706$25.7M10.14%+20,011Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 398,613 shares; 2025Q1: 399,471 shares; 2025Q2: 408,746 shares; 2025Q3: 431,739 shares; 2025Q4: 458,826 shares; 2026Q1: 481,164 shares; 2026Q2: 506,366 shares 506,366$21.4M8.42%+25,202Timeline
VGLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 178,415 shares; 2025Q1: 184,977 shares; 2025Q2: 192,650 shares; 2025Q3: 205,903 shares; 2025Q4: 211,619 shares; 2026Q1: 218,499 shares; 2026Q2: 234,900 shares 234,900$13M5.11%+16,401Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 187,302 shares; 2025Q1: 178,240 shares; 2025Q2: 178,321 shares; 2025Q3: 179,656 shares; 2025Q4: 175,710 shares; 2026Q1: 174,636 shares; 2026Q2: 178,831 shares 178,831$12.7M5.02%+4,195Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 178,681 shares; 2025Q1: 178,621 shares; 2025Q2: 179,811 shares; 2025Q3: 185,450 shares; 2025Q4: 196,750 shares; 2026Q1: 203,294 shares; 2026Q2: 211,089 shares 211,089$10.6M4.18%+7,795Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 159,279 shares; 2025Q1: 158,772 shares; 2025Q2: 160,616 shares; 2025Q3: 157,879 shares; 2025Q4: 155,615 shares; 2026Q1: 159,117 shares; 2026Q2: 173,692 shares 173,692$10.4M4.08%+14,575Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 36,276 shares; 2025Q1: 35,279 shares; 2025Q2: 34,927 shares; 2025Q3: 34,361 shares; 2025Q4: 36,179 shares; 2026Q1: 36,670 shares; 2026Q2: 34,752 shares 34,752$8.44M3.33%-1,918Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 96,684 shares; 2025Q1: 95,455 shares; 2025Q2: 96,140 shares; 2025Q3: 95,226 shares; 2025Q4: 94,774 shares; 2026Q1: 91,424 shares; 2026Q2: 88,717 shares 88,717$7.27M2.86%-2,707Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 38,116 shares; 2025Q2: 50,617 shares; 2025Q3: 52,172 shares; 2025Q4: 53,071 shares; 2026Q1: 54,877 shares; 2026Q2: 56,648 shares 56,648$7.24M2.85%+1,771Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 105,620 shares; 2025Q1: 105,309 shares; 2025Q2: 103,758 shares; 2025Q3: 103,110 shares; 2025Q4: 100,245 shares; 2026Q1: 98,817 shares; 2026Q2: 97,708 shares 97,708$7.17M2.83%-1,109Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,961 shares; 2025Q1: 24,078 shares; 2025Q2: 23,397 shares; 2025Q3: 22,687 shares; 2025Q4: 23,044 shares; 2026Q1: 23,464 shares; 2026Q2: 22,399 shares 22,399$6.79M2.67%-1,065Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,093 shares; 2025Q1: 10,956 shares; 2025Q2: 10,935 shares; 2025Q3: 10,935 shares; 2025Q4: 10,916 shares; 2026Q1: 10,881 shares; 2026Q2: 10,866 shares 10,866$4.02M1.58%-15Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 60,102 shares; 2025Q1: 63,846 shares; 2025Q2: 64,040 shares; 2025Q3: 68,869 shares; 2025Q4: 69,393 shares; 2026Q1: 69,535 shares; 2026Q2: 80,663 shares 80,663$3.9M1.54%+11,128Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,998 shares; 2025Q2: 9,235 shares; 2025Q3: 9,480 shares; 2025Q4: 10,191 shares; 2026Q1: 10,451 shares; 2026Q2: 10,084 shares 10,084$3.69M1.45%-367Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,706 shares; 2025Q1: 4,690 shares; 2025Q2: 4,677 shares; 2025Q3: 4,638 shares; 2025Q4: 4,631 shares; 2026Q1: 4,331 shares; 2026Q2: 4,556 shares 4,556$3.4M1.34%+225Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 37,022 shares; 2025Q1: 37,022 shares; 2025Q2: 35,249 shares; 2025Q3: 34,322 shares; 2025Q4: 34,297 shares; 2026Q1: 33,485 shares; 2026Q2: 33,274 shares 33,274$3.21M1.26%-211Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 71,394 shares; 2025Q1: 43,206 shares; 2025Q2: 43,691 shares; 2025Q3: 42,651 shares; 2025Q4: 40,717 shares; 2026Q1: 38,662 shares; 2026Q2: 37,019 shares 37,019$3.05M1.2%-1,643Timeline
REETISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 92,024 shares; 2025Q1: 92,443 shares; 2025Q2: 96,381 shares; 2025Q3: 98,149 shares; 2025Q4: 105,535 shares; 2026Q1: 108,226 shares; 2026Q2: 108,409 shares 108,409$2.99M1.18%+183Timeline
DFISDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 85,187 shares; 2025Q1: 82,830 shares; 2025Q2: 82,058 shares; 2025Q3: 78,447 shares; 2025Q4: 77,347 shares; 2026Q1: 78,446 shares; 2026Q2: 78,127 shares 78,127$2.74M1.08%-319Timeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,246 shares; 2025Q1: 21,865 shares; 2025Q2: 23,255 shares; 2025Q3: 24,243 shares; 2025Q4: 26,086 shares; 2026Q1: 26,921 shares; 2026Q2: 25,088 shares 25,088$2.67M1.05%-1,833Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 66,396 shares; 2025Q1: 64,883 shares; 2025Q2: 64,566 shares; 2025Q3: 64,566 shares; 2025Q4: 63,527 shares; 2026Q1: 63,830 shares; 2026Q2: 63,187 shares 63,187$2.54M1%-643Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 52,004 shares; 2025Q1: 49,406 shares; 2025Q2: 46,021 shares; 2025Q3: 45,831 shares; 2025Q4: 43,182 shares; 2026Q1: 40,093 shares; 2026Q2: 39,245 shares 39,245$2.16M0.85%-848Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 51,793 shares; 2025Q1: 50,326 shares; 2025Q2: 49,551 shares; 2025Q3: 48,870 shares; 2025Q4: 43,164 shares; 2026Q1: 39,853 shares; 2026Q2: 37,893 shares 37,893$2.05M0.81%-1,960Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,629 shares; 2025Q1: 5,322 shares; 2025Q2: 5,272 shares; 2025Q3: 5,189 shares; 2025Q4: 5,132 shares; 2026Q1: 5,038 shares; 2026Q2: 4,848 shares 4,848$1.46M0.57%-190Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,187 shares; 2025Q1: 10,174 shares; 2025Q2: 10,137 shares; 2025Q3: 10,090 shares; 2025Q4: 10,057 shares; 2026Q1: 9,876 shares; 2026Q2: 9,651 shares 9,651$1.24M0.49%-225Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,998 shares; 2025Q1: 19,350 shares; 2025Q2: 18,894 shares; 2025Q3: 18,230 shares; 2025Q4: 18,226 shares; 2026Q1: 17,369 shares; 2026Q2: 17,369 shares 17,369$1.21M0.48%0Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,871 shares; 2025Q1: 17,284 shares; 2025Q2: 16,669 shares; 2025Q3: 15,931 shares; 2025Q4: 15,102 shares; 2026Q1: 13,623 shares; 2026Q2: 13,218 shares 13,218$1.18M0.46%-405Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,418 shares; 2025Q1: 6,211 shares; 2025Q2: 6,150 shares; 2025Q3: 5,879 shares; 2025Q4: 5,511 shares; 2026Q1: 4,936 shares; 2026Q2: 5,109 shares 5,109$1.11M0.44%+173Timeline
DFGPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,376 shares; 2025Q1: 15,755 shares; 2025Q2: 15,481 shares; 2025Q3: 15,382 shares; 2025Q4: 15,235 shares; 2026Q1: 15,087 shares; 2026Q2: 15,023 shares 15,023$818K0.32%-64Timeline
ISVLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,671 shares; 2025Q1: 8,446 shares; 2025Q2: 8,826 shares; 2025Q3: 8,307 shares; 2025Q4: 8,032 shares; 2026Q1: 7,992 shares; 2026Q2: 13,554 shares 13,554$682K0.27%+5,562Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 94,109 shares; 2025Q1: 18,137 shares; 2025Q2: 18,176 shares; 2025Q3: 18,174 shares; 2025Q4: 18,159 shares; 2026Q1: 18,130 shares; 2026Q2: 17,370 shares 17,370$674K0.27%-760Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,650 shares; 2025Q1: 13,893 shares; 2025Q2: 12,312 shares; 2025Q3: 11,426 shares; 2025Q4: 9,704 shares; 2026Q1: 9,406 shares; 2026Q2: 8,550 shares 8,550$655K0.26%-856Timeline
WRBBERKLEY W R CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,999 shares; 2025Q1: 7,519 shares; 2025Q2: 7,519 shares; 2025Q3: 7,519 shares; 2025Q4: 7,519 shares; 2026Q1: 7,519 shares; 2026Q2: 7,519 shares 7,519$530K0.21%0Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,308 shares; 2025Q1: 7,474 shares; 2025Q2: 7,301 shares; 2025Q3: 7,052 shares; 2025Q4: 6,835 shares; 2026Q1: 6,725 shares; 2026Q2: 5,969 shares 5,969$516K0.2%-756Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,129 shares; 2025Q1: 12,854 shares; 2025Q2: 12,520 shares; 2025Q3: 12,428 shares; 2025Q4: 12,421 shares; 2026Q1: 12,421 shares; 2026Q2: 12,376 shares 12,376$503K0.2%-45Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,664 shares; 2025Q1: 3,536 shares; 2025Q2: 3,463 shares; 2025Q3: 3,335 shares; 2025Q4: 3,265 shares; 2026Q1: 3,024 shares; 2026Q2: 3,005 shares 3,005$464K0.18%-19Timeline
VBILVANGUARD INSTL INDEX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,127 shares 6,127$464K0.18%newTimeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,076 shares; 2025Q1: 2,077 shares; 2025Q2: 2,077 shares; 2025Q3: 2,078 shares; 2025Q4: 2,072 shares; 2026Q1: 2,027 shares; 2026Q2: 1,805 shares 1,805$399K0.16%-222Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,357 shares; 2025Q1: 10,425 shares; 2025Q2: 10,424 shares; 2025Q3: 10,424 shares; 2025Q4: 10,424 shares; 2026Q1: 10,073 shares; 2026Q2: 10,038 shares 10,038$374K0.15%-35Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,066 shares; 2025Q1: 9,144 shares; 2025Q2: 9,115 shares; 2025Q3: 8,906 shares; 2025Q4: 8,727 shares; 2026Q1: 8,618 shares; 2026Q2: 8,591 shares 8,591$340K0.13%-27Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,230 shares; 2025Q1: 3,214 shares; 2025Q2: 3,144 shares; 2025Q3: 3,140 shares; 2025Q4: 2,968 shares; 2026Q1: 2,968 shares; 2026Q2: 2,968 shares 2,968$303K0.12%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,057 shares; 2025Q1: 1,030 shares; 2025Q2: 1,030 shares; 2025Q3: 950 shares; 2025Q4: 950 shares; 2026Q1: 950 shares; 2026Q2: 950 shares 950$275K0.11%0Timeline
SCHCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,545 shares; 2025Q3: 5,428 shares; 2025Q4: 5,428 shares; 2026Q1: 5,339 shares; 2026Q2: 5,339 shares 5,339$257K0.1%0Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,574 shares; 2025Q1: 3,574 shares; 2025Q2: 3,544 shares; 2025Q3: 3,455 shares; 2025Q4: 3,049 shares; 2026Q1: 3,049 shares; 2026Q2: 3,049 shares 3,049$251K0.1%0Timeline
DFAWDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,796 shares; 2025Q4: 2,910 shares; 2026Q1: 2,765 shares; 2026Q2: 2,907 shares 2,907$241K0.09%+142Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 620 shares; 2025Q4: 620 shares; 2026Q1: not reported; 2026Q2: 620 shares 620$234K0.09%newTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 652 shares; 2025Q1: 644 shares; 2025Q2: 637 shares; 2025Q3: 594 shares; 2025Q4: 594 shares; 2026Q1: 594 shares; 2026Q2: 594 shares 594$222K0.09%0Timeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002053738-26-000003 base2026-07-13acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0002053738-26-000003 Quarter ended 2026-06-302026-07-13acceptance time not in the bulk data set
13F-HR 0002053738-26-000002 Quarter ended 2026-03-312026-04-08acceptance time not in the bulk data set
13F-HR 0002053738-26-000001 Quarter ended 2025-12-312026-01-09acceptance time not in the bulk data set
13F-HR 0002053738-25-000004 Quarter ended 2025-09-302025-10-20acceptance time not in the bulk data set
13F-HR 0001085146-25-003618 Quarter ended 2025-06-302025-07-09acceptance time not in the bulk data set
13F-HR 0001085146-25-002454 Quarter ended 2025-03-312025-04-30acceptance time not in the bulk data set
13F-HR 0001085146-25-000547 Quarter ended 2024-12-312025-01-28acceptance time not in the bulk data set