Skip to content
Disclosery

Aurelius Family Office LLC

Follow

13F filer, CIK 2053738, BEDFORD, NH

Aurelius Family Office LLC reported $224,792,010 across 49 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-20. Its ten largest share positions make up 71.33% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002053738-25-000004

Period
2025-09-30
Reported value
$225M
Holdings
49
Top 10 weight
71.33%
New
3
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFCFadded+22,993$983K
BNDWadded+11,438$797K
VGLTadded+13,253$754K
VTIPadded+5,639$286K
DFNMadded+4,829$232K

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-1,384-$848K
VBreduced-710-$181K
VWOreduced-2,737-$148K
VBRreduced-566-$118K
DFISreduced-3,611-$114K

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, Q3 2025

Share positions as resolved from 13F-HR 0002053738-25-000004, largest first. % of portfolio is the value over $224,792,010, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 58,594 shares; 2025Q1: 58,838 shares; 2025Q2: 59,630 shares; 2025Q3: 58,246 shares 58,246$35.7M15.87%-1,384Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 724,019 shares; 2025Q1: 725,748 shares; 2025Q2: 719,629 shares; 2025Q3: 717,161 shares 717,161$27.7M12.31%-2,468Timeline
BNDWVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 317,296 shares; 2025Q1: 319,543 shares; 2025Q2: 323,039 shares; 2025Q3: 334,477 shares 334,477$23.3M10.37%+11,438Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 398,613 shares; 2025Q1: 399,471 shares; 2025Q2: 408,746 shares; 2025Q3: 431,739 shares 431,739$18.5M8.21%+22,993Timeline
VGLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 178,415 shares; 2025Q1: 184,977 shares; 2025Q2: 192,650 shares; 2025Q3: 205,903 shares 205,903$11.7M5.21%+13,253Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 187,302 shares; 2025Q1: 178,240 shares; 2025Q2: 178,321 shares; 2025Q3: 179,656 shares 179,656$10.8M4.79%+1,335Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 178,681 shares; 2025Q1: 178,621 shares; 2025Q2: 179,811 shares; 2025Q3: 185,450 shares 185,450$9.39M4.18%+5,639Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 159,279 shares; 2025Q1: 158,772 shares; 2025Q2: 160,616 shares; 2025Q3: 157,879 shares 157,879$8.55M3.81%-2,737Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 105,620 shares; 2025Q1: 105,309 shares; 2025Q2: 103,758 shares; 2025Q3: 103,110 shares 103,110$7.67M3.41%-648Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,276 shares; 2025Q1: 35,279 shares; 2025Q2: 34,927 shares; 2025Q3: 34,361 shares 34,361$7.17M3.19%-566Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 96,684 shares; 2025Q1: 95,455 shares; 2025Q2: 96,140 shares; 2025Q3: 95,226 shares 95,226$6.9M3.07%-914Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 38,116 shares; 2025Q2: 50,617 shares; 2025Q3: 52,172 shares 52,172$6.29M2.8%+1,555Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,961 shares; 2025Q1: 24,078 shares; 2025Q2: 23,397 shares; 2025Q3: 22,687 shares 22,687$5.77M2.57%-710Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,093 shares; 2025Q1: 10,956 shares; 2025Q2: 10,935 shares; 2025Q3: 10,935 shares 10,935$3.59M1.6%0Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 60,102 shares; 2025Q1: 63,846 shares; 2025Q2: 64,040 shares; 2025Q3: 68,869 shares 68,869$3.3M1.47%+4,829Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,706 shares; 2025Q1: 4,690 shares; 2025Q2: 4,677 shares; 2025Q3: 4,638 shares 4,638$3.09M1.37%-39Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 71,394 shares; 2025Q1: 43,206 shares; 2025Q2: 43,691 shares; 2025Q3: 42,651 shares 42,651$2.92M1.3%-1,040Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,998 shares; 2025Q2: 9,235 shares; 2025Q3: 9,480 shares 9,480$2.82M1.26%+245Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,022 shares; 2025Q1: 37,022 shares; 2025Q2: 35,249 shares; 2025Q3: 34,322 shares 34,322$2.58M1.15%-927Timeline
REETISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 92,024 shares; 2025Q1: 92,443 shares; 2025Q2: 96,381 shares; 2025Q3: 98,149 shares 98,149$2.51M1.12%+1,768Timeline
DFISDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 85,187 shares; 2025Q1: 82,830 shares; 2025Q2: 82,058 shares; 2025Q3: 78,447 shares 78,447$2.48M1.1%-3,611Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 66,396 shares; 2025Q1: 64,883 shares; 2025Q2: 64,566 shares; 2025Q3: 64,566 shares 64,566$2.3M1.03%0Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 51,793 shares; 2025Q1: 50,326 shares; 2025Q2: 49,551 shares; 2025Q3: 48,870 shares 48,870$2.25M1%-681Timeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,246 shares; 2025Q1: 21,865 shares; 2025Q2: 23,255 shares; 2025Q3: 24,243 shares 24,243$2.17M0.96%+988Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 52,004 shares; 2025Q1: 49,406 shares; 2025Q2: 46,021 shares; 2025Q3: 45,831 shares 45,831$2.05M0.91%-190Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,871 shares; 2025Q1: 17,284 shares; 2025Q2: 16,669 shares; 2025Q3: 15,931 shares 15,931$1.26M0.56%-738Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,629 shares; 2025Q1: 5,322 shares; 2025Q2: 5,272 shares; 2025Q3: 5,189 shares 5,189$1.26M0.56%-83Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,187 shares; 2025Q1: 10,174 shares; 2025Q2: 10,137 shares; 2025Q3: 10,090 shares 10,090$1.1M0.49%-47Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,418 shares; 2025Q1: 6,211 shares; 2025Q2: 6,150 shares; 2025Q3: 5,879 shares 5,879$1.1M0.49%-271Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,998 shares; 2025Q1: 19,350 shares; 2025Q2: 18,894 shares; 2025Q3: 18,230 shares 18,230$1.06M0.47%-664Timeline
DFGPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,376 shares; 2025Q1: 15,755 shares; 2025Q2: 15,481 shares; 2025Q3: 15,382 shares 15,382$855K0.38%-99Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,650 shares; 2025Q1: 13,893 shares; 2025Q2: 12,312 shares; 2025Q3: 11,426 shares 11,426$775K0.34%-886Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,308 shares; 2025Q1: 7,474 shares; 2025Q2: 7,301 shares; 2025Q3: 7,052 shares 7,052$630K0.28%-249Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 94,109 shares; 2025Q1: 18,137 shares; 2025Q2: 18,176 shares; 2025Q3: 18,174 shares 18,174$579K0.26%-2Timeline
WRBBERKLEY W R CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,999 shares; 2025Q1: 7,519 shares; 2025Q2: 7,519 shares; 2025Q3: 7,519 shares 7,519$576K0.26%0Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,664 shares; 2025Q1: 3,536 shares; 2025Q2: 3,463 shares; 2025Q3: 3,335 shares 3,335$475K0.21%-128Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,129 shares; 2025Q1: 12,854 shares; 2025Q2: 12,520 shares; 2025Q3: 12,428 shares 12,428$399K0.18%-92Timeline
ISVLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,671 shares; 2025Q1: 8,446 shares; 2025Q2: 8,826 shares; 2025Q3: 8,307 shares 8,307$376K0.17%-519Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,076 shares; 2025Q1: 2,077 shares; 2025Q2: 2,077 shares; 2025Q3: 2,078 shares 2,078$367K0.16%+1Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,357 shares; 2025Q1: 10,425 shares; 2025Q2: 10,424 shares; 2025Q3: 10,424 shares 10,424$342K0.15%0Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,230 shares; 2025Q1: 3,214 shares; 2025Q2: 3,144 shares; 2025Q3: 3,140 shares 3,140$325K0.14%-4Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 652 shares; 2025Q1: 644 shares; 2025Q2: 637 shares; 2025Q3: 594 shares 594$308K0.14%-43Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,066 shares; 2025Q1: 9,144 shares; 2025Q2: 9,115 shares; 2025Q3: 8,906 shares 8,906$293K0.13%-209Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,574 shares; 2025Q1: 3,574 shares; 2025Q2: 3,544 shares; 2025Q3: 3,455 shares 3,455$265K0.12%-89Timeline
SCHCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,545 shares; 2025Q3: 5,428 shares 5,428$247K0.11%-117Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,057 shares; 2025Q1: 1,030 shares; 2025Q2: 1,030 shares; 2025Q3: 950 shares 950$242K0.11%-80Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 620 shares 620$205K0.09%newTimeline
DFAWDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,796 shares 2,796$201K0.09%newTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 411 shares; 2025Q2: not reported; 2025Q3: 399 shares 399$201K0.09%newTimeline

How Q3 2025 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 0002053738-25-000004 base2025-10-20acceptance time not in the bulk data set