Skip to content
Disclosery

Aurelius Family Office LLC

Follow

13F filer, CIK 2053738, BEDFORD, NH

Aurelius Family Office LLC reported $232,547,947 across 48 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-09. Its ten largest share positions make up 71.45% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002053738-26-000001

Period
2025-12-31
Reported value
$233M
Holdings
48
Top 10 weight
71.45%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFCFadded+27,087$1.15M
BNDWadded+12,807$882K
VOOadded+1,121$709K
VTIPadded+11,300$559K
VBRadded+1,818$395K

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
DFACreduced-8,805-$354K
DFIVreduced-5,706-$290K
VEAreduced-3,946-$252K
BNDreduced-2,865-$213K
BRK-Bexited-399-$201K

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, Q4 2025

Share positions as resolved from 13F-HR 0002053738-26-000001, largest first. % of portfolio is the value over $232,547,947, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 58,594 shares; 2025Q1: 58,838 shares; 2025Q2: 59,630 shares; 2025Q3: 58,246 shares; 2025Q4: 59,367 shares 59,367$37.5M16.15%+1,121Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 724,019 shares; 2025Q1: 725,748 shares; 2025Q2: 719,629 shares; 2025Q3: 717,161 shares; 2025Q4: 708,356 shares 708,356$28.4M12.23%-8,805Timeline
BNDWVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 317,296 shares; 2025Q1: 319,543 shares; 2025Q2: 323,039 shares; 2025Q3: 334,477 shares; 2025Q4: 347,284 shares 347,284$23.9M10.28%+12,807Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 398,613 shares; 2025Q1: 399,471 shares; 2025Q2: 408,746 shares; 2025Q3: 431,739 shares; 2025Q4: 458,826 shares 458,826$19.6M8.41%+27,087Timeline
VGLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 178,415 shares; 2025Q1: 184,977 shares; 2025Q2: 192,650 shares; 2025Q3: 205,903 shares; 2025Q4: 211,619 shares 211,619$11.8M5.09%+5,716Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 187,302 shares; 2025Q1: 178,240 shares; 2025Q2: 178,321 shares; 2025Q3: 179,656 shares; 2025Q4: 175,710 shares 175,710$11.2M4.83%-3,946Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 178,681 shares; 2025Q1: 178,621 shares; 2025Q2: 179,811 shares; 2025Q3: 185,450 shares; 2025Q4: 196,750 shares 196,750$9.74M4.19%+11,300Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 159,279 shares; 2025Q1: 158,772 shares; 2025Q2: 160,616 shares; 2025Q3: 157,879 shares; 2025Q4: 155,615 shares 155,615$8.6M3.7%-2,264Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,276 shares; 2025Q1: 35,279 shares; 2025Q2: 34,927 shares; 2025Q3: 34,361 shares; 2025Q4: 36,179 shares 36,179$7.85M3.38%+1,818Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 105,620 shares; 2025Q1: 105,309 shares; 2025Q2: 103,758 shares; 2025Q3: 103,110 shares; 2025Q4: 100,245 shares 100,245$7.44M3.2%-2,865Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 96,684 shares; 2025Q1: 95,455 shares; 2025Q2: 96,140 shares; 2025Q3: 95,226 shares; 2025Q4: 94,774 shares 94,774$7.1M3.05%-452Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 38,116 shares; 2025Q2: 50,617 shares; 2025Q3: 52,172 shares; 2025Q4: 53,071 shares 53,071$6.47M2.78%+899Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,961 shares; 2025Q1: 24,078 shares; 2025Q2: 23,397 shares; 2025Q3: 22,687 shares; 2025Q4: 23,044 shares 23,044$6.11M2.63%+357Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,093 shares; 2025Q1: 10,956 shares; 2025Q2: 10,935 shares; 2025Q3: 10,935 shares; 2025Q4: 10,916 shares 10,916$3.7M1.59%-19Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 60,102 shares; 2025Q1: 63,846 shares; 2025Q2: 64,040 shares; 2025Q3: 68,869 shares; 2025Q4: 69,393 shares 69,393$3.35M1.44%+524Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,706 shares; 2025Q1: 4,690 shares; 2025Q2: 4,677 shares; 2025Q3: 4,638 shares; 2025Q4: 4,631 shares 4,631$3.18M1.37%-7Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,998 shares; 2025Q2: 9,235 shares; 2025Q3: 9,480 shares; 2025Q4: 10,191 shares 10,191$3.17M1.37%+711Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 71,394 shares; 2025Q1: 43,206 shares; 2025Q2: 43,691 shares; 2025Q3: 42,651 shares; 2025Q4: 40,717 shares 40,717$2.91M1.25%-1,934Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,022 shares; 2025Q1: 37,022 shares; 2025Q2: 35,249 shares; 2025Q3: 34,322 shares; 2025Q4: 34,297 shares 34,297$2.72M1.17%-25Timeline
REETISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 92,024 shares; 2025Q1: 92,443 shares; 2025Q2: 96,381 shares; 2025Q3: 98,149 shares; 2025Q4: 105,535 shares 105,535$2.64M1.14%+7,386Timeline
DFISDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 85,187 shares; 2025Q1: 82,830 shares; 2025Q2: 82,058 shares; 2025Q3: 78,447 shares; 2025Q4: 77,347 shares 77,347$2.59M1.11%-1,100Timeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,246 shares; 2025Q1: 21,865 shares; 2025Q2: 23,255 shares; 2025Q3: 24,243 shares; 2025Q4: 26,086 shares 26,086$2.46M1.06%+1,843Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 66,396 shares; 2025Q1: 64,883 shares; 2025Q2: 64,566 shares; 2025Q3: 64,566 shares; 2025Q4: 63,527 shares 63,527$2.45M1.05%-1,039Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 51,793 shares; 2025Q1: 50,326 shares; 2025Q2: 49,551 shares; 2025Q3: 48,870 shares; 2025Q4: 43,164 shares 43,164$2.19M0.94%-5,706Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 52,004 shares; 2025Q1: 49,406 shares; 2025Q2: 46,021 shares; 2025Q3: 45,831 shares; 2025Q4: 43,182 shares 43,182$2.06M0.89%-2,649Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,629 shares; 2025Q1: 5,322 shares; 2025Q2: 5,272 shares; 2025Q3: 5,189 shares; 2025Q4: 5,132 shares 5,132$1.3M0.56%-57Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,871 shares; 2025Q1: 17,284 shares; 2025Q2: 16,669 shares; 2025Q3: 15,931 shares; 2025Q4: 15,102 shares 15,102$1.27M0.55%-829Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,187 shares; 2025Q1: 10,174 shares; 2025Q2: 10,137 shares; 2025Q3: 10,090 shares; 2025Q4: 10,057 shares 10,057$1.14M0.49%-33Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,998 shares; 2025Q1: 19,350 shares; 2025Q2: 18,894 shares; 2025Q3: 18,230 shares; 2025Q4: 18,226 shares 18,226$1.11M0.48%-4Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,418 shares; 2025Q1: 6,211 shares; 2025Q2: 6,150 shares; 2025Q3: 5,879 shares; 2025Q4: 5,511 shares 5,511$1.07M0.46%-368Timeline
DFGPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,376 shares; 2025Q1: 15,755 shares; 2025Q2: 15,481 shares; 2025Q3: 15,382 shares; 2025Q4: 15,235 shares 15,235$825K0.35%-147Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,650 shares; 2025Q1: 13,893 shares; 2025Q2: 12,312 shares; 2025Q3: 11,426 shares; 2025Q4: 9,704 shares 9,704$704K0.3%-1,722Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 94,109 shares; 2025Q1: 18,137 shares; 2025Q2: 18,176 shares; 2025Q3: 18,174 shares; 2025Q4: 18,159 shares 18,159$613K0.26%-15Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,308 shares; 2025Q1: 7,474 shares; 2025Q2: 7,301 shares; 2025Q3: 7,052 shares; 2025Q4: 6,835 shares 6,835$598K0.26%-217Timeline
WRBBERKLEY W R CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,999 shares; 2025Q1: 7,519 shares; 2025Q2: 7,519 shares; 2025Q3: 7,519 shares; 2025Q4: 7,519 shares 7,519$532K0.23%0Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,664 shares; 2025Q1: 3,536 shares; 2025Q2: 3,463 shares; 2025Q3: 3,335 shares; 2025Q4: 3,265 shares 3,265$477K0.21%-70Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,129 shares; 2025Q1: 12,854 shares; 2025Q2: 12,520 shares; 2025Q3: 12,428 shares; 2025Q4: 12,421 shares 12,421$423K0.18%-7Timeline
ISVLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,671 shares; 2025Q1: 8,446 shares; 2025Q2: 8,826 shares; 2025Q3: 8,307 shares; 2025Q4: 8,032 shares 8,032$389K0.17%-275Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,076 shares; 2025Q1: 2,077 shares; 2025Q2: 2,077 shares; 2025Q3: 2,078 shares; 2025Q4: 2,072 shares 2,072$384K0.16%-6Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,357 shares; 2025Q1: 10,425 shares; 2025Q2: 10,424 shares; 2025Q3: 10,424 shares; 2025Q4: 10,424 shares 10,424$366K0.16%0Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,066 shares; 2025Q1: 9,144 shares; 2025Q2: 9,115 shares; 2025Q3: 8,906 shares; 2025Q4: 8,727 shares 8,727$306K0.13%-179Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,230 shares; 2025Q1: 3,214 shares; 2025Q2: 3,144 shares; 2025Q3: 3,140 shares; 2025Q4: 2,968 shares 2,968$304K0.13%-172Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 652 shares; 2025Q1: 644 shares; 2025Q2: 637 shares; 2025Q3: 594 shares; 2025Q4: 594 shares 594$281K0.12%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,057 shares; 2025Q1: 1,030 shares; 2025Q2: 1,030 shares; 2025Q3: 950 shares; 2025Q4: 950 shares 950$254K0.11%0Timeline
SCHCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,545 shares; 2025Q3: 5,428 shares; 2025Q4: 5,428 shares 5,428$252K0.11%0Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,574 shares; 2025Q1: 3,574 shares; 2025Q2: 3,544 shares; 2025Q3: 3,455 shares; 2025Q4: 3,049 shares 3,049$241K0.1%-406Timeline
DFAWDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,796 shares; 2025Q4: 2,910 shares 2,910$219K0.09%+114Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 620 shares; 2025Q4: 620 shares 620$213K0.09%0Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BRK-BBERKSHIRE HATHAWAY INC DEL399$201Kshares

How Q4 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 0002053738-26-000001 base2026-01-09acceptance time not in the bulk data set