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Aurelius Family Office LLC

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13F filer, CIK 2053738, BEDFORD, NH

Aurelius Family Office LLC reported $229,958,658 across 47 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-08. Its ten largest share positions make up 72.21% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002053738-26-000002

Period
2026-03-31
Reported value
$230M
Holdings
47
Top 10 weight
72.21%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VOOadded+3,110$1.86M
DFCFadded+22,338$943K
BNDWadded+8,411$575K
VGLTadded+6,880$381K
VTIPadded+6,544$327K

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-18,263-$710K
DFUSreduced-3,350-$238K
AVGOexited-620-$213K
SPYreduced-300-$195K
DFIVreduced-3,311-$175K

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, Q1 2026

Share positions as resolved from 13F-HR 0002053738-26-000002, largest first. % of portfolio is the value over $229,958,658, 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; 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; 2026Q1: 62,477 shares 62,477$37.3M16.23%+3,110Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 690,093 shares 690,093$26.8M11.66%-18,263Timeline
BNDWVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 355,695 shares 355,695$24.3M10.57%+8,411Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 481,164 shares 481,164$20.3M8.83%+22,338Timeline
VGLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 218,499 shares 218,499$12.1M5.26%+6,880Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 174,636 shares 174,636$11.2M4.87%-1,074Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 203,294 shares 203,294$10.2M4.42%+6,544Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 159,117 shares 159,117$8.6M3.74%+3,502Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 36,670 shares 36,670$7.97M3.46%+491Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 98,817 shares 98,817$7.28M3.16%-1,428Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 91,424 shares 91,424$6.48M2.82%-3,350Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 23,464 shares 23,464$6.15M2.67%+420Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 54,877$6.02M2.62%+1,806Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 10,881 shares 10,881$3.49M1.52%-35Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 69,535 shares 69,535$3.33M1.45%+142Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 10,451$3.16M1.37%+260Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,331 shares 4,331$2.82M1.22%-300Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 38,662 shares 38,662$2.75M1.2%-2,055Timeline
REETISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 108,226 shares 108,226$2.72M1.18%+2,691Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 33,485 shares 33,485$2.7M1.17%-812Timeline
DFISDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 78,446 shares 78,446$2.64M1.15%+1,099Timeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 26,921 shares 26,921$2.52M1.1%+835Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 63,830 shares 63,830$2.52M1.09%+303Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 39,853 shares 39,853$2.1M0.91%-3,311Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 40,093 shares 40,093$1.94M0.84%-3,089Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,038 shares 5,038$1.25M0.54%-94Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 13,623 shares 13,623$1.16M0.5%-1,479Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 9,876 shares 9,876$1.1M0.48%-181Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 17,369 shares 17,369$1.08M0.47%-857Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,936 shares 4,936$968K0.42%-575Timeline
DFGPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 15,087 shares 15,087$815K0.35%-148Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 9,406 shares 9,406$699K0.3%-298Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 18,130 shares 18,130$635K0.28%-29Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,725 shares 6,725$583K0.25%-110Timeline
WRBBERKLEY W R CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,519 shares 7,519$498K0.22%0Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,024 shares 3,024$441K0.19%-241Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 12,421 shares 12,421$429K0.19%0Timeline
ISVLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,992 shares 7,992$385K0.17%-40Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,027 shares 2,027$384K0.17%-45Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 10,073 shares 10,073$358K0.16%-351Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 8,618 shares 8,618$308K0.13%-109Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,968 shares 2,968$307K0.13%0Timeline
SCHCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 5,339$250K0.11%-89Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,057 shares; 2025Q1: 1,030 shares; 2025Q2: 1,030 shares; 2025Q3: 950 shares; 2025Q4: 950 shares; 2026Q1: 950 shares 950$241K0.1%0Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,049 shares 3,049$239K0.1%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 652 shares; 2025Q1: 644 shares; 2025Q2: 637 shares; 2025Q3: 594 shares; 2025Q4: 594 shares; 2026Q1: 594 shares 594$220K0.1%0Timeline
DFAWDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,796 shares; 2025Q4: 2,910 shares; 2026Q1: 2,765 shares 2,765$204K0.09%-145Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
AVGOBROADCOM INC620$213Kshares

How Q1 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 0002053738-26-000002 base2026-04-08acceptance time not in the bulk data set