Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Aurelius Family Office LLC (CIK 2053738) reported $230.0M across 47 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($37.3M, 16.23%), DFAC ($26.8M, 11.66%), BNDW ($24.3M, 10.57%), DFCF ($20.3M, 8.83%), VGLT ($12.1M, 5.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $37.3M | 16.23% | 62,477 | Added |
| 2 | DFAC | DIMENSIONAL ETF TRUST | $26.8M | 11.66% | 690,093 | Trimmed |
| 3 | BNDW | VANGUARD SCOTTSDALE FDS | $24.3M | 10.57% | 355,695 | Added |
| 4 | DFCF | DIMENSIONAL ETF TRUST | $20.3M | 8.83% | 481,164 | Added |
| 5 | VGLT | VANGUARD SCOTTSDALE FDS | $12.1M | 5.26% | 218,499 | Added |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $11.2M | 4.87% | 174,636 | Trimmed |
| 7 | VTIP | VANGUARD MALVERN FDS | $10.2M | 4.42% | 203,294 | Added |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $8.6M | 3.74% | 159,117 | Added |
| 9 | VBR | VANGUARD INDEX FDS | $8.0M | 3.46% | 36,670 | Added |
| 10 | BND | VANGUARD BD INDEX FDS | $7.3M | 3.16% | 98,817 | Trimmed |
| 11 | DFUS | DIMENSIONAL ETF TRUST | $6.5M | 2.82% | 91,424 | Trimmed |
| 12 | VB | VANGUARD INDEX FDS | $6.1M | 2.67% | 23,464 | Added |
| 13 | VONG | VANGUARD SCOTTSDALE FDS | $6.0M | 2.62% | 54,877 | Added |
| 14 | VTI | VANGUARD INDEX FDS | $3.5M | 1.52% | 10,881 | Trimmed |
| 15 | DFNM | DIMENSIONAL ETF TRUST | $3.3M | 1.45% | 69,535 | Added |
| 16 | VBK | VANGUARD INDEX FDS | $3.2M | 1.37% | 10,451 | Added |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $2.8M | 1.22% | 4,331 | Trimmed |
| 18 | DFAS | DIMENSIONAL ETF TRUST | $2.8M | 1.20% | 38,662 | Trimmed |
| 19 | REET | ISHARES TR | $2.7M | 1.18% | 108,226 | Added |
| 20 | AVEM | AMERICAN CENTY ETF TR | $2.7M | 1.17% | 33,485 | Trimmed |
| 21 | DFIS | DIMENSIONAL ETF TRUST | $2.6M | 1.15% | 78,446 | Added |
| 22 | VONV | VANGUARD SCOTTSDALE FDS | $2.5M | 1.10% | 26,921 | Added |
| 23 | DISV | DIMENSIONAL ETF TRUST | $2.5M | 1.09% | 63,830 | Added |
| 24 | DFIV | DIMENSIONAL ETF TRUST | $2.1M | 0.91% | 39,853 | Trimmed |
| 25 | DFUV | DIMENSIONAL ETF TRUST | $1.9M | 0.84% | 40,093 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31