Aurelius Family Office LLC
Long book
$230.0M
Q1 2026
Positions
47
Top-10 weight
72%
concentration
Last quarter
+9.0%
SPY +14.8%
Turnover
2%
of book per quarter
Strategy in plain words
auto-generated from filingsAurelius Family Office LLC is a wealth-management firm allocating client money, running a $230.0M US long book across 47 positions.
The portfolio is concentrated: the top 10 names carry 72% of the portfolio. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: VANGUARD S&P 500 ETF, DIMENSIONAL US CORE EQUITY 2, VANGUARD TOTAL WORLD BOND ET, DIMENSIONAL CORE FIXED INC, VANGUARD LONG-TERM TREASURY.
Over the last 6 quarters its long book ran on average 0.9pp per quarter behind the S&P 500, beating the index in 2 of 6 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
-0.6%
Q1 2025
+6.7%
Q2 2025
+5.9%
Q3 2025
+2.1%
Q4 2025
-0.7%
Q1 2026
+9.0%
Sector allocation
Financials 52%
Technology 48%
Long book by quarter
What does Aurelius Family own?
Q1 2026 13F13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 8, 2026 | 47 | $230.0M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 9, 2026 | 48 | $232.5M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 20, 2025 | 49 | $224.8M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 9, 2025 | 46 | $211.6M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 30, 2025 | 46 | $197.1M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 28, 2025 | 43 | $198.2M | canonical | SEC ↗ |