Auour Investments LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 28, 2026, disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing indicates that the firm held a total of 353,165,731 shares in 143 separate equity securities.
The portfolio is managed by Managing Principal Joseph Hosler, who is listed at the firm's address in Woburn, Massachusetts. The filing details a mix of individual corporate stocks and exchange-traded funds (ETFs). Among the individual equities, the largest positions include Apple Inc., which holds 8,268 shares, and Berkshire Hathaway Inc. Class B, with 523 shares. Other notable individual stock holdings include Johnson & Johnson (1,682 shares), Eli Lilly & Co. (300 shares), and Atea Pharmaceuticals Inc. (172,000 shares).
The portfolio is heavily weighted toward ETFs, with significant allocations to broad market and sector-specific funds. The top ETF holdings include the SPDR S&P 500 ETF Trust, which holds 659,995 shares, and the iShares Core S&P Mid-Cap ETF, which holds 30,778 shares. Other major ETF positions include the iShares Core S&P 500 ETF (482,8 shares), the Vanguard S&P 500 ETF (4,413 shares), and the iShares Core MSCI EAFE ETF (81,270 shares).
The filing also lists several other ETFs across various sectors and asset classes, including the iShares Core U.S. Aggregate Bond ETF, the SPDR Series Trust Short-Term Treasury ETF, and the WisdomTree Japan Hedge Equity ETF.
