Aurelius Family Office LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity portfolio as of September 30, 2026. The filing lists the firm's principal place of business as 3 Executive Park Dr, Suite 261, Bedford, NH 03110. The report was signed by Brenda Winslow, the Chief Compliance Officer, on October 23, 2026.
The information table contained in the filing details a substantial number of holdings, primarily focused on exchange-traded funds (ETFs). The portfolio includes a wide variety of funds from major providers such as Dimensional ETF Trust, iShares, Vanguard, and Schwab Strategic Trust. These holdings span various asset classes, including U.S. and international equity markets, fixed income, real estate, and inflation-protected securities.
Within the equity lineup, the filing includes specific individual stock positions. Notable holdings include Apple Inc., Broadcom Inc., and Microsoft Corp. The portfolio also features significant allocations to broad market ETFs, such as the Vanguard S&P 500 ETF Shares and the State Street SPDR S&P 500 ETF Trust.
The filing indicates that all positions listed are held solely by the family office.
