Aurelius Family Office
Aurelius Family Office reported 50 stocks worth $252M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are VOO (17.3%), Dimensional ETF Trust (11.4%) and BNDW (9.6%). Compared with Q2 2026, the fund opened new positions in DFSV and AVDV, added to VOO, DFCF and VWO and trimmed BNDW, VGLT and DFUS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $43.5M | 17.3% | 62K | +799 (+1%) | 8 of 8 | |
| 2 | DIMENSIONAL ETF TRUST | $28.6M | 11.4% | 644K | −38K (−6%) | 8 of 8 | |
| 3 |  BNDW Vanguard Scottsdale Fds | $24.1M | 9.6% | 365K | −10K (−3%) | 8 of 8 | |
| 4 |  DFCF Dimensional Core Fixed | $20.8M | 8.3% | 518K | +11K (+2%) | 8 of 8 | |
| 5 |  VEA Vanguard Tax-Managed Fds | $12.6M | 5.0% | 179K | No change | 8 of 8 | |
| 6 |  VGLT Vanguard Scottsdale Fds | $11.3M | 4.5% | 225K | −9,511 (−4%) | 8 of 8 | |
| 7 |  VWO Vanguard Intl Equity Index F | $10.6M | 4.2% | 179K | +4,925 (+3%) | 8 of 8 | |
| 8 |  VTIP Vanguard Shrt Inf Prot | $10.5M | 4.2% | 213K | +1,476 (+1%) | 8 of 8 | |
| 9 |  VBR Vanguard Index Fds | $8.1M | 3.2% | 35K | +426 (+1%) | 8 of 8 | |
| 10 |  VONG Vanguard Russell 1000 | $7.3M | 2.9% | 57K | +255 (+0%) | 7 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $674K | 17K |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 23, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Aurelius Family Office 13F FAQ
What does Aurelius Family Office own?
Aurelius Family Office reported 50 stocks worth $252M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are VOO (17.3%), Dimensional ETF Trust (11.4%) and BNDW (9.6%). The table above lists every position in the filing (the top 10 without an account).
What did Aurelius Family Office buy and sell in Q3 2026?
Compared with Q2 2026: 2 new positions, 16 added to, 21 trimmed and 1 sold out. New positions include DFSV and AVDV.
When will Aurelius Family Office file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Aurelius Family Office's portfolio worth?
The Q3 2026 filing reports $252M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.