Aurelius Family Office LLC
- SEC CIK
- 0002053738
- Latest filing
- Jul 13, 2026
The latest 13F from Aurelius Family Office LLC covers Q2 2026 (filed Jul 13, 2026): 49 long positions worth $253.9M. The top 10 holdings make up 71.6% of the portfolio, and the largest is Vanguard S&P 500 ETF at 16.6%. Livermore has 7 filings on Form 13F from this institution, going back to Q4 2024.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 2
- Est. +$697.9K
- Added
- 13
- Est. +$6.17M
- Reduced
- 27
- Est. −$3.29M
- Sold out
- 0
Top 5 holdings
Share of this quarter's portfolio value
- Vanguard S&P 500 ETF92290836316.6%$42.1M
- Dimensional U.S. Core Equity 2 ETF25434V70811.9%$30.2M
- Vanguard Scottsdale FDS92206C56510.1%$25.7M
- Dimensional ETF Trust25434V8728.4%$21.4M
- Vanguard Long-Term Treasury ETF92206C8475.1%$13.0M
Share of portfolio
Top 5 holdings and the other 44 positions, by share of portfolio value
- Vanguard S&P 500 ETF16.6%
- Dimensional U.S. Core Equity 2 ETF11.9%
- Vanguard Scottsdale FDS10.1%
- Dimensional ETF Trust8.4%
- Vanguard Long-Term Treasury ETF5.1%
- Other 44 positions47.8%
Biggest buys
New and added positions, by estimated amount bought
- Vanguard Scottsdale FDS92206C565+$1.37MAdded
- Dimensional ETF Trust25434V872+$1.06MAdded
- Vanguard Long-Term Treasury ETF92206C847+$905.0KAdded
- Vanguard Ftse Emerging Markets ETF922042858+$870.0KAdded
- Dimensional ETF Trust25434V849+$537.9KAdded
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- Vanguard Ftse Emerging Markets ETF922042858+0.34 pp3.7% → 4.1%
- Vanguard Scottsdale FDS92206C680+0.23 pp2.6% → 2.9%
- Vanguard Instl Index FD922040845+0.18 pp0.0% → 0.2%
- Vanguard Ftse Developed Markets ETF921943858+0.15 pp4.9% → 5.0%
- SPYSPDR S&P 500 ETF Trust
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- Vanguard S&P 500 ETF922908363−$799.4KReduced
- Vanguard Morningstar Small-Cap Value ETF922908611−$466.1KReduced
- Dimensional U.S. Core Equity 2 ETF25434V708−$374.4KReduced
- Vanguard Morningstar Small-Cap ETF922908751−$322.8KReduced
- Dimensional ETF Trust25434V401−$221.8KReduced
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- Vanguard Total Bond Market ETF921937835−0.34 pp3.2% → 2.8%
- Vanguard Morningstar Small-Cap Value ETF922908611−0.14 pp3.5% → 3.3%
- Dimensional ETF Trust25434V807−0.11 pp0.9% → 0.8%
- Dimensional ETF Trust25434V781−0.10 pp1.1% → 1.0%
- Dimensional ETF Trust25434V773−0.07 pp1.1% → 1.1%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $253.9M
- +$23.9M (+10.4%) vs. prior quarter
- Positions
- 49
- +2 vs. prior quarter
- Top 10 concentration
- 71.6%
- Top 10 as share of value
- Turnover
- 1.4%
- Q2 2026, one quarter
- Average holding period
- 6.9 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2024), so positions held before then are understated.
13F filings by quarter
7 quarters, going back to Q4 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $253.9M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Jul 13, 2026 | 49 | $253.9M | Vanguard S&P 500 ETFDimensional U.S. Core Equity 2 ETFVanguard Scottsdale FDS | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 8, 2026 | 47 | $230.0M | Vanguard S&P 500 ETFDimensional U.S. Core Equity 2 ETFVanguard Scottsdale FDS | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 9, 2026 | 48 | $232.5M | Vanguard S&P 500 ETFDimensional U.S. Core Equity 2 ETFVanguard Scottsdale FDS | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 20, 2025 | 49 | $224.8M | Vanguard S&P 500 ETFDimensional U.S. Core Equity 2 ETFVanguard Scottsdale FDS | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 9, 2025 | 46 | $211.6M | Vanguard S&P 500 ETFDimensional U.S. Core Equity 2 ETFVanguard Scottsdale FDS | vs. Q1 2025 | SEC |
| Q1 2025 | Apr 30, 2025 | 46 | $197.1M | Vanguard S&P 500 ETFDimensional U.S. Core Equity 2 ETFVanguard Scottsdale FDS | vs. Q4 2024 | SEC |
| Q4 2024 | Jan 28, 2025 | 43 | $198.2M | Vanguard S&P 500 ETFDimensional U.S. Core Equity 2 ETFVanguard Scottsdale FDS | – | SEC |