Aurelius Family Office LLC
All 13F Filings
- Location
- Bedford, NH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 232,548
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/9/2026 | 48 | 232,548 | 13F-HR | Aurelius Family Office LLC |
| Q3 2025 | 10/20/2025 | 49 | 224,792 | 13F-HR | Aurelius Family Office LLC |
| Q2 2025 | 7/9/2025 | 46 | 211,616 | 13F-HR | Aurelius Family Office LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 128.5 K | 55.3% | 3.701 K | 0 | 3.701 K |
| ETFs | 104.1 K | 44.7% | 4.052 K | 0 | 4.052 K |
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Fund Snapshot
Q4 2025
Latest filed
1/9/2026
Total value ($000)
232,548
Holdings
48
QoQ value change ($000)
7,756
(3.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.