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Brenda Winslow

Aurelius Family Office Llc

Assets Managed
$253.868M
Holdings
49
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
10.4%(2Q avg: 4.65%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Aurelius Family Office Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 49 positions.

Assets under management

The assets under management (AUM) of Aurelius Family Office Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 253.868M in assets, with a quarterly growth rate of 10.4% and a 2-quarter average growth rate of 4.65%. The portfolio is managed by Brenda Winslow, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -1.86%
16.59%
$42.11M
61,313 shares@ $686.81 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Decreased -1.22%
11.92%
$30.238M
681,653 shares@ $44.36 avg price
BNDW
Vanguard Total World Bond Et
Recent Activity
Increased 5.63%
10.15%
$25.747M
375,706 shares@ $68.53 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 5.24%
8.42%
$21.374M
506,366 shares@ $42.22 avg price
VGLT
Vanguard Long-term Treasury
Recent Activity
Increased 7.51%
5.11%
$12.962M
234,900 shares@ $55.18 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 2.41%
5.02%
$12.742M
178,831 shares@ $71.26 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Increased 3.84%
4.18%
$10.603M
211,089 shares@ $50.24 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 9.16%
4.09%
$10.368M
173,692 shares@ $59.7 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
Decreased -5.23%
3.33%
$8.444M
34,752 shares@ $242.99 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Decreased -2.96%
2.87%
$7.27M
88,717 shares@ $81.95 avg price

1-10 of 49