Aurelius Family Office LLC
Family OfficeCIK
2053738
Location
BEDFORD, NH
Portfolio Value
Micro
$3,775,961
Diversification
Highly concentrated
Filing Date
Global Rank
#8,037
/ 8,232
▲ 170
Top Industry
Insurance - Property & Casualty
51.9%
3Y Alpha vs SPY
-0.1%
Period ended 2 months ago
Filed Apr 8, 2026 · 2mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+23.3%
SPY
+23.4%
Annualised alpha
-0.1%
Max drawdown
−13.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
4 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
74.6%
+3.6 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
5,813
Highly concentrated+527
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 74.6% | $2,816,622 |
| Financial Services | 13.2% | $498,359 |
| Technology | 12.2% | $460,980 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | −300 | 4,331 | $2,816,622 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AVGO | Broadcom Inc. | 620 | $214,582 | |
| No positions match the current search. | ||||
4 positions ·
$3,775,961 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 4,331 | $2,816,622 | 74.59% | |
| WRB |
Berkley W R Corp
Financial Services
|
Held | 7,519 | $498,359 | 13.20% | |
| AAPL |
Apple Inc.
Technology
|
Held | 950 | $241,100 | 6.39% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 594 | $219,880 | 5.82% |