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Aurelius Family Office LLC
Family Office
Aurelius Family Office LLC is a Family Office based in Bedford, NH led by Brenda Lee Winslow, reporting $265.9M in AUM as of Q3 2025 with 99% ETF concentration, 71% concentrated in top 10 holdings, and 16% allocation to VOO.
CCOBrenda Lee Winslow
- Portfolio Value
- $224.8M
- Positions
- 49
- Top Holding
- VOO at 15.87%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Aurelius Family Office LLC's portfolio (71.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $35.7M | 15.87% | -$847.5K Sold | — 58.2K shares | |
ETF ETF | $27.7M | 12.31% | -$95.2K Sold | — 717.2K shares | |
ETF ETF | $23.3M | 10.37% | +$796.8K Bought | — 334.5K shares | |
ETF ETF | $18.5M | 8.21% | +$983.2K Bought | — 431.7K shares | |
ETF ETF | $11.7M | 5.21% | +$753.6K Bought | — 205.9K shares | |
ETF ETF | $10.8M | 4.79% | +$80.0K Bought | — 179.7K shares | |
ETF ETF | $9.4M | 4.18% | +$285.5K Bought | — 185.5K shares | |
ETF ETF | $8.6M | 3.81% | -$148.3K Sold | — 157.9K shares | |
ETF ETF | $7.7M | 3.41% | -$48.2K Sold | — 103.1K shares | |
ETF ETF | $7.2M | 3.19% | -$118.1K Sold | — 34.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Aurelius Family Office LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+7.54% | |
+6.88% | |
+5.63% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-7.77% | |
-7.2% | |
-6.75% | |
-5.88% | |
-4.43% |
Analytics
Portfolio insights and performance metrics for Aurelius Family Office LLC
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