Aureum Wealth Management, LLC: 13F holdings
CIK 20934442026Q2
| Positions | 62 |
|---|
| Reported value | $161.3m |
|---|
| Filed | 2026-07-22 |
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Change since last quarter
| Positions | 62 (+2 vs prior quarter) |
|---|
| Reported value | $161.3m (+12.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYG SPDR SERIES TRUST | 122,599 | $14.6m | 9.0% |
| SPYV SPDR SERIES TRUST | 223,035 | $13.6m | 8.4% |
| IEFA ISHARES TR | 136,811 | $13.2m | 8.2% |
| MBB ISHARES TR | 93,670 | $8.9m | 5.5% |
| JEPI J P MORGAN EXCHANGE TRADED F | 117,157 | $6.6m | 4.1% |
| HDV ISHARES TR | 223,474 | $6.1m | 3.8% |
| GLDM WORLD GOLD TR | 75,875 | $6.0m | 3.7% |
| SPYM SPDR SERIES TRUST | 62,044 | $5.5m | 3.4% |
| FTCB FIRST TR EXCHANGE-TRADED FD | 259,086 | $5.4m | 3.4% |
| IJR ISHARES TR | 35,191 | $5.2m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2093444")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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