Aureum Wealth Management, LLC Portfolio Holdings

Aureum Wealth Management, LLC

  • $108 Billion
  • Q4 2025

Aureum Wealth Management, LLC has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $108 Billion distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $10.3B, Spdr Portfolio S&P 500 Value E with a value of $9.53B, Ishares Tr with a value of $9B, Ishares Tr with a value of $6.07B, and World Gold Trust with a value of $4.99B.

Examining the 13F form we can see an increase of $108B in the current position value.

Aureum Wealth Management, LLC is based out at North Palm Beach, FL

Below you can find more details about Aureum Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $108 Billion
ETFs: $99.7 Billion
Technology: $2.23 Billion
Financial Services: $712 Million
Real Estate: $73.2 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$584M
$73.2 Million 0.07% of portfolio
13,237
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $108 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 28, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 49 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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