Aureum Wealth Management, LLC
Aureum Wealth Management, LLC reported 62 positions worth $161.3M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: SPYG (9.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPYG | SH | $14.6M | 9.04% | 122,599 | — | — | |
| ▸ 2 | SPYV | SH | $13.6M | 8.41% | 223,035 | — | — | |
| ▸ 3 | IEFA | SH | $13.2M | 8.19% | 136,811 | — | — | |
| ▸ 4 | MBB | SH | $8.9M | 5.49% | 93,670 | — | — | |
| ▸ 5 | JEPI | SH | $6.6M | 4.10% | 117,157 | — | — | |
| ▸ 6 | HDV | SH | $6.1M | 3.80% | 223,474 | — | — | |
| ▸ 7 | GLDM | SH | $6.0M | 3.74% | 75,875 | — | — | |
| ▸ 8 | SPYM | SH | $5.5M | 3.38% | 62,044 | — | — | |
| ▸ 9 | FTCB | SH | $5.4M | 3.35% | 259,086 | — | — | |
| ▸ 10 | IJR | SH | $5.2M | 3.24% | 35,191 | — | — |
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Frequently Asked Questions
What stocks does Aureum Wealth Management, LLC hold as of Q2 2026?
Aureum Wealth Management, LLC reported 62 positions worth $161.3M in its Q2 2026 13F filing. Largest positions: SPYG (9.0%), SPYV (8.4%), IEFA (8.2%), MBB (5.5%) and JEPI (4.1%).
What did Aureum Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Aureum Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.