Aureum Wealth Management, LLC — 13F holdings

Aureum Wealth Management, LLC reported 57 holdings worth $162M in its 13F filing for Q3 2026, filed October 15, 2026.

Largest positions

  1. SPYG SPDR SERIES TRUST — $15.0M (9.3%)
  2. SPYV SPDR SERIES TRUST — $13.9M (8.6%)
  3. IEFA ISHARES TR — $13.3M (8.2%)
  4. JEPI J P MORGAN EXCHANGE TRADED F — $6.71M (4.1%)
  5. HDV ISHARES TR — $6.64M (4.1%)
  6. GLDM WORLD GOLD TR — $6.18M (3.8%)
  7. FTCB FIRST TR EXCHANGE-TRADED FD — $5.66M (3.5%)
  8. SPYM SPDR SERIES TRUST — $5.56M (3.4%)
  9. USMV ISHARES TR — $5.37M (3.3%)
  10. IJR ISHARES TR — $4.90M (3.0%)