Aureum Wealth Management, LLC reported 62 holdings worth US$161M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 22, 2026
Aureum Wealth Management, LLC reported 62 holdings worth US$161M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Microsoft Corp. Filed Jul 22, 2026 (Form 13F).
- Holdings
- 62
- Value as reported
- US$161M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 5,066 | US$1.47M | 0.91% |
| Alphabet Inc (google) Class C | 1,869 | US$668K | 0.41% |
| Microsoft Corp. | 1,624 | US$606K | 0.38% |
| Community Financial System, Inc. | 7,571 | US$508K | 0.32% |
| M&t Bank Corporation | 1,440 | US$343K | 0.21% |
| Berkshire Hathaway Inc. | 526 | US$263K | 0.16% |
| Curtiss-wright Corporation | 300 | US$227K | 0.14% |
| Johnson & Johnson | 792 | US$201K | 0.12% |
| Redwood Trust, Inc. | 0 | US$0 | 0.00% |