Holdings
Aureum Wealth Management, LLC
As of Sep 30, 2026, Aureum Wealth Management, LLC reported 56 positions worth US$162M. Largest: State Street SPDR Portfolio S&P 500 Growth ETF, State Street SPDR Portfolio S&P 500 Value ETF and iShares Core MSCI EAFE ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 Growth ETF | 122K | US$15M | new | Sep 30, 2026 |
| State Street SPDR Portfolio S&P 500 Value ETF | 228K | US$13.9M | new | Sep 30, 2026 |
| iShares Core MSCI EAFE ETF | 137K | US$13.3M | new | Sep 30, 2026 |
| JPMorgan Equity Premium Income ETF | 119K | US$6.71M | new | Sep 30, 2026 |
| iShares Core High Dividend ETF | 237K | US$6.64M | new | Sep 30, 2026 |
| SPDR Gold Minishares Trust | 75,193 | US$6.18M | new | Sep 30, 2026 |
| First Trust Core Investment Grade ETF | 287K | US$5.66M | new | Sep 30, 2026 |
| State Street SPDR Portfolio S&P 500 ETF | 61,994 | US$5.56M | new | Sep 30, 2026 |
| iShares MSCI USA Min Vol Factor ETF | 55,097 | US$5.37M | new | Sep 30, 2026 |
| iShares Core S&P Small Cap ETF | 36,009 | US$4.9M | new | Sep 30, 2026 |