13F Filings History of Aureum Wealth Management, LLC

Latest 13F report
Q4 2025 - 28 Jan 2026
Value $
$107,756,523
Signature - Title
Cory F. Lyon - CCO
Location
North Palm Beach, FL
Summary
This page shows a list of all the recent 13F filings made by Aureum Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Aureum Wealth Management, LLC reported 49 stock holdings with total value $107,756,523 as of Q4 2025. Top holdings included SPYG, SPYV, IEFA, MBB, and GLDM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 49 $107,756,523 $0 $0 $0 SPYG, SPYV, IEFA, MBB, GLDM 13F-HR 28 Jan 2026, 13:54