# EDGAR Filing Document

**Accession Number:** 0002093444
**File Stem:** 0002093444-26-000002
**Filing Date:** 2026-4
**Character Count:** 9933
**Document Hash:** 41791f16d7035e079885ba64a669f9e7
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002093444-26-000002.hdr.sgml**: 20260422

**ACCESSION NUMBER**: 0002093444-26-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260422

**DATE AS OF CHANGE**: 20260422

**EFFECTIVENESS DATE**: 20260422

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Aureum Wealth Management, LLC
- **CENTRAL INDEX KEY:** 0002093444

**ORGANIZATION NAME:**
- **EIN:** 474258095
- **STATE OF INCORPORATION:** FL
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26002
- **FILM NUMBER:** 26881645

**BUSINESS ADDRESS:**
- **STREET 1:** 772 US HIGHWAY ONE
- **STREET 2:** SUITE 100
- **CITY:** NORTH PALM BEACH
- **STATE:** FL
- **ZIP:** 33408
- **BUSINESS PHONE:** 561-209-1120

**MAIL ADDRESS:**
- **STREET 1:** 772 US HIGHWAY ONE
- **STREET 2:** SUITE 100
- **CITY:** NORTH PALM BEACH
- **STATE:** FL
- **ZIP:** 33408

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Aureum Wealth Management LLC<br>**Address:** 772 US Highway One<br>Suite 100<br>North Palm Beach, FL 33408

**Form 13F File Number:** 028-26002

**CRD Number (if applicable):** 000272027

**SEC File Number (if applicable):** 801-130362

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Cory F. Lyon<br>**Title:** CCO<br>**Phone:** 561-209-1120

**Signature, Place, and Date of Signing:**

/s/ Cory F. Lyon  North Palm Beach, FL  04-22-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 60

**Form 13F Information Table Value Total:** $143698824

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 253053 | 880 | SH |  | SOLE |  | 0 | 0 | 880 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 286860 | 1000 | SH |  | SOLE |  | 0 | 0 | 1000 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 |  | 546896 | 6787 | SH |  | SOLE |  | 0 | 0 | 6787 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 |  | 551127 | 5519 | SH |  | SOLE |  | 0 | 0 | 5519 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 451491 | 4087 | SH |  | SOLE |  | 0 | 0 | 4087 |
| APPLE INC | COM | 037833100 |  | 1242556 | 4896 | SH |  | SOLE |  | 0 | 0 | 4896 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 252059 | 526 | SH |  | SOLE |  | 0 | 0 | 526 |
| BNY MELLON ETF TRUST | GLOBAL INFRASCTR | 09661T826 |  | 2756759 | 61894 | SH |  | SOLE |  | 0 | 0 | 61894 |
| COMMUNITY FINANCIAL SYSTEM I | COM | 203607106 |  | 444039 | 7571 | SH |  | SOLE |  | 0 | 0 | 7571 |
| CURTISS WRIGHT CORP | COM | 231561101 |  | 204336 | 300 | SH |  | SOLE |  | 0 | 0 | 300 |
| FIRST TR EXCHANGE-TRADED FD | CORE INVESTMENT | 33738D788 |  | 4746120 | 226437 | SH |  | SOLE |  | 0 | 0 | 226437 |
| FRANKLIN TEMPLETON ETF TR | FTSE CANADA | 35473P827 |  | 2621716 | 53570 | SH |  | SOLE |  | 0 | 0 | 53570 |
| GLOBAL X FDS | 1-3 MONTH T-BILL | 37960A438 |  | 680240 | 6778 | SH |  | SOLE |  | 0 | 0 | 6778 |
| GLOBAL X FDS | RBTCS ARTFL INTE | 37954Y715 |  | 300973 | 9060 | SH |  | SOLE |  | 0 | 0 | 9060 |
| INVESCO EXCH TRD SLF IDX FD | INVESCO BULLETSH | 46139W825 |  | 244473 | 11559 | SH |  | SOLE |  | 0 | 0 | 11559 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 2386139 | 27066 | SH |  | SOLE |  | 0 | 0 | 27066 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 3861029 | 55355 | SH |  | SOLE |  | 0 | 0 | 55355 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 |  | 775855 | 17063 | SH |  | SOLE |  | 0 | 0 | 17063 |
| ISHARES INC | MSCI GBL MIN VOL | 464286525 |  | 268898 | 2250 | SH |  | SOLE |  | 0 | 0 | 2250 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 1740215 | 17288 | SH |  | SOLE |  | 0 | 0 | 17288 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 |  | 5000480 | 36844 | SH |  | SOLE |  | 0 | 0 | 36844 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 11916328 | 131629 | SH |  | SOLE |  | 0 | 0 | 131629 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 4320130 | 63974 | SH |  | SOLE |  | 0 | 0 | 63974 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 4200311 | 33789 | SH |  | SOLE |  | 0 | 0 | 33789 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1073877 | 1644 | SH |  | SOLE |  | 0 | 0 | 1644 |
| ISHARES TR | DOW JONES US ETF | 464287846 |  | 214700 | 1355 | SH |  | SOLE |  | 0 | 0 | 1355 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 |  | 1955811 | 20454 | SH |  | SOLE |  | 0 | 0 | 20454 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 332337 | 2350 | SH |  | SOLE |  | 0 | 0 | 2350 |
| ISHARES TR | INTL SEL DIV ETF | 464288448 |  | 438667 | 10307 | SH |  | SOLE |  | 0 | 0 | 10307 |
| ISHARES TR | MBS ETF | 464288588 |  | 8754485 | 92201 | SH |  | SOLE |  | 0 | 0 | 92201 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 272450 | 2805 | SH |  | SOLE |  | 0 | 0 | 2805 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 4120998 | 44436 | SH |  | SOLE |  | 0 | 0 | 44436 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 3459596 | 8114 | SH |  | SOLE |  | 0 | 0 | 8114 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 3420216 | 16007 | SH |  | SOLE |  | 0 | 0 | 16007 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 746413 | 6599 | SH |  | SOLE |  | 0 | 0 | 6599 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 518373 | 2455 | SH |  | SOLE |  | 0 | 0 | 2455 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 6347545 | 111989 | SH |  | SOLE |  | 0 | 0 | 111989 |
| JANUS DETROIT STR TR | HENDERSON SECURI | 47103U746 |  | 3825629 | 74212 | SH |  | SOLE |  | 0 | 0 | 74212 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 |  | 4225993 | 83899 | SH |  | SOLE |  | 0 | 0 | 83899 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 274506 | 1123 | SH |  | SOLE |  | 0 | 0 | 1123 |
| M  T BK CORP | COM | 55261F104 |  | 297677 | 1440 | SH |  | SOLE |  | 0 | 0 | 1440 |
| MICROSOFT CORP | COM | 594918104 |  | 738119 | 1994 | SH |  | SOLE |  | 0 | 0 | 1994 |
| REDWOOD TRUST INC | COM | 758075402 |  | 74260 | 13237 | SH |  | SOLE |  | 0 | 0 | 13237 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 3380660 | 131851 | SH |  | SOLE |  | 0 | 0 | 131851 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 606709 | 1410 | SH |  | SOLE |  | 0 | 0 | 1410 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A847 |  | 308068 | 5202 | SH |  | SOLE |  | 0 | 0 | 5202 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 |  | 4591144 | 59984 | SH |  | SOLE |  | 0 | 0 | 59984 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A508 |  | 11947403 | 211159 | SH |  | SOLE |  | 0 | 0 | 211159 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A409 |  | 11412670 | 116563 | SH |  | SOLE |  | 0 | 0 | 116563 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A375 |  | 4037210 | 120370 | SH |  | SOLE |  | 0 | 0 | 120370 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R853 |  | 413528 | 8558 | SH |  | SOLE |  | 0 | 0 | 8558 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 1852819 | 2849 | SH |  | SOLE |  | 0 | 0 | 2849 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 276554 | 963 | SH |  | SOLE |  | 0 | 0 | 963 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 2620655 | 29545 | SH |  | SOLE |  | 0 | 0 | 29545 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 974413 | 18028 | SH |  | SOLE |  | 0 | 0 | 18028 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 906478 | 4215 | SH |  | SOLE |  | 0 | 0 | 4215 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 1888245 | 29467 | SH |  | SOLE |  | 0 | 0 | 29467 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 |  | 276161 | 3850 | SH |  | SOLE |  | 0 | 0 | 3850 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 |  | 493988 | 4400 | SH |  | SOLE |  | 0 | 0 | 4400 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 |  | 6568384 | 70864 | SH |  | SOLE |  | 0 | 0 | 70864 |

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