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Asempa Wealth Advisors

Latest statistics and disclosures from Asempa Wealth Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002099967

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Positions held by Asempa Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Asempa Wealth Advisors

Asempa Wealth Advisors holds 113 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	6.9	$8.0M	12k	684.92	View chart
Ishares Tr S&p 100 Etf (OEF)	4.5	$5.2M	15k	342.97	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	3.1	$3.6M	53k	67.13	View chart
Spdr Series Trust State Street Spd (SPLG)	2.9	$3.3M	42k	80.22	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.7	$3.2M	26k	123.26	View chart
Vanguard Index Fds Growth Etf (VUG)	2.7	$3.1M	6.4k	487.83	View chart
Ishares Tr Morningstar Grwt (ILCG)	2.2	$2.5M	24k	104.04	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.1	$2.4M	5.1k	473.25	View chart
Vanguard Index Fds Value Etf (VTV)	2.0	$2.4M	12k	190.98	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	2.0	$2.4M	16k	148.69	View chart
Ishares Tr Eafe Value Etf (EFV)	2.0	$2.4M	33k	71.41	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	2.0	$2.3M	11k	210.33	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.9	$2.2M	11k	198.63	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.7	$2.0M	6.2k	314.82	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.7	$2.0M	5.2k	373.45	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.6	$1.8M	8.2k	219.78	View chart
Home Depot (HD)	1.5	$1.8M	5.2k	344.12	View chart
Microsoft Corporation (MSFT)	1.5	$1.7M	3.5k	483.55	View chart
Ishares Tr Morningstar Valu (ILCV)	1.5	$1.7M	18k	94.36	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.4	$1.6M	7.9k	199.67	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.3	$1.6M	21k	73.56	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.3	$1.5M	25k	60.81	View chart
Ishares Tr Europe Etf (IEV)	1.2	$1.4M	21k	68.60	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.2	$1.4M	62k	23.02	View chart
Ishares Gold Tr Ishares New (IAU)	1.2	$1.4M	17k	81.17	View chart
Exxon Mobil Corporation (XOM)	1.2	$1.4M	12k	120.34	View chart
Apple (AAPL)	1.2	$1.4M	5.0k	271.85	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.1	$1.3M	5.2k	257.95	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	1.0	$1.2M	8.5k	141.05	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.0	$1.2M	25k	46.04	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	1.0	$1.2M	8.5k	136.93	View chart
Ishares Core Msci Emkt (IEMG)	1.0	$1.1M	17k	67.22	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.9	$1.1M	11k	92.30	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.9	$1.1M	5.0k	212.06	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.9	$1.1M	23k	46.54	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.9	$1.0M	22k	47.53	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.9	$1.0M	4.8k	211.79	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.9	$1.0M	8.8k	113.92	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.9	$1.0M	26k	38.05	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.8	$971k	11k	87.16	View chart
Spdr Series Trust State Street Spd (SPYV)	0.8	$945k	17k	56.81	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.8	$939k	12k	77.02	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.8	$927k	7.8k	119.34	View chart
Amazon (AMZN)	0.8	$898k	3.9k	230.82	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.8	$880k	6.1k	143.53	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.7	$857k	22k	38.56	View chart
Ishares Tr Global Tech Etf (IXN)	0.7	$852k	8.1k	104.99	View chart
Blackrock Etf Trust Ishares Us Carbo (LCTU)	0.7	$846k	11k	74.09	View chart
Ishares Tr Us Regnl Bks Etf (IAT)	0.7	$843k	15k	55.15	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.7	$832k	6.4k	129.16	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.7	$818k	13k	65.10	View chart
Arthur J. Gallagher & Co. (AJG)	0.7	$783k	3.0k	258.83	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.7	$771k	20k	39.45	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$765k	2.4k	312.99	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.6	$744k	5.3k	141.49	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$735k	7.4k	99.88	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$723k	12k	62.47	View chart
Vanguard World Mega Grwth Ind (MGK)	0.6	$713k	1.7k	412.84	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.6	$697k	13k	52.77	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.6	$693k	4.6k	148.98	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.6	$680k	5.7k	119.33	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.6	$665k	12k	57.58	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.6	$643k	19k	33.30	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.5	$625k	27k	23.38	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$621k	9.4k	66.00	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.5	$610k	6.7k	91.45	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.5	$593k	11k	54.71	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.5	$568k	3.2k	177.36	View chart
Eli Lilly & Co. (LLY)	0.5	$553k	514.00	1075.70	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.5	$540k	23k	23.37	View chart
Ishares Msci Emrg Chn (EMXC)	0.4	$521k	7.2k	72.68	View chart
Caterpillar (CAT)	0.4	$516k	900.00	572.87	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	0.4	$515k	7.6k	68.15	View chart
Ishares Tr Esg Optimized (SUSA)	0.4	$510k	3.7k	139.35	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$504k	739.00	681.81	View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR)	0.4	$491k	7.9k	62.14	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$487k	1.7k	290.28	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.4	$454k	1.5k	302.02	View chart
Global X Fds Defense Tech Etf (SHLD)	0.4	$449k	6.9k	64.79	View chart
Walt Disney Company (DIS)	0.4	$425k	3.7k	113.76	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$420k	3.5k	120.16	View chart
Ishares Emng Mkts Eqt (EMGF)	0.3	$394k	6.8k	57.85	View chart
McDonald's Corporation (MCD)	0.3	$392k	1.3k	305.63	View chart
Wal-Mart Stores (WMT)	0.3	$389k	3.5k	111.41	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.3	$380k	3.8k	100.38	View chart
General Dynamics Corporation (GD)	0.3	$366k	1.1k	336.66	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.3	$349k	6.4k	54.84	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$325k	6.5k	49.65	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.3	$322k	3.8k	85.37	View chart
Raytheon Technologies Corp (RTX)	0.3	$309k	1.7k	183.40	View chart
Ishares Tr Us Infrastruc (IFRA)	0.3	$309k	5.9k	52.62	View chart
Lockheed Martin Corporation (LMT)	0.3	$308k	636.00	483.67	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$306k	608.00	502.65	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$285k	454.00	626.96	View chart
Metropcs Communications (TMUS)	0.2	$281k	1.4k	203.08	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$271k	5.0k	53.76	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$269k	2.6k	101.66	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$258k	4.4k	59.28	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$253k	3.0k	83.61	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$244k	5.5k	44.17	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$242k	2.5k	96.04	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.2	$240k	4.3k	55.46	View chart
Ishares Msci Japan Etf (EWJ)	0.2	$239k	3.0k	80.74	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.2	$235k	4.2k	56.69	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$229k	710.00	323.12	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.2	$223k	2.8k	79.84	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.2	$219k	4.7k	46.22	View chart
Coca-Cola Company (KO)	0.2	$217k	3.1k	69.90	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$214k	2.2k	95.23	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$210k	980.00	214.69	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$206k	1.1k	181.19	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.2	$202k	7.6k	26.52	View chart
Precigen (PGEN)	0.0	$49k	12k	4.18	View chart

Past Filings by Asempa Wealth Advisors

SEC 13F filings are viewable for Asempa Wealth Advisors going back to 2025

Asempa Wealth Advisors 2025 Q4 filed Jan. 8, 2026

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