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Aspirean Wealth

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

Top 5 stock holdings are ITOT, IDEV, VGIT, IEMG, VTIP, and represent 79.43% of Aspirean Wealth's stock portfolio.
Added to shares of these 7 stocks: ITOT, VGIT, DFSD, AVDE, AVDV, QQQM, VTIP.
Reduced shares in these 8 stocks: Dimensional Etf Trust, DFIV, Dimensional Etf Trust, BSV, IDEV, IEMG, DFUV, DFUS.
Sold out of its positions in Dimensional Etf Trust, Dimensional Etf Trust.
Aspirean Wealth was a net buyer of stock by $1.7M.
Aspirean Wealth has $109M in assets under management (AUM), dropping by 1.46%.
Central Index Key (CIK): 0002110285

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Portfolio Holdings for Aspirean Wealth

Aspirean Wealth holds 18 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p Ttl Stk (ITOT)	38.6	$42M	+3%	253k	166.28	View chart
Ishares Tr Core Msci Intl (IDEV)	14.6	$16M		178k	89.48	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	12.0	$13M	+6%	231k	56.66	View chart
Ishares Core Msci Emkt (IEMG)	9.0	$9.8M		121k	81.16	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	5.3	$5.8M	+2%	118k	49.22	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	5.3	$5.8M	+12%	124k	46.47	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	3.2	$3.5M	+20%	38k	90.11	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.0	$3.2M		4.4k	740.52	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.4	$2.7M	+24%	24k	109.38	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.4	$2.6M	-8%	35k	76.40	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.6	$1.7M	-16%	31k	55.86	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.9	$935k	+71%	3.1k	304.64	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$545k		1.1k	497.95	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.4	$413k	-11%	7.5k	55.01	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$296k		6.3k	47.34	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.2	$273k	-4%	3.3k	83.05	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$242k		1.9k	125.26	View chart
Tidal Trust Iii Vist Arti In Etf (AIS)	0.2	$236k		3.2k	74.72	View chart

Past Filings by Aspirean Wealth

SEC 13F filings are viewable for Aspirean Wealth going back to 2026

Aspirean Wealth 2026 Q3 filed Nov. 3, 2026
Aspirean Wealth 2026 Q2 filed Aug. 6, 2026
Aspirean Wealth 2026 Q1 filed May 14, 2026

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