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 78.81% of Aspirean Wealth's stock portfolio.
  • Added to shares of these 10 stocks: ITOT, VGIT, AVDE, DFSD, VTIP, AVDV, QQQM, IEMG, AIS, IWF.
  • Started 2 new stock positions in AIS, QQQM.
  • Reduced shares in these 5 stocks: IDEV, DFAT, DFUV, DFAS, DFUS.
  • Aspirean Wealth was a net buyer of stock by $6.9M.
  • Aspirean Wealth has $108M in assets under management (AUM), dropping by 16.86%.
  • Central Index Key (CIK): 0002110285

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Portfolio Holdings for Aspirean Wealth

Aspirean Wealth holds 20 positions in its portfolio as reported in the June 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) 37.3 $40M +4% 244k 164.27
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Ishares Tr Core Msci Intl (IDEV) 14.8 $16M -3% 180k 89.01
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 11.8 $13M +11% 216k 58.98
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Ishares Core Msci Emkt (IEMG) 9.4 $10M +3% 122k 82.84
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Vanguard Malvern Fds Strm Infproidx (VTIP) 5.4 $5.8M +11% 115k 50.23
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Dimensional Etf Trust Shor Dur Fix Etf (DFSD) 4.9 $5.3M +16% 110k 47.75
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Invesco Qqq Tr Unit Ser 1 (QQQ) 3.0 $3.2M 4.4k 737.21
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Vanguard Bd Index Fds Short Trm Bond (BSV) 2.7 $2.9M 38k 77.91
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American Centy Etf Tr Intl Eqt Etf (AVDE) 2.6 $2.8M +55% 32k 89.20
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.9 $2.0M +37% 20k 103.05
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Dimensional Etf Trust Internatnal Val (DFIV) 1.9 $2.0M +6% 37k 54.02
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.5 $1.7M -2% 24k 69.90
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $548k 1.1k 500.39
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.5 $544k NEW 1.8k 302.97
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.4 $467k -7% 8.5k 55.01
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Dimensional Etf Trust Us Equi Mark Etf (DFUS) 0.3 $281k -3% 3.4k 81.94
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.3 $277k -3% 3.4k 82.34
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Tidal Trust Iii Vist Arti In Etf (AIS) 0.3 $270k NEW 3.2k 85.31
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $239k +300% 1.9k 124.17
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $209k +7% 6.3k 33.29
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Past Filings by Aspirean Wealth

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