Aspirean Wealth

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

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

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Portfolio Holdings for Aspirean Wealth

Aspirean Wealth holds 18 positions in its portfolio as reported in the March 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) 36.2 $33M 234k 142.43
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Ishares Tr Core Msci Intl (IDEV) 16.8 $16M 186k 83.57
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 12.5 $12M 193k 59.55
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Ishares Core Msci Emkt (IEMG) 9.0 $8.2M 118k 69.75
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Vanguard Malvern Fds Strm Infproidx (VTIP) 5.6 $5.2M 103k 49.95
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Dimensional Etf Trust Short Duration F (DFSD) 4.9 $4.5M 95k 47.88
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Vanguard Bd Index Fds Short Trm Bond (BSV) 3.2 $2.9M 37k 78.41
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Invesco Qqq Tr Unit Ser 1 (QQQ) 2.7 $2.5M 4.3k 577.18
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Dimensional Etf Trust Internatnal Val (DFIV) 2.0 $1.8M 35k 52.78
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American Centy Etf Tr Intl Eqt Etf (AVDE) 1.9 $1.7M 21k 84.84
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.7 $1.5M 24k 62.45
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.5 $1.4M 14k 99.86
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $525k 1.1k 479.20
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.5 $444k 9.2k 48.46
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Dimensional Etf Trust Us Equity Market (DFUS) 0.3 $252k 3.5k 70.92
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.3 $248k 3.5k 71.16
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $223k 5.8k 38.42
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $206k 482.00 426.40
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Past Filings by Aspirean Wealth

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