Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Asempa Wealth Advisors (CIK 2099967) reported $134.1M across 115 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($8.5M, 6.36%), OEF ($5.7M, 4.22%), ACWX ($5.5M, 4.12%), SPLG ($5.1M, 3.81%), IVW ($4.0M, 2.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $8.5M | 6.36% | 11,387 | Added |
| 2 | OEF | ISHARES TR | $5.7M | 4.22% | 15,459 | Added |
| 3 | ACWX | ISHARES TR | $5.5M | 4.12% | 72,557 | Added |
| 4 | SPLG | SPDR SERIES TRUST | $5.1M | 3.81% | 58,066 | Added |
| 5 | IVW | ISHARES TR | $4.0M | 2.97% | 28,909 | Added |
| 6 | ILCG | ISHARES TR | $3.1M | 2.32% | 26,560 | Added |
| 7 | HD | HOME DEPOT INC | $3.0M | 2.26% | 8,592 | Added |
| 8 | VUG | VANGUARD INDEX FDS | $3.0M | 2.24% | 34,901 | Added |
| 9 | ITOT | ISHARES TR | $2.8M | 2.06% | 16,773 | Added |
| 10 | VTV | VANGUARD INDEX FDS | $2.6M | 1.94% | 11,938 | Added |
| 11 | GOVT | ISHARES TR | $2.6M | 1.94% | 114,069 | Added |
| 12 | EFV | ISHARES TR | $2.4M | 1.75% | 30,723 | Trimmed |
| 13 | QUAL | ISHARES TR | $2.3M | 1.69% | 10,344 | Trimmed |
| 14 | IWB | ISHARES TR | $2.1M | 1.58% | 5,169 | Trimmed |
| 15 | VV | VANGUARD INDEX FDS | $2.0M | 1.52% | 5,921 | Added |
| 16 | DYNF | BLACKROCK ETF TRUST | $2.0M | 1.50% | 29,557 | Added |
| 17 | IYW | ISHARES TR | $1.9M | 1.42% | 7,573 | Trimmed |
| 18 | IWF | ISHARES TR | $1.8M | 1.37% | 14,823 | Added |
| 19 | ILCV | ISHARES TR | $1.7M | 1.30% | 17,168 | Trimmed |
| 20 | VEU | VANGUARD INTL EQUITY INDEX F | $1.7M | 1.25% | 19,994 | Trimmed |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | $1.7M | 1.24% | 2,230 | Added |
| 22 | BAI | BLACKROCK ETF TRUST | $1.6M | 1.20% | 30,440 | Added |
| 23 | XOM | EXXON MOBIL CORP | $1.6M | 1.20% | 11,798 | Added |
| 24 | VIG | VANGUARD SPECIALIZED FUNDS | $1.6M | 1.19% | 6,749 | Trimmed |
| 25 | VB | VANGUARD INDEX FDS | $1.6M | 1.18% | 5,216 | Added |
Source: SEC Form 13F filings · as of 2026-06-30