Aspirean Wealth, LLC 13F Holdings · Q2 2026
Aspirean Wealth, LLC reported 20 securities worth $107.60M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: ITOT (37.32%), IDEV (14.85%), VGIT (11.84%). Among its top 25 positions this quarter: 2 new, 12 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $40.2M | 37.32% | 244,442 | Added |
| 2 | IDEV | ISHARES TR | $16.0M | 14.85% | 179,490 | Trimmed |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | $12.7M | 11.84% | 216,086 | Added |
| 4 | IEMG | ISHARES INC | $10.1M | 9.41% | 122,164 | Added |
| 5 | VTIP | VANGUARD MALVERN FDS | $5.8M | 5.39% | 115,425 | Added |
| 6 | DFSD | DIMENSIONAL ETF TRUST | $5.3M | 4.89% | 110,227 | Added |
| 7 | QQQ | INVESCO QQQ TR | $3.2M | 3.00% | 4,385 | Added |
| 8 | BSV | VANGUARD BD INDEX FDS | $2.9M | 2.73% | 37,689 | Added |
| 9 | AVDE | AMERICAN CENTY ETF TR | $2.8M | 2.64% | 31,850 | Added |
| 10 | AVDV | AMERICAN CENTY ETF TR | $2.0M | 1.88% | 19,612 | Added |
| 11 | DFIV | DIMENSIONAL ETF TRUST | $2.0M | 1.87% | 37,308 | Added |
| 12 | DFAT | DIMENSIONAL ETF TRUST | $1.7M | 1.54% | 23,728 | Trimmed |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL | $547,927 | 0.51% | 1,095 | Hold |
| 14 | QQQM | INVESCO EXCH TRADED FD TR II | $543,531 | 0.51% | 1,794 | New |
| 15 | DFUV | DIMENSIONAL ETF TRUST | $467,385 | 0.43% | 8,496 | Trimmed |
| 16 | DFAS | DIMENSIONAL ETF TRUST | $276,490 | 0.26% | 3,358 | Trimmed |
| 17 | DFUS | DIMENSIONAL ETF TRUST | $281,317 | 0.26% | 3,433 | Trimmed |
| 18 | AIS | TIDAL TRUST III | $269,834 | 0.25% | 3,163 | New |
| 19 | IWF | ISHARES TR | $239,400 | 0.22% | 1,928 | Added |
| 20 | IBIT | ISHARES BITCOIN TRUST ETF | $208,462 | 0.19% | 6,262 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR