DOSSIER · 13F-HR · Q3 2026

Asempa Wealth Advisors

$131M in tracked AUM across 120 positions as of Q3 2026.

AW
CIK 0002099967 · last filed Sep 30, 2026
Total AUM
$131M
as of Q3 2026
Holdings
120
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Asempa Wealth Advisors filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$9M11K6.7%
02
ACWX
ISHARES TR
$6M85K4.9%
03
OEF
ISHARES TR
$6M15K4.5%
04
SPYM
SPDR SERIES TRUST
$6M64K4.4%
05
IVW
ISHARES TR
$4M29K3.1%
06
ILCG
ISHARES TR
$4M31K2.8%
07
VUG
VANGUARD INDEX FDS
$3M33K2.3%
08
ITOT
ISHARES TR
$3M17K2.2%
09
GOVT
ISHARES TR
$3M124K2.1%
10
VTV
VANGUARD INDEX FDS
$3M12K2.0%

Filing history

2026Q3Sep 30
$131M▼ 2.3%
120 positionsView →
2026Q2Jun 30
$134M▲ 16.8%
125 positionsView →
2026Q1Mar 31
$115M▼ 1.1%
115 positionsView →
2025Q4Dec 31
$116M—
113 positionsView →