DOSSIER · 13F-HR · Q2 2026

Aspirean Wealth, LLC

$108M in tracked AUM across 20 positions as of Q2 2026.

AW
CIK 0002110285 · last filed Jun 30, 2026
Total AUM
$108M
as of Q2 2026
Holdings
20
positions
Whale Score
69
69
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Aspirean Wealth, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
ITOT
ISHARES TR
$40M244K37.3%
02
IDEV
ISHARES TR
$16M179K14.8%
03
VGIT
VANGUARD SCOTTSDALE FDS
$13M216K11.8%
04
IEMG
ISHARES INC
$10M122K9.4%
05
VTIP
VANGUARD MALVERN FDS
$6M115K5.4%
06
DFSD
DIMENSIONAL ETF TRUST
$5M110K4.9%
07
QQQ
INVESCO QQQ TR
$3M4K3.0%
08
BSV
VANGUARD BD INDEX FDS
$3M38K2.7%
09
AVDE
AMERICAN CENTY ETF TR
$3M32K2.6%
10
AVDV
AMERICAN CENTY ETF TR
$2M20K1.9%

Filing history

2026Q2Jun 30
$108M 16.9%
20 positionsView →
2026Q1Mar 31
$92M 0.6%
18 positionsView →
2025Q4Dec 31
$92M
18 positionsView →