Aspirean Wealth, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$92.1M
Q ending 2026-03-31
Prior quarter
$91.6M
Q ending 2025-12-31
Change
+0.6% QoQ
Positions
18
reported holdings
Largest positions
All 18 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | ITOT | Shares | $33.3M | 234K |
| Ishares Tr | IDEV | Shares | $15.5M | 186K |
| Vanguard Scottsdale Fds | VGIT | Shares | $11.5M | 193K |
| Ishares Inc | IEMG | Shares | $8.2M | 118K |
| Vanguard Malvern Fds | VTIP | Shares | $5.2M | 103K |
| Dimensional Etf Trust | DFSD | Shares | $4.5M | 94K |
| Vanguard Bd Index Fds | BSV | Shares | $2.9M | 37K |
| Invesco Qqq Tr | QQQ | Shares | $2.5M | 4K |
| Dimensional Etf Trust | DFIV | Shares | $1.8M | 35K |
| American Centy Etf Tr | AVDE | Shares | $1.7M | 21K |
| Dimensional Etf Trust | DFAT | Shares | $1.5M | 24K |
| American Centy Etf Tr | AVDV | Shares | $1.4M | 14K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $525K | 1K |
| Dimensional Etf Trust | DFUV | Shares | $444K | 9K |
| Dimensional Etf Trust | DFUS | Shares | $252K | 4K |
| Dimensional Etf Trust | DFAS | Shares | $248K | 3K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $223K | 6K |
| Ishares Tr | IWF | Shares | $206K | 482 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.