Aspirean Wealth, LLC
13F Reported Value
ⓘ$92.1M
Holdings
18
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Aspirean Wealth, LLC disclosed 18 positions worth $92.1M in its Form 13F-HR for Q1 2026. The portfolio is most concentrated in Other (96.0% of disclosed assets). All figures are sourced directly from Aspirean Wealth, LLC’s Form 13F-HR filing with the SEC under CIK 2110285.
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
ISHARES TR
—Quality
$33.3M233,757 shISHARES TR
—Quality
$15.5M185,524 shVANGUARD SCOTTSDALE FDS
—Quality
$11.5M193,155 shISHARES INC
—Quality
$8.2M118,235 shVANGUARD MALVERN FDS
—Quality
$5.2M103,351 shDIMENSIONAL ETF TRUST
—Quality
$4.5M94,465 sh- 80.9
Quality
$2.9M37,255 sh - —
Quality
$2.5M4,312 sh DIMENSIONAL ETF TRUST
—Quality
$1.8M34,978 shAMERICAN CENTY ETF TR
—Quality
$1.7M20,508 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $33.3M | 233,757 |
| ISHARES TR | — | $15.5M | 185,524 |
| VANGUARD SCOTTSDALE FDS | — | $11.5M | 193,155 |
| ISHARES INC | — | $8.2M | 118,235 |
| VANGUARD MALVERN FDS | — | $5.2M | 103,351 |
| DIMENSIONAL ETF TRUST | — | $4.5M | 94,465 |
 Meta Platforms, Inc.$META | 80.9 | $2.9M | 37,255 |
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $2.5M | 4,312 |
| DIMENSIONAL ETF TRUST | — | $1.8M | 34,978 |
| AMERICAN CENTY ETF TR | — | $1.7M | 20,508 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Aspirean Wealth, LLC's 18 positions.
Showing top 10 of 18 holdings.
Sector Allocation
Other
$88.4M
Technology
$2.9M
Financials
$747,867
Full Holdings — Aspirean Wealth, LLC (Q1 2026)
All 18 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | $33.3M | 36.2% | +2% | — |
| 2 | — | ISHARES TR | $15.5M | 16.8% | -1% | — |
| 3 | — | VANGUARD SCOTTSDALE FDS | $11.5M | 12.5% | +3% | — |
| 4 | — | ISHARES INC | $8.2M | 9.0% | +2% | — |
| 5 | — | VANGUARD MALVERN FDS | $5.2M | 5.6% | +2% | — |
| 6 | — | DIMENSIONAL ETF TRUST | $4.5M | 4.9% | +7% | — |
| 7 | $META | Meta Platforms, Inc. | $2.9M | 3.2% | -0% | 80.9 |
| 8 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.5M | 2.7% | -10% | — |
| 9 | — | DIMENSIONAL ETF TRUST | $1.8M | 2.0% | -4% | — |
| 10 | — | AMERICAN CENTY ETF TR | $1.7M | 1.9% | +22% | — |
| 11 | — | DIMENSIONAL ETF TRUST | $1.5M | 1.6% | -0% | — |
| 12 | — | AMERICAN CENTY ETF TR | $1.4M | 1.6% | +18% | — |
| 13 |  $BRK.B | BERKSHIRE HATHAWAY INC | $524,724 | 0.6% | +1% | 64.5 |
| 14 | — | DIMENSIONAL ETF TRUST | $444,221 | 0.5% | +3% | — |
| 15 | — | DIMENSIONAL ETF TRUST | $251,692 | 0.3% | +0% | — |
| 16 | — | DIMENSIONAL ETF TRUST | $248,073 | 0.3% | +0% | — |
| 17 |  $IBIT | iShares Bitcoin Trust ETF | $223,143 | 0.2% | -8% | — |
| 18 | — | ISHARES TR | $205,525 | 0.2% | +0% | — |
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