Aspirean Wealth, LLC — 13F Holdings & Portfolio
CIK 2110285 · latest 13F-HR filed 2026-05-14
Aspirean Wealth, LLC manages $92.1M in 13F-reported U.S. long-equity assets across 18 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are ITOT (36.16%), IDEV (16.84%), VGIT (12.49%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 0, added to 5, and trimmed 3.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$92.1M
Long-equity book
18
Distinct positions
2026-03-31
Filed 2026-05-14
+0 / −0 / ↑5 / ↓3
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES INC$417.4K +5.3%
- AMERICAN CENTY ETF TR$354.7K +25.6%
- DIMENSIONAL ETF TRUST$296.6K +7.0%
- AMERICAN CENTY ETF TR$287.4K +25.2%
- DIMENSIONAL ETF TRUST$31.3K +7.6%
Top Trims
- INVESCO QQQ TR-$455.0K -15.5%
- ISHARES BITCOIN TRUST ETF-$90.3K -28.8%
- ISHARES TR-$22.6K -9.9%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | ITOT | 464287150 | $33.3M | 36.16% | 233,757 | SH |
| 2 | ISHARES TR | IDEV | 46435G326 | $15.5M | 16.84% | 185,524 | SH |
| 3 | VANGUARD SCOTTSDALE FDS | VGIT | 92206C706 | $11.5M | 12.49% | 193,155 | SH |
| 4 | ISHARES INC | IEMG | 46434G103 | $8.2M | 8.96% | 118,235 | SH |
| 5 | VANGUARD MALVERN FDS | VTIP | 922020805 | $5.2M | 5.61% | 103,351 | SH |
| 6 | DIMENSIONAL ETF TRUST | DFSD | 25434V864 | $4.5M | 4.91% | 94,465 | SH |
| 7 | VANGUARD BD INDEX FDS | BSV | 921937827 | $2.9M | 3.17% | 37,255 | SH |
| 8 | INVESCO QQQ TR | QQQ | 46090E103 | $2.5M | 2.70% | 4,312 | SH |
| 9 | DIMENSIONAL ETF TRUST | DFIV | 25434V807 | $1.8M | 2.01% | 34,978 | SH |
| 10 | AMERICAN CENTY ETF TR | AVDE | 025072703 | $1.7M | 1.89% | 20,508 | SH |
| 11 | DIMENSIONAL ETF TRUST | DFAT | 25434V609 | $1.5M | 1.65% | 24,392 | SH |
| 12 | AMERICAN CENTY ETF TR | AVDV | 025072802 | $1.4M | 1.55% | 14,287 | SH |
| 13 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $524.7K | 0.57% | 1,095 | SH |
| 14 | DIMENSIONAL ETF TRUST | DFUV | 25434V724 | $444.2K | 0.48% | 9,166 | SH |
| 15 | DIMENSIONAL ETF TRUST | DFUS | 25434V401 | $251.7K | 0.27% | 3,549 | SH |
| 16 | DIMENSIONAL ETF TRUST | DFAS | 25434V500 | $248.1K | 0.27% | 3,486 | SH |
| 17 | ISHARES BITCOIN TRUST ETF | IBIT | 46438F101 | $223.1K | 0.24% | 5,808 | SH |
| 18 | ISHARES TR | IWF | 464287614 | $205.5K | 0.22% | 482 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-14 | $92.1M | 18 | 0001172661-26-001840 |
| 2025-12-31 | 2026-02-17 | $91.6M | 18 | 0001172661-26-001149 |