Aspirean Wealth, LLC — 13F holdings

Aspirean Wealth, LLC reported 20 holdings worth $108M in its 13F filing for Q2 2026, filed August 6, 2026. That's up 16.9% from $92.1M in Q1 2026, when it reported 18 holdings. Its 10 largest positions make up 94.0% of the portfolio.

Aspirean Wealth, LLC's largest positions in Q2 2026

  1. ITOT ISHARES TR — $40.2M (37.3%) · added 5%
  2. IDEV ISHARES TR — $16.0M (14.8%) · cut 3%
  3. VGIT VANGUARD SCOTTSDALE FDS — $12.7M (11.8%) · added 12%
  4. IEMG ISHARES INC — $10.1M (9.4%) · added 3%
  5. VTIP VANGUARD MALVERN FDS — $5.80M (5.4%) · added 12%
  6. DFSD DIMENSIONAL ETF TRUST — $5.26M (4.9%) · added 17%
  7. QQQ Invesco Qqq Tr — $3.23M (3.0%) · added 2%
  8. BSV VANGUARD BD INDEX FDS — $2.94M (2.7%) · added 1%
  9. AVDE AMERICAN CENTY ETF TR — $2.84M (2.6%) · added 55%
  10. AVDV AMERICAN CENTY ETF TR — $2.02M (1.9%) · added 37%
  11. DFIV DIMENSIONAL ETF TRUST — $2.02M (1.9%) · added 7%
  12. DIMENSIONAL ETF TRUST — $1.66M (1.5%) · cut 3%
  13. BRK.B BERKSHIRE HATHAWAY INC DEL — $548K (0.5%) · unchanged
  14. QQQM INVESCO EXCH TRADED FD TR II — $544K (0.5%) · new position
  15. DFUV DIMENSIONAL ETF TRUST — $467K (0.4%) · cut 7%
  16. DFUS DIMENSIONAL ETF TRUST — $281K (0.3%) · cut 3%
  17. DIMENSIONAL ETF TRUST — $276K (0.3%) · cut 4%
  18. AIS TIDAL TRUST III — $270K (0.3%) · new position
  19. IWF ISHARES TR — $239K (0.2%) · unchanged
  20. IBIT ISHARES BITCOIN TRUST ETF — $208K (0.2%) · added 8%

What Aspirean Wealth, LLC bought in Q2 2026

2 new positions and 11 positions added to.

  1. ITOT ISHARES TR — added, about $1.76M
  2. VGIT VANGUARD SCOTTSDALE FDS — added, about $1.35M
  3. AVDE AMERICAN CENTY ETF TR — added, about $1.01M
  4. DFSD DIMENSIONAL ETF TRUST — added, about $753K
  5. VTIP VANGUARD MALVERN FDS — added, about $606K
  6. AVDV AMERICAN CENTY ETF TR — added, about $549K
  7. QQQM INVESCO EXCH TRADED FD TR II — new position, about $544K
  8. IEMG ISHARES INC — added, about $325K
  9. AIS TIDAL TRUST III — new position, about $270K
  10. DFIV DIMENSIONAL ETF TRUST — added, about $126K

What Aspirean Wealth, LLC sold in Q2 2026

0 positions sold out and 5 reduced.

  1. IDEV ISHARES TR — cut 3%, about $537K
  2. DIMENSIONAL ETF TRUST — cut 3%, about $46.4K
  3. DFUV DIMENSIONAL ETF TRUST — cut 7%, about $36.9K
  4. DIMENSIONAL ETF TRUST — cut 4%, about $10.5K
  5. DFUS DIMENSIONAL ETF TRUST — cut 3%, about $9.51K

Aspirean Wealth, LLC portfolio value by quarter

What does Aspirean Wealth, LLC own?

Its largest positions in Q2 2026 were ITOT, IDEV, VGIT, IEMG, VTIP, out of 20 holdings worth $108M.

What did Aspirean Wealth, LLC buy last quarter?

In Q2 2026 it opened 2 new positions and added to 11; the largest buys were ITOT, VGIT, AVDE.

What did Aspirean Wealth, LLC sell last quarter?

In Q2 2026 it sold out of 0 positions and reduced 5.