§ 13F · FUND PROFILE
Aspirean Wealth, LLC.
AUM · $108M (13F)Positions · 20Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$813K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 244K | $40M | 37.3% | +5% |
| 2 | IDEV | ISHARES TR | 179K | $16M | 14.8% | −3% |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | 216K | $13M | 11.8% | +12% |
| 4 | IEMG | ISHARES INC | 122K | $10M | 9.4% | +3% |
| 5 | VTIP | VANGUARD MALVERN FDS | 115K | $6M | 5.4% | +12% |
| 6 | DFSD | DIMENSIONAL ETF TRUST | 110K | $5M | 4.9% | +17% |
| 7 | QQQ | INVESCO QQQ TR | 4K | $3M | 3.0% | +2% |
| 8 | BSV | VANGUARD BD INDEX FDS | 38K | $3M | 2.7% | +1% |
| 9 | AVDE | AMERICAN CENTY ETF TR | 32K | $3M | 2.6% | +55% |
| 10 | AVDV | AMERICAN CENTY ETF TR | 20K | $2M | 1.9% | +37% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ASPIREAN SIGNAL
AC read
Aspirean Wealth, LLC is a Other fund managing $108 million in assets. The fund runs a focused portfolio of just 20 positions.
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