Aspirean Wealth, LLC Top Holdings and 13F Report (2026) About Aspirean Wealth, LLCInvestment ActivityAspirean Wealth, LLC has $107.60 million in total holdings as of June 30, 2026.Aspirean Wealth, LLC owns shares of 20 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 7.04% of the portfolio was purchased this quarter.About 0.60% of the portfolio was sold this quarter.This quarter, Aspirean Wealth, LLC has purchased 18 new stocks and bought additional shares in 12 stocks.Aspirean Wealth, LLC sold shares of 5 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $40,154,485iShares Core MSCI International Developed Markets ETF $15,976,405Vanguard Intermediate-Term Treasury ETF $12,744,754iShares Core MSCI Emerging Markets ETF $10,120,072Vanguard Short-Term Inflation-Protected Securities ETF $5,797,793 Largest New Holdings this Quarter 46138G649 - Invesco NASDAQ 100 ETF $543,531 Holding45259A845 - TIDAL TRUST III $269,834 Holding Largest Purchases this Quarter iShares Core S&P Total U.S. Stock Market ETF 10,685 shares (about $1.76M)Vanguard Intermediate-Term Treasury ETF 22,931 shares (about $1.35M)Avantis International Equity ETF 11,342 shares (about $1.01M)Dimensional Short-Duration Fixed Income ETF 15,762 shares (about $752.64K)Vanguard Short-Term Inflation-Protected Securities ETF 12,074 shares (about $606.48K) Largest Sales this Quarter iShares Core MSCI International Developed Markets ETF 6,034 shares (about $537.09K)Dimensional U.S. Targeted Value ETF 664 shares (about $46.41K)Dimensional US Marketwide Value ETF 670 shares (about $36.86K)Dimensional U.S. Small Cap ETF 128 shares (about $10.54K)Dimensional U.S. Equity ETF 116 shares (about $9.51K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAspirean Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorITOTiShares Core S&P Total U.S. Stock Market ETF$40,154,485$1,755,225 â–²4.6%244,44237.3%ETFIDEViShares Core MSCI International Developed Markets ETF$15,976,405$537,086 â–¼-3.3%179,49014.8%ETFVGITVanguard Intermediate-Term Treasury ETF$12,744,754$1,352,471 â–²11.9%216,08611.8%ETFIEMGiShares Core MSCI Emerging Markets ETF$10,120,072$325,479 â–²3.3%122,1649.4%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$5,797,793$606,477 â–²11.7%115,4255.4%ETFDFSDDimensional Short-Duration Fixed Income ETF$5,263,349$752,637 â–²16.7%110,2274.9%ETFQQQInvesco QQQ$3,232,682$53,817 â–²1.7%4,3853.0%ETFBSVVanguard Short-Term Bond ETF$2,936,349$33,813 â–²1.2%37,6892.7%ETFAVDEAvantis International Equity ETF$2,841,017$1,011,705 â–²55.3%31,8502.6%ETFAVDVAvantis International Small Cap Value ETF$2,021,020$548,742 â–²37.3%19,6121.9%ETFDFIVDimensional International Value ETF$2,015,361$125,866 â–²6.7%37,3081.9%ETFDFATDimensional U.S. Targeted Value ETF$1,658,569$46,413 â–¼-2.7%23,7281.5%ETFBRK.BBerkshire Hathaway$547,9270.0%1,0950.5%FinanceQQQMInvesco NASDAQ 100 ETF$543,531$543,531 â–²New Holding1,7940.5%ETFDFUVDimensional US Marketwide Value ETF$467,385$36,858 â–¼-7.3%8,4960.4%ETFDFUSDimensional U.S. Equity ETF$281,317$9,506 â–¼-3.3%3,4330.3%ETFDFASDimensional U.S. Small Cap ETF$276,490$10,539 â–¼-3.7%3,3580.3%ETFTIDAL TRUST III$269,834$269,834 â–²New Holding3,1630.3%VIST ARTI IN ETFIWFiShares Russell 1000 Growth ETF$239,400$179,550 â–²300.0%1,9280.2%ETFISHARES BITCOIN TRUST ETF$208,462$15,114 â–²7.8%6,2620.2%SHS BEN INTShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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