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CIK: 0002110285
Total reported value
$107.6M
$107.6M
18 檔
68.5%
As reported in its official Q1 2026 Form 13F filing, Aspirean Wealth, LLC's tracked investment portfolio stood at $107.6M with 18 total positions.
In Q1 2026, Aspirean Wealth, LLC displayed an active expansion posture, initiating 0 new positions and adding to 11 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 36.16% | +1.16% | +1.98% | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 16.84% | -1.99% | -0.80% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-Other | 12.49% | -0.65% | +2.52% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 8.96% | +0.45% | +1.51% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-Other | 5.61% | -0.22% | +1.92% | |
| 6 | DFSD | Dimensional Short Duration | ETF-Other | 4.91% | -0.02% | +7.17% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.17% | -0.44% | -0.16% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.70% | +0.30% | -10.02% | |
| 9 | DFIV | Dimensional International Va | ETF-Other | 2.01% | -0.13% | -3.93% | |
| 10 | AVDE | Avantis International Equity | ETF-Other | 1.89% | +0.75% | +21.88% | |
| 11 | DFAT | Dimensional US Target Value | ETF-Other | 1.65% | -0.11% | -0.01% | |
| 12 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.55% | +0.33% | +17.84% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.57% | -0.06% | +0.64% | |
| 14 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.48% | -0.05% | +3.42% | |
| 15 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.27% | -0.01% | +0.23% | |
| 16 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.27% | -0.01% | +0.17% | |
| 17 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.24% | -0.05% | -8.01% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.22% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEMG | Ishares Core Msci Emerging | +0.4% | +1.51% | Add |
| 2 | AVDE | Avantis International Equity | +0.4% | +21.88% | Add |
| 3 | AVDV | Avantis Intl S/c Value ETF | +0.3% | +17.84% | Add |
| 4 | DFSD | Dimensional Short Duration | +0.3% | +7.17% | Add |
| 5 | VGIT | Vanguard Intermediate-term T | +0.2% | +2.52% | Add |
| 6 | VTIP | Vanguard Short-term Tips | +0.1% | +1.92% | Add |
| 7 | DFAT | Dimensional US Target Value | +0.1% | -0.01% | Trim |
| 8 | DFUV | Dimensional US Marketwide Va | 0% | +3.42% | Add |
| 9 | DFIV | Dimensional International Va | 0% | -3.93% | Trim |
| 10 | DFAS | Dimensional US Small Cap ETF | 0% | +0.17% | Add |
| 11 | IDEV | Ishares Core Msci Dev Mkts | 0% | -0.80% | Trim |
| 12 | DFUS | Dimensional US Eq Mkt ETF | 0% | +0.23% | Add |
| 13 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.64% | Add |
| 15 | BSV | Vanguard Short-term Bond ETF | 0% | -0.16% | Trim |
| 16 | IBIT | Ishares Bitcoin Trust ETF | -0.1% | -8.01% | Trim |
| 17 | QQQ | Invesco Qqq Trust Series 1 | -0.5% | -10.02% | Trim |
| 18 | ITOT | Ishares Core S&p Total U.s. | -1.1% | +1.98% | Add |
According to official SEC Form 13F filings, Aspirean Wealth, LLC reported a total U.S. public equity portfolio value of $107.6M across 18 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including ITOT, IDEV, VGIT) accounted for 68.5% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
IDEV
前期市值: $15.4M
During Q1 2026, Aspirean Wealth, LLC's top holdings by market value included ITOT (36.2%)、IDEV (16.8%)、VGIT (12.5%). The largest single position, ITOT, represented 36.2% of total portfolio value.
In Q1 2026, Aspirean Wealth, LLC made 17 total portfolio adjustments, initiating 0 new buys, adding to 11 positions, trimming 6 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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