Aspirean Wealth, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 6, 2026), Aspirean Wealth, LLC reported 20 stock positions worth $107.6 million. Its top holding was iShares Core S&P Total U.S. (ITOT) at 37.3% of the portfolio, followed by iShares Core MSCI Dev MKTS (IDEV, 14.8%) and Vanguard Intermediate-Term T (VGIT, 11.8%). Compared with Q1 2026, it opened 2 new positions, added to 11 and reduced 5. The biggest buy was iShares Core S&P Total U.S. (ITOT, shares +5%) and the biggest sale iShares Core MSCI Dev MKTS (IDEV, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- MILL VALLEY, CA
- CIK
- 0002110285
- Portfolio Value
- $107.6M (Q2 2026)
- SEC Filing
- 0001172661-26-003134 ↗ filed Aug 6, 2026
Holdings Value
Holdings 20 stocks · $107.6M
| ITOT iShares Core S&P Total U.S. | 37.32% | 244,442 | $40.2M | Add +4.6% |
| IDEV iShares Core MSCI Dev MKTS | 14.85% | 179,490 | $16.0M | Reduce -3.3% |
| VGIT Vanguard Intermediate-Term T | 11.85% | 216,086 | $12.7M | Add +11.9% |
| IEMG iShares Core MSCI Emerging | 9.41% | 122,164 | $10.1M | Add +3.3% |
| VTIP Vanguard Short-Term Tips | 5.39% | 115,425 | $5.8M | Add +11.7% |
| DFSD Dimensional Short Duration | 4.89% | 110,227 | $5.3M | Add +16.7% |
| QQQ Invesco QQQ Trust Series 1 | 3.00% | 4,385 | $3.2M | Add +1.7% |
| BSV Vanguard Short-Term Bond ETF | 2.73% | 37,689 | $2.9M | Add +1.2% |
| AVDE Avantis International Equity | 2.64% | 31,850 | $2.8M | Add +55.3% |
| AVDV Avantis Intl S/C Value ETF | 1.88% | 19,612 | $2.0M | Add +37.3% |
| DFIV Dimensional International Va | 1.87% | 37,308 | $2.0M | Add +6.7% |
| DFAT Dimensional US Target Value | 1.54% | 23,728 | $1.7M | Reduce -2.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.51% | 1,095 | $548K | No change |
| QQQM Invesco Nasdaq 100 ETF | 0.51% | 1,794 | $544K | New |
| DFUV Dimensional US Marketwide Va | 0.43% | 8,496 | $467K | Reduce -7.3% |
| DFUS Dimensional US Eq MKT ETF | 0.26% | 3,433 | $281K | Reduce -3.3% |
| DFAS Dimensional US Small Cap ETF | 0.26% | 3,358 | $276K | Reduce -3.7% |
| AIS Vistashares Ais ETF | 0.25% | 3,163 | $270K | New |
| IWF iShares Russell 1000 Growth | 0.22% | 1,928 | $239K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.19% | 6,262 | $208K | Add +7.8% |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
| ITOT iShares Core S&P Total U.S. | Add +4.6% | 37.32% | +1.16 |
| AVDE Avantis International Equity | Add +55.3% | 2.64% | +0.75 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.51% | +0.51 |
| IEMG iShares Core MSCI Emerging | Add +3.3% | 9.41% | +0.45 |
| AVDV Avantis Intl S/C Value ETF | Add +37.3% | 1.88% | +0.33 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.7% | 3.00% | +0.30 |
| AIS Vistashares Ais ETF | New | 0.25% | +0.25 |
| DFSD Dimensional Short Duration | Add +16.7% | 4.89% | −0.02 |
| IBIT iShares Bitcoin Trust ETF | Add +7.8% | 0.19% | −0.05 |
| DFIV Dimensional International Va | Add +6.7% | 1.87% | −0.13 |
| VTIP Vanguard Short-Term Tips | Add +11.7% | 5.39% | −0.22 |
| BSV Vanguard Short-Term Bond ETF | Add +1.2% | 2.73% | −0.44 |
| VGIT Vanguard Intermediate-Term T | Add +11.9% | 11.85% | −0.65 |