Aspirean Wealth, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Aspirean Wealth, LLC reported 18 stock positions worth $91.6 million. Its top holding was iShares Core S&P Total U.S. (ITOT) at 37.2% of the portfolio, followed by iShares Core MSCI Dev MKTS (IDEV, 16.8%) and Vanguard Intermediate-Term T (VGIT, 12.3%).
- Most Recent 13F
- Q2 2026
- Location
- MILL VALLEY, CA
- CIK
- 0002110285
- Portfolio Value
- $91.6M (Q4 2025)
- SEC Filing
- 0001172661-26-001149 ↗ filed Feb 17, 2026
Holdings Value
Holdings 18 stocks · $91.6M
| ITOT iShares Core S&P Total U.S. | 37.23% | 229,229 | $34.1M | — |
| IDEV iShares Core MSCI Dev MKTS | 16.85% | 187,023 | $15.4M | — |
| VGIT Vanguard Intermediate-Term T | 12.33% | 188,408 | $11.3M | — |
| IEMG iShares Core MSCI Emerging | 8.55% | 116,475 | $7.8M | — |
| VTIP Vanguard Short-Term Tips | 5.48% | 101,407 | $5.0M | — |
| DFSD Dimensional Short Duration | 4.62% | 88,142 | $4.2M | — |
| QQQ Invesco QQQ Trust Series 1 | 3.22% | 4,792 | $2.9M | — |
| BSV Vanguard Short-Term Bond ETF | 3.21% | 37,313 | $2.9M | — |
| DFIV Dimensional International Va | 1.98% | 36,408 | $1.8M | — |
| DFAT Dimensional US Target Value | 1.59% | 24,394 | $1.5M | — |
| AVDE Avantis International Equity | 1.51% | 16,827 | $1.4M | — |
| AVDV Avantis Intl S/C Value ETF | 1.24% | 12,124 | $1.1M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.60% | 1,088 | $547K | — |
| DFUV Dimensional US Marketwide Va | 0.45% | 8,863 | $413K | — |
| IBIT iShares Bitcoin Trust ETF | 0.34% | 6,314 | $313K | — |
| DFUS Dimensional US Eq MKT ETF | 0.29% | 3,541 | $263K | — |
| DFAS Dimensional US Small Cap ETF | 0.26% | 3,480 | $242K | — |
| IWF iShares Russell 1000 Growth | 0.25% | 482 | $228K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.