Aspirean Wealth, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Aspirean Wealth, LLC reported 18 stock positions worth $92.1 million. Its top holding was iShares Core S&P Total U.S. (ITOT) at 36.2% of the portfolio, followed by iShares Core MSCI Dev MKTS (IDEV, 16.8%) and Vanguard Intermediate-Term T (VGIT, 12.5%). Compared with Q4 2025, it added to 11 and reduced 6. The biggest buy was iShares Core MSCI Emerging (IEMG, shares +2%) and the biggest sale Invesco QQQ Trust Series 1 (QQQ, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- MILL VALLEY, CA
- CIK
- 0002110285
- Portfolio Value
- $92.1M (Q1 2026)
- SEC Filing
- 0001172661-26-001840 ↗ filed May 14, 2026
Holdings Value
Holdings 18 stocks · $92.1M
| ITOT iShares Core S&P Total U.S. | 36.16% | 233,757 | $33.3M | Add +2.0% |
| IDEV iShares Core MSCI Dev MKTS | 16.84% | 185,524 | $15.5M | Reduce -0.8% |
| VGIT Vanguard Intermediate-Term T | 12.49% | 193,155 | $11.5M | Add +2.5% |
| IEMG iShares Core MSCI Emerging | 8.96% | 118,235 | $8.2M | Add +1.5% |
| VTIP Vanguard Short-Term Tips | 5.61% | 103,351 | $5.2M | Add +1.9% |
| DFSD Dimensional Short Duration | 4.91% | 94,465 | $4.5M | Add +7.2% |
| BSV Vanguard Short-Term Bond ETF | 3.17% | 37,255 | $2.9M | Reduce -0.2% |
| QQQ Invesco QQQ Trust Series 1 | 2.70% | 4,312 | $2.5M | Reduce -10.0% |
| DFIV Dimensional International Va | 2.00% | 34,978 | $1.8M | Reduce -3.9% |
| AVDE Avantis International Equity | 1.89% | 20,508 | $1.7M | Add +21.9% |
| DFAT Dimensional US Target Value | 1.65% | 24,392 | $1.5M | Reduce -0.0% |
| AVDV Avantis Intl S/C Value ETF | 1.55% | 14,287 | $1.4M | Add +17.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.57% | 1,095 | $525K | Add +0.6% |
| DFUV Dimensional US Marketwide Va | 0.48% | 9,166 | $444K | Add +3.4% |
| DFUS Dimensional US Eq MKT ETF | 0.27% | 3,549 | $252K | Add +0.2% |
| DFAS Dimensional US Small Cap ETF | 0.27% | 3,486 | $248K | Add +0.2% |
| IBIT iShares Bitcoin Trust ETF | 0.24% | 5,808 | $223K | Reduce -8.0% |
| IWF iShares Russell 1000 Growth | 0.22% | 482 | $206K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| QQQ Invesco QQQ Trust Series 1 | Reduce -10.0% | 2.70% | −0.51 |
| IBIT iShares Bitcoin Trust ETF | Reduce -8.0% | 0.24% | −0.10 |
| BSV Vanguard Short-Term Bond ETF | Reduce -0.2% | 3.17% | −0.04 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -0.8% | 16.84% | −0.01 |
| DFIV Dimensional International Va | Reduce -3.9% | 2.00% | +0.02 |
| DFAT Dimensional US Target Value | Reduce -0.0% | 1.65% | +0.07 |
Portfolio Buys Q4 2025 → Q1 2026
| IEMG iShares Core MSCI Emerging | Add +1.5% | 8.96% | +0.41 |
| AVDE Avantis International Equity | Add +21.9% | 1.89% | +0.38 |
| AVDV Avantis Intl S/C Value ETF | Add +17.8% | 1.55% | +0.31 |
| DFSD Dimensional Short Duration | Add +7.2% | 4.91% | +0.30 |
| VGIT Vanguard Intermediate-Term T | Add +2.5% | 12.49% | +0.16 |
| VTIP Vanguard Short-Term Tips | Add +1.9% | 5.61% | +0.13 |
| DFUV Dimensional US Marketwide Va | Add +3.4% | 0.48% | +0.03 |
| DFAS Dimensional US Small Cap ETF | Add +0.2% | 0.27% | +0.00 |
| DFUS Dimensional US Eq MKT ETF | Add +0.2% | 0.27% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.6% | 0.57% | −0.03 |
| ITOT iShares Core S&P Total U.S. | Add +2.0% | 36.16% | −1.07 |