Aspirean Wealth, LLC

Portfolio value QoQ: +16.9% 13F does not disclose cash

Top 10 holdings weight93.95%

Top 25 holdings weight100.00%

Positions above 1%12

Effective number of positions5.2

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.64% Est. buys $7,574,259 · sells $640,403

New positions2

Increased12

Decreased5

Closed0

Portfolio value $107.6M #8,244 of 9,337 by 13F value · top 88.3%

Positions 20

As of June 30, 2026 Data as of Q2 2026

Sector breakdown

Financials 0.5%

Other/Unmapped 99.5%

					Streak
ITOT iShares Trust	$40,154,485	37.32%	244,442	$6,860,472	Up ×2
IDEV iShares Trust	$15,976,405	14.85%	179,490	$472,163	Down ×2
VGIT Vanguard Intermediate-Term Treasury ETF	$12,744,754	11.84%	216,086	$1,242,372	Up ×2
IEMG iShares, Inc.	$10,120,072	9.41%	122,164	$1,873,169	Up ×2
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares	$5,797,793	5.39%	115,425	$635,407	Up ×2
DFSD Dimensional ETF Trust	$5,263,349	4.89%	110,227	$740,367	Up ×2
QQQ Invesco QQQ Trust, Series 1	$3,232,682	3.00%	4,385	$743,883	Up ×1
BSV VANGUARD BOND INDEX FUNDS	$2,936,349	2.73%	37,689	$15,187	Up ×1
AVDE AMERICAN CENTURY ETF TRUST	$2,841,017	2.64%	31,850	$1,101,116	Up ×2
AVDV AMERICAN CENTURY ETF TRUST	$2,021,020	1.88%	19,612	$594,319	Up ×2
DFIV Dimensional ETF Trust	$2,015,361	1.87%	37,308	$169,197	Up ×1
DFAT Dimensional ETF Trust	$1,658,569	1.54%	23,728	$135,238	Down ×2
BRK-B (filed as BRKB) Berkshire Hathaway Inc. Class B	$547,927	0.51%	1,095	$23,203
QQQM Invesco NASDAQ 100 ETF	$543,531	0.51%	1,794		Up ×1
DFUV Dimensional ETF Trust	$467,385	0.43%	8,496	$23,164	Down ×1
DFUS Dimensional ETF Trust	$281,317	0.26%	3,433	$29,625	Down ×1
DFAS Dimensional ETF Trust	$276,490	0.26%	3,358	$28,417	Down ×1
AIS Tidal Trust III	$269,834	0.25%	3,163		Up ×1
IWF iShares Trust	$239,400	0.22%	1,928	$33,875	Up ×1
IBIT iShares Bitcoin Trust ETF	$208,462	0.19%	6,262	$-14,681	Up ×1
No matches

New positions opened this quarter, largest first.

Security	Value	Shares	% of portfolio
QQQM	$543,531	1,794	0.51%
AIS	$269,834	3,163	0.25%

Security	Action	Shares Δ	Value Δ
ITOT	Bought more	+11K	+$6.9M
IEMG	Bought more	+4K	+$1.9M
VGIT	Bought more	+23K	+$1.2M
AVDE	Bought more	+11K	+$1.1M
QQQ	Bought more	+73	+$744K
DFSD	Bought more	+16K	+$740K
VTIP	Bought more	+12K	+$635K
AVDV	Bought more	+5K	+$594K
IDEV	Trimmed	-6K	+$472K
DFIV	Bought more	+2K	+$169K