Aspirean Wealth, LLC
- SEC CIK
- 0002110285
- Latest filing
- Aug 6, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only.
- Positions
- 18
- No filing for Q3 2025
- Portfolio value
- $91.6M
- No filing for Q3 2025
Aspirean Wealth, LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr464287150 | CORE S&P TTL STK | 229,229 | $34.1M | 37.2% | – | – | – |
| iShares Tr46435G326 | CORE MSCI INTL | 187,023 | $15.4M | 16.8% | – | – | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 188,408 | $11.3M | 12.3% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 116,475 | $7.83M | 8.6% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 101,407 | $5.02M | 5.5% | – | – | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 88,142 | $4.23M | 4.6% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,792 | $2.94M | 3.2% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 37,313 | $2.94M | 3.2% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 36,408 | $1.82M | 2.0% | – | – | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 24,394 | $1.45M | 1.6% | – | – | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 16,827 | $1.39M | 1.5% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 12,124 | $1.14M | 1.2% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,088 | $546.9K | 0.6% | – | – | History |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 8,863 | $412.9K | 0.5% | – | – | – |
| IBITiShares Bitcoin Trust ETF | ETF | 6,314 | $313.5K | 0.3% | – | – | History |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 3,541 | $262.6K | 0.3% | – | – | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 3,480 | $242.4K | 0.3% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 482 | $228.1K | 0.2% | – | – | – |