Aspirean Wealth, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Aspirean Wealth, LLC held in its portfolio 18 assets valued at $91,557,043 (i.e. $91.56M).

The most valuable assets in the portfolio included: ISHARES TR ($34.08M), ISHARES TR ($15.43M), and VANGUARD SCOTTSDALE FDS ($11.29M).

The chart below shows the top 10 valuable assets, and the table below shows the top 18 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Aspirean Wealth, LLC Portfolio

ISHARES TR

VANGUARD SCOTTSDALE FDS

ISHARES INC

VANGUARD MALVERN FDS

DIMENSIONAL ETF TRUST

INVESCO QQQ TR

VANGUARD BD INDEX FDS

DIMENSIONAL ETF TRUST

Aspirean Wealth, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
ISHARES TR	229229	34084058	CORE S&P TTL STK
ISHARES TR	187023	15425654	CORE MSCI INTL
VANGUARD SCOTTSDALE FDS	188408	11291295	INTER TERM TREAS
ISHARES INC	116475	7829456	CORE MSCI EMKT
VANGUARD MALVERN FDS	101407	5015598	STRM INFPROIDX
DIMENSIONAL ETF TRUST	88142	4226414	SHORT DURATION F
INVESCO QQQ TR	4792	2943775	UNIT SER 1
VANGUARD BD INDEX FDS	37313	2940638	SHORT TRM BOND
DIMENSIONAL ETF TRUST	36408	1816739	INTERNATNAL VAL
DIMENSIONAL ETF TRUST	24394	1452415	US TARGETED VLU
AMERICAN CENTY ETF TR	16827	1385199	INTL EQT ETF
AMERICAN CENTY ETF TR	12124	1139293	INTL SMCP VLU
BERKSHIRE HATHAWAY INC DEL	1088	546883	CL B NEW
DIMENSIONAL ETF TRUST	8863	412924	US MKTWIDE VALUE
ISHARES BITCOIN TRUST ETF	6314	313489	SHS BEN INT
DIMENSIONAL ETF TRUST	3541	262636	US EQUITY MARKET
DIMENSIONAL ETF TRUST	3480	242446	US SMALL CAP ETF
ISHARES TR	482	228131	RUS 1000 GRW ETF