Aspirean Wealth, LLC

← Tracker

Institutional

CIK 0002110285

$92.1M

Reported AUM

Positions

Q1 2026

Period

2026-05-14

Filed

The Brief · Aspirean Wealth, LLC · Q1 2026

AI · grounded in 13F

Aspirean Wealth, LLC increased its position in AVDE by 21.88%. The fund also accumulated shares of AVDV by 17.84% and DFSD by 7.17%. These additions occurred alongside a 10.02% reduction in QQQ and an 8.01% trim of IBIT.

Portfolio · Q1 2026

Top holdings

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	ITOT	ISHARES TR	$163.61	0.59%	21.81%	69.46%	$33.3M	36.16%	—	HELD
2	IDEV	ISHARES TR	$90.49	-0.72%	25.30%	53.35%	$15.5M	16.84%	—	HELD
3	VGIT	VANGUARD SCOTTSDALE FDS	$58.35	-0.17%	1.11%	-0.92%	$11.5M	12.49%	—	HELD
4	IEMG	ISHARES INC	$77.61	0.73%	32.88%	40.05%	$8.2M	8.96%	—	HELD
5	VTIP	VANGUARD MALVERN FDS	$49.66	0.00%	3.09%	16.27%	$5.2M	5.61%	—	HELD
6	DFSD	DIMENSIONAL ETF TRUST	$47.31	-0.06%	2.80%	12.21%	$4.5M	4.91%	—	HELD
7	BSV	VANGUARD BD INDEX FDS	$77.58	-0.08%	2.36%	8.39%	$2.9M	3.17%	—	HELD
8	QQQ	INVESCO QQQ TR	$687.99	0.65%	24.81%	86.58%	$2.5M	2.70%	—	HELD
9	DFIV	DIMENSIONAL ETF TRUST	$57.27	-0.47%	37.44%	103.48%	$1.8M	2.01%	—	HELD
10	AVDE	AMERICAN CENTY ETF TR	$91.21	-0.46%	27.78%	64.04%	$1.7M	1.89%	—	HELD
11	DFAT	DIMENSIONAL ETF TRUST	$70.73	-0.16%	34.62%	68.02%	$1.5M	1.65%	—	HELD
12	AVDV	AMERICAN CENTY ETF TR	$104.64	-0.48%	34.21%	87.50%	$1.4M	1.55%	—	HELD
13	BRK/B	BERKSHIRE HATHAWAY INC DEL	—	—	—	—	$525K	0.57%	—	HELD
14	DFUV	DIMENSIONAL ETF TRUST	$55.59	0.22%	34.64%	88.31%	$444K	0.48%	—	HELD
15	DFUS	DIMENSIONAL ETF TRUST	$81.59	0.69%	22.18%	75.04%	$252K	0.27%	—	HELD
16	DFAS	DIMENSIONAL ETF TRUST	$81.03	-0.17%	29.18%	47.98%	$248K	0.27%	—	HELD
17	IBIT	ISHARES BITCOIN TRUST ETF	$35.64	-2.89%	-44.50%	0.62%	$223K	0.24%	—	HELD
18	IWF	ISHARES TR	$118.32	0.76%	9.98%	67.58%	$206K	0.22%	—	HELD

Source: SEC EDGAR · accession 0001172661-26-001840. 13F discloses long positions only — shorts, foreign equities, and options are excluded.