Investor
Aspirean Wealth, LLC
CIK 0002110285 · filed 2026-05-14 · SEC filing
13F book
$92.1M
Positions
18
Largest name
36.2%
Ishares Tr
Est. mark
−$958.6K
Price effect on 18 names still held. Flow $1.48M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 233.8K | $33.3M | 36.2% | −$1.43M | Added−$790K |
| Ishares Tr | — | 185.5K | $15.5M | 16.8% | $202.2K | Cut$78.6K |
| Vanguard Scottsdale Fds | — | 193.2K | $11.5M | 12.5% | −$71.6K | Added$211.1K |
| Ishares Inc | — | 118.2K | $8.25M | 9.0% | $294.7K | Added$417.4K |
| Vanguard Malvern Fds | — | 103.4K | $5.16M | 5.6% | $49.7K | Added$146.8K |
| Dimensional Etf Trust | — | 94.5K | $4.52M | 4.9% | −$6.18K | Added$296.6K |
| Vanguard Bd Index Fds | — | 37.3K | $2.92M | 3.2% | −$14.9K | Cut−$19.5K |
| Invesco Qqq Tr | — | 4.31K | $2.49M | 2.7% | −$160.1K | Cut−$455K |
| Dimensional Etf Trust | — | 35K | $1.85M | 2.0% | $100.8K | Cut$29.4K |
| American Centy Etf Tr | — | 20.5K | $1.74M | 1.9% | $42.4K | Added$354.7K |
| Dimensional Etf Trust | — | 24.4K | $1.52M | 1.7% | $71K | Cut$70.9K |
| American Centy Etf Tr | — | 14.3K | $1.43M | 1.5% | $71.4K | Added$287.4K |
| Berkshire Hathaway Inc Del | — | 1.09K | $524.7K | 0.6% | −$25.5K | Added−$22.2K |
| Dimensional Etf Trust | — | 9.17K | $444.2K | 0.5% | $16.6K | Added$31.3K |
| Dimensional Etf Trust | — | 3.55K | $251.7K | 0.3% | −$11.5K | Added−$10.9K |
| Dimensional Etf Trust | — | 3.49K | $248.1K | 0.3% | $5.2K | Added$5.63K |
| Ishares Bitcoin Trust Etf | IBIT | 5.81K | $223.1K | 0.2% | −$65.2K | Cut−$90.3K |
| Ishares Tr | — | 482 | $205.5K | 0.2% | −$22.6K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.