Asempa Wealth Advisors: 13F holdings

CIK 20999672026Q2

Positions115
Reported value$134.1m
Filed2026-07-13

Change since last quarter

Positions115 (+0 vs prior quarter)
Reported value$134.1m (+16.8%)

Top 10 holdings

SecuritySharesValueWeight
IVV ISHARES TR11,387$8.5m6.4%
VTI ISHARES TR15,459$5.7m4.2%
ACWX ISHARES TR72,557$5.5m4.1%
SPYM SPDR SERIES TRUST58,066$5.1m3.8%
IWF ISHARES TR28,909$4.0m3.0%
ILCG ISHARES TR26,560$3.1m2.3%
VUG VANGUARD INDEX FDS34,901$3.0m2.2%
ITOT ISHARES TR16,773$2.8m2.1%
VTV VANGUARD INDEX FDS11,938$2.6m1.9%
GOVT ISHARES TR114,069$2.6m1.9%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2099967")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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