Aspirean Wealth, LLC: 13F holdings
CIK 21102852026Q2
| Positions | 20 |
|---|
| Reported value | $107.6m |
|---|
| Filed | 2026-08-06 |
|---|
Change since last quarter
| Positions | 20 (+2 vs prior quarter) |
|---|
| Reported value | $107.6m (+16.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ITOT ISHARES TR | 244,442 | $40.2m | 37.3% |
| VGK ISHARES TR | 179,490 | $16.0m | 14.8% |
| VGIT VANGUARD SCOTTSDALE FDS | 216,086 | $12.7m | 11.8% |
| IEMG ISHARES INC | 122,164 | $10.1m | 9.4% |
| VTIP VANGUARD MALVERN FDS | 115,425 | $5.8m | 5.4% |
| DFSD DIMENSIONAL ETF TRUST | 110,227 | $5.3m | 4.9% |
| QQQ INVESCO QQQ TR | 4,385 | $3.2m | 3.0% |
| BSV VANGUARD BD INDEX FDS | 37,689 | $2.9m | 2.7% |
| AVDE AMERICAN CENTY ETF TR | 31,850 | $2.8m | 2.6% |
| AVDV AMERICAN CENTY ETF TR | 19,612 | $2.0m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2110285")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples