Aspirean Wealth, LLC
CIK: 0002110285SEC EDGAR →
Portfolio Value
$91.6M
Holdings
18
As of
Q4 2025
New Positions
18
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 229,229 | $34.1M | 37.23% |
| 2 | ISHARES TR | 187,023 | $15.4M | 16.85% |
| 3 | VANGUARD SCOTTSDALE FDS | 188,408 | $11.3M | 12.33% |
| 4 | ISHARES INC | 116,475 | $7.8M | 8.55% |
| 5 | VANGUARD MALVERN FDS | 101,407 | $5.0M | 5.48% |
| 6 | DIMENSIONAL ETF TRUST | 88,142 | $4.2M | 4.62% |
| 7 | INVESCO QQQ TR | 4,792 | $2.9M | 3.21% |
| 8 | VANGUARD BD INDEX FDS | 37,313 | $2.9M | 3.21% |
| 9 | DIMENSIONAL ETF TRUST | 36,408 | $1.8M | 1.98% |
| 10 | DIMENSIONAL ETF TRUST | 24,394 | $1.5M | 1.59% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 16 | $88.1M | 96.2% |
| Unknown | 2 | $3.5M | 3.8% |