Aspirean Wealth, LLC
Aspirean Wealth, LLC reported 20 positions worth $107.6M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: ITOT (37.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | ITOT | SH | $40.2M | 37.32% | 244,442 | — | — | |
| ▸ 2 | IDEV | SH | $16.0M | 14.85% | 179,490 | — | — | |
| ▸ 3 | VGIT | SH | $12.7M | 11.85% | 216,086 | — | — | |
| ▸ 4 | IEMG | SH | $10.1M | 9.41% | 122,164 | — | — | |
| ▸ 5 | VTIP | SH | $5.8M | 5.39% | 115,425 | — | — | |
| ▸ 6 | DFSD | SH | $5.3M | 4.89% | 110,227 | — | — | |
| ▸ 7 | QQQ | SH | $3.2M | 3.00% | 4,385 | — | — | |
| ▸ 8 | BSV | SH | $2.9M | 2.73% | 37,689 | — | — | |
| ▸ 9 | AVDE | SH | $2.8M | 2.64% | 31,850 | — | — | |
| ▸ 10 | AVDV | SH | $2.0M | 1.88% | 19,612 | — | — |
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Frequently Asked Questions
What stocks does Aspirean Wealth, LLC hold as of Q2 2026?
Aspirean Wealth, LLC reported 20 positions worth $107.6M in its Q2 2026 13F filing. Largest positions: ITOT (37.3%), IDEV (14.8%), VGIT (11.8%), IEMG (9.4%) and VTIP (5.4%).
What did Aspirean Wealth, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Aspirean Wealth, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.