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Asempa Wealth Advisors

Portfolio Manager
Asempa Wealth Advisors
Performance
-4.90% (2026 Q1)
AUM (13F)
$114.81M
# of Holdings
115
Performance Rank
Allocation (Top 20)
46.85%

Asempa Wealth Advisors Holdings Map

Top 50 Asempa Wealth Advisors Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
6.47%11.3K$7.4M
-3.37%(-393)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 11.7K shares2026-Q1: 11.3K shares
$677.12(+7.36%)
2026-03-31
OEF
ISHARES TR
4.29%15.4K$4.9M
+0.55%(+84)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 15.3K shares2026-Q1: 15.4K shares
$337.86(+5.99%)
2026-03-31
ACWX
ISHARES TR
4.11%68.1K$4.7M
+28.41%(+15.06K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 53.0K shares2026-Q1: 68.1K shares
$66.45(+11.30%)
2026-03-31
SPYM
SPDR SERIES TRUST
3.08%45.9K$3.5M
+10.16%(+4.23K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 41.6K shares2026-Q1: 45.9K shares
$79.20(+7.57%)
2026-03-31
IVW
ISHARES TR
2.62%26.2K$3.0M
+2.50%(+640)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 25.6K shares2026-Q1: 26.2K shares
$121.90(+7.84%)
2026-03-31
VUG
VANGUARD INDEX FDS
2.33%6.1K$2.7M
-4.78%(-304)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 6.4K shares2026-Q1: 6.1K shares
$80.62(+4.57%)
2026-03-31
ILCG
ISHARES TR
2.04%24.3K$2.3M
+0.17%(+40)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 24.2K shares2026-Q1: 24.3K shares
$104.16(+6.97%)
2026-03-31
VTV
VANGUARD INDEX FDS
2.04%11.9K$2.3M
-4.02%(-499)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 12.4K shares2026-Q1: 11.9K shares
$188.74(+9.42%)
2026-03-31
EFV
ISHARES TR
2.04%31.1K$2.3M
-5.97%(-1.97K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 33.1K shares2026-Q1: 31.1K shares
$69.62(+10.64%)
2026-03-31
ITOT
ISHARES TR
2.04%16.3K$2.3M
+2.53%(+402)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 15.9K shares2026-Q1: 16.3K shares
$147.13(+7.72%)
2026-03-31

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