StockDriftsStockDriftsTop 20 Aspirean Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 37.32% | 244.4K | $40.2M | +4.57%(+10.69K) | $147.32(+15.11%) | 2026-06-30 | |
| IDEV | ISHARES TR | 14.85% | 179.5K | $16.0M | -3.25%(-6.03K) | $81.33(+14.77%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 11.84% | 216.1K | $12.7M | +11.87%(+22.93K) | $59.89(-2.54%) | 2026-06-30 | |
| IEMG | ISHARES INC | 9.41% | 122.2K | $10.1M | +3.32%(+3.93K) | $66.87(+19.96%) | 2026-06-30 | |
| VTIP | VANGUARD MALVERN FDS | 5.39% | 115.4K | $5.8M | +11.68%(+12.07K) | $50.04(-0.71%) | 2026-06-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 4.89% | 110.2K | $5.3M | +16.69%(+15.76K) | $48.01(-1.24%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3% | 4.4K | $3.2M | +1.69%(+73) | $608.01(+18.55%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 2.73% | 37.7K | $2.9M | +1.16%(+434) | $78.85(-1.70%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 2.64% | 31.9K | $2.8M | +55.31%(+11.34K) | $82.77(+13.48%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 1.88% | 19.6K | $2.0M | +37.27%(+5.33K) | $94.36(+16.36%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +8.35% |
| Top 20 Holdings Unweighted | — | — | — | — | +6.63% |
Aspirean Wealth, LLC reports $107.60M in US-listed equity holdings across 20 positions in its most recent 13F filing. Its largest disclosed positions are ITOT (37.3%), IDEV (14.8%) and VGIT (11.8%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +8.35% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Aspirean Wealth, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2110285). View Aspirean Wealth, LLC’s 13F filings on SEC