2026 Q1 Portfolio Activity
In 2026 Q1, Aspirean Wealth, LLC maintained a portfolio of 18 distinct positions. They heavily accumulated shares in AMERICAN CENTY ETF TR, increasing the position by 21.9%.
Position History
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Aspirean Wealth, LLC
AUM $92M
Total Positions
18
Quarter
2026 Q1
Top Holding
ITOT (36.2%)
Top 10 Concentration
94.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-18 of 18
Aspirean Wealth, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
ITOT
ISHARES TR
|
ETF | 36.16% | 37.23% |
#1
Prev: #1
|
6.5 |
—
|
4,528 | 2.0% |
P
S
|
233,757 | $33,294,013 |
$148.25
+8.7%
|
2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
IDEV
ISHARES TR
|
Bond/Debt | 16.84% | 16.85% |
#2
Prev: #2
|
6.0 |
—
|
-1,499 | -0.8% |
P
S
|
185,524 | $15,504,242 |
$82.48
+7.4%
|
2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
VGIT
VANGUARD SCOTTS...
|
Bond/Debt | 12.49% | 12.33% |
#3
Prev: #3
|
5.5 |
—
|
4,747 | 2.5% |
P
S
|
193,155 | $11,502,382 |
$59.18
-1.0%
|
2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
IEMG
ISHARES INC
|
ETF | 8.96% | 8.55% |
#4
Prev: #4
|
4.6 |
—
|
1,760 | 1.5% |
P
S
|
118,235 | $8,246,903 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 5.61% | 5.48% |
#5
Prev: #5
|
3.2 |
—
|
1,944 | 1.9% |
P
S
|
103,351 | $5,162,386 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DFSD
DIMENSIONAL ETF...
|
ETF | 4.91% | 4.62% |
#6
Prev: #6
|
4.0 |
—
|
6,323 | 7.2% |
P
S
|
94,465 | $4,522,982 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 3.17% | 3.21% |
#7
1
Prev: #8
|
1.8 |
—
|
-58 | -0.2% |
P
S
|
37,255 | $2,921,162 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 2.70% | 3.22% |
#8
1
Prev: #7
|
1.6 |
—
|
-480 | -10.0% |
P
S
|
4,312 | $2,488,799 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 2.01% | 1.98% |
#9
Prev: #9
|
1.3 |
—
|
-1,430 | -3.9% |
P
S
|
34,978 | $1,846,164 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AVDE
AMERICAN CENTY ...
|
Bond/Debt | 1.89% | 1.51% |
#10
1
Prev: #11
|
3.3 |
—
|
3,681 | 21.9% |
P
S
|
20,508 | $1,739,901 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 1.65% | 1.59% |
#11
1
Prev: #10
|
1.2 |
—
|
-2 | -0.0% |
P
S
|
24,392 | $1,523,331 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 1.55% | 1.24% |
#12
Prev: #12
|
2.6 |
—
|
2,163 | 17.8% |
P
S
|
14,287 | $1,426,701 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.57% | 0.60% |
#13
Prev: #13
|
0.7 |
—
|
7 | 0.6% |
P
S
|
1,095 | $524,724 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DFUV
DIMENSIONAL ETF...
|
ETF | 0.48% | 0.45% |
#14
Prev: #14
|
0.7 |
—
|
303 | 3.4% |
P
S
|
9,166 | $444,221 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 0.27% | 0.29% |
#15
1
Prev: #16
|
0.6 |
—
|
8 | 0.2% |
P
S
|
3,549 | $251,692 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DFAS
DIMENSIONAL ETF...
|
ETF | 0.27% | 0.26% |
#16
1
Prev: #17
|
0.6 |
—
|
6 | 0.2% |
P
S
|
3,486 | $248,073 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IBIT
ISHARES BITCOIN...
|
Bond/Debt | 0.24% | 0.34% |
#17
2
Prev: #15
|
0.6 |
—
|
-506 | -8.0% |
P
S
|
5,808 | $223,143 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IWF
ISHARES TR
|
ETF | 0.22% | 0.25% |
#18
Prev: #18
|
1.1 |
—
|
no change | no change |
P
S
|
482 | $205,525 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-18 of 18 holdings