Aspirean Wealth, LLC holds a concentrated book of 20 reported positions worth $107.6M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Invesco Nasdaq 100 ETF and trimmed Ishares Core Msci Dev MKTS. Their largest long position is Ishares Core S&P Total U.S. at 37% of the reported non-option book. Cloning the disclosed picks since 2026 would be +7% (+12.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Aspirean Wealth, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Aspirean Wealth, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~37 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
1% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Aspirean Wealth, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Richard Young Associates, Ltd. | 6 / 20 | $134.3M |
| Dixon Fnancial Services, Inc. | 8 / 20 | $198.2M |
| Disciplined Equity Management, Inc. | 5 / 20 | $174.2M |
| Index Fund Advisors, Inc. | 12 / 20 | $1.9B |
| Team Hewins, LLC | 6 / 20 | $223.1M |
| Rising Stella Capital Pte. Ltd | 2 / 20 | $142.4M |
| Professional Financial Solutions LLC | 7 / 20 | $70.1M |
| Belleair Asset Management, LLC | 13 / 20 | $63.8M |
Ranked by the share of each fund's own book sitting in the names it shares with Aspirean Wealth, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P TTL STK | $40.2M | 244.4K | 37.3% | ▲+4.6% Added · +11K sh | |
| 2 | Ishares TR CORE MSCI INTL | $16.0M | 179.5K | 14.8% | ▼−3.3% Reduced · −6K sh | |
| 3 | Vanguard Scottsdale FDS INTER TERM TREAS | $12.7M | 216.1K | 11.8% | ▲+12% Added · +23K sh | |
| 4 | Ishares Inc CORE MSCI EMKT | $10.1M | 122.2K | 9.4% | ▲+3.3% Added · +4K sh | |
| 5 | Vanguard Malvern FDS STRM INFPROIDX | $5.8M | 115.4K | 5.4% | ▲+12% Added · +12K sh | |
| 6 | Dimensional ETF Trust SHOR DUR FIX ETF | $5.3M | 110.2K | 4.9% | ▲+17% Added · +16K sh | |
| 7 | Invesco QQQ TR UNIT SER 1 | $3.2M | 4.4K | 3.0% | ▲+1.7% Added · +73 sh | |
| 8 | Vanguard BD Index FDS SHORT TRM BOND | $2.9M | 37.7K | 2.7% | ▲+1.2% Added · +434 sh | |
| 9 | American Centy ETF TR INTL EQT ETF | $2.8M | 31.9K | 2.6% | ▲+55% Added · +11K sh | |
| 10 | American Centy ETF TR INTL SMCP VLU | $2.0M | 19.6K | 1.9% | ▲+37% Added · +5K sh | |
| 11 | Dimensional ETF Trust INTERNATNAL VAL | $2.0M | 37.3K | 1.9% | ▲+6.7% Added · +2K sh | |
| 12 | Dimensional ETF Trust US TARGETED VLU | $1.7M | 23.7K | 1.5% | ▼−2.7% Reduced · −664 sh | |
| 13 | Berkshire Hathaway Inc Del CL B NEW | $548K | 1.1K | 0.5% | —Held | |
| 14 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $544K | 1.8K | 0.5% | ▲New New position | |
| 15 | Dimensional ETF Trust US MKTWIDE VALUE | $467K | 8.5K | 0.4% | ▼−7.3% Reduced · −670 sh | |
| 16 | Dimensional ETF Trust US EQUI MARK ETF | $281K | 3.4K | 0.3% | ▼−3.3% Reduced · −116 sh | |
| 17 | Dimensional ETF Trust US SMALL CAP ETF | $276K | 3.4K | 0.3% | ▼−3.7% Reduced · −128 sh | |
| 18 | Tidal Trust III VIST ARTI IN ETF | $270K | 3.2K | 0.3% | ▲New New position | |
| 19 | Ishares TR RUS 1000 GRW ETF | $239K | 1.9K | 0.2% | ▲+300% Added · +1K sh | |
| 20 | Ishares Bitcoin Trust ETF SHS BEN INT | $208K | 6.3K | 0.2% | ▲+7.8% Added · +454 sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.