13FBOX
Aspirean Wealth, LLC · 13F Holdings
Options Calculator Rankings

Aspirean Wealth, LLC

No.9036 Data as of 2026Q2
Latest AUM (Q2 2026)
$107.6M
QoQ Change Q1 2026
+$15.5M+16.9%
Holdings
20
New Buys
2
Adds
12
Reduces
5
Exits
0
Unchanged
1
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
IISHARES TRITOT
37.32%36.16%$40.2M244,442$33.3M233,757+10,685+4.57%Add
IISHARES TRIDEV
14.85%16.84%$16.0M179,490$15.5M185,524-6,034-3.25%Reduce
VVANGUARD SCOTTSDALE FDSVGIT
11.84%12.49%$12.7M216,086$11.5M193,155+22,931+11.87%Add
IISHARES INCIEMG
9.41%8.96%$10.1M122,164$8.2M118,235+3,929+3.32%Add
VVANGUARD MALVERN FDSVTIP
5.39%5.61%$5.8M115,425$5.2M103,351+12,074+11.68%Add
DDIMENSIONAL ETF TRUSTDFSD
4.89%4.91%$5.3M110,227$4.5M94,465+15,762+16.69%Add
VVANGUARD INDEX FDSVOO
3%2.7%$3.2M4,385$2.5M4,312+73+1.69%Add
VVANGUARD BD INDEX FDSBSV
2.73%3.17%$2.9M37,689$2.9M37,255+434+1.16%Add
AVANTIS INTLNGG
2.64%1.89%$2.8M31,850$1.7M20,508+11,342+55.31%Add
AAvantis US Small Cap Value ETFAVDV
1.88%1.55%$2.0M19,612$1.4M14,287+5,325+37.27%Add
DDIMENSIONAL ETF TRUSTDFIV
1.87%2.01%$2.0M37,308$1.8M34,978+2,330+6.66%Add
DDIMENSIONAL U.S. TARGETED VALUE ETFDFAT
1.54%1.65%$1.7M23,728$1.5M24,392-664-2.72%Reduce
BERKSHIRE HATHAWAY INC DELBRK.B
0.51%0.57%$547,9271,095$524,7241,09500.00%Unchanged
IINVESCO NASDAQ 100 ETFQQQM
0.51%$543,5311,794$00+1,794New Buy
DDIMENSIONAL USDFUV
0.43%0.48%$467,3858,496$444,2219,166-670-7.31%Reduce
DDIMENSIONAL U.S. EQUITY MARKET ETFDFUS
0.26%0.27%$281,3173,433$251,6923,549-116-3.27%Reduce
DDIMENSIONAL U.S. SMALL CAP ETFDFAS
0.26%0.27%$276,4903,358$248,0733,486-128-3.67%Reduce
VVISTASHARES ARTIFICIAL INTELLIGENCE SUPERCYCLE ETFAIS
0.25%$269,8343,163$00+3,163New Buy
IISHARES RUSSELLIWF
0.22%0.22%$239,4001,928$205,525482+1,446+300.00%Add
IISHARES BITCOIN TRUST ETFIBIT
0.19%0.24%$208,4626,262$223,1435,808+454+7.82%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow