13F-HR filed by Aspirean Wealth, LLC
Aspirean Wealth, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-06, with 20 holding rows worth $107,596,202.
- Accession
- 0001172661-26-003134
- Filer
- CIK 2110285
- Filed
- 2026-08-06
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 20 entries on the cover page, a total value of $107,596,202 stated on the cover page (in dollars after the unit check, H1), rows summing to $107,596,202 with VALUE read as dollars as filed, 13F file number 028-26574. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 244,442 | $40,154,485 | dollars as filed | |
| ISHARES TR | 46435G326 | CORE MSCI INTL | 179,490 | $15,976,405 | dollars as filed | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 216,086 | $12,744,754 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 122,164 | $10,120,072 | dollars as filed | |
| VANGUARD MALVERN FDS | 922020805 | SHS | 115,425 | $5,797,793 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V864 | SHOR DUR FIX ETF | 110,227 | $5,263,349 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 4,385 | $3,232,682 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 37,689 | $2,936,349 | dollars as filed | |
| Avantis International Equity ETF | 025072703 | SHS | 31,850 | $2,841,017 | dollars as filed | |
| Avantis International Small Cap Val ETF | 025072802 | SHS | 19,612 | $2,021,020 | dollars as filed | |
| Dimensional International Value ETF | 25434V807 | SHS | 37,308 | $2,015,361 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 23,728 | $1,658,569 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,095 | $547,927 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 1,794 | $543,531 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V724 | US MKTWIDE VALUE | 8,496 | $467,385 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V401 | US EQUI MARK ETF | 3,433 | $281,317 | dollars as filed | |
| Dimensional US Small Cap ETF | 25434V500 | COM | 3,358 | $276,490 | dollars as filed | |
| VistaShares Artificial Intelligence Supercycle ETF | 45259A845 | SHS | 3,163 | $269,834 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 1,928 | $239,400 | dollars as filed | |
| IShares Bitcoin Trust Registered | 46438F101 | SHS | 6,262 | $208,462 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-26-003134 | this filing | 2026-08-06 | acceptance time not in the bulk data set |