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Aspirean Wealth, LLC

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13F filer, CIK 2110285, MILL VALLEY, CA

Aspirean Wealth, LLC reported $107,596,202 across 20 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-06. Its ten largest share positions make up 93.95% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-003134

Period
2026-06-30
Reported value
$108M
Holdings
20
Top 10 weight
93.95%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ITOTadded+10,685$1.76M
VGITadded+22,931$1.35M
AVDEadded+11,342$1.01M
DFSDadded+15,762$753K
VTIPadded+12,074$606K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IDEVreduced-6,034-$537K
DFATreduced-664-$46.4K
DFUVreduced-670-$36.9K
DFASreduced-128-$10.5K
DFUSreduced-116-$9.51K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001172661-26-003134, largest first. % of portfolio is the value over $107,596,202, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 229,229 shares; 2026Q1: 233,757 shares; 2026Q2: 244,442 shares 244,442$40.2M37.32%+10,685Timeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 187,023 shares; 2026Q1: 185,524 shares; 2026Q2: 179,490 shares 179,490$16M14.85%-6,034Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 188,408 shares; 2026Q1: 193,155 shares; 2026Q2: 216,086 shares 216,086$12.7M11.84%+22,931Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 116,475 shares; 2026Q1: 118,235 shares; 2026Q2: 122,164 shares 122,164$10.1M9.41%+3,929Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 101,407 shares; 2026Q1: 103,351 shares; 2026Q2: 115,425 shares 115,425$5.8M5.39%+12,074Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 88,142 shares; 2026Q1: 94,465 shares; 2026Q2: 110,227 shares 110,227$5.26M4.89%+15,762Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,792 shares; 2026Q1: 4,312 shares; 2026Q2: 4,385 shares 4,385$3.23M3%+73Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 37,313 shares; 2026Q1: 37,255 shares; 2026Q2: 37,689 shares 37,689$2.94M2.73%+434Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 16,827 shares; 2026Q1: 20,508 shares; 2026Q2: 31,850 shares 31,850$2.84M2.64%+11,342Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 12,124 shares; 2026Q1: 14,287 shares; 2026Q2: 19,612 shares 19,612$2.02M1.88%+5,325Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 36,408 shares; 2026Q1: 34,978 shares; 2026Q2: 37,308 shares 37,308$2.02M1.87%+2,330Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 24,394 shares; 2026Q1: 24,392 shares; 2026Q2: 23,728 shares 23,728$1.66M1.54%-664Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,088 shares; 2026Q1: 1,095 shares; 2026Q2: 1,095 shares 1,095$548K0.51%0Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,794 shares 1,794$544K0.51%newTimeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 8,863 shares; 2026Q1: 9,166 shares; 2026Q2: 8,496 shares 8,496$467K0.43%-670Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,541 shares; 2026Q1: 3,549 shares; 2026Q2: 3,433 shares 3,433$281K0.26%-116Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,480 shares; 2026Q1: 3,486 shares; 2026Q2: 3,358 shares 3,358$276K0.26%-128Timeline
AISTIDAL TRUST IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,163 shares 3,163$270K0.25%newTimeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 482 shares; 2026Q1: 482 shares; 2026Q2: 1,928 shares 1,928$239K0.22%+1,446Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 6,314 shares; 2026Q1: 5,808 shares; 2026Q2: 6,262 shares 6,262$208K0.19%+454Timeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-26-003134 base2026-08-06acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001172661-26-003134 Quarter ended 2026-06-302026-08-06acceptance time not in the bulk data set
13F-HR 0001172661-26-001840 Quarter ended 2026-03-312026-05-14acceptance time not in the bulk data set
13F-HR 0001172661-26-001149 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set