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Aspirean Wealth, LLC
Updated 2 days agoManaged by Aspirean Wealth, Llc • Latest filing Q3 2026
Portfolio value
$109.2M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $91.6M |
| Q1 2026 | $92.1M |
| Q2 2026 | $107.6M |
| Q3 2026 | $109.2M |
Top holdings
18 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $42.1M | 253.3K | 38.58% | — | |
| 2 | $15.9M | 177.9K | 14.58% | — | |
| 3 | $13.1M | 230.6K | 11.97% | — | |
| 4 | $9.8M | 120.6K | 8.97% | — | |
| 5 | $5.8M | 118.3K | 5.34% | — | |
| 6 | $5.8M | 123.8K | 5.27% | — | |
| 7 | ? N/A AMERICAN CENTY ETF TR | $3.5M | 38.4K | 3.17% | — |
| 8 | $3.2M | 4.4K | 2.97% | — | |
| 9 | ? N/A AMERICAN CENTY ETF TR | $2.7M | 24.4K | 2.45% | — |
| 10 | $2.6M | 34.6K | 2.42% | — | |
| 11 | $1.7M | 31.2K | 1.60% | — | |
| 12 | $935K | 3.1K | 0.86% | — | |
| 13 | $545K | 1.1K | 0.50% | — | |
| 14 | ? N/A DIMENSIONAL ETF TRUST | $413K | 7.5K | 0.38% | — |
| 15 | $296K | 6.3K | 0.27% | — | |
| 16 | $273K | 3.3K | 0.25% | — | |
| 17 | $242K | 1.9K | 0.22% | — | |
| 18 | ? N/A TIDAL TRUST III | $236K | 3.2K | 0.22% | — |