account_balance
Investment manager · 13F filer · SEC CIK 2099967
Asempa Wealth Advisors
Follow Asempa Wealth Advisors
Email when they file new holdings (about 4 times a year) or take a 5%+ stake in a company. Free.
Reported value$128Mas of Sep 30, 2026
Positions110 3 new, 8 sold out
Top 10 weight35.6%IVV alone is 7%
FiledOct 77 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
6.8%
ACWXiShares Tr
5.0%Added +17%
OEFiShares Tr
4.6%
SPYMSPDR Series Trust
4.5%Added +9%
IVWiShares Tr
3.2%
ILCGiShares Tr
2.9%Added +18%
VUGVanguard Index FDS
2.3%Trimmed −5%
ITOTiShares Tr
2.2%Added +3%
GOVTiShares Tr
2.1%Added +9%
VTVVanguard Index FDS
2.0%
EFViShares Tr
1.8%Trimmed −4%
QUALiShares Tr
1.8%Trimmed −3%
IVViShares Tr
6.8%
ACWXiShares Tr
5.0%Added +17%
OEFiShares Tr
4.6%
SPYMSPDR Series Trust
4.5%
IVWiShares Tr
3.2%
ILCGiShares Tr
2.9%
VUGVanguard Index FDS
2.3%
ITOTiShares Tr
2.2%
GOVT2.1%
VTV2.0%
EFV1.8%
QUAL
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 6.8% Held
ACWX iShares Tr 5.0% Added +17%
OEF iShares Tr 4.6% Held
SPYM SPDR Series Trust 4.5% Added +9%
IVW iShares Tr 3.2% Held
ILCG iShares Tr 2.9% Added +18%
VUG Vanguard Index FDS 2.3% Trimmed −5%
ITOT iShares Tr 2.2% Added +3%
GOVT iShares Tr 2.1% Added +9%
VTV Vanguard Index FDS 2.0% Held
EFV iShares Tr 1.8% Trimmed −4%
QUAL iShares Tr 1.8% Trimmed −3%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.