account_balance

Investment manager · 13F filer · SEC CIK 2110285

Aspirean Wealth, LLC

Reported value$109Mas of Sep 30, 2026
Positions18 0 new, 2 sold out
Top 10 weight95.7%ITOT alone is 39%
FiledNov 334 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
ITOT iShares Tr 38.6% Added +4%
IDEV iShares Tr 14.6% Held
VGIT Vanguard Scottsdale FDS 12.0% Added +7%
IEMG iShares Inc 9.0% Held
VTIP Vanguard Malvern FDS 5.3% Added +3%
DFSD Dimensional ETF Trust 5.3% Added +12%
AVDE American Centy ETF Tr 3.2% Added +20%
QQQ Invesco QQQ Tr 3.0% Held
AVDV American Centy ETF Tr 2.4% Added +25%
BSV Vanguard Bd Index FDS 2.4% Trimmed −8%
DFIV Dimensional ETF Trust 1.6% Trimmed −16%
QQQM Invesco Exch Traded Fd Tr II 0.9% Added +71%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 3, 2026, compared with the Aug 6, 2026 filing
add_circleNew

None

arrow_upwardAdded
  • QQQM +71%
  • AVDV +25%
  • AVDE +20%
  • DFSD +12%
arrow_downwardTrimmed
  • DFIV −16%
  • DFUV −12%
  • BSV −8%
  • DFUS −4%
remove_circleSold out
  • DFAT $1.66M
  • DFAS $276K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast