Aspirean Wealth, LLC

Est. AUM

$92.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P TTL STK	$33.3M	233757	36.16%	SOLE
2	ISHARES TR	CORE MSCI INTL	$15.5M	185524	16.84%	SOLE
3	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$11.5M	193155	12.49%	SOLE
4	ISHARES INC	CORE MSCI EMKT	$8.2M	118235	8.96%	SOLE
5	VANGUARD MALVERN FDS	STRM INFPROIDX	$5.2M	103351	5.61%	SOLE
6	DIMENSIONAL ETF TRUST	SHORT DURATION F	$4.5M	94465	4.91%	SOLE
7	VANGUARD BD INDEX FDS	SHORT TRM BOND	$2.9M	37255	3.17%	SOLE
8	INVESCO QQQ TR	UNIT SER 1	$2.5M	4312	2.70%	SOLE
9	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$1.8M	34978	2.00%	SOLE
10	AMERICAN CENTY ETF TR	INTL EQT ETF	$1.7M	20508	1.89%	SOLE
11	DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.5M	24392	1.65%	SOLE
12	AMERICAN CENTY ETF TR	INTL SMCP VLU	$1.4M	14287	1.55%	SOLE
13	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$525K	1095	0.57%	SOLE
14	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$444K	9166	0.48%	SOLE
15	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$252K	3549	0.27%	SOLE
16	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$248K	3486	0.27%	SOLE
17	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$223K	5808	0.24%	SOLE
18	ISHARES TR	RUS 1000 GRW ETF	$206K	482	0.22%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.