Aspirean Wealth, LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$91.6M
Holdings
18
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ITOTISHARES TR | 229,229 | $34.1M | 37.23% | |
| 2 | IDEVISHARES TR | 187,023 | $15.4M | 16.85% | |
| 3 | VGITVANGUARD SCOTTSDALE FDS | 188,408 | $11.3M | 12.33% | |
| 4 | IEMGISHARES INC | 116,475 | $7.8M | 8.55% | |
| 5 | VTIPVANGUARD MALVERN FDS | 101,407 | $5.0M | 5.48% | |
| 6 | DFSDDIMENSIONAL ETF TRUST | 88,142 | $4.2M | 4.62% | |
| 7 | NDQINVESCO QQQ TR | 4,792 | $2.9M | 3.21% | |
| 8 | BSVVANGUARD BD INDEX FDS | 37,313 | $2.9M | 3.21% | |
| 9 | DFIVDIMENSIONAL ETF TRUST | 36,408 | $1.8M | 1.98% | |
| 10 | DFATDIMENSIONAL ETF TRUST | 24,394 | $1.5M | 1.59% | |
| 11 | AVDEAMERICAN CENTY ETF TR | 16,827 | $1.4M | 1.51% | |
| 12 | AVDVAMERICAN CENTY ETF TR | 12,124 | $1.1M | 1.24% | |
| 13 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,088 | $546K | 0.60% | |
| 14 | DFUVDIMENSIONAL ETF TRUST | 8,863 | $412K | 0.45% | |
| 15 | IBITISHARES BITCOIN TRUST ETF | 6,314 | $313K | 0.34% | |
| 16 | DFUSDIMENSIONAL ETF TRUST | 3,541 | $262K | 0.29% | |
| 17 | DFASDIMENSIONAL ETF TRUST | 3,480 | $242K | 0.26% | |
| 18 | IWFISHARES TR | 482 | $228K | 0.25% |