Aspirean Wealth, LLC
CIK
2110285
Location
MILL VALLEY, CA
Portfolio Value
Micro
$3,236,667
Diversification
Highly concentrated
Filing Date
Global Rank
#8,431
/ 8,605
▲ 43
· as of Mar 2026
Top Industry
Insurance - Diversified
100.0%
3Y Alpha vs SPY
+15.2%
Period ended 3 months ago
Filed May 14, 2026 · 56d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+14.3%
SPY
+10.0%
Annualised alpha
+12.9%
Max drawdown
−8.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
3 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
76.9%
−0.5 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
6,223
Highly concentrated−40
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 83.8% | $2,711,943 |
| Financial Services | 16.2% | $524,724 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BRK-B | Berkshire Hathaway Inc | +7 | 1,095 | $524,724 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
3 positions ·
$3,236,667 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 4,312 | $2,488,800 | 76.89% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 1,095 | $524,724 | 16.21% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Reduced | 5,808 | $223,143 | 6.89% |