Aspirean Wealth, LLC

CIK

2110285

Location

MILL VALLEY, CA

Portfolio Value

Micro $98,444,959

Diversification

Highly concentrated

Filing Date

Global Rank

#8,253 / 8,827 ▲ 110 · as of Jun 2026

Top Industry

Insurance - Diversified 100.0%

Period ended 38 days ago

Filed Nov 3, 2026 · 4d

4 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 99.8% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 3.0 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 93.9%; sector active share 86.1% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

18 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

59.2%

−2.6 pts

Top 5

92.9%

+0.1 pts

Top 10

100.0%

+0.2 pts

HHI

3,842

Highly concentrated−270

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	99.4%	$97,899,704	16
Financial Services	0.6%	$545,255	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	+14,535	230,621	$13,066,985
DFSD	Dimensional Short-Duration Fixed Income ETF	+13,588	123,815	$5,753,930
ITOT	iShares Core S&P Total U.S. Stock Market ETF	+8,846	253,288	$42,116,728
AVDE	Avantis International Equity ETF	+6,513	38,363	$3,456,889
AVDV	Avantis International Small Cap Value ETF	+4,832	24,444	$2,673,684
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	+2,912	118,337	$5,824,547
QQQM	Invesco Ltd.	+1,274	3,068	$0
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
DFIV	Dimensional International Value ETF	−6,097	31,211	$1,743,446
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	−3,135	34,554	$2,639,925
IDEV	iShares Core MSCI International Developed Markets ETF	−1,574	177,916	$15,919,923
IEMG	iShares Trust	−1,567	120,597	$0
DFUV	Dimensional U.S. Marketwide Value ETF	−992	7,504	$412,720
DFUS	Dimensional U.S. Equity Market ETF	−148	3,285	$272,753
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
DFAT	Dimensional U.S. Targeted Value ETF	23,728	$1,658,587
DFAS	Dimensional U.S. Small Cap ETF	3,358	$276,497
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

18 tracked positions · $98,444,959 total · filing declares 18 positions · $109,170,771 · as of Sep 30, 2026

All sectors Financial Services

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Added	253,288	+8,846	$42,116,728	+4.9%	42.78%
IDEV	iShares Core MSCI International Developed Markets ETF	Reduced	177,916	-1,574	$15,919,923	−0.4%	16.17%
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	Added	230,621	+14,535	$13,066,985	+2.5%	13.27%
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	Added	118,337	+2,912	$5,824,547	+0.5%	5.92%
DFSD	Dimensional Short-Duration Fixed Income ETF	Added	123,815	+13,588	$5,753,930	+9.3%	5.84%
AVDE	Avantis International Equity ETF	Added	38,363	+6,513	$3,456,889	+21.7%	3.51%
QQQ	Invesco Qqq Trust, Series 1	Held	4,385	0	$3,243,891	+0.5%	3.30%
AVDV	Avantis International Small Cap Value ETF	Added	24,444	+4,832	$2,673,684	+32.3%	2.72%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Reduced	34,554	-3,135	$2,639,925	−10.1%	2.68%
DFIV	Dimensional International Value ETF	Reduced	31,211	-6,097	$1,743,446	−13.5%	1.77%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,095	0	$545,255	−0.5%	0.55%
DFUV	Dimensional U.S. Marketwide Value ETF	Reduced	7,504	-992	$412,720	−11.7%	0.42%
IBIT	iShares Bitcoin Trust ETF	Held	6,262	0	$296,443	+42.2%	0.30%
DFUS	Dimensional U.S. Equity Market ETF	Reduced	3,285	-148	$272,753	−3.0%	0.28%
IWF	iShares Russell 1000 Growth ETF	Held	1,928	0	$241,501	+0.9%	0.25%
AIS	VistaShares Artificial Intelligence Supercycle ETF	Held	3,163	0	$236,339	−12.4%	0.24%
QQQM	Invesco Ltd. Financial Services	Added	3,068	+1,274	$0	−100.0%	0.00%
IEMG	iShares Trust	Reduced	120,597	-1,567	$0	−100.0%	0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.