Aspirean Wealth, LLC ETF holdings
Mill Valley, CA
Reported $107.0M in 19 ETFs in its Form 13F for June 30, 2026.
ETF value
$107.0M
ETFs held
19
Change from prior quarter
+16.9%
With price moves
ETFs as a share of its 13F
99.5%
of $107.6M
Top 10 of 19 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | $40.2M | 244,442 | +10,685 shares |
| IDEV | iShares Core MSCI International Developed Markets ETF | $16.0M | 179,490 | −6,034 shares |
| VGIT | Vanguard Intermediate-Term Treasury ETF | $12.7M | 216,086 | +22,931 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $10.1M | 122,164 | +3,929 shares |
| VTIP | Vanguard Short-Term Inflation-Protected Securities ETF | $5.8M | 115,425 | +12,074 shares |
| DFSD | Dimensional Short-Duration Fixed Income ETF | $5.3M | 110,227 | +15,762 shares |
| QQQ | Invesco QQQ Trust | $3.2M | 4,385 | +73 shares |
| BSV | Vanguard Short-Term Bond ETF | $2.9M | 37,689 | +434 shares |
| AVDE | Avantis International Equity ETF | $2.8M | 31,850 | +11,342 shares |
| AVDV | Avantis International Small Cap Value ETF | $2.0M | 19,612 | +5,325 shares |
9 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002110285. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Aspirean Wealth, LLC own?
Aspirean Wealth, LLC reported 19 ETF positions worth $107.0M in its Form 13F for June 30, 2026. The largest was ITOT, at $40.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.