Aspirean Wealth, LLC

MILL VALLEY, CA · CIK 2110285 · 13F filing filed 2026-08-06

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyMill Valley, CA

$107.6m reported value +16.9% vs Q1 2026

20positions

94.0%in top 10

2 new 11 added 5 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P TTL STK ITOT	ITOT	244,442	$40.2m37.32%	37.32%	Added +10.7k	+10,685 4.6%
2	ISHARES TR CORE MSCI INTL IDEV	IDEV	179,490	$16.0m14.85%	14.85%	Reduced -6.0k	-6,034 -3.2%
3	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	216,086	$12.7m11.84%	11.84%	Added +22.9k	+22,931 11.9%
4	ISHARES INC CORE MSCI EMKT IEMG	IEMG	122,164	$10.1m9.41%	9.41%	Added +3.9k	+3,929 3.3%
5	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	115,425	$5.8m5.39%	5.39%	Added +12.1k	+12,074 11.7%
6	DIMENSIONAL ETF TRUST SHORT DURATION F DFSD	DFSD	110,227	$5.3m4.89%	4.89%	Added +15.8k	+15,762 16.7%
7	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	4,385	$3.2m3.00%	3.00%	Added +73	+73 1.7%
8	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	37,689	$2.9m2.73%	2.73%	Added +434	+434 1.2%
9	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	31,850	$2.8m2.64%	2.64%	Added +11.3k	+11,342 55.3%
10	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	19,612	$2.0m1.88%	1.88%	Added +5.3k	+5,325 37.3%
11	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	37,308	$2.0m1.87%	1.87%	Added +2.3k	+2,330 6.7%
12	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	23,728	$1.7m1.54%	1.54%	Reduced -664	-664 -2.7%
13	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,095	$547.9k0.51%	0.51%	Unchanged
14	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	1,794	$543.5k0.51%	0.51%	New
15	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	8,496	$467.4k0.43%	0.43%	Reduced -670	-670 -7.3%
16	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	3,433	$281.3k0.26%	0.26%	Reduced -116	-116 -3.3%
17	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	3,358	$276.5k0.26%	0.26%	Reduced -128	-128 -3.7%
18	TIDAL TRUST III VIST ARTI IN ETF AIS	AIS	3,163	$269.8k0.25%	0.25%	New
19	ISHARES TR RUS 1000 GRW ETF IWF	IWF	1,928	$239.4k0.22%	0.22%	Unchanged
20	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	6,262	$208.5k0.19%	0.19%	Added +454	+454 7.8%