Aspirean Wealth, LLC has filed a Form 13F-HR report disclosing its equity holdings as of September 30, 2026. The filing lists a total of 18 positions held by the firm, with a combined value of approximately $248.9 million.
The largest holding in the portfolio is the iShares Core S&P Total Stock Market ETF, which comprises 253,288 shares valued at roughly $42.1 million. The firm also holds a significant position in the iShares Core MSCI International ETF, with 177,916 shares valued at approximately $15.9 million. Other notable positions include the Vanguard Short-Term Bond Index Fund, with 34,554 shares valued at $2.6 million, and the Vanguard Malvern Funds Streamed Inflation-Protected Securities Index, with 118,337 shares valued at $5.8 million.
The portfolio is diversified across various sectors and asset classes. It includes U.S. and international equity ETFs, such as the iShares Core MSCI Emerging Markets ETF and the iShares Russell 1000 Growth ETF. The firm also holds positions in specific companies, including Berkshire Hathaway Inc. Class B shares (1,095 shares) and Dimensional ETF Trust funds, including the US Marketwide Value ETF and the International Value ETF.
Additionally, the filing discloses exposure to alternative assets through the iShares Bitcoin Trust ETF, with 6,262 shares valued at approximately $29.6 million. The portfolio also includes exposure to the Nasdaq 100 via the Invesco Exchange Traded Fund Trust II Nasdaq 100 ETF (3,068 shares) and the Invesco QQQ Trust Unit Series 1 (4,385 shares).
