Aspirean Wealth, LLC

Q2 2026 13F-HR Holdings

Location
Mill Valley, CA
Holdings as of
6/30/2026
Date filed
8/6/2026
Form type
13F-HR
Num holdings
20
Total value ($000)
$107,596
Net value change ($000)
+15,520 (16.9%)
New positions
2
Sold out positions
0
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ITOT 6,860 20.6%
IEMG 1,873 22.7%
VGIT 1,243 10.8%
AVDE 1,101 63.3%
QQQ 744 29.9%
DFSD 740 16.4%
VTIP 636 12.3%
AVDV 594 41.6%
QQQM 544 NEW
IDEV 472 3.0%
Top Reduces (Value $000, Stocks/ETFs)
IBIT -15 -6.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type