Aspirean Wealth, LLC
All 13F Filings
- Location
- Mill Valley, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 107,596
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 20 | 107,596 | 13F-HR | Aspirean Wealth, LLC |
| Q1 2026 | 5/13/2026 | 18 | 92,076 | 13F-HR | Aspirean Wealth, LLC |
| Q4 2025 | 2/17/2026 | 18 | 91,557 | 13F-HR | Aspirean Wealth, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 548 | 0.5% | 23 | 0 | 23 |
| ETFs | 104.1 K | 96.8% | 15.48 K | 0 | 15.48 K |
| Debt | 2.936 K | 2.7% | 15 | 0 | 15 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
107,596
Holdings
20
QoQ value change ($000)
15,520
(16.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.