Aspirean Wealth, LLC - Portfolio overview

Aspirean Wealth, LLC has 18 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services.

Largest reported holdings by portfolio allocation

1. ITOT - ISHARES TR, 36.16%
2. IDEV - ISHARES TR, 16.84%
3. VGIT - VANGUARD SCOTTSDALE FDS, 12.49%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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