Aspirean Wealth, LLC - Portfolio Stock Holdings

Aspirean Wealth, LLC disclosed 20 stock positions in a recent SEC 13F filing. $107,592,628 of stock holdings were filed, with the largest holdings including ITOT, IDEV, and VGIT. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $233,159,926 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.