13F Filings History of Aspirean Wealth, LLC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$91,557,043
Signature - Title
Brad Alvarez - Chief Compliance Officer
Location
Mill Valley, CA
Summary
This page shows a list of all the recent 13F filings made by Aspirean Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Aspirean Wealth, LLC reported 18 stock holdings with total value $91,557,043 as of Q4 2025. Top holdings included ITOT, IDEV, VGIT, IEMG, and VTIP.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 18 $91,557,043 $0 $0 $0 ITOT, IDEV, VGIT, IEMG, VTIP 13F-HR 17 Feb 2026, 16:29