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Zaheer Poptani

Asempa Wealth Advisors

Assets Managed
$134.07M
Holdings
115
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
16.78%(2Q avg: 7.84%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Asempa Wealth Advisors's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 115 positions.

Assets under management

The assets under management (AUM) of Asempa Wealth Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 134.07M in assets, with a quarterly growth rate of 16.78% and a 2-quarter average growth rate of 7.84%. The portfolio is managed by Zaheer Poptani, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.92%
6.37%
$8.528M
11,387 shares@ $748.92 avg price
OEF
Ishares S&p 100 Etf
Recent Activity
Increased 0.52%
4.22%
$5.656M
15,459 shares@ $365.87 avg price
ACWX
Ishares Msci Acwi Ex Us Etf
Recent Activity
Increased 6.61%
4.12%
$5.522M
72,557 shares@ $76.12 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 26.65%
3.81%
$5.103M
58,066 shares@ $87.89 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 10.3%
2.97%
$3.976M
28,909 shares@ $137.53 avg price
ILCG
Ishares Morningstar Growth E
Recent Activity
Increased 9.5%
2.32%
$3.108M
26,560 shares@ $117.02 avg price
HD
Home Depot Inc
Recent Activity
Increased 65.49%
2.27%
$3.03M↓ Put
8,592 shares@ $352.7 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 476.4%
2.25%
$3.006M
34,901 shares@ $86.14 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Increased 2.92%
2.06%
$2.755M
16,773 shares@ $164.28 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 0.14%
1.95%
$2.602M
11,938 shares@ $217.93 avg price

1-10 of 115