Sign In
test

Brad Alvarez

Aspirean Wealth, Llc

Assets Managed
$92.076M
Holdings
18
Last Quarter
2026 - Q1
Filed Date
1mo 16d ago
Growth Rate
0.57%(2Q avg: 0.29%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Aspirean Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 18 positions.

Assets under management

The assets under management (AUM) of Aspirean Wealth, Llc 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 - Q1, they manage 92.076M in assets, with a quarterly growth rate of 0.57% and a 2-quarter average growth rate of 0.29%. The portfolio is managed by Brad Alvarez, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Increased 1.98%
36.16%
$33.294M
233,757 shares@ $142.44 avg price
IDEV
Ishares Core Msci Dev Mkts
Recent Activity
Decreased -0.8%
16.84%
$15.504M
185,524 shares@ $83.58 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 2.52%
12.5%
$11.502M
193,155 shares@ $59.56 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 1.52%
8.96%
$8.247M
118,235 shares@ $69.76 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Increased 1.92%
5.61%
$5.162M
103,351 shares@ $49.96 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 7.18%
4.92%
$4.523M
94,465 shares@ $47.88 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Decreased -0.15%
3.18%
$2.921M
37,255 shares@ $78.41 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -10.01%
2.71%
$2.489M
4,312 shares@ $577.18 avg price
DFIV
Dimensional International Va
Recent Activity
Decreased -3.92%
2.01%
$1.846M
34,978 shares@ $52.79 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 21.88%
1.89%
$1.74M
20,508 shares@ $84.85 avg price

1-10 of 18