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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Aspirean Wealth, LLC

Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001172661-26-001149

Total Value
$91.6M
Positions
18
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (18)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287150229,229$34.1M37.23%
2ISHARES TR46435G326187,023$15.4M16.85%
3VANGUARD SCOTTSDALE FDS92206C706188,408$11.3M12.33%
4ISHARES INC46434G103116,475$7.8M8.55%
5VANGUARD MALVERN FDS922020805101,407$5.0M5.48%
6DIMENSIONAL ETF TRUST25434V86488,142$4.2M4.62%
7INVESCO QQQ TRIVZ4,792$2.9M3.22%
8VANGUARD BD INDEX FDS92193782737,313$2.9M3.21%
9DIMENSIONAL ETF TRUST25434V80736,408$1.8M1.98%
10DIMENSIONAL ETF TRUST25434V60924,394$1.5M1.59%
11AMERICAN CENTY ETF TR02507270316,827$1.4M1.51%
12AMERICAN CENTY ETF TR02507280212,124$1.1M1.24%
13BERKSHIRE HATHAWAY INC DELBRK-A1,088$546,8830.60%
14DIMENSIONAL ETF TRUST25434V7248,863$412,9240.45%
15ISHARES BITCOIN TRUST ETFIBIT6,314$313,4890.34%
16DIMENSIONAL ETF TRUST25434V4013,541$262,6360.29%
17DIMENSIONAL ETF TRUST25434V5003,480$242,4460.26%
18ISHARES TR464287614482$228,1310.25%