Asempa Wealth Advisors
•CIK: 2099967•Filing: Q4 2025
**Asempa Wealth Advisors** manages $116M across a diversified portfolio of 113 positions. The strategy exhibits a clear tilt toward core U.S. equity exposure, evidenced by top holdings including IVV ($8.0M) and OEF ($5.2M). Significant allocations are also directed toward sector and factor plays, notably ACWX ($3.6M) and SPYM ($3.3M). This positioning suggests a focus on established market leaders and targeted growth vectors within the broad equity landscape.
Total AUM
$116.1M
QoQ Performance
N/A
Positions
46
Top 10 Concentration
31.1%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
IVV6.9%
OEF4.5%
ACWX3.1%
SPYM2.9%
IVW2.7%
VUG2.7%
ILCG2.2%
IWF2.1%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other82.4%
ETF7.6%
Technology3.3%
Consumer3.0%
Energy1.2%
Industrial1.0%
Communication0.6%
Healthcare0.5%