Aspiriant, LLC Portfolio Holdings

Aspiriant, LLC

  • $3.21 Billion
  • Q3 2025

Aspiriant, LLC has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.21 Billion distributed in 297 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $401M, Ishares Core S&P U.S. Value Et with a value of $360M, Vanguard Small Cap Value ETF with a value of $319M, Ishares Msci Global Min Vol Fa with a value of $290M, and Vanguard Mun Bd Fds Tax Exempt with a value of $207M.

Examining the 13F form we can see an increase of $105M in the current position value, from $3.11B to 3.21B.

Below you can find more details about Aspiriant, LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.21 Billion
ETFs: $2.87 Billion
Technology: $126 Million
Financial Services: $69.6 Million
Communication Services: $41 Million
Consumer Cyclical: $19.5 Million
Industrials: $19.5 Million
Healthcare: $16 Million
Consumer Defensive: $11.7 Million
Other: $10.8 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$74.6 Million 2.32% of portfolio
292,895
Q3 2025 Reduced 2.47%
$662B
$30.9 Million 0.96% of portfolio
61,401
Q3 2025 Reduced 2.2%
$3.78T
$23.3 Million 0.73% of portfolio
44,994
Q3 2025 Reduced 4.16%
$1.65T
$18 Million 0.56% of portfolio
73,891
Q3 2025 Reduced 1.82%
$1.74T
$10.3 Million 0.32% of portfolio
42,302
Q3 2025 Reduced 2.74%
$1.37T
$7.8 Million 0.24% of portfolio
10,627
Q3 2025 Reduced 3.99%
$881B
$7.26 Million 0.23% of portfolio
23,028
Q3 2025 Reduced 5.35%
$2.39T
$6.97 Million 0.22% of portfolio
31,738
Q3 2025 Added 5.36%
$453B
$6.03 Million 0.19% of portfolio
8
Q1 2025 Reduced 20.0%
$593B
$5.58 Million 0.17% of portfolio
19,828
Q3 2025 Reduced 0.83%
$346B
$4.82 Million 0.15% of portfolio
31,364
Q3 2025 Reduced 3.57%
$465B
$4.58 Million 0.14% of portfolio
24,542
Q3 2025 Reduced 5.02%
$26.1B
$4.57 Million 0.14% of portfolio
28,892
Q3 2025 Reduced 3.48%
$205B
$4.11 Million 0.13% of portfolio
27,892
Q3 2025 Reduced 1.65%
$522B
$3.58 Million 0.11% of portfolio
19,296
Q3 2025 Reduced 4.6%
$5.32B
$3.16 Million 0.1% of portfolio
59,594
Q3 2025 Reduced 0.02%
$170B
$3.13 Million 0.1% of portfolio
21,650
Q3 2025 Reduced 1.73%
$490B
$2.88 Million 0.09% of portfolio
25,531
Q3 2025 Reduced 0.31%
$72.7B
$2.64 Million 0.08% of portfolio
2,000
Q3 2025 Reduced 0.3%
$414B
$2.14 Million 0.07% of portfolio
9,235
Q3 2025 Added 9.99%
$228B
$2.28 Million 0.07% of portfolio
17,053
Q3 2025 Reduced 1.19%
$1.29T
$2.29 Million 0.07% of portfolio
5,147
Q3 2025 Reduced 23.14%
$204B
$2.4 Million 0.07% of portfolio
17,101
Q3 2025 Reduced 8.76%
$367B
$2.27 Million 0.07% of portfolio
5,605
Q3 2025 Reduced 0.51%
$167B
$2.27 Million 0.07% of portfolio
23,813
Q3 2025 Reduced 4.0%
$140B
$1.77 Million 0.06% of portfolio
7,034
Q3 2025 Added 6.37%
$187B
$2.04 Million 0.06% of portfolio
12,265
Q3 2025 Reduced 4.02%
$512B
$1.79 Million 0.06% of portfolio
3,140
Q3 2025 Reduced 5.59%
$317B
$1.82 Million 0.06% of portfolio
21,687
Q3 2025 Reduced 4.25%
$404B
$1.88 Million 0.06% of portfolio
2,031
Q3 2025 Reduced 8.14%
$303B
$2.08 Million 0.06% of portfolio
13,380
Q3 2025 Reduced 5.36%
$258B
$1.58 Million 0.05% of portfolio
9,428
Q3 2025 Reduced 1.35%
$413B
$1.71 Million 0.05% of portfolio
33,076
Q3 2025 Reduced 5.23%
$104B
$1.45 Million 0.05% of portfolio
4,928
Q3 2025 Reduced 16.06%
$94.5B
$1.51 Million 0.05% of portfolio
4,433
Q3 2025 Reduced 10.43%
$49.1B
$1.68 Million 0.05% of portfolio
1,399
Q3 2025 Reduced 3.18%
$136B
$1.51 Million 0.05% of portfolio
6,396
Q3 2025 Reduced 10.36%
$533B
$1.63 Million 0.05% of portfolio
4,778
Q3 2025 Added 3.89%
$193B
$1.51 Million 0.05% of portfolio
13,169
Q3 2025 Reduced 2.39%
$96.9B
$1.5 Million 0.05% of portfolio
3,562
Q3 2025 Reduced 5.47%
$40.4B
$1.43 Million 0.04% of portfolio
11,247
Q3 2025 Reduced 0.44%
$319B
$1.23 Million 0.04% of portfolio
17,942
Q3 2025 Reduced 1.62%
$328B
$1.25 Million 0.04% of portfolio
4,157
Q3 2025 Reduced 10.83%
$235B
$1.16 Million 0.04% of portfolio
13,810
Q3 2025 Reduced 17.75%
$291B
$1.18 Million 0.04% of portfolio
2,476
Q3 2025 Reduced 1.39%
$99.7B
$1.28 Million 0.04% of portfolio
6,629
Q3 2025 Reduced 2.73%
$255B
$1.44 Million 0.04% of portfolio
4,348
Q3 2025 Reduced 1.41%
$279B
$1.23 Million 0.04% of portfolio
11,905
Q3 2025 Reduced 11.36%
$183B
$1.26 Million 0.04% of portfolio
4,475
Q3 2025 Added 1.45%

Summary

  • Portfolio
  • No. of Stocks 297
  • Current Value $3.21 Billion
  • Prior Value $3.11 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 24, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 165 stocks
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