Aspiriant, LLC Portfolio Holdings

Aspiriant, LLC

  • $3.11 Billion
  • Q2 2025

Aspiriant, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.11 Billion distributed in 309 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 $388M, Ishares Core S&P U.S. Value Et with a value of $338M, Vanguard Small Cap Value ETF with a value of $289M, Ishares Msci Global Min Vol Fa with a value of $286M, and Vanguard Mun Bd Fds Tax Exempt with a value of $236M.

Examining the 13F form we can see an increase of $244M in the current position value, from $2.86B to 3.11B.

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

Portfolio value $3.11 Billion
ETFs: $2.79 Billion
Technology: $113 Million
Financial Services: $70.4 Million
Communication Services: $35.2 Million
Industrials: $20 Million
Consumer Cyclical: $18.5 Million
Healthcare: $15.2 Million
Consumer Defensive: $13.3 Million
Other: $11.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$61.6 Million 1.98% of portfolio
300,315
Q2 2025 Reduced 12.82%
$621B
$30.5 Million 0.98% of portfolio
62,782
Q2 2025 Reduced 2.36%
$3.95T
$23.4 Million 0.75% of portfolio
46,947
Q2 2025 Reduced 0.11%
$1.21T
$13.3 Million 0.43% of portfolio
75,264
Q2 2025 Reduced 6.14%
$1.78T
$8.17 Million 0.26% of portfolio
11,069
Q2 2025 Reduced 3.26%
$1.24T
$7.72 Million 0.25% of portfolio
43,492
Q2 2025 Reduced 0.32%
$859B
$7.05 Million 0.23% of portfolio
24,330
Q2 2025 Reduced 7.32%
$2.26T
$6.61 Million 0.21% of portfolio
30,122
Q2 2025 Reduced 1.85%
$423B
$5.83 Million 0.19% of portfolio
8
Q1 2025 Reduced 20.0%
$368B
$5.18 Million 0.17% of portfolio
32,524
Q2 2025 Added 0.73%
$24.1B
$4.46 Million 0.14% of portfolio
29,934
Q2 2025 Reduced 9.97%
$684B
$4.37 Million 0.14% of portfolio
19,994
Q2 2025 Reduced 0.36%
$456B
$4.08 Million 0.13% of portfolio
25,838
Q2 2025 Added 0.12%
$188B
$3.73 Million 0.12% of portfolio
28,359
Q2 2025 Added 0.02%
$127B
$3.05 Million 0.1% of portfolio
11,080
Q2 2025 Added 7.1%
$76.5B
$3.05 Million 0.1% of portfolio
2,006
Q2 2025 Reduced 0.69%
$155B
$2.72 Million 0.09% of portfolio
22,032
Q2 2025 Reduced 12.21%
$4.12B
$2.76 Million 0.09% of portfolio
59,607
Q2 2025 Added 0.02%
$442B
$2.76 Million 0.09% of portfolio
25,610
Q2 2025 Reduced 1.45%
$202B
$2.47 Million 0.08% of portfolio
18,742
Q2 2025 Reduced 1.06%
$229B
$2.35 Million 0.08% of portfolio
17,259
Q2 2025 Reduced 10.39%
$439B
$2.19 Million 0.07% of portfolio
2,211
Q2 2025 Added 3.75%
$173B
$2.04 Million 0.07% of portfolio
12,779
Q2 2025 Reduced 12.48%
$1.08T
$2.13 Million 0.07% of portfolio
6,697
Q2 2025 Reduced 1.66%
$179B
$2.26 Million 0.07% of portfolio
24,806
Q2 2025 Reduced 4.34%
$405B
$2.07 Million 0.07% of portfolio
5,634
Q2 2025 Reduced 0.81%
$302B
$2.02 Million 0.07% of portfolio
14,138
Q2 2025 Reduced 5.6%
$545B
$1.94 Million 0.06% of portfolio
1,445
Q2 2025 Added 0.28%
$548B
$1.87 Million 0.06% of portfolio
3,326
Q2 2025 Added 7.05%
$124B
$1.81 Million 0.06% of portfolio
5,871
Q2 2025 Added 378.48%
$302B
$1.81 Million 0.06% of portfolio
22,650
Q2 2025 Added 3.51%
$207B
$1.67 Million 0.05% of portfolio
13,491
Q2 2025 Reduced 8.96%
$381B
$1.65 Million 0.05% of portfolio
34,900
Q2 2025 Reduced 5.23%
$48.7B
$1.64 Million 0.05% of portfolio
11,297
Q2 2025 Reduced 0.21%
$551B
$1.63 Million 0.05% of portfolio
4,599
Q2 2025 Reduced 1.41%
$152B
$1.47 Million 0.05% of portfolio
6,613
Q2 2025 Reduced 0.2%
$351B
$1.56 Million 0.05% of portfolio
8,396
Q2 2025 Reduced 1.26%
$86.2B
$1.44 Million 0.05% of portfolio
4,949
Q2 2025 Added 10.1%
$135B
$1.64 Million 0.05% of portfolio
7,135
Q2 2025 Reduced 11.27%
$227B
$1.41 Million 0.05% of portfolio
4,410
Q2 2025 Reduced 4.73%
$102B
$1.65 Million 0.05% of portfolio
3,768
Q2 2025 Reduced 5.89%
$293B
$1.27 Million 0.04% of portfolio
18,238
Q2 2025 Reduced 2.11%
$152B
$1.23 Million 0.04% of portfolio
4,411
Q2 2025 Added 1.08%
$281B
$1.31 Million 0.04% of portfolio
13,431
Q2 2025 Reduced 0.21%
$79.3B
$1.13 Million 0.04% of portfolio
6,815
Q2 2025 Reduced 5.97%
$157B
$1.13 Million 0.04% of portfolio
2,917
Q2 2025 Added 23.34%
$203B
$1.33 Million 0.04% of portfolio
16,790
Q2 2025 Added 11.24%
$306B
$1.2 Million 0.04% of portfolio
4,662
Q2 2025 Reduced 10.12%
$5.12B
$1.25 Million 0.04% of portfolio
23,152
Q2 2025 Added 0.03%

Summary

  • Portfolio
  • No. of Stocks 309
  • Current Value $3.11 Billion
  • Prior Value $2.86 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 28 stocks
  • Additional Purchases 101 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 131 stocks
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