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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.51 Million 0.17% of portfolio
163,708
Q3 2025 Added 6.96%
$0
$5.53 Million 0.17% of portfolio
37,939
Q2 2025 Added 61.96%
$0
$5.09 Million 0.16% of portfolio
141,658
Q3 2025 Added 7.58%
$0
$4.83 Million 0.15% of portfolio
29,744
Q4 2020 Added 82.11%
$0
$4.59 Million 0.14% of portfolio
49,197
Q3 2025 Reduced 50.71%
$0
$4.57 Million 0.14% of portfolio
27,787
Q3 2024 Added 0.13%
$0
$4.52 Million 0.14% of portfolio
14,680
Q3 2025 Added 10.07%
$0
$4.4 Million 0.14% of portfolio
57,413
Q3 2025 Reduced 1.27%
$0
$4.18 Million 0.13% of portfolio
82,608
Q3 2025 Added 1.1%
$0
$4.33 Million 0.13% of portfolio
7,212
Q3 2025 Reduced 0.1%
$0
$3.84 Million 0.12% of portfolio
58,825
Q3 2025 Reduced 11.18%
$0
$3.8 Million 0.12% of portfolio
39,311
Q3 2025 Reduced 50.18%
$0
$3.55 Million 0.11% of portfolio
7,571
Q3 2025 Reduced 24.26%
$0
$3.39 Million 0.11% of portfolio
37,118
Q3 2025 Added 0.28%
$0
$3.59 Million 0.11% of portfolio
40,191
Q4 2024 Reduced 2.28%
$0
$2.97 Million 0.09% of portfolio
15,650
Q3 2025 Reduced 14.12%
$0
$2.15 Million 0.07% of portfolio
45,218
Q3 2025 Added 16.58%
$0
$2.18 Million 0.07% of portfolio
15,564
Q2 2024 Reduced 1.28%
$0
$2.11 Million 0.07% of portfolio
39,576
Q3 2025 Reduced 55.4%
$0
$2.39 Million 0.07% of portfolio
17,316
Q3 2025 Reduced 0.33%
$0
$2.08 Million 0.06% of portfolio
18,830
Q3 2025 Reduced 1.21%
$0
$1.92 Million 0.06% of portfolio
3,221
Q3 2024 Reduced 0.25%
$0
$2 Million 0.06% of portfolio
77,840
Q1 2025 Added 4.84%
$0
$1.98 Million 0.06% of portfolio
41,519
Q2 2025 Reduced 1.85%
$0
$1.64 Million 0.05% of portfolio
11,633
Q3 2025 Added 0.08%
$0
$1.7 Million 0.05% of portfolio
13,494
Q4 2024 Added 116.32%
$0
$1.47 Million 0.05% of portfolio
50,501
Q3 2025 Added 9.39%
$0
$1.75 Million 0.05% of portfolio
12,301
Q3 2025 Reduced 50.13%
$0
$1.21 Million 0.04% of portfolio
39,901
Q1 2023 New
$0
$1.3 Million 0.04% of portfolio
20,289
Q3 2025 Reduced 6.0%
$0
$1.13 Million 0.04% of portfolio
12,818
Q3 2025 Added 1.02%
$0
$1.21 Million 0.04% of portfolio
5,793
Q2 2025 Added 57.42%
$0
$1.16 Million 0.04% of portfolio
24,185
Q1 2025 Reduced 8.18%
$0
$1.34 Million 0.04% of portfolio
4,493
Q3 2025 Reduced 9.63%
$0
$1.22 Million 0.04% of portfolio
10,930
Q3 2025 Reduced 49.46%
$0
$937,000 0.03% of portfolio
15,928
Q3 2025 Added 0.25%
$0
$1.03 Million 0.03% of portfolio
3,655
Q3 2025 Added 22.24%
$130B
$941,000 0.03% of portfolio
2,649
Q2 2025 Reduced 34.2%
$0
$977,000 0.03% of portfolio
30,648
Q3 2025 Added 89.51%
$0
$1.09 Million 0.03% of portfolio
40,109
Q3 2025 Reduced 11.54%
$0
$803,000 0.03% of portfolio
13,391
Q3 2025 Added 93.88%
$0
$872,000 0.03% of portfolio
4,224
Q3 2025 Reduced 50.0%
$0
$888,000 0.03% of portfolio
6,251
Q1 2025 Added 2.41%
$0
$846,000 0.03% of portfolio
10,180
Q2 2025 Reduced 67.86%
$0
$825,000 0.03% of portfolio
10,165
Q3 2025 Added 0.82%
$0
$931,000 0.03% of portfolio
6,868
Q4 2024 New
$0
$1 Million 0.03% of portfolio
3,410
Q2 2025 Reduced 14.34%
$0
$901,000 0.03% of portfolio
13,238
Q3 2025 Reduced 1.67%
$0
$906,000 0.03% of portfolio
18,321
Q3 2025 Reduced 0.5%

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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