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 Market Cap. of $2 Billions to $10 Billions
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