Aspiriant, LLC Portfolio Holdings
Aspiriant, LLC
- $3.38 Billion
- Q4 2025
Aspiriant, LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $3.38 Billion distributed in 319 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 $424M, Ishares Core S&P U.S. Value Et with a value of $363M, Vanguard Small Cap Value ETF with a value of $333M, Ishares Msci Global Min Vol Fa with a value of $290M, and Vanguard Mun Bd Fds Tax Exempt with a value of $216M.
Examining the 13F form we can see an increase of $168M in the current position value, from $3.21B to 3.38B.
Below you can find more details about Aspiriant, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.38 Billion
ETFs: $3.02 Billion
Technology: $142 Million
Financial Services: $72.4 Million
Communication Services: $42.8 Million
Consumer Cyclical: $19.6 Million
Industrials: $19.4 Million
Healthcare: $19.3 Million
Consumer Defensive: $11.7 Million
Other: $11.6 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 319
- Current Value $3.38 Billion
- Prior Value $3.21 Billion
- Filing
- Period Q4 2025
- Filing Date January 20, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 33 stocks
- Additional Purchases 177 stocks
- Sold out of 0 stocks
- Reduced holdings in 74 stocks