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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$913B
$7.26 Million 0.23% of portfolio
23,028
Q3 2025 Reduced 5.35%
$0
$7.51 Million 0.23% of portfolio
36,909
Q3 2025 Added 3.04%
$2.49T
$6.97 Million 0.22% of portfolio
31,738
Q3 2025 Added 5.36%
$0
$6.52 Million 0.2% of portfolio
76,881
Q3 2025 Reduced 2.32%
$0
$6.1 Million 0.19% of portfolio
51,365
Q3 2025 Added 5.3%
$0
$6.13 Million 0.19% of portfolio
12,773
Q3 2025 Added 6.88%
$0
$6.01 Million 0.19% of portfolio
110,935
Q3 2025 Added 1.92%
$0
$6.06 Million 0.19% of portfolio
229,919
Q3 2025 Reduced 0.21%
$429B
$6.03 Million 0.19% of portfolio
8
Q1 2025 Reduced 20.0%
$708B
$5.58 Million 0.17% of portfolio
19,828
Q3 2025 Reduced 0.83%
$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%
$356B
$4.82 Million 0.15% of portfolio
31,364
Q3 2025 Reduced 3.57%
$0
$4.83 Million 0.15% of portfolio
29,744
Q4 2020 Added 82.11%
$505B
$4.58 Million 0.14% of portfolio
24,542
Q3 2025 Reduced 5.02%
$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%
$24.6B
$4.57 Million 0.14% of portfolio
28,892
Q3 2025 Reduced 3.48%
$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%
$204B
$4.11 Million 0.13% of portfolio
27,892
Q3 2025 Reduced 1.65%
$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%
$494B
$3.58 Million 0.11% of portfolio
19,296
Q3 2025 Reduced 4.6%
$0
$3.59 Million 0.11% of portfolio
40,191
Q4 2024 Reduced 2.28%
$5.25B
$3.16 Million 0.1% of portfolio
59,594
Q3 2025 Reduced 0.02%
$150B
$3.35 Million 0.1% of portfolio
10,144
Q3 2025 Reduced 8.45%
$163B
$3.13 Million 0.1% of portfolio
21,650
Q3 2025 Reduced 1.73%
$477B
$2.88 Million 0.09% of portfolio
25,531
Q3 2025 Reduced 0.31%
$0
$2.97 Million 0.09% of portfolio
15,650
Q3 2025 Reduced 14.12%
$0
$2.58 Million 0.08% of portfolio
35,129
Q2 2025 Added 350.03%
$71B
$2.64 Million 0.08% of portfolio
2,000
Q3 2025 Reduced 0.3%
$386B
$2.14 Million 0.07% of portfolio
9,235
Q3 2025 Added 9.99%
$0
$2.15 Million 0.07% of portfolio
45,218
Q3 2025 Added 16.58%
$216B
$2.28 Million 0.07% of portfolio
17,053
Q3 2025 Reduced 1.19%
$1.44T
$2.29 Million 0.07% of portfolio
5,147
Q3 2025 Reduced 23.14%
$201B
$2.4 Million 0.07% of portfolio
17,101
Q3 2025 Reduced 8.76%
$0
$2.18 Million 0.07% of portfolio
15,564
Q2 2024 Reduced 1.28%
$389B
$2.27 Million 0.07% of portfolio
5,605
Q3 2025 Reduced 0.51%
$0
$2.11 Million 0.07% of portfolio
39,576
Q3 2025 Reduced 55.4%
$172B
$2.27 Million 0.07% of portfolio
23,813
Q3 2025 Reduced 4.0%
$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%
$148B
$1.77 Million 0.06% of portfolio
7,034
Q3 2025 Added 6.37%
$203B
$2.04 Million 0.06% of portfolio
12,265
Q3 2025 Reduced 4.02%

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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