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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.18 Million 0.23% of portfolio
112,693
Q2 2025 Reduced 0.26%
$0
$7.26 Million 0.23% of portfolio
78,908
Q2 2025 Added 100.0%
$0
$6.96 Million 0.22% of portfolio
35,820
Q2 2025 Added 5.98%
$2.36T
$6.61 Million 0.21% of portfolio
30,122
Q2 2025 Reduced 1.85%
$0
$6.62 Million 0.21% of portfolio
78,711
Q2 2025 Reduced 9.2%
$442B
$5.83 Million 0.19% of portfolio
8
Q1 2025 Reduced 20.0%
$0
$5.63 Million 0.18% of portfolio
230,410
Q2 2025 Reduced 0.58%
$372B
$5.18 Million 0.17% of portfolio
32,524
Q2 2025 Added 0.73%
$0
$5.36 Million 0.17% of portfolio
65,224
Q2 2025 Added 62.15%
$0
$5.33 Million 0.17% of portfolio
48,781
Q2 2025 Added 44.25%
$0
$5.24 Million 0.17% of portfolio
11,951
Q1 2025 Reduced 8.8%
$0
$5.38 Million 0.17% of portfolio
108,842
Q2 2025 Added 0.48%
$0
$4.95 Million 0.16% of portfolio
153,062
Q2 2025 Reduced 25.96%
$0
$5.12 Million 0.16% of portfolio
37,939
Q2 2025 Added 61.96%
$0
$4.64 Million 0.15% of portfolio
131,679
Q2 2025 Added 4.8%
$24.7B
$4.46 Million 0.14% of portfolio
29,934
Q2 2025 Reduced 9.97%
$0
$4.49 Million 0.14% of portfolio
29,744
Q4 2020 Added 82.11%
$815B
$4.37 Million 0.14% of portfolio
19,994
Q2 2025 Reduced 0.36%
$0
$4.24 Million 0.14% of portfolio
9,996
Q2 2025 Added 1.14%
$0
$4.23 Million 0.14% of portfolio
58,150
Q2 2025 Added 1.55%
$0
$4.11 Million 0.13% of portfolio
81,710
Q2 2025 New
$443B
$4.08 Million 0.13% of portfolio
25,838
Q2 2025 Added 0.12%
$0
$3.98 Million 0.13% of portfolio
7,219
Q2 2025 Added 22.5%
$0
$4.11 Million 0.13% of portfolio
66,227
Q2 2025 Reduced 2.43%
$0
$4.18 Million 0.13% of portfolio
27,787
Q3 2024 Added 0.13%
$202B
$3.73 Million 0.12% of portfolio
28,359
Q2 2025 Added 0.02%
$0
$3.81 Million 0.12% of portfolio
13,337
Q2 2025 Reduced 2.11%
$0
$3.42 Million 0.11% of portfolio
40,191
Q4 2024 Reduced 2.28%
$0
$3.31 Million 0.11% of portfolio
18,223
Q2 2025 Reduced 12.54%
$0
$3.3 Million 0.11% of portfolio
37,013
Q2 2025 Reduced 1.13%
$0
$3.42 Million 0.11% of portfolio
24,666
Q2 2025 Added 100.32%
$147B
$3.05 Million 0.1% of portfolio
11,080
Q2 2025 Added 7.1%
$69.9B
$3.05 Million 0.1% of portfolio
2,006
Q2 2025 Reduced 0.69%
$464B
$3.09 Million 0.1% of portfolio
20,226
Q2 2025 Reduced 3.65%
$164B
$2.72 Million 0.09% of portfolio
22,032
Q2 2025 Reduced 12.21%
$5.45B
$2.76 Million 0.09% of portfolio
59,607
Q2 2025 Added 0.02%
$468B
$2.76 Million 0.09% of portfolio
25,610
Q2 2025 Reduced 1.45%
$194B
$2.47 Million 0.08% of portfolio
18,742
Q2 2025 Reduced 1.06%
$0
$2.43 Million 0.08% of portfolio
35,129
Q2 2025 Added 350.03%
$230B
$2.35 Million 0.08% of portfolio
17,259
Q2 2025 Reduced 10.39%
$0
$2.37 Million 0.08% of portfolio
21,626
Q2 2025 New
$425B
$2.19 Million 0.07% of portfolio
2,211
Q2 2025 Added 3.75%
$181B
$2.04 Million 0.07% of portfolio
12,779
Q2 2025 Reduced 12.48%
$0
$2.11 Million 0.07% of portfolio
15,564
Q2 2024 Reduced 1.28%
$1.29T
$2.13 Million 0.07% of portfolio
6,697
Q2 2025 Reduced 1.66%
$167B
$2.26 Million 0.07% of portfolio
24,806
Q2 2025 Reduced 4.34%
$433B
$2.07 Million 0.07% of portfolio
5,634
Q2 2025 Reduced 0.81%
$0
$2.1 Million 0.07% of portfolio
19,060
Q2 2025 Reduced 3.36%
$0
$2.23 Million 0.07% of portfolio
17,374
Q2 2025 Added 2.06%

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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