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
$308B
$2.02 Million 0.07% of portfolio
14,138
Q2 2025 Reduced 5.6%
$0
$1.85 Million 0.06% of portfolio
77,840
Q1 2025 Added 4.84%
$535B
$1.94 Million 0.06% of portfolio
1,445
Q2 2025 Added 0.28%
$556B
$1.87 Million 0.06% of portfolio
3,326
Q2 2025 Added 7.05%
$0
$1.79 Million 0.06% of portfolio
38,787
Q2 2025 Added 30.91%
$121B
$1.81 Million 0.06% of portfolio
5,871
Q2 2025 Added 378.48%
$309B
$1.81 Million 0.06% of portfolio
22,650
Q2 2025 Added 3.51%
$0
$1.92 Million 0.06% of portfolio
41,519
Q2 2025 Reduced 1.85%
$0
$1.82 Million 0.06% of portfolio
3,221
Q3 2024 Reduced 0.25%
$211B
$1.67 Million 0.05% of portfolio
13,491
Q2 2025 Reduced 8.96%
$406B
$1.65 Million 0.05% of portfolio
34,900
Q2 2025 Reduced 5.23%
$47.6B
$1.64 Million 0.05% of portfolio
11,297
Q2 2025 Reduced 0.21%
$554B
$1.63 Million 0.05% of portfolio
4,599
Q2 2025 Reduced 1.41%
$0
$1.57 Million 0.05% of portfolio
13,494
Q4 2024 Added 116.32%
$169B
$1.47 Million 0.05% of portfolio
6,613
Q2 2025 Reduced 0.2%
$385B
$1.56 Million 0.05% of portfolio
8,396
Q2 2025 Reduced 1.26%
$133B
$1.64 Million 0.05% of portfolio
7,135
Q2 2025 Reduced 11.27%
$0
$1.55 Million 0.05% of portfolio
11,624
Q2 2025 Reduced 2.48%
$245B
$1.41 Million 0.05% of portfolio
4,410
Q2 2025 Reduced 4.73%
$93.3B
$1.65 Million 0.05% of portfolio
3,768
Q2 2025 Reduced 5.89%
$0
$1.65 Million 0.05% of portfolio
8,448
Q2 2025 Added 98.78%
$275B
$1.27 Million 0.04% of portfolio
18,238
Q2 2025 Reduced 2.11%
$147B
$1.23 Million 0.04% of portfolio
4,411
Q2 2025 Added 1.08%
$0
$1.15 Million 0.04% of portfolio
24,185
Q1 2025 Reduced 8.18%
$281B
$1.31 Million 0.04% of portfolio
13,431
Q2 2025 Reduced 0.21%
$89.7B
$1.13 Million 0.04% of portfolio
6,815
Q2 2025 Reduced 5.97%
$0
$1.18 Million 0.04% of portfolio
39,901
Q1 2023 New
$161B
$1.13 Million 0.04% of portfolio
2,917
Q2 2025 Added 23.34%
$205B
$1.33 Million 0.04% of portfolio
16,790
Q2 2025 Added 11.24%
$313B
$1.2 Million 0.04% of portfolio
4,662
Q2 2025 Reduced 10.12%
$4.77B
$1.25 Million 0.04% of portfolio
23,152
Q2 2025 Added 0.03%
$233B
$1.4 Million 0.04% of portfolio
9,557
Q2 2025 Reduced 12.21%
$0
$1.36 Million 0.04% of portfolio
21,584
Q2 2025 Reduced 10.37%
$243B
$1.39 Million 0.04% of portfolio
5,080
Q2 2025 Reduced 6.48%
$0
$1.28 Million 0.04% of portfolio
46,166
Q1 2025 Reduced 12.16%
$230B
$1.39 Million 0.04% of portfolio
4,717
Q2 2025 Reduced 2.66%
$0
$1.2 Million 0.04% of portfolio
45,339
Q2 2025 Reduced 9.99%
$0
$1.12 Million 0.04% of portfolio
5,793
Q2 2025 Added 57.42%
$0
$1.38 Million 0.04% of portfolio
4,972
Q1 2025 Reduced 8.74%
$86.6B
$1.12 Million 0.04% of portfolio
7,371
Q2 2025 Reduced 10.01%
$86.9B
$803,000 0.03% of portfolio
3,778
Q2 2025 Added 29.78%
$0
$870,000 0.03% of portfolio
6,868
Q4 2024 New
$0
$1.05 Million 0.03% of portfolio
12,722
Q2 2025 Added 70.24%
$0
$954,000 0.03% of portfolio
3,410
Q2 2025 Reduced 14.34%
$150B
$946,000 0.03% of portfolio
3,166
Q2 2025 Added 7.83%
$73.2B
$918,000 0.03% of portfolio
20,296
Q2 2025 Added 0.88%
$137B
$907,000 0.03% of portfolio
4,594
Q2 2025 Reduced 4.49%
$325B
$1.05 Million 0.03% of portfolio
3,361
Q2 2025 Reduced 20.3%
$0
$1.06 Million 0.03% of portfolio
12,688
Q2 2025 Added 81.83%

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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