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
$519B
$1.79 Million 0.06% of portfolio
3,140
Q3 2025 Reduced 5.59%
$0
$1.92 Million 0.06% of portfolio
3,221
Q3 2024 Reduced 0.25%
$0
$2 Million 0.06% of portfolio
77,840
Q1 2025 Added 4.84%
$0
$1.98 Million 0.06% of portfolio
41,519
Q2 2025 Reduced 1.85%
$331B
$1.82 Million 0.06% of portfolio
21,687
Q3 2025 Reduced 4.25%
$411B
$1.88 Million 0.06% of portfolio
2,031
Q3 2025 Reduced 8.14%
$302B
$2.08 Million 0.06% of portfolio
13,380
Q3 2025 Reduced 5.36%
$0
$1.64 Million 0.05% of portfolio
11,633
Q3 2025 Added 0.08%
$260B
$1.58 Million 0.05% of portfolio
9,428
Q3 2025 Reduced 1.35%
$430B
$1.71 Million 0.05% of portfolio
33,076
Q3 2025 Reduced 5.23%
$0
$1.7 Million 0.05% of portfolio
13,494
Q4 2024 Added 116.32%
$107B
$1.45 Million 0.05% of portfolio
4,928
Q3 2025 Reduced 16.06%
$93.9B
$1.51 Million 0.05% of portfolio
4,433
Q3 2025 Reduced 10.43%
$490B
$1.68 Million 0.05% of portfolio
1,399
Q3 2025 Reduced 3.18%
$135B
$1.51 Million 0.05% of portfolio
6,396
Q3 2025 Reduced 10.36%
$551B
$1.63 Million 0.05% of portfolio
4,778
Q3 2025 Added 3.89%
$0
$1.47 Million 0.05% of portfolio
50,501
Q3 2025 Added 9.39%
$0
$1.75 Million 0.05% of portfolio
12,301
Q3 2025 Reduced 50.13%
$103B
$1.5 Million 0.05% of portfolio
3,562
Q3 2025 Reduced 5.47%
$41.5B
$1.43 Million 0.04% of portfolio
11,247
Q3 2025 Reduced 0.44%
$306B
$1.23 Million 0.04% of portfolio
17,942
Q3 2025 Reduced 1.62%
$337B
$1.25 Million 0.04% of portfolio
4,157
Q3 2025 Reduced 10.83%
$0
$1.21 Million 0.04% of portfolio
39,901
Q1 2023 New
$209B
$1.16 Million 0.04% of portfolio
13,810
Q3 2025 Reduced 17.75%
$301B
$1.18 Million 0.04% of portfolio
2,476
Q3 2025 Reduced 1.39%
$0
$1.3 Million 0.04% of portfolio
20,289
Q3 2025 Reduced 6.0%
$0
$1.13 Million 0.04% of portfolio
12,818
Q3 2025 Added 1.02%
$0
$1.21 Million 0.04% of portfolio
5,793
Q2 2025 Added 57.42%
$97.6B
$1.28 Million 0.04% of portfolio
6,629
Q3 2025 Reduced 2.73%
$0
$1.16 Million 0.04% of portfolio
24,185
Q1 2025 Reduced 8.18%
$270B
$1.44 Million 0.04% of portfolio
4,348
Q3 2025 Reduced 1.41%
$276B
$1.23 Million 0.04% of portfolio
11,905
Q3 2025 Reduced 11.36%
$0
$1.34 Million 0.04% of portfolio
4,493
Q3 2025 Reduced 9.63%
$0
$1.22 Million 0.04% of portfolio
10,930
Q3 2025 Reduced 49.46%
$159B
$1.26 Million 0.04% of portfolio
4,475
Q3 2025 Added 1.45%
$273B
$1.28 Million 0.04% of portfolio
4,532
Q3 2025 Reduced 3.92%
$0
$937,000 0.03% of portfolio
15,928
Q3 2025 Added 0.25%
$89.6B
$1.09 Million 0.03% of portfolio
7,015
Q3 2025 Reduced 4.83%
$4.28B
$994,000 0.03% of portfolio
23,128
Q3 2025 Reduced 0.1%
$156B
$818,000 0.03% of portfolio
4,129
Q3 2025 Reduced 10.12%
$294B
$843,000 0.03% of portfolio
12,720
Q3 2025 Reduced 8.12%
$57.8B
$992,000 0.03% of portfolio
5,289
Q3 2025 Reduced 1.8%
$0
$1.03 Million 0.03% of portfolio
3,655
Q3 2025 Added 22.24%
$127B
$941,000 0.03% of portfolio
2,649
Q2 2025 Reduced 34.2%
$0
$977,000 0.03% of portfolio
30,648
Q3 2025 Added 89.51%
$0
$1.09 Million 0.03% of portfolio
40,109
Q3 2025 Reduced 11.54%
$157B
$1.01 Million 0.03% of portfolio
2,854
Q3 2025 Reduced 2.16%
$85.1B
$874,000 0.03% of portfolio
4,113
Q3 2025 Added 8.87%
$0
$803,000 0.03% of portfolio
13,391
Q3 2025 Added 93.88%

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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