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
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