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ASPIRIANT, LLC — 13F Holdings & Portfolio

CIK 1433541 · latest 13F-HR filed 2026-07-20

Backtest portfolio

ASPIRIANT, LLC manages $4.05B in 13F-reported U.S. long-equity assets across 400 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (15.91%), VBR (10.47%), IUSV (10.02%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 76 new positions, exited 14, added to 228, and trimmed 36.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
11100 SANTA MONICA BLVD
FIFTH FLOOR
LOS ANGELES, CA
Phone
(415) 371-7800
Filing Manager
ASPIRIANT, LLC
San Francisco, CA
Signatory
Shanda Gentry
Chief Compliance Officer
Loading holdings…
AUM

$4.05B

Long-equity book

Holdings

400

Distinct positions

Period

2026-06-30

Filed 2026-07-20

Q/Q Activity

+76 / −14 / ↑228 / ↓36

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$212.2M +49.1%
  • VANGUARD INDEX FDS$46.2M +12.2%
  • ISHARES TR$29.4M +7.8%
  • VANGUARD SPECIALIZED FUNDS$20.6M +10.0%
  • VANGUARD INDEX FDS$16.2M +15.0%
Show all 228 →

Top Trims

  • BERKSHIRE HATHAWAY INC DEL-$2.1M -58.3%
  • ADOBE INC-$1.3M -43.6%
  • EXXON MOBIL CORP-$1.2M -22.1%
  • NVIDIA CORPORATION-$1.1M -13.0%
  • 3M CO-$432.2K -42.4%
Show all 36 →

New Positions

  • 2023 ETF SERIES TRUST$1.9M
  • MICRON TECHNOLOGY INC$1.7M
  • VANGUARD MUN BD FDS$1.4M
  • VICTORY PORTFOLIOS II$1.3M
  • COMFORT SYS USA INC$731.3K
Show all 76 →

Exited Positions

  • VANGUARD MALVERN FDS$4.1M
  • TRANE TECHNOLOGIES PLC$1.2M
  • ARCELLX INC$841.9K
  • HONEYWELL INTL INC$765.1K
  • SOLENO THERAPEUTICS INC$406.0K
Show all 14 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IVV 464287200 $644.5M 15.91% 860,648 SH
2 VANGUARD INDEX FDS VBR 922908611 $424.2M 10.47% 1,745,538 SH
3 ISHARES TR IUSV 464287663 $406.0M 10.02% 3,685,507 SH
4 ISHARES INC ACWV 464286525 $292.5M 7.22% 2,432,810 SH
5 VANGUARD SPECIALIZED FUNDS VIG 921908844 $226.0M 5.58% 955,047 SH
6 VANGUARD MUN BD FDS VTEB 922907746 $216.1M 5.34% 4,272,813 SH
7 VANGUARD INDEX FDS VOO 922908363 $124.5M 3.07% 181,177 SH
8 ISHARES TR IEFA 46432F842 $97.6M 2.41% 1,010,674 SH
9 ISHARES INC IEMG 46434G103 $88.5M 2.18% 1,068,386 SH
10 ISHARES TR EFV 464288877 $81.2M 2.01% 1,061,079 SH
11 APPLE INC AAPL 037833100 $80.5M 1.99% 278,110 SH
12 ISHARES TR IWB 464287622 $47.5M 1.17% 116,055 SH
13 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $43.4M 1.07% 58,166 SH
14 VANGUARD BD INDEX FDS BND 921937835 $40.1M 0.99% 546,151 SH
15 DIMENSIONAL ETF TRUST DFUV 25434V724 $38.9M 0.96% 707,126 SH
16 VANGUARD INDEX FDS VTI 922908769 $38.3M 0.94% 103,363 SH
17 FIDELITY MERRIMACK STR TR FBND 316188309 $37.9M 0.94% 833,949 SH
18 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $36.5M 0.90% 72,942 SH
19 ISHARES TR AOR 464289867 $35.8M 0.88% 515,345 SH
20 VANGUARD ADMIRAL FDS INC VIOV 921932778 $34.7M 0.86% 296,032 SH
21 ISHARES TR CRBN 46434V464 $31.0M 0.77% 122,719 SH
22 ISHARES TR MUB 464288414 $30.2M 0.74% 280,348 SH
23 VANGUARD INTL EQUITY INDEX F VEU 922042775 $27.8M 0.69% 331,741 SH
24 VANGUARD INDEX FDS VB 922908751 $27.4M 0.68% 90,467 SH
25 DIMENSIONAL ETF TRUST DFAX 25434V880 $26.8M 0.66% 727,702 SH
26 ISHARES TR AGG 464287226 $26.1M 0.64% 263,856 SH
27 ALPHABET INC GOOGL 02079K305 $25.8M 0.64% 72,268 SH
28 VANGUARD INDEX FDS VTV 922908744 $21.5M 0.53% 98,826 SH
29 SCHWAB STRATEGIC TR FNDE 808524730 $21.4M 0.53% 539,037 SH
30 DIMENSIONAL ETF TRUST DFNM 25434V849 $20.9M 0.52% 432,596 SH
31 TCW ETF TRUST PWRD 29287L205 $20.0M 0.49% 162,280 SH
32 WISDOMTREE TR DEM 97717W315 $19.4M 0.48% 360,842 SH
33 VANGUARD TAX-MANAGED FDS VEA 921943858 $17.9M 0.44% 251,128 SH
34 MICROSOFT CORP MSFT 594918104 $17.8M 0.44% 47,661 SH
35 ISHARES TR IWN 464287630 $17.6M 0.43% 79,419 SH
36 ISHARES TR IWM 464287655 $16.5M 0.41% 54,901 SH
37 SELECT SECTOR SPDR TR XLF 81369Y605 $15.1M 0.37% 281,444 SH
38 TCW ETF TRUST VOTE 29287L106 $14.8M 0.36% 167,619 SH
39 VANGUARD INTL EQUITY INDEX F VSS 922042718 $14.6M 0.36% 94,513 SH
40 SCHWAB STRATEGIC TR FNDF 808524755 $14.5M 0.36% 275,501 SH
41 ALPHABET INC GOOG 02079K107 $14.4M 0.36% 40,883 SH
42 DIMENSIONAL ETF TRUST DFAC 25434V708 $14.2M 0.35% 320,192 SH
43 DIMENSIONAL ETF TRUST DFAT 25434V609 $13.2M 0.32% 188,313 SH
44 VANGUARD WORLD FD VGT 92204A702 $12.3M 0.30% 102,831 SH
45 WISDOMTREE TR DLN 97717W307 $12.2M 0.30% 126,165 SH
46 DIMENSIONAL ETF TRUST DFIV 25434V807 $10.7M 0.26% 197,598 SH
47 ISHARES TR IDEV 46435G326 $10.4M 0.26% 116,285 SH
48 ISHARES TR IJH 464287507 $10.0M 0.25% 130,018 SH
49 ISHARES TR IJR 464287804 $9.7M 0.24% 65,523 SH
50 VANGUARD INTL EQUITY INDEX F VWO 922042858 $9.7M 0.24% 162,170 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-20 $4.05B 400 0001172661-26-002689
2026-03-31 2026-05-12 $3.51B 338 0001172661-26-001732
2025-12-31 2026-01-20 $3.48B 319 0001172661-26-000216
2025-09-30 2025-10-24 $3.27B 297 0001172661-25-004424
2025-06-30 2025-07-29 $3.15B 309 0001172661-25-002762
2025-03-31 2025-04-21 $2.88B 288 0001172661-25-001518