ASPIRIANT, LLC — 13F Holdings & Portfolio
CIK 1433541 · latest 13F-HR filed 2025-07-29
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.
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AUM
$3.15B
Long-equity book
Holdings
309
Distinct positions
Period
2025-06-30
Filed 2025-07-29
Q/Q Activity
+28 / −8 / ↑155 / ↓59
vs 2025-03-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$59.8M +18.2%
- VANGUARD ADMIRAL FDS INC$26.5M +977.9%
- ISHARES TR$17.4M +95.6%
- ISHARES TR$16.3M +74.2%
- DIMENSIONAL ETF TRUST$16.1M +4527.7%
Top Trims
- VANGUARD MUN BD FDS-$23.8M -9.1%
- APPLE INC-$14.9M -19.5%
- BERKSHIRE HATHAWAY INC DEL-$3.7M -10.9%
- VANGUARD WORLD FD-$2.6M -23.4%
- NEW YORK LIFE INVESTMENTS ET-$1.5M -23.6%
New Positions
- VANGUARD MALVERN FDS$4.1M
- ISHARES TR$2.4M
- VANGUARD CHARLOTTE FDS$911.6K
- ISHARES TR$687.6K
- ISHARES TR$466.5K
Exited Positions
- ISHARES TR$395.4K
- CLOUDFLARE INC$339.2K
- BECTON DICKINSON & CO$304.7K
- VANGUARD WORLD FD$261.0K
- REGENERON PHARMACEUTICALS$230.9K
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 | $387.9M | 12.33% | 624,720 | SH |
| 2 | ISHARES TR | IUSV | 464287663 | $338.4M | 10.76% | 3,576,178 | SH |
| 3 | VANGUARD INDEX FDS | VBR | 922908611 | $289.3M | 9.19% | 1,483,454 | SH |
| 4 | ISHARES INC | ACWV | 464286525 | $286.4M | 9.10% | 2,415,137 | SH |
| 5 | VANGUARD MUN BD FDS | VTEB | 922907746 | $236.0M | 7.50% | 4,813,806 | SH |
| 6 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $197.3M | 6.27% | 964,064 | SH |
| 7 | VANGUARD INDEX FDS | VOO | 922908363 | $89.6M | 2.85% | 157,684 | SH |
| 8 | ISHARES TR | EFV | 464288877 | $71.6M | 2.28% | 1,128,310 | SH |
| 9 | ISHARES TR | IEFA | 46432F842 | $64.4M | 2.05% | 771,658 | SH |
| 10 | APPLE INC | AAPL | 037833100 | $61.6M | 1.96% | 300,315 | SH |
| 11 | ISHARES INC | IEMG | 46434G103 | $60.7M | 1.93% | 1,011,769 | SH |
| 12 | VANGUARD BD INDEX FDS | BND | 921937835 | $39.0M | 1.24% | 530,152 | SH |
| 13 | ISHARES TR | IWB | 464287622 | $38.3M | 1.22% | 112,672 | SH |
| 14 | SPDR S&P 500 ETF TR | SPY | 78462F103 | $37.7M | 1.20% | 61,012 | SH |
| 15 | ISHARES TR | MUB | 464288414 | $35.6M | 1.13% | 340,459 | SH |
| 16 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $30.5M | 0.97% | 62,782 | SH |
| 17 | DIMENSIONAL ETF TRUST | DFUV | 25434V724 | $30.5M | 0.97% | 720,613 | SH |
| 18 | VANGUARD ADMIRAL FDS INC | VIOV | 921932778 | $29.2M | 0.93% | 340,934 | SH |
| 19 | VANGUARD INDEX FDS | VTI | 922908769 | $29.1M | 0.93% | 95,846 | SH |
| 20 | ISHARES TR | AGG | 464287226 | $28.3M | 0.90% | 285,460 | SH |
| 21 | ISHARES TR | AOR | 464289867 | $27.8M | 0.88% | 452,195 | SH |
| 22 | ISHARES TR | CRBN | 46434V464 | $24.0M | 0.76% | 113,526 | SH |
| 23 | MICROSOFT CORP | MSFT | 594918104 | $23.4M | 0.74% | 46,947 | SH |
| 24 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $22.0M | 0.70% | 327,792 | SH |
| 25 | FIDELITY MERRIMACK STR TR | FBND | 316188309 | $21.9M | 0.70% | 479,364 | SH |
| 26 | DIMENSIONAL ETF TRUST | DFAX | 25434V880 | $21.9M | 0.70% | 745,315 | SH |
| 27 | SCHWAB STRATEGIC TR | FNDE | 808524730 | $21.0M | 0.67% | 636,111 | SH |
| 28 | WISDOMTREE TR | DEM | 97717W315 | $19.1M | 0.61% | 422,475 | SH |
| 29 | VANGUARD INDEX FDS | VTV | 922908744 | $18.4M | 0.58% | 104,063 | SH |
| 30 | VANGUARD INDEX FDS | VB | 922908751 | $16.6M | 0.53% | 70,004 | SH |
| 31 | DIMENSIONAL ETF TRUST | DFNM | 25434V849 | $16.5M | 0.52% | 347,452 | SH |
| 32 | VANGUARD INTL EQUITY INDEX F | VSS | 922042718 | $15.0M | 0.48% | 111,774 | SH |
| 33 | SELECT SECTOR SPDR TR | XLF | 81369Y605 | $14.6M | 0.46% | 279,046 | SH |
| 34 | ISHARES TR | IWN | 464287630 | $13.4M | 0.43% | 84,961 | SH |
| 35 | ALPHABET INC | GOOGL | 02079K305 | $13.3M | 0.42% | 75,264 | SH |
| 36 | TCW ETF TRUST | PWRD | 29287L205 | $12.8M | 0.41% | 141,515 | SH |
| 37 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $11.6M | 0.37% | 324,443 | SH |
| 38 | DIMENSIONAL ETF TRUST | DFAT | 25434V609 | $10.5M | 0.33% | 193,868 | SH |
| 39 | ISHARES TR | IWM | 464287655 | $10.0M | 0.32% | 46,458 | SH |
| 40 | SCHWAB STRATEGIC TR | FNDF | 808524755 | $9.9M | 0.32% | 248,098 | SH |
| 41 | ISHARES TR | IWV | 464287689 | $9.0M | 0.28% | 25,520 | SH |
| 42 | ISHARES TR | EFA | 464287465 | $8.9M | 0.28% | 99,808 | SH |
| 43 | DIMENSIONAL ETF TRUST | DFIV | 25434V807 | $8.8M | 0.28% | 204,352 | SH |
| 44 | VANGUARD WORLD FD | VGT | 92204A702 | $8.6M | 0.27% | 12,891 | SH |
| 45 | META PLATFORMS INC | META | 30303M102 | $8.2M | 0.26% | 11,069 | SH |
| 46 | ISHARES TR | USMV | 46429B697 | $8.1M | 0.26% | 86,569 | SH |
| 47 | ALPHABET INC | GOOG | 02079K107 | $7.7M | 0.25% | 43,492 | SH |
| 48 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $7.7M | 0.24% | 134,618 | SH |
| 49 | TCW ETF TRUST | VOTE | 29287L106 | $7.4M | 0.24% | 102,247 | SH |
| 50 | ISHARES TR | IWR | 464287499 | $7.3M | 0.23% | 78,908 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |