Aspiriant, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$3.51B
Q ending 2026-03-31
Prior quarter
$3.48B
Q ending 2025-12-31
Change
+0.9% QoQ · +21.9% YoY
Positions
338
reported holdings
Largest positions
Top 100 of 338 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $432.4M | 662K |
| Vanguard Index Fds | VBR | Shares | $377.9M | 1.7M |
| Ishares Tr | IUSV | Shares | $376.6M | 3.7M |
| Ishares Inc | ACWV | Shares | $291.4M | 2.4M |
| Vanguard Mun Bd Fds | VTEB | Shares | $211.2M | 4.2M |
| Vanguard Specialized Funds | VIG | Shares | $205.4M | 955K |
| Vanguard Index Fds | VOO | Shares | $108.2M | 181K |
| Ishares Tr | IEFA | Shares | $89.3M | 987K |
| Ishares Tr | EFV | Shares | $79.5M | 1.1M |
| Ishares Inc | IEMG | Shares | $74.8M | 1.1M |
| Apple Inc | AAPL | Shares | $68.9M | 272K |
| Ishares Tr | IWB | Shares | $40.2M | 113K |
| Vanguard Bd Index Fds | BND | Shares | $39.8M | 541K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $38.4M | 59K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $35.5M | 74K |
| Dimensional Etf Trust | DFUV | Shares | $34.3M | 708K |
| Fidelity Merrimack Str Tr | FBND | Shares | $34.2M | 750K |
| Ishares Tr | AOR | Shares | $32.8M | 509K |
| Vanguard Admiral Fds Inc | VIOV | Shares | $31.2M | 307K |
| Ishares Tr | MUB | Shares | $30.7M | 289K |
| Vanguard Index Fds | VTI | Shares | $30.3M | 94K |
| Ishares Tr | CRBN | Shares | $26.6M | 119K |
| Vanguard Intl Equity Index F | VEU | Shares | $25.0M | 333K |
| Dimensional Etf Trust | DFAX | Shares | $24.7M | 728K |
| Vanguard Index Fds | VB | Shares | $23.1M | 88K |
| Ishares Tr | AGG | Shares | $22.3M | 224K |
| Schwab Strategic Tr | FNDE | Shares | $20.8M | 545K |
| Dimensional Etf Trust | DFNM | Shares | $20.5M | 429K |
| Alphabet Inc | GOOGL | Shares | $19.7M | 68K |
| Vanguard Index Fds | VTV | Shares | $19.5M | 99K |
| Wisdomtree Tr | DEM | Shares | $19.1M | 385K |
| Microsoft Corp | MSFT | Shares | $15.7M | 42K |
| Tcw Etf Trust | PWRD | Shares | $15.6M | 160K |
| Vanguard Tax-Managed Fds | VEA | Shares | $15.4M | 241K |
| Ishares Tr | IWN | Shares | $15.1M | 80K |
| Select Sector Spdr Tr | XLF | Shares | $13.9M | 281K |
| Ishares Tr | IWM | Shares | $13.8M | 56K |
| Vanguard Intl Equity Index F | VSS | Shares | $13.6M | 93K |
| Schwab Strategic Tr | FNDF | Shares | $13.1M | 268K |
| Dimensional Etf Trust | DFAC | Shares | $12.4M | 320K |
| Dimensional Etf Trust | DFAT | Shares | $11.8M | 188K |
| Dimensional Etf Trust | DFIV | Shares | $10.9M | 206K |
| Alphabet Inc | GOOG | Shares | $10.8M | 38K |
| Tcw Etf Trust | VOTE | Shares | $10.1M | 132K |
| Ishares Tr | IDEV | Shares | $9.3M | 111K |
| Ishares Tr | IJH | Shares | $9.1M | 135K |
| Vanguard World Fd | VGT | Shares | $9.0M | 13K |
| Wisdomtree Tr | DLN | Shares | $8.4M | 94K |
| Ishares Tr | EFA | Shares | $8.3M | 86K |
| Nvidia Corporation | NVDA | Shares | $8.3M | 48K |
| Dimensional Etf Trust | DFAS | Shares | $8.2M | 115K |
| Vanguard Intl Equity Index F | VWO | Shares | $8.1M | 151K |
| Ishares Tr | IJR | Shares | $8.0M | 65K |
| Ishares Tr | IWD | Shares | $7.8M | 37K |
| Ishares Tr | USMV | Shares | $7.7M | 83K |
| Jpmorgan Chase & Co | JPM | Shares | $7.5M | 25K |
| Ishares Tr | IWV | Shares | $7.4M | 20K |
| Vanguard Scottsdale Fds | VONV | Shares | $6.8M | 72K |
| New York Life Investments Et | QAI | Shares | $6.7M | 197K |
| Ishares Tr | DSI | Shares | $6.6M | 55K |
| New York Life Investments Et | MNA | Shares | $6.2M | 170K |
| Amazon Com Inc | AMZN | Shares | $6.0M | 29K |
| Ishares Tr | ITOT | Shares | $5.7M | 40K |
| Exxon Mobil Corp | XOM | Shares | $5.6M | 33K |
| Ishares Tr | SUSA | Shares | $5.5M | 42K |
| Meta Platforms Inc | META | Shares | $5.5M | 10K |
| Vanguard Index Fds | VUG | Shares | $5.4M | 12K |
| Ishares Tr | EFAV | Shares | $5.1M | 56K |
| Johnson & Johnson | JNJ | Shares | $5.0M | 21K |
| Schwab Strategic Tr | SCHX | Shares | $5.0M | 194K |
| Invesco Qqq Tr | QQQ | Shares | $4.7M | 8K |
| Ishares Tr | IYY | Shares | $4.7M | 30K |
| Royal Bk Cda | RY | Shares | $4.6M | 28K |
| Vanguard Index Fds | VV | Shares | $4.3M | 14K |
| Ishares Tr | IUSG | Shares | $4.3M | 28K |
| Vanguard Bd Index Fds | VUSB | Shares | $4.3M | 86K |
| Procter & Gamble Co | PG | Shares | $4.2M | 29K |
| Cincinnati Finl Corp | CINF | Shares | $4.2M | 27K |
| Vanguard Malvern Fds | VTIP | Shares | $4.1M | 82K |
| Invesco Exchange Traded Fd T | RSP | Shares | $4.0M | 21K |
| Litman Gregory Fds Tr | DBMF | Shares | $3.8M | 127K |
| Ishares Tr | SHY | Shares | $3.8M | 45K |
| Ishares Tr | SCZ | Shares | $3.6M | 46K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $3.6M | 5 |
| Ishares Tr | IWR | Shares | $3.6M | 37K |
| Tjx Cos Inc New | TJX | Shares | $3.4M | 21K |
| Vanguard Index Fds | VNQ | Shares | $3.3M | 37K |
| Broadcom Inc | AVGO | Shares | $3.2M | 10K |
| Qualcomm Inc | QCOM | Shares | $3.2M | 25K |
| Adobe Inc | ADBE | Shares | $2.9M | 12K |
| Rhythm Pharmaceuticals Inc | RYTM | Shares | $2.9M | 33K |
| Pepsico Inc | PEP | Shares | $2.7M | 18K |
| Oracle Corp | ORCL | Shares | $2.7M | 19K |
| Chevron Corporation | CVX | Shares | $2.7M | 13K |
| Ishares Tr | IWF | Shares | $2.7M | 6K |
| Cisco Sys Inc | CSCO | Shares | $2.7M | 34K |
| Ishares Tr | ACWI | Shares | $2.4M | 17K |
| Ishares Tr | AOM | Shares | $2.4M | 50K |
| Transdigm Group Inc | TDG | Shares | $2.3M | 2K |
| Schwab Charles Corp | SCHW | Shares | $2.2M | 24K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.