13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001433541
Total reported value
$4.1B
$4.1B
319 檔
40.6%
At the close of Q4 2025, Aspiriant, LLC disclosed equity holdings valued at approximately $4.1B, spread across 319 reported holdings.
In Q4 2025, Aspiriant, LLC displayed an active expansion posture, initiating 4 new positions and adding to 32 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IUSV, VBR) accounted for 40.6% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 319 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.36% | +3.60% | +4.93% | |
| 2 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 10.55% | -0.71% | -0.50% | |
| 3 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 9.86% | -0.29% | +6.12% | |
| 4 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 8.21% | -1.08% | -0.56% | |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 6.22% | -0.68% | +4.36% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 6.02% | -0.27% | -1.50% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.25% | -0.01% | +14.63% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.35% | -0.13% | +9.10% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.24% | -0.25% | -2.36% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.21% | +0.03% | -3.31% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.03% | +0.05% | +3.23% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.23% | +0.03% | +2.02% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.17% | -0.02% | -0.99% | |
| 14 | BND | Vanguard Total Bond Market | ETF-Other | 1.12% | -0.14% | -3.43% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.99% | -0.11% | +11.92% | |
| 16 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.97% | -0.03% | +34.32% | |
| 17 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.96% | -0.02% | -0.96% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-Other | 0.93% | -0.13% | -10.43% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.91% | +0.08% | -1.27% | |
| 20 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.90% | -0.05% | +3.37% | |
| 21 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 0.88% | -0.03% | -6.50% | |
| 22 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-Other | 0.77% | +0.01% | +1.66% | |
| 23 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.70% | -0.02% | +1.46% | |
| 24 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.68% | -0.04% | -1.25% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.67% | -0.01% | +6.87% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | +0.08% | -2.18% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-Other | 0.60% | +0.02% | +8.30% | |
| 28 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.56% | -0.06% | -13.11% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.55% | +0.01% | +18.16% | |
| 30 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.55% | -0.07% | +9.00% | |
| 31 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.55% | -0.07% | -1.80% | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.55% | -0.03% | -1.74% | |
| 33 | XLF | Ss Financial Select Sector | ETF-Other | 0.44% | -0.03% | +0.67% | |
| 34 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.43% | — | -2.67% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.43% | — | +73.50% | |
| 36 | PWRD | Tcw Transform Systems ETF | ETF-Other | 0.41% | +0.04% | +3.01% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.38% | +0.02% | +17.70% | |
| 38 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.38% | -0.03% | -12.28% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.37% | +0.05% | -3.03% | |
| 40 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.36% | — | +0.00% | |
| 41 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.33% | -0.01% | +2.05% | |
| 42 | DFAT | Dimensional US Target Value | ETF-Other | 0.33% | -0.02% | -0.37% | |
| 43 | VOTE | Tcw Transform 500 ETF | ETF-Other | 0.30% | +0.07% | +23.89% | |
| 44 | DFIV | Dimensional International Va | ETF-Other | 0.29% | -0.05% | +1.38% | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.29% | +0.04% | +1.07% | |
| 46 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.27% | — | -3.73% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.27% | -0.06% | +103.15% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.26% | -0.01% | +134.26% | |
| 49 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.24% | — | — | |
| 50 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.23% | — | -1.35% |
According to official SEC Form 13F filings, Aspiriant, LLC reported a total U.S. public equity portfolio value of $4.1B across 319 disclosed positions in Q4 2025.
During Q4 2025, Aspiriant, LLC's top holdings by market value included IVV (12.4%)、IUSV (10.6%)、VBR (9.9%). The largest single position, IVV, represented 12.4% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
IDEV
市值: $8.5M
Top Position Liquidated / Trimmed
IUSV
前期市值: $359.9M
In Q4 2025, Aspiriant, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 32 positions, trimming 14 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.