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CIK: 0001433541
Total reported value
$4.1B
$4.1B
338 檔
41.7%
During the Q1 2026 filing period, Aspiriant, LLC (CIK: 0001433541) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $4.1B across 338 reported positions.
Aspiriant, LLC executed strategic sector rebalancing during Q1 2026, establishing 36 new positions while fully exiting 18 holdings and trimming 74 positions.
Showing top 200 holdings (of 338 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.31% | +3.60% | +5.41% | |
| 2 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 10.76% | -0.29% | +7.33% | |
| 3 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 10.73% | -0.71% | +2.82% | |
| 4 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 8.30% | -1.08% | +1.34% | |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 6.02% | -0.68% | -1.63% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.85% | -0.27% | +0.12% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.08% | -0.01% | +0.53% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.54% | -0.13% | +7.77% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.26% | -0.25% | -1.96% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.13% | +0.05% | +1.85% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.96% | +0.03% | -4.08% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.14% | +0.03% | -1.42% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 1.13% | -0.14% | +2.82% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.09% | -0.02% | -1.23% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.01% | -0.11% | +7.71% | |
| 16 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.98% | -0.02% | -1.38% | |
| 17 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.97% | -0.03% | +1.89% | |
| 18 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.93% | -0.05% | +5.84% | |
| 19 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 0.89% | -0.03% | -1.57% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-Other | 0.87% | -0.13% | -4.60% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.86% | +0.08% | -0.07% | |
| 22 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-Other | 0.76% | +0.01% | +2.33% | |
| 23 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.71% | -0.02% | -0.02% | |
| 24 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.70% | -0.04% | — | |
| 25 | VB | Vanguard Small-cap ETF | ETF-Other | 0.66% | +0.02% | +8.40% | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.63% | +0.01% | +16.02% | |
| 27 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.59% | -0.06% | +0.49% | |
| 28 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.59% | -0.07% | +7.16% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.56% | +0.08% | -5.46% | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.56% | -0.03% | -1.22% | |
| 31 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.55% | -0.07% | -6.62% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.45% | -0.01% | -12.06% | |
| 33 | PWRD | Tcw Transform Systems ETF | ETF-Other | 0.45% | +0.04% | +8.79% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.44% | — | +1.06% | |
| 35 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.43% | — | -3.07% | |
| 36 | XLF | Ss Financial Select Sector | ETF-Other | 0.40% | -0.03% | -0.35% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.39% | +0.02% | +2.39% | |
| 38 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.39% | -0.03% | -0.34% | |
| 39 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.37% | -0.01% | +4.03% | |
| 40 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.35% | — | +0.00% | |
| 41 | DFAT | Dimensional US Target Value | ETF-Other | 0.33% | -0.02% | -1.53% | |
| 42 | DFIV | Dimensional International Va | ETF-Other | 0.31% | -0.05% | +0.28% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.31% | +0.05% | -8.34% | |
| 44 | VOTE | Tcw Transform 500 ETF | ETF-Other | 0.29% | +0.07% | +0.96% | |
| 45 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.26% | — | +7.77% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.26% | -0.01% | -1.95% | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.26% | +0.04% | -3.27% | |
| 48 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.24% | +0.06% | +5.43% | |
| 49 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.24% | -0.03% | +2.36% | |
| 50 | NVDA | Nvidia CORP | Stock-Tech | 0.24% | -0.06% | -4.56% |
According to official SEC Form 13F filings, Aspiriant, LLC reported a total U.S. public equity portfolio value of $4.1B across 338 disclosed positions in Q1 2026.
During Q1 2026, Aspiriant, LLC's top holdings by market value included IVV (12.3%)、VBR (10.8%)、IUSV (10.7%). The largest single position, IVV, represented 12.3% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, VBR, IUSV) accounted for 41.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
RYTM
市值: $2.9M
Top Position Liquidated / Trimmed
BN
前期市值: $956.6K
In Q1 2026, Aspiriant, LLC made 192 total portfolio adjustments, initiating 36 new buys, adding to 64 positions, trimming 74 holdings, and fully liquidating 18 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.
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