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CIK: 0001433541
Total reported value
$4.1B
$4.1B
400 檔
48.8%
In Q2 2026, Aspiriant, LLC's U.S. equity holdings reached a combined market value of $4.1B, distributed across 400 disclosed stock positions.
In Q2 2026, Aspiriant, LLC displayed an active expansion posture, initiating 43 new positions and adding to 98 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, VBR, IUSV) accounted for 48.8% of total reported equity market value during Q2 2026.
Showing top 200 holdings (of 400 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 15.91% | +0.71% | +30.03% | |
| 2 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 10.47% | -0.62% | +0.35% | |
| 3 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 10.02% | +0.17% | +0.07% | |
| 4 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 7.22% | +0.13% | -0.23% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.58% | -0.06% | -0.01% | |
| 6 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 5.34% | -0.23% | +0.92% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.07% | +0.08% | +0.03% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.41% | +0.19% | +2.42% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.18% | -0.04% | -0.37% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.01% | +0.02% | -0.79% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.99% | +0.26% | +2.38% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.17% | +0.07% | +2.97% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.07% | +0.01% | -1.58% | |
| 14 | BND | Vanguard Total Bond Market | ETF-Other | 0.99% | — | +0.97% | |
| 15 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.96% | — | -0.15% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.94% | +0.03% | +9.58% | |
| 17 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.94% | -0.02% | +11.25% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.90% | -0.02% | -1.45% | |
| 19 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.88% | — | +1.16% | |
| 20 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 0.86% | -0.11% | -3.49% | |
| 21 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-Other | 0.77% | +0.03% | +2.88% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-Other | 0.74% | -0.01% | -2.96% | |
| 23 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.69% | -0.03% | -0.37% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 0.68% | -0.03% | +2.38% | |
| 25 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.66% | — | — | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.64% | +0.07% | +17.60% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.64% | -0.03% | +5.76% | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 0.53% | -0.04% | -0.56% | |
| 29 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.53% | +0.02% | -1.07% | |
| 30 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.52% | -0.02% | +0.90% | |
| 31 | PWRD | Tcw Transform Systems ETF | ETF-Other | 0.49% | -0.06% | +1.42% | |
| 32 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.48% | — | -6.31% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.44% | +0.01% | +4.19% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.44% | +0.13% | +12.70% | |
| 35 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.43% | -0.04% | -0.58% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.41% | -0.02% | -1.49% | |
| 37 | XLF | Ss Financial Select Sector | ETF-Other | 0.37% | — | — | |
| 38 | VOTE | Tcw Transform 500 ETF | ETF-Other | 0.36% | +0.07% | +26.95% | |
| 39 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.36% | — | +1.69% | |
| 40 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.36% | — | +2.88% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.36% | -0.06% | +8.73% | |
| 42 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.35% | -0.35% | EXIT | |
| 43 | DFAT | Dimensional US Target Value | ETF-Other | 0.32% | -0.32% | EXIT | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.30% | +0.02% | +699.99% | |
| 45 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.30% | -0.04% | +34.63% | |
| 46 | DFIV | Dimensional International Va | ETF-Other | 0.26% | +0.01% | -3.98% | |
| 47 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.26% | +0.04% | +5.03% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.25% | -0.02% | -3.78% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.24% | -0.02% | +1.52% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.24% | +0.02% | +7.62% |
According to official SEC Form 13F filings, Aspiriant, LLC reported a total U.S. public equity portfolio value of $4.1B across 400 disclosed positions in Q2 2026.
During Q2 2026, Aspiriant, LLC's top holdings by market value included IVV (15.9%)、VBR (10.5%)、IUSV (10.0%). The largest single position, IVV, represented 15.9% of total portfolio value.
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Top New Position Initiated
EAGL
市值: $1.9M
Top Position Liquidated / Trimmed
VTIP
前期市值: $4.1M
In Q2 2026, Aspiriant, LLC made 192 total portfolio adjustments, initiating 43 new buys, adding to 98 positions, trimming 40 holdings, and fully liquidating 11 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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