AL

Aspiriant, LLC

Diversified strategyMomentum followerLong-term holder

Total reported value

$3.5B

Reporting period: 2026-03-31 · Number of holdings: 338

ASPIRIANT, LLC disclosed 338 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $3.5B and a quarterly turnover rate of 6.0%.

Browse other institutions with $1B to $10B AUMBrowse other institutions starting with "A"

Personality snowflake

Concentration
22.75
Portfolio Stability
6.02
Momentum/Contrarian
100
Sector conviction
65.72
Diversification
100
Sizing Uniformity
57.25

Recent moves

  • Add VBR

    +7.3%　$34.7M

  • Trim AAPL

    -4.1%　-$8.0M

  • Trim MSFT

    -12.1%　-$7.6M

  • Trim VTEB

    -1.6%　-$5.2M

  • Add IEFA

    +7.8%　$7.4M

  • Add IUSV

    +2.8%　$9.3M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1IVVIshares Core S&p 500 ETFETF-Large Cap & Growth12.31%-0.05%+5.41%
2VBRVanguard Small-cap Value ETFETF-Other10.76%+0.90%+7.33%
3IUSVIshares Core S&p U.s. ValueETF-Other10.73%+0.18%+2.82%
4ACWVIshares Msci Global Min VolETF-Other8.30%+0.09%+1.34%
5VTEBVanguard Tax-exempt Bond ETFETF-Other6.02%-0.20%-1.63%
6VIGVanguard Dividend Apprec ETFETF-Other5.85%-0.17%+0.12%
7VOOVanguard S&p 500 ETFETF-Large Cap & Growth3.08%-0.17%+0.53%
8IEFAIshares Core Msci Eafe ETFETF-Other2.54%+0.19%+7.77%
9EFVIshares Msci Eafe Value ETFETF-Other2.26%+0.02%-1.96%
10IEMGIshares Core Msci EmergingETF-Emerging Markets2.13%+0.10%+1.85%
11AAPLApple INCStock-Tech1.96%-0.25%-4.08%
12IWBIshares Russell 1000 ETFETF-Other1.14%-0.09%-1.42%
13BNDVanguard Total Bond MarketETF-Other1.13%—+2.82%
14SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth1.09%-0.08%-1.23%
15BRK-BBerkshire Hathaway Inc-cl BStock-Other1.01%+0.02%+7.71%
16DFUVDimensional US Marketwide VaETF-Other0.98%—-1.38%
17FBNDFidelity Total Bond ETFETF-Other0.97%—+1.89%
18AORIshares Core 60/40 BalancedETF-Other0.93%+0.03%+5.84%
19VIOVVanguard S&p Small-cap 600 VETF-Other0.89%—-1.57%
20MUBIshares National Muni Bond EETF-Other0.87%-0.06%-4.60%
21VTIVanguard Total Stock Mkt ETFETF-Other0.86%-0.05%-0.07%
22CRBNIsh Low Car Opt Ms Ac Etf-usETF-Other0.76%—+2.33%
23VEUVanguard Ftse All-world Ex-uETF-Other0.71%—-0.02%
24DFAXDimensional World Ex US CoreETF-Other0.70%+0.02%—
25VBVanguard Small-cap ETFETF-Other0.66%+0.06%+8.40%
26AGGIshares Core U.s. AggregateETF-Other0.63%+0.08%+16.02%
27FNDESchwab Fndmntl Em Mrk Eq ETFETF-Other0.59%+0.03%+0.49%
28DFNMDimensional National Muni BdETF-Other0.59%+0.04%+7.16%
29GOOGLAlphabet Inc-cl AStock-Comm Services0.56%-0.09%-5.46%
30VTVVanguard Value ETFETF-Other0.56%—-1.22%
31DEMWisdomtree Emerging MarketsETF-Emerging Markets0.55%—-6.62%
32MSFTMicrosoft CORPStock-Tech0.45%-0.22%-12.06%
33PWRDTcw Transform Systems ETFETF-Other0.45%+0.04%+8.79%
34VEAVanguard Ftse Developed ETFETF-Other0.44%—+1.06%
35IWNIshares Russell 2000 Value EETF-Small Cap0.43%—-3.07%
36XLFSs Financial Select SectorETF-Other0.40%-0.04%-0.35%
37IWMIshares Russell 2000 ETFETF-Small Cap0.39%—+2.39%
38VSSVanguard Ftse All Wo X-us ScETF-Other0.39%—-0.34%
39FNDFSchwab Fndmn Intl Lrg Co ETFETF-Other0.37%+0.04%+4.03%
40DFACDimensional US Core Equity 2ETF-Other0.35%—+0.00%
41DFATDimensional US Target ValueETF-Other0.33%—-1.53%
42DFIVDimensional International VaETF-Other0.31%—+0.28%
43GOOGAlphabet Inc-cl CStock-Comm Services0.31%-0.06%-8.34%
44VOTETcw Transform 500 ETFETF-Other0.29%—+0.96%
45IDEVIshares Core Msci Dev MktsETF-Other0.26%—+7.77%
46IJHIshares Core S&p Midcap ETFETF-Other0.26%—-1.95%
47VGTVanguard Info Tech ETFETF-Tech0.26%-0.03%-3.27%
48DLNWisdomtree US Largecap DividETF-Other0.24%—+5.43%
49EFAIshares Msci Eafe ETFETF-Other0.24%—+2.36%
50NVDANvidia CORPStock-Tech0.24%-0.03%-4.56%
1–50 of 338

Holding changes this quarter

Aspiriant, LLC's most significant position changes for 2026-03-31: New buy: Rhythm Pharmaceuticals INC (RYTM); New buy: Northrop Grumman CORP (NOC); Sold out: Brookfield CORP (BN); Add: Vanguard Small-cap Value ETF (VBR) — shares +7.33%; Trim: Apple INC (AAPL) — shares -4.08%.

Position changes disclosed by Aspiriant, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1VBRVanguard Small-cap Value ETF+0.9%+7.33%Add
2IEFAIshares Core Msci Eafe ETF+0.2%+7.77%Add
3IUSVIshares Core S&p U.s. Value+0.2%+2.82%Add
4IEMGIshares Core Msci Emerging+0.1%+1.85%Add
5ACWVIshares Msci Global Min Vol+0.1%+1.34%Add
6AGGIshares Core U.s. Aggregate+0.1%+16.02%Add
7XOMExxon Mobil CORP+0.1%+25.83%Add
8VBVanguard Small-cap ETF+0.1%+8.40%Add
9PWRDTcw Transform Systems ETF0%+8.79%Add
10FNDFSchwab Fndmn Intl Lrg Co ETF0%+4.03%Add
11DFNMDimensional National Muni Bd0%+7.16%Add
12AORIshares Core 60/40 Balanced0%+5.84%Add
13FNDESchwab Fndmntl Em Mrk Eq ETF0%+0.49%Add
14QCOMQualcomm INC0%+96.34%Add
15EFVIshares Msci Eafe Value ETF0%-1.96%Trim
16JNJJohnson & Johnson0%+3.80%Add
17BRK-BBerkshire Hathaway Inc-cl B0%+7.71%Add
18DFAXDimensional World Ex US Core0%—Unchanged
19IWFIshares Russell 1000 Growth0%-18.80%Trim
20HYMBSs Spdr N Ice Hy Muni ETF0%-80.52%Trim
21BILLBill Holdings INC0%-8.73%Trim
22HYGIshr Ibx Usd Hiyld Cb Etf-ui0%-67.09%Trim
23ADPAutomatic Data Processing0%-75.79%Trim
24VGTVanguard Info Tech ETF0%-3.27%Trim
25NVDANvidia CORP0%-4.56%Trim
26AVGOBroadcom INC0%-13.28%Trim
27CRMSalesforce INC0%-0.88%Trim
28VUGVanguard Growth ETF0%-4.51%Trim
29XLFSs Financial Select Sector0%-0.35%Trim
30ADBEAdobe INC0%-2.75%Trim
31ORCLOracle CORP0%-10.68%Trim
32SCHXSchwab US Large-cap ETF0%-14.52%Trim
33IVVIshares Core S&p 500 ETF-0.1%+5.41%Add
34METAMeta Platforms Inc-class A-0.1%-15.07%Trim
35AMZNAmazon.com INC-0.1%-14.38%Trim
36VTIVanguard Total Stock Mkt ETF-0.1%-0.07%Trim
37IWVIshares Russell 3000 ETF-0.1%-19.00%Trim
38GOOGAlphabet Inc-cl C-0.1%-8.34%Trim
39MUBIshares National Muni Bond E-0.1%-4.60%Trim
40SPYSs Spdr S&p 500 ETF Trust-us-0.1%-1.23%Trim
41GOOGLAlphabet Inc-cl A-0.1%-5.46%Trim
42IWBIshares Russell 1000 ETF-0.1%-1.42%Trim
43VOOVanguard S&p 500 ETF-0.2%+0.53%Add
44VIGVanguard Dividend Apprec ETF-0.2%+0.12%Add
45VTEBVanguard Tax-exempt Bond ETF-0.2%-1.63%Trim
46MSFTMicrosoft CORP-0.2%-12.06%Trim
47AAPLApple INC-0.3%-4.08%Trim
48RYTMRhythm Pharmaceuticals INC—NEWNew buy
49NOCNorthrop Grumman CORP—NEWNew buy
50BNBrookfield CORP—EXITSold out

FAQ

What is Aspiriant, LLC and what type of investor is it?
Aspiriant, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $3.5B, spread across 338 disclosed positions.
What are Aspiriant, LLC's largest equity positions?
Based on the latest 13F filing, Aspiriant, LLC's top holdings by market value are: 1. Ishares Core S&p 500 ETF (IVV) — $432.4M (12.3%) 2. Vanguard Small-cap Value ETF (VBR) — $377.9M (10.8%) 3. Ishares Core S&p U.s. Value (IUSV) — $376.6M (10.7%) 4. Ishares Msci Global Min Vol (ACWV) — $291.4M (8.3%) 5. Vanguard Tax-exempt Bond ETF (VTEB) — $211.2M (6.0%)
What changes did Aspiriant, LLC make in its most recent portfolio filing?
In the latest reported quarter, Aspiriant, LLC made 49 notable position adjustments: 2 new positions were initiated, 19 existing holdings were added to, 27 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Rhythm Pharmaceuticals INC (RYTM); New buy: Northrop Grumman CORP (NOC); Sold out: Brookfield CORP (BN); Add: Vanguard Small-cap Value ETF (VBR) — shares +7.33%; Trim: Apple INC (AAPL) — shares -4.08%
What sectors does Aspiriant, LLC focus on?
Aspiriant, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 37.6% • Financials: 21.6% • Communication Services: 12.5% • Industrials: 6.8% • Health Care: 6.7% • Consumer Discretionary: 5.4%

Peer Institutions

Institutions with a similar AUM

BC

Bdt Capital Partners, LLC

Total reported value

$3.5B

3 stks

2026-03-31

Concentration100.0
Portfolio Stability10.0
Sector conviction100.0

AUM within 0.0% of this institution

View detail
PU

People's United Financial, Inc.

Total reported value

$3.5B

617 stks

2022-03-31

Concentration4.2
Portfolio Stability0.0
Sector conviction52.7

AUM within 0.0% of this institution

View detail
AC

Anchor Capital Advisors LLC

Total reported value

$3.5B

251 stks

2026-03-31

Concentration5.0
Portfolio Stability21.3
Sector conviction36.6

AUM within 0.0% of this institution

View detail

Similar Holdings Style

Institutions with overlapping top holdings

FC

Financial Counselors INC

Total reported value

$70.9M

12 stks

2026-03-31

Concentration100.0
Portfolio Stability2.9
Sector conviction100.0

2 of the top 5 holdings overlap, including Ishares Core S&p 500 ETF

View detail
BW

BSW Wealth Partners

Total reported value

$819.4M

312 stks

2026-03-31

Concentration15.5
Portfolio Stability9.2
Sector conviction65.5

2 of the top 5 holdings overlap, including Ishares Core S&p 500 ETF

View detail
GB

Gallagher Benefit Services, Inc.

Total reported value

$476.0M

186 stks

2022-12-31

Concentration13.3
Portfolio Stability0.0
Sector conviction32.9

2 of the top 5 holdings overlap, including Vanguard Small-cap Value ETF

View detail