Aspiriant, LLC Portfolio Holdings

Aspiriant, LLC

  • $3.21 Billion
  • Q3 2025

Aspiriant, LLC has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.21 Billion distributed in 297 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $401M, Ishares Core S&P U.S. Value Et with a value of $360M, Vanguard Small Cap Value ETF with a value of $319M, Ishares Msci Global Min Vol Fa with a value of $290M, and Vanguard Mun Bd Fds Tax Exempt with a value of $207M.

Examining the 13F form we can see an increase of $105M in the current position value, from $3.11B to 3.21B.

Below you can find more details about Aspiriant, LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.21 Billion
ETFs: $2.87 Billion
Technology: $126 Million
Financial Services: $69.6 Million
Communication Services: $41 Million
Consumer Cyclical: $19.5 Million
Industrials: $19.5 Million
Healthcare: $16 Million
Consumer Defensive: $11.7 Million
Other: $10.8 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$26.1B
$4.57 Million 0.14% of portfolio
28,892
Q3 2025 Reduced 3.48%
$139B
$3.35 Million 0.1% of portfolio
10,144
Q3 2025 Reduced 8.45%
$170B
$3.13 Million 0.1% of portfolio
21,650
Q3 2025 Reduced 1.73%
$72.7B
$2.64 Million 0.08% of portfolio
2,000
Q3 2025 Reduced 0.3%
$167B
$2.27 Million 0.07% of portfolio
23,813
Q3 2025 Reduced 4.0%
$140B
$1.77 Million 0.06% of portfolio
7,034
Q3 2025 Added 6.37%
$187B
$2.04 Million 0.06% of portfolio
12,265
Q3 2025 Reduced 4.02%
$104B
$1.45 Million 0.05% of portfolio
4,928
Q3 2025 Reduced 16.06%
$94.5B
$1.51 Million 0.05% of portfolio
4,433
Q3 2025 Reduced 10.43%
$49.1B
$1.68 Million 0.05% of portfolio
1,399
Q3 2025 Reduced 3.18%
$136B
$1.51 Million 0.05% of portfolio
6,396
Q3 2025 Reduced 10.36%
$193B
$1.51 Million 0.05% of portfolio
13,169
Q3 2025 Reduced 2.39%
$96.9B
$1.5 Million 0.05% of portfolio
3,562
Q3 2025 Reduced 5.47%
$40.4B
$1.43 Million 0.04% of portfolio
11,247
Q3 2025 Reduced 0.44%
$99.7B
$1.28 Million 0.04% of portfolio
6,629
Q3 2025 Reduced 2.73%
$183B
$1.26 Million 0.04% of portfolio
4,475
Q3 2025 Added 1.45%
$160B
$818,000 0.03% of portfolio
4,129
Q3 2025 Reduced 10.12%
$59.8B
$992,000 0.03% of portfolio
5,289
Q3 2025 Reduced 1.8%
$151B
$1.01 Million 0.03% of portfolio
2,854
Q3 2025 Reduced 2.16%
$77.2B
$874,000 0.03% of portfolio
4,113
Q3 2025 Added 8.87%
$21B
$838,000 0.03% of portfolio
13,072
Q3 2025 Reduced 0.12%
$67.6B
$862,000 0.03% of portfolio
17,838
Q3 2025 Reduced 12.11%
$197B
$615,000 0.02% of portfolio
3,005
Q3 2025 Reduced 7.25%
$22.7B
$615,000 0.02% of portfolio
35,658
Q3 2025 Reduced 0.63%
$141B
$714,000 0.02% of portfolio
28,030
Q3 2025 Added 1.37%
$169B
$507,000 0.02% of portfolio
551
Q3 2025 Added 15.27%
$68.9B
$513,000 0.02% of portfolio
2,179
Q3 2025 Reduced 22.57%
$13.6B
$728,000 0.02% of portfolio
10,100
Q3 2025 Reduced 0.17%
$53.8B
$569,000 0.02% of portfolio
4,002
Q3 2025 New
$61.6B
$677,000 0.02% of portfolio
23,941
Q3 2025 Reduced 3.8%
$120B
$534,000 0.02% of portfolio
17,016
Q3 2025 Reduced 6.53%
$181B
$754,000 0.02% of portfolio
7,697
Q3 2025 New
$173B
$308,000 0.01% of portfolio
4,500
Q2 2025 Reduced 1.79%
$59.5B
$434,000 0.01% of portfolio
9,502
Q3 2025 Reduced 18.35%
$97.3B
$411,000 0.01% of portfolio
4,866
Q3 2025 Reduced 1.28%
$172B
$303,000 0.01% of portfolio
6,914
Q3 2025 Reduced 12.71%
$10.3B
$339,000 0.01% of portfolio
1,000
Q3 2025 New
$82.8B
$210,000 0.01% of portfolio
732
Q3 2025 Reduced 18.3%
$85.9B
$365,000 0.01% of portfolio
1,654
Q3 2025 Reduced 13.45%
$152B
$208,000 0.01% of portfolio
847
Q3 2025 Reduced 73.25%
$96.4B
$413,000 0.01% of portfolio
3,341
Q3 2025 Reduced 1.82%
$140B
$424,000 0.01% of portfolio
1,134
Q3 2025 Added 67.01%
$73.7B
$410,000 0.01% of portfolio
1,500
Q3 2025 Reduced 16.25%
$96.7B
$274,000 0.01% of portfolio
5,437
Q3 2024 New
$54.4B
$238,000 0.01% of portfolio
771
Q3 2025 Added 3.35%
$28.1B
$217,000 0.01% of portfolio
4,308
Q3 2025 Added 1.58%
$132B
$290,000 0.01% of portfolio
1,379
Q3 2025 Reduced 20.75%
$74.9B
$314,000 0.01% of portfolio
1,207
Q3 2025 Reduced 2.11%
$143B
$407,000 0.01% of portfolio
12,147
Q3 2025 Reduced 29.45%

Summary

  • Portfolio
  • No. of Stocks 297
  • Current Value $3.21 Billion
  • Prior Value $3.11 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 24, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 165 stocks
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