Aspiriant, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 20, 2026, Aspiriant, Llc disclosed 389 stock positions valued at approximately $4.05B as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, VANGUARD INDEX FDS, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 389
- Portfolio Value
- $4.05B
Holdings by Sector
Aspiriant, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 15.91% | 860,648 | +198,742 | +30.03% | $644,543,630 |
| VANGUARD INDEX FDS | VBR | Other | 10.47% | 1,745,538 | +6,009 | +0.35% | $424,153,469 |
| ISHARES TR | IUSV | Other | 10.02% | 3,685,507 | +2,452 | +0.07% | $405,961,903 |
| ISHARES INC | ACWV | Other | 7.22% | 2,432,810 | -5,622 | -0.23% | $292,499,041 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 5.58% | 955,047 | -102 | -0.01% | $225,993,808 |
| VANGUARD MUN BD FDS | VTEB | Other | 5.34% | 4,272,813 | +38,860 | +0.92% | $216,119,045 |
| VANGUARD INDEX FDS | VOO | Other | 3.07% | 181,177 | +48 | +0.03% | $124,467,167 |
| ISHARES TR | IEFA | Other | 2.41% | 1,010,674 | +23,916 | +2.42% | $97,611,885 |
| ISHARES INC | IEMG | Other | 2.18% | 1,068,386 | -3,967 | -0.37% | $88,505,643 |
| ISHARES TR | EFV | Other | 2.01% | 1,061,079 | -8,474 | -0.79% | $81,225,830 |
| APPLE INC | AAPL | Technology | 1.99% | 278,110 | +6,456 | +2.38% | $80,475,851 |
| ISHARES TR | IWB | Other | 1.17% | 116,055 | +3,347 | +2.97% | $47,524,912 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.07% | 58,166 | -932 | -1.58% | $43,438,018 |
| VANGUARD BD INDEX FDS | BND | Other | 0.99% | 546,151 | +5,260 | +0.97% | $40,094,263 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 0.96% | 707,126 | -1,089 | -0.15% | $38,899,009 |
| VANGUARD INDEX FDS | VTI | Other | 0.94% | 103,363 | +9,036 | +9.58% | $38,251,018 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 0.94% | 833,949 | +84,320 | +11.25% | $37,936,525 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.90% | 72,942 | -1,076 | -1.45% | $36,499,447 |
| ISHARES TR | AOR | Other | 0.88% | 515,345 | +5,921 | +1.16% | $35,816,589 |
| VANGUARD ADMIRAL FDS INC | VIOV | Other | 0.86% | 296,032 | -10,712 | -3.49% | $34,733,536 |
| ISHARES TR | CRBN | Other | 0.77% | 122,719 | +3,434 | +2.88% | $31,044,632 |
| ISHARES TR | MUB | Other | 0.74% | 280,348 | -8,543 | -2.96% | $30,171,183 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.69% | 331,741 | -1,234 | -0.37% | $27,783,327 |
| VANGUARD INDEX FDS | VB | Other | 0.68% | 90,467 | +2,105 | +2.38% | $27,424,584 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.66% | 727,702 | - | - | $26,808,541 |
| ISHARES TR | AGG | Other | 0.64% | 263,856 | +39,495 | +17.60% | $26,116,710 |
| ALPHABET INC | GOOGL | Communication Services | 0.64% | 72,268 | +3,935 | +5.76% | $25,827,783 |
| VANGUARD INDEX FDS | VTV | Other | 0.53% | 98,826 | -558 | -0.56% | $21,537,368 |
| SCHWAB STRATEGIC TR | FNDE | Other | 0.53% | 539,037 | -5,856 | -1.07% | $21,389,048 |
| DIMENSIONAL ETF TRUST | DFNM | Other | 0.52% | 432,596 | +3,860 | +0.90% | $20,909,528 |
Showing 30 of 389 holdings in the latest reporting period.