Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

ASPIRIANT, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

ASPIRIANT, LLC (CIK 1433541) reported $3.51B across 338 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($432.4M, 12.31%), VBR ($377.9M, 10.76%), IUSV ($376.6M, 10.73%), ACWV ($291.4M, 8.30%), VTEB ($211.2M, 6.02%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IVVISHARES TR$432.4M12.31%661,906Added
2VBRVANGUARD INDEX FDS$377.9M10.76%1.7MAdded
3IUSVISHARES TR$376.6M10.73%3.7MAdded
4ACWVISHARES INC$291.4M8.30%2.4MAdded
5VTEBVANGUARD MUN BD FDS$211.2M6.02%4.2MTrimmed
6VIGVANGUARD SPECIALIZED FUNDS$205.4M5.85%955,149Added
7VOOVANGUARD INDEX FDS$108.2M3.08%181,129Added
8IEFAISHARES TR$89.3M2.54%986,758Added
9EFVISHARES TR$79.5M2.26%1.1MTrimmed
10IEMGISHARES INC$74.8M2.13%1.1MAdded
11AAPLAPPLE INC$68.9M1.96%271,654Trimmed
12IWBISHARES TR$40.2M1.14%112,708Trimmed
13BNDVANGUARD BD INDEX FDS$39.8M1.13%540,891Added
14SPYSTATE STR SPDR S&P 500 ETF T$38.4M1.09%59,098Trimmed
15BRK/BBERKSHIRE HATHAWAY INC DEL$35.5M1.01%74,018Added
16DFUVDIMENSIONAL ETF TRUST$34.3M0.98%708,215Trimmed
17FBNDFIDELITY MERRIMACK STR TR$34.2M0.97%749,629Added
18AORISHARES TR$32.8M0.93%509,424Added
19VIOVVANGUARD ADMIRAL FDS INC$31.2M0.89%306,744Trimmed
20MUBISHARES TR$30.7M0.87%288,891Trimmed
21VTIVANGUARD INDEX FDS$30.3M0.86%94,327Trimmed
22CRBNISHARES TR$26.6M0.76%119,285Added
23VEUVANGUARD INTL EQUITY INDEX F$25.0M0.71%332,975Trimmed
24DFAXDIMENSIONAL ETF TRUST$24.7M0.70%727,702Hold
25VBVANGUARD INDEX FDS$23.1M0.66%88,362Added

Source: SEC Form 13F filings · as of 2026-03-31