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 (2026-06-30)

ASPIRIANT, LLC (CIK 1433541) reported $4.05B across 400 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($644.5M, 15.91%), VBR ($424.2M, 10.47%), IUSV ($406.0M, 10.02%), ACWV ($292.5M, 7.22%), VIG ($226.0M, 5.58%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IVVISHARES TR$644.5M15.91%860,648Added
2VBRVANGUARD INDEX FDS$424.2M10.47%1.7MAdded
3IUSVISHARES TR$406.0M10.02%3.7MAdded
4ACWVISHARES INC$292.5M7.22%2.4MTrimmed
5VIGVANGUARD SPECIALIZED FUNDS$226.0M5.58%955,047Trimmed
6VTEBVANGUARD MUN BD FDS$216.1M5.34%4.3MAdded
7VOOVANGUARD INDEX FDS$124.5M3.07%181,177Added
8IEFAISHARES TR$97.6M2.41%1.0MAdded
9IEMGISHARES INC$88.5M2.18%1.1MTrimmed
10EFVISHARES TR$81.2M2.01%1.1MTrimmed
11AAPLAPPLE INC$80.5M1.99%278,110Added
12IWBISHARES TR$47.5M1.17%116,055Added
13SPYSTATE STR SPDR S&P 500 ETF T$43.4M1.07%58,166Trimmed
14BNDVANGUARD BD INDEX FDS$40.1M0.99%546,151Added
15DFUVDIMENSIONAL ETF TRUST$38.9M0.96%707,126Trimmed
16VTIVANGUARD INDEX FDS$38.3M0.94%103,363Added
17FBNDFIDELITY MERRIMACK STR TR$37.9M0.94%833,949Added
18BRK/BBERKSHIRE HATHAWAY INC DEL$36.5M0.90%72,942Trimmed
19AORISHARES TR$35.8M0.88%515,345Added
20VIOVVANGUARD ADMIRAL FDS INC$34.7M0.86%296,032Trimmed
21CRBNISHARES TR$31.0M0.77%122,719Added
22MUBISHARES TR$30.2M0.74%280,348Trimmed
23VEUVANGUARD INTL EQUITY INDEX F$27.8M0.69%331,741Trimmed
24VBVANGUARD INDEX FDS$27.4M0.68%90,467Added
25DFAXDIMENSIONAL ETF TRUST$26.8M0.66%727,702Hold

Source: SEC Form 13F filings · as of 2026-06-30