Q3 2026 13F · SEC CIK 1433541

Aspiriant, LLC

Wealth managerFiled 2026-10-16 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $4.1B
Reported positions: 422
Top holdings a year, 3 yrs: +12.6%
Assets under management: $18.0B

Aspiriant, LLC is a wealth manager that reported 422 positions worth $4.1B in its Q3 2026 13F, filed 2026-10-16. Its largest holdings were Ishares Tr (IVV, 16.6%), Ishares Tr (IUSV, 10.2%), Vanguard Index Fds (VBR, 9.9%). A portfolio copying its top holdings returned 12.6% a year over the last 3 years, against 20.4% for the S&P 500.

Aspiriant, LLC holdings largest 50 of 422 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Aspiriant, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
IVVIshares Tr	16.6%	15.9%	886,379	+3.0%	$678.8M
IUSVIshares Tr	10.2%	10.0%	3,771,780	+2.3%	$416.0M
VBRVanguard Index Fds	9.9%	10.5%	1,741,209	-0.2%	$402.3M
ACWVIshares Inc	7.4%	7.2%	2,447,074	+0.6%	$300.3M
VIGVanguard Specialized Funds	5.5%	5.6%	965,249	+1.1%	$225.2M
VTEBVanguard Mun Bd Fds	5.1%	5.3%	4,402,750	+3.0%	$208.5M
VOOVanguard Index Fds	3.2%	3.1%	183,591	+1.3%	$128.7M
IEFAIshares Tr	2.6%	2.4%	1,097,070	+8.5%	$106.3M
AAPLApple Inc	2.3%	2.0%	276,376	-0.6%	$92.0M
IEMGIshares Inc	2.1%	2.2%	1,078,748	+1.0%	$87.6M
EFVIshares Tr	2.0%	2.0%	1,045,588	-1.5%	$82.7M
IWBIshares Tr	1.2%	1.2%	121,257	+4.5%	$50.5M
SPYState Str Spdr S&p 500 ETF T	1.1%	1.1%	57,708	-0.8%	$44.0M
BNDVanguard Bd Index Fds	1.0%	1.0%	578,986	+6.0%	$40.6M
VTIVanguard Index Fds	1.0%	0.9%	105,797	+2.4%	$39.6M
DFUVDimensional ETF Trust	1.0%	1.0%	709,563	+0.3%	$39.0M
FBNDFidelity Merrimack Str Tr	0.9%	0.9%	866,720	+3.9%	$37.5M
BRK-BBerkshire Hathaway Inc Del	0.9%	0.9%	72,193	-1.0%	$35.9M
AORIshares Tr	0.9%	0.9%	521,896	+1.3%	$35.8M
CRBNIshares Tr	0.8%	0.8%	127,294	+3.7%	$32.6M
VIOVVanguard S&p 600 Small Cap Value- ETF	0.7%	0.9%	276,726	-6.5%	$30.4M
MUBIshares Tr	0.7%	0.7%	294,198	+4.9%	$29.7M
AGGIshares Tr	0.7%	0.6%	308,322	+16.9%	$29.1M
DFAXDimensional ETF Trust	0.7%	0.7%	727,702	+0.0%	$26.9M
VEUVanguard Intl Equity Index F	0.7%	0.7%	322,561	-2.8%	$26.8M
VBVanguard Index Fds	0.7%	0.7%	93,799	+3.7%	$26.7M
GOOGLAlphabet Inc	0.6%	0.6%	72,854	+0.8%	$25.1M
MSFTMicrosoft Corp	0.6%	0.4%	45,100	-5.4%	$23.1M
FNDESchwab Strategic Tr	0.5%	0.5%	535,076	-0.7%	$22.4M
DFNMDimensional ETF Trust	0.5%	0.5%	443,046	+2.4%	$20.4M
VTVVanguard Index Fds	0.5%	0.5%	93,073	-5.8%	$20.1M
DEMWisdomtree Tr	0.5%	0.5%	353,031	-2.2%	$19.5M
VEAVanguard Ftse Developed Markets Index Fu	0.4%	0.4%	259,029	+3.1%	$18.3M
PWRDTcw ETF Trust	0.4%	0.5%	167,840	+3.4%	$17.7M
VOTETcw ETF Trust	0.4%	0.4%	192,986	+15.1%	$17.4M
IWNIshares Tr	0.4%	0.4%	76,365	-3.8%	$16.0M
IWMIshares Tr	0.4%	0.4%	56,651	+3.2%	$15.7M
XLFSelect Sector Spdr Tr	0.4%	0.4%	280,372	-0.4%	$15.0M
VSSVanguard Intl Equity Index F	0.4%	0.4%	94,651	+0.1%	$14.7M
FNDFSchwab Strategic Tr	0.4%	0.4%	270,540	-1.8%	$14.5M
VGTVanguard World Fd	0.3%	0.3%	102,679	-0.1%	$12.9M
GOOGAlphabet Inc	0.3%	0.4%	36,157	-11.6%	$12.3M
IDEVIshares Tr	0.3%	0.3%	137,499	+18.2%	$12.3M
EFAIshares Tr	0.3%	—	109,838	—	$11.4M
DFIVDimensional ETF Trust	0.3%	0.3%	197,001	-0.3%	$11.0M
DLNWisdomtree Tr	0.3%	0.3%	108,829	-13.7%	$10.6M
VWOVanguard Intl Equity Index F	0.3%	0.2%	175,811	+8.4%	$10.4M
IJHIshares Tr	0.2%	0.2%	128,383	-1.3%	$9.2M
IJRIshares Tr	0.2%	0.2%	67,348	+2.8%	$9.2M
IWDIshares Tr	0.2%	—	36,923	—	$9.2M

What Aspiriant, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.6% /yr; S&P 500 +20.1%
3 years: +12.6% /yr; S&P 500 +20.4%
5 years: +6.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$4.1B	422
Q2 2026	$4.1B	400
Q1 2026	$3.5B	338
Q4 2025	$3.5B	319
Q3 2025	$3.3B	297
Q2 2025	$3.1B	308
Q1 2025	$2.9B	288
Q4 2024	$2.8B	287
Q3 2024	$2.6B	291
Q2 2024	$2.5B	280
Q1 2024	$2.4B	316
Q4 2023	$2.2B	307

Questions about Aspiriant, LLC's portfolio

What stocks does Aspiriant, LLC own?

Aspiriant, LLC's latest 13F, for Q3 2026 and filed Oct 16, 2026, lists 422 positions worth $4.1B. The largest are Ishares Tr (IVV) at 16.6%, Ishares Tr (IUSV) at 10.2%, Vanguard Index Fds (VBR) at 9.9%, Ishares Inc (ACWV) at 7.4% and Vanguard Specialized Funds (VIG) at 5.5%.

What did Aspiriant, LLC buy last quarter?

In Q3 2026, Aspiriant, LLC added Ishares Tr (IDEV) (+18.2% shares), Ishares Tr (AGG) (+16.9% shares) and Tcw ETF Trust (VOTE) (+15.1% shares), compared with its Q2 2026 filing.

What did Aspiriant, LLC sell last quarter?

In Q3 2026, Aspiriant, LLC cut from its top 50 Dimensional ETF Trust (DFAC), cut from its top 50 Dimensional ETF Trust (DFAT), Wisdomtree Tr (DLN) (-13.7% shares), Alphabet Inc (GOOG) (-11.6% shares) and Vanguard S&p 600 Small Cap Value- ETF (VIOV) (-6.5% shares), compared with its Q2 2026 filing.

How has Aspiriant, LLC's portfolio performed?

A portfolio copying Aspiriant, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.6% against +20.1%. Over 5 years: +6.5% a year against +11.6%.

When is Aspiriant, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Aspiriant, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Aspiriant, LLC manage?

Aspiriant, LLC reported $18.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $4.1B.