DOSSIER · 13F-HR · Q1 2026

ASPIRIANT, LLC

ASPIRIANT's pension fund based in New York, NY $3.5B in tracked AUM across 338 positions as of Q1 2026.

A
ASPIRIANT·New York, NY·Pension Fund
CIK 0001433541 · last filed Mar 31, 2026
Total AUM
$3.5B
13.6%
vs prior
Holdings
338
positions
Whale Score
67
67
tracked
Activity
no data
changes this Q
Top sector
Tech
22% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Portfolio Overview

ASPIRIANT, LLC has reported a significant expansion in its 13F portfolio for the period ending December 31, 2025. The total portfolio value surged by 530.0%, growing from approximately $552.52 million in the previous quarter to $3.48 billion. This dramatic increase in assets under management (AUM) suggests substantial capital inflows, possibly from institutional clients or the consolidation of reporting entities.

The portfolio consists of 319 holdings...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$432M662K12.3%
02
VBR
VANGUARD INDEX FDS
$378M1.7M10.8%
03
IUSV
ISHARES TR
$377M3.7M10.7%
04
ACWV
ISHARES INC
$291M2.4M8.3%
05
VTEB
VANGUARD MUN BD FDS
$211M4.2M6.0%
06
VIG
VANGUARD SPECIALIZED FUNDS
$205M955K5.9%
07
VOO
VANGUARD INDEX FDS
$108M181K3.1%
08
IEFA
ISHARES TR
$89M987K2.5%
09
EFV
ISHARES TR
$80M1.1M2.3%
10
IEMG
ISHARES INC
$75M1.1M2.1%

Filing history

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