DOSSIER · 13F-HR · Q2 2026

ASPIRIANT, LLC

$4.1B in tracked AUM across 400 positions as of Q2 2026.

AL
CIK 0001433541 · last filed Jun 30, 2026
Total AUM
$4.1B
as of Q2 2026
Holdings
400
positions
Whale Score
67
67
tracked
Activity
no data
changes this Q
AI Analysis · Q2 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...

Key Holdings

The portfolio is heavily concentrated in the top ten positions, which comprise roughly 63% of the total assets. The largest positions are all mega-cap or broad-market ETFs:

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$645M861K15.9%
02
VBR
VANGUARD INDEX FDS
$424M1.7M10.5%
03
IUSV
ISHARES TR
$406M3.7M10.0%
04
ACWV
ISHARES INC
$292M2.4M7.2%
05
VIG
VANGUARD SPECIALIZED FUNDS
$226M955K5.6%
06
VTEB
VANGUARD MUN BD FDS
$216M4.3M5.3%
07
VOO
VANGUARD INDEX FDS
$124M181K3.1%
08
IEFA
ISHARES TR
$98M1.0M2.4%
09
IEMG
ISHARES INC
$89M1.1M2.2%
10
EFV
ISHARES TR
$81M1.1M2.0%

Filing history

2026Q2Jun 30
$4.1B 15.4%
400 positionsView →
2026Q1Mar 31
$3.5B 0.9%
338 positionsView →
2025Q4Dec 31
$3.5B 530.0%
319 positionsView →
2025Q3Sep 30
$553M 8.7%
125 positionsView →
2025Q2Jun 30
$508M 82.4%
130 positionsLocked
2025Q1Mar 31
$2.9B 4.0%
288 positionsLocked
2024Q4Dec 31
$2.8B 5.1%
288 positionsLocked
2024Q3Sep 30
$2.6B 7.4%
292 positionsLocked
2024Q2Jun 30
$2.5B 1.5%
281 positionsLocked
2024Q1Mar 31
$2.4B 8.8%
317 positionsLocked
2023Q4Dec 31
$2.2B 13.6%
308 positionsLocked
2023Q3Sep 30
$2.0B 1.2%
282 positionsLocked
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