Institutional Manager · CIK 0001433541
ASPIRIANT, LLC
San Francisco, CA · File #028-13064
Latest AUM
$3.48B
Positions
319
Top-10 Concentration
71.7%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025319 pos · $3.48B
- 13F HOLDINGS REPORTQ/E Sep 2025297 pos · $3.27B
- 13F HOLDINGS REPORTQ/E Jun 2025309 pos · $3.15B
- 13F HOLDINGS REPORTQ/E Mar 2025288 pos · $2.88B
- 13F HOLDINGS REPORTQ/E Dec 2024288 pos · $2.77B
- 13F HOLDINGS REPORTQ/E Sep 2024292 pos · $2.64B
- 13F HOLDINGS REPORTQ/E Jun 2024281 pos · $2.45B
- 13F HOLDINGS REPORTQ/E Mar 2024317 pos · $2.42B
- 13F HOLDINGS REPORTQ/E Dec 2023282 pos · $1.95B
- 13F HOLDINGS REPORTQ/E Sep 2023284 pos · $1.98B
- 13F HOLDINGS REPORTQ/E Jun 2023276 pos · $1.91B
- 13F HOLDINGS REPORTQ/E Mar 2023278 pos · $1.96B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 627,909 | $430.1M | 14.00% |
| 2 | ISHARES TR | 464287663 | 3,582,196 | $367.3M | 11.96% |
| 3 | VANGUARD INDEX FDS | 922908611 | 1,620,708 | $343.2M | 11.17% |
| 4 | ISHARES INC | 464286525 | 2,406,100 | $285.7M | 9.30% |
| 5 | VANGUARD MUN BD FDS | 922907746 | 4,304,051 | $216.5M | 7.05% |
| 6 | VANGUARD SPECIALIZED FUNDS | 921908844 | 954,027 | $209.7M | 6.83% |
| 7 | VANGUARD INDEX FDS | 922908363 | 180,170 | $113.0M | 3.68% |
| 8 | ISHARES TR | 46432F842 | 915,576 | $81.9M | 2.67% |
| 9 | ISHARES TR | 464288877 | 1,090,928 | $77.9M | 2.54% |
| 10 | APPLE INC | AAPL | 283,200 | $77.0M | 2.51% |
| 11 | ISHARES INC | 46434G103 | 1,052,887 | $70.8M | 2.30% |
| 12 | ISHARES TR | 464287622 | 114,328 | $42.7M | 1.39% |
| 13 | SPDR S&P 500 ETF TR | SPY | 59,832 | $40.8M | 1.33% |
| 14 | VANGUARD BD INDEX FDS | 921937835 | 526,032 | $39.0M | 1.27% |
| 15 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 68,717 | $34.5M | 1.12% |
| 16 | FIDELITY MERRIMACK STR TR | 316188309 | 735,702 | $33.9M | 1.10% |
| 17 | DIMENSIONAL ETF TRUST | 25434V724 | 718,099 | $33.5M | 1.09% |
| 18 | ISHARES TR | 464288414 | 302,809 | $32.4M | 1.06% |
| 19 | VANGUARD INDEX FDS | 922908769 | 94,392 | $31.6M | 1.03% |
| 20 | ISHARES TR | 464289867 | 481,329 | $31.3M | 1.02% |