ASPIRIANT, LLC

CIK 0001433541 · LOS ANGELES, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-20 · Open the SEC source

ASPIRIANT, LLC reported 400 positions worth $4.05B as of June 30, 2026 (13F filed July 20, 2026). Largest holding: IVV (15.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$4.05B
2026 Q2
Positions
400
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
64.2%
Est. Net Flow (Q)
2026 Q2
10 / 400 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IVVISHARES TRSH$644.5M15.91%860,648
2VBRVANGUARD INDEX FDSSH$424.2M10.47%1,745,538
3IUSVISHARES TRSH$406.0M10.02%3,685,507
4ACWVISHARES INCSH$292.5M7.22%2,432,810
5VIGVANGUARD SPECIALIZED FUNDSSH$226.0M5.58%955,047
6VTEBVANGUARD MUN BD FDSSH$216.1M5.34%4,272,813
7VOOVANGUARD INDEX FDSSH$124.5M3.07%181,177
8IEFAISHARES TRSH$97.6M2.41%1,010,674
9IEMGISHARES INCSH$88.5M2.18%1,068,386
10EFVISHARES TRSH$81.2M2.01%1,061,079

The free plan shows the top 10 positions. The remaining 390 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does ASPIRIANT, LLC hold as of Q2 2026?

ASPIRIANT, LLC reported 400 positions worth $4.05B in its Q2 2026 13F filing. Largest positions: IVV (15.9%), VBR (10.5%), IUSV (10.0%), ACWV (7.2%) and VIG (5.6%).

What did ASPIRIANT, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did ASPIRIANT, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.