StockDriftsStockDriftsTop 50 Aspiriant LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 16.62% | 886.4K | $678.8M | +2.99%(+25.73K) | $544.02(+41.54%) | 2026-09-30 | |
| IUSV | ISHARES TR | 10.19% | 3.77M | $416.0M | +2.34%(+86.27K) | $69.69(+63.08%) | 2026-09-30 | |
| VBR | VANGUARD INDEX FDS | 9.85% | 1.74M | $402.3M | -0.25%(-4.33K) | $171.36(+37.45%) | 2026-09-30 | |
| ACWV | ISHARES INC | 7.35% | 2.45M | $300.3M | +0.59%(+14.26K) | $86.37(+47.14%) | 2026-09-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 5.51% | 965.2K | $225.2M | +1.07%(+10.20K) | $127.89(+88.47%) | 2026-09-30 | |
| VTEB | VANGUARD MUN BD FDS | 5.11% | 4.40M | $208.5M | +3.04%(+129.94K) | $50.20(-4.37%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 3.15% | 183.6K | $128.7M | +1.33%(+2.41K) | $313.51(+124.74%) | 2026-09-30 | |
| IEFA | ISHARES TR | 2.6% | 1.10M | $106.3M | +8.55%(+86.40K) | $76.53(+25.38%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.25% | 276.4K | $92.0M | -0.62%(-1.73K) | $94.68(+262.21%) | 2026-09-30 | |
| IEMG | ISHARES INC | 2.14% | 1.08M | $87.6M | +0.97%(+10.36K) | $52.41(+47.58%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.62% | +42.82% | +5.59% | +31.27% |
| Top 20 Holdings Unweighted | +13.29% | +45.41% | +5.82% | +32.67% |
Aspiriant LLC reports $4.08B in US-listed equity holdings across 422 positions in its most recent 13F filing. Its largest disclosed positions are IVV (16.6%), IUSV (10.2%) and VBR (9.8%). The top 20 holdings account for 75.52% of reported assets. Its disclosed equity book has returned +42.82% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Aspiriant LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1433541). View Aspiriant LLC’s 13F filings on SEC