StockDriftsStockDriftsTop 50 Aspiriant LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 15.91% | 860.6K | $644.5M | +30.03%(+198.74K) | $537.64(+44.88%) | 2026-06-30 | |
| VBR | VANGUARD INDEX FDS | 10.47% | 1.75M | $424.2M | +0.35%(+6.01K) | $171.36(+46.18%) | 2026-06-30 | |
| IUSV | ISHARES TR | 10.02% | 3.69M | $406.0M | +0.07%(+2.45K) | $68.74(+67.82%) | 2026-06-30 | |
| ACWV | ISHARES INC | 7.22% | 2.43M | $292.5M | -0.23%(-5.62K) | $86.23(+47.00%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 5.58% | 955.0K | $226.0M | -0.01%(-102) | $126.75(+93.35%) | 2026-06-30 | |
| VTEB | VANGUARD MUN BD FDS | 5.34% | 4.27M | $216.1M | +0.92%(+38.86K) | $50.25(-1.08%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 3.07% | 181.2K | $124.5M | +0.03%(+48) | $308.44(+131.06%) | 2026-06-30 | |
| IEFA | ISHARES TR | 2.41% | 1.01M | $97.6M | +2.42%(+23.92K) | $74.72(+35.59%) | 2026-06-30 | |
| IEMG | ISHARES INC | 2.18% | 1.07M | $88.5M | -0.37%(-3.97K) | $52.06(+58.72%) | 2026-06-30 | |
| EFV | ISHARES TR | 2.01% | 1.06M | $81.2M | -0.79%(-8.47K) | $42.56(+92.16%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.54% | +38.75% | +5.86% | +32.94% |
| Top 20 Holdings Unweighted | +12.36% | +41.84% | +6.05% | +34.14% |
Aspiriant LLC reports $4.05B in US-listed equity holdings across 400 positions in its most recent 13F filing. Its largest disclosed positions are IVV (15.9%), VBR (10.5%) and IUSV (10.0%). The top 20 holdings account for 74.91% of reported assets. Its disclosed equity book has returned +38.75% on a three-year cumulative basis. Figures reflect the Q2 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