Aspiriant, LLC 13F Holdings · Q2 2026
Aspiriant, LLC reported 400 securities worth $4.05B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (15.91%), VBR (10.47%), IUSV (10.02%). Among its top 25 positions this quarter: 14 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $644.5M | 15.91% | 860,648 | Added |
| 2 | VBR | VANGUARD INDEX FDS | $424.2M | 10.47% | 1.7M | Added |
| 3 | IUSV | ISHARES TR | $406.0M | 10.02% | 3.7M | Added |
| 4 | ACWV | ISHARES INC | $292.5M | 7.22% | 2.4M | Trimmed |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | $226.0M | 5.58% | 955,047 | Trimmed |
| 6 | VTEB | VANGUARD MUN BD FDS | $216.1M | 5.34% | 4.3M | Added |
| 7 | VOO | VANGUARD INDEX FDS | $124.5M | 3.07% | 181,177 | Added |
| 8 | IEFA | ISHARES TR | $97.6M | 2.41% | 1.0M | Added |
| 9 | IEMG | ISHARES INC | $88.5M | 2.18% | 1.1M | Trimmed |
| 10 | EFV | ISHARES TR | $81.2M | 2.01% | 1.1M | Trimmed |
| 11 | AAPL | APPLE INC | $80.5M | 1.99% | 278,110 | Added |
| 12 | IWB | ISHARES TR | $47.5M | 1.17% | 116,055 | Added |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $43.4M | 1.07% | 58,166 | Trimmed |
| 14 | BND | VANGUARD BD INDEX FDS | $40.1M | 0.99% | 546,151 | Added |
| 15 | DFUV | DIMENSIONAL ETF TRUST | $38.9M | 0.96% | 707,126 | Trimmed |
| 16 | FBND | FIDELITY MERRIMACK STR TR | $37.9M | 0.94% | 833,949 | Added |
| 17 | VTI | VANGUARD INDEX FDS | $38.3M | 0.94% | 103,363 | Added |
| 18 | BRKB | BERKSHIRE HATHAWAY INC DEL | $36.5M | 0.90% | 72,942 | Trimmed |
| 19 | AOR | ISHARES TR | $35.8M | 0.88% | 515,345 | Added |
| 20 | VIOV | VANGUARD ADMIRAL FDS INC | $34.7M | 0.86% | 296,032 | Trimmed |
| 21 | CRBN | ISHARES TR | $31.0M | 0.77% | 122,719 | Added |
| 22 | MUB | ISHARES TR | $30.2M | 0.74% | 280,348 | Trimmed |
| 23 | VEU | VANGUARD INTL EQUITY INDEX F | $27.8M | 0.69% | 331,741 | Trimmed |
| 24 | VB | VANGUARD INDEX FDS | $27.4M | 0.68% | 90,467 | Added |
| 25 | DFAX | DIMENSIONAL ETF TRUST | $26.8M | 0.66% | 727,702 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR