ASPIRIANT, LLC

CIK

1433541

Location

San Francisco, CA

Portfolio Value

Mid $4,049,418,613

Diversification

Highly concentrated

Filing Date

Global Rank

#1,021 / 8,793 ▲ 389 · as of Jun 2026

Top Industry

Consumer Electronics 19.6%

Period ended 3 months ago

Filed Jul 20, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

264 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

46.9%

+17.0 pts

Top 5

77.5%

+15.0 pts

Top 10

84.3%

+10.3 pts

HHI

2,553

Highly concentrated+1,301

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	89.9%	$3,639,593,611	46
Technology	3.6%	$147,470,944	41
Financial Services	2.4%	$97,411,817	37
Communication Services	1.2%	$49,867,747	8
Healthcare	0.7%	$29,922,963	28
Industrials	0.7%	$28,257,712	38
Consumer Cyclical	0.5%	$20,001,888	13
Consumer Defensive	0.4%	$14,809,060	15
Energy	0.3%	$12,944,512	14
Utilities	0.1%	$4,860,945	12
Real Estate	0.1%	$2,352,724	6
Basic Materials	0.0%	$1,924,690	6

Last Quarter's Activity

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Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+285,570	12,225,342	$1,901,043,727
VB	Vanguard Morningstar Small-Cap ETF	+103,522	2,349,292	$652,723,609
EDV	Vanguard World Funds Extended Duration ETF	+101,848	122,196	$14,959,059
FAAA	Fidelity AAA CLO ETF	+84,320	833,949	$37,936,340
VCRM	Vanguard Core Tax-Exempt Bond ETF	+52,535	4,286,488	$217,551,610
ACLO	TCW AAA CLO ETF	+37,862	329,899	$34,732,747
BIV	Vanguard Intermediate-Term Bond ETF	+34,749	664,946	$46,111,033
ABI	VictoryShares Pioneer Asset-Based Income ETF	+27,808	53,730	$6,046,761
—		+24,623	162,735	$26,074,958
HFXI	NYLI FTSE International Equity Currency Neutral ETF	+22,184	389,221	$14,223,661
VEU	Vanguard FTSE All-World Ex-US ETF	+12,257	641,119	$55,404,340
VEA	Vanguard FTSE Developed Markets ETF	+10,096	251,128	$17,892,870
HBAN	Huntington Bancshares Inc /Md/	+9,115	44,773	$793,825
BMY	Bristol Myers Squibb Co	+8,191	18,578	$1,070,464
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	+8,152	487,007	$31,561,903
GOOGL	Alphabet Inc.	+7,219	113,151	$40,271,605
BNDW	Vanguard Total World Bond ETF	+6,461	122,601	$12,005,556
AAPL	Apple Inc.	+6,456	278,110	$80,473,909
FNDA	Schwab Fundamental U.S. Small Company ETF	+6,217	1,297,136	$50,687,007
—		+5,999	536,802	$37,458,352
MSFT	Microsoft Corp	+5,372	47,661	$17,778,506
IAU	Ishares Gold Trust	+4,229	13,468	$1,016,968
OXY	Occidental Petroleum Corp /De/	+4,178	8,261	$401,236
KMI	Kinder Morgan, Inc.	+4,155	28,142	$899,699
AMZN	Amazon Com Inc	+4,029	32,755	$7,806,826
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DCOR	Dimensional US Core Equity 1 ETF	−13,917	2,748,100	$136,404,476
CSCO	Cisco Systems, Inc.	−12,388	21,783	$2,558,631
NVDA	Nvidia Corp	−11,515	36,069	$7,217,046
NN	Nextnav Inc.	−10,794	33,412	$595,735
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	−10,712	296,032	$34,733,434
RYTM	Rhythm Pharmaceuticals, Inc.	−5,047	27,960	$3,104,398
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	−4,822	6,770	$267,211
ADBE	Adobe Inc.	−3,982	8,053	$1,651,026
BNDC	FlexShares Core Select Bond Fund	−3,910	3,479	$312,657
IONQ	IonQ, Inc.	−3,559	7,335	$390,662
MMM	3M Co	−3,393	3,621	$586,276
BDVG	IMGP Berkshire Dividend Growth ETF	−2,874	123,644	$3,784,742
SRE	Sempra	−2,444	2,900	$268,859
HON	Honeywell International Inc	−1,662	1,723	$385,779
MET	Metlife Inc	−1,542	2,482	$210,002
HD	Home Depot, Inc.	−1,200	3,038	$1,071,441
XOM	ExxonMobil Holdings Corp	−1,093	31,820	$4,350,430
BRK-B	Berkshire Hathaway Inc	−1,079	72,944	$37,997,147
AMGN	Amgen Inc	−1,033	4,009	$1,451,739
SPY	Spdr S&P 500 ETF Trust	−932	58,166	$43,436,623
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−848	52,303	$4,051,431
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−834	13,110	$1,685,579
JNJ	Johnson & Johnson	−639	19,981	$5,074,574
CINF	Cincinnati Financial Corp	−528	26,160	$4,843,262
BKF	iShares MSCI BIC ETF	−293	60,013	$4,565,978
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
—		58,062	$1,867,854
MU	Micron Technology Inc	1,483	$1,711,812
FIX	Comfort Systems USA Inc	369	$731,339
EQIX	Equinix Inc	558	$581,653
STX	Seagate Technology Holdings plc	599	$578,035
EIX	Edison International	7,450	$554,652
CNC	Centene Corp	7,690	$493,621
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	9,571	$480,272
AMD	Advanced Micro Devices Inc	815	$473,441
PCG	PG&E Corp	27,631	$464,753
ABNB	Airbnb, Inc.	3,087	$441,749
CLX	Clorox Co /De/	4,542	$433,488
LSF	Laird Superfood, Inc.	91,450	$429,815
SNDK	Sandisk Corp	189	$429,734
FTI	TechnipFMC plc	6,004	$398,065
C	Citigroup Inc	2,770	$387,689
HONA	Honeywell Aerospace Inc.	1,723	$380,920
WDC	Western Digital Corp	589	$376,206
FTNT	Fortinet, Inc.	2,351	$361,160
KLAC	Kla Corp	1,190	$359,034
JBHT	Hunt J B Transport Services Inc	1,166	$337,475
TRV	Travelers Companies, Inc.	956	$315,594
MOH	Molina Healthcare, Inc.	1,302	$297,767
MRSH	Marsh & Mclennan Companies, Inc.	1,731	$288,505
TGT	Target Corp	2,208	$288,386
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	81,999	$4,095,850
TT	Trane Technologies plc	2,761	$1,150,619
O	Realty Income Corp	5,054	$309,203
T	At&T Inc.	9,935	$288,015
SGOL	abrdn Gold ETF Trust	6,058	$270,307
JEF	Jefferies Financial Group Inc.	6,073	$250,632
ACN	Accenture plc	1,247	$247,267
AIG	American International Group, Inc.	2,953	$222,213
—		7,332	$0
—		12,128	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

264 tracked positions · $4,049,418,613 total · filing declares 400 positions · $4,050,737,163 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 264 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	12,225,342	+285,570	$1,901,043,727	—	46.95%
VB	Vanguard Morningstar Small-Cap ETF	Added	2,349,292	+103,522	$652,723,609	+15.1%	16.12%
VIG	Vanguard Dividend Appreciation ETF	Added	993,230	+919	$229,665,207	+10.0%	5.67%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Added	4,286,488	+52,535	$217,551,610	+3.0%	5.37%
DCOR	Dimensional US Core Equity 1 ETF	Reduced	2,748,100	-13,917	$136,404,476	+8.9%	3.37%
AAPL	Apple Inc. Technology	Added	278,110	+6,456	$80,473,909	+16.7%	1.99%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	641,119	+12,257	$55,404,340	+11.2%	1.37%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	1,297,136	+6,217	$50,687,007	+8.4%	1.25%
BIV	Vanguard Intermediate-Term Bond ETF	Added	664,946	+34,749	$46,111,033	+3.9%	1.14%
SPY	Spdr S&P 500 ETF Trust	Reduced	58,166	-932	$43,436,623	+13.0%	1.07%
GOOGL	Alphabet Inc. Communication Services	Added	113,151	+7,219	$40,271,605	+32.3%	0.99%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	72,944	-1,079	$37,997,147	−2.7%	0.94%
FAAA	Fidelity AAA CLO ETF	Added	833,949	+84,320	$37,936,340	+10.9%	0.94%
		Added	536,802	+5,999	$37,458,352	+9.3%	0.93%
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	Reduced	296,032	-10,712	$34,733,434	+11.3%	0.86%
ACLO	TCW AAA CLO ETF	Added	329,899	+37,862	$34,732,747	+35.1%	0.86%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Added	487,007	+8,152	$31,561,903	+14.7%	0.78%
		Added	162,735	+24,623	$26,074,958	+18.0%	0.64%
VEA	Vanguard FTSE Developed Markets ETF	Added	251,128	+10,096	$17,892,870	+15.8%	0.44%
MSFT	Microsoft Corp Technology	Added	47,661	+5,372	$17,778,506	+13.6%	0.44%
STT	State Street Corp Financial Services	Held	281,444	0	$15,088,212	+8.6%	0.37%
EDV	Vanguard World Funds Extended Duration ETF	Added	122,196	+101,848	$14,959,059	+478.0%	0.37%
HFXI	NYLI FTSE International Equity Currency Neutral ETF	Added	389,221	+22,184	$14,223,661	+10.2%	0.35%
BNDW	Vanguard Total World Bond ETF	Added	122,601	+6,461	$12,005,556	+22.7%	0.30%
JPM	Jpmorgan Chase & Co Financial Services	Added	27,003	+1,579	$8,838,891	+18.2%	0.22%
AMZN	Amazon Com Inc Consumer Cyclical	Added	32,755	+4,029	$7,806,826	+30.5%	0.19%
NVDA	Nvidia Corp Technology	Reduced	36,069	-11,515	$7,217,046	−13.0%	0.18%
QQQ	Invesco Qqq Trust, Series 1	Added	8,957	+730	$6,595,934	+38.9%	0.16%
RY	Royal Bank Of Canada Financial Services	Added	29,286	+946	$6,061,323	+32.2%	0.15%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	53,730	+27,808	$6,046,761	+42.5%	0.15%
META	Meta Platforms, Inc. Communication Services	Added	10,170	+637	$5,728,659	+5.0%	0.14%
JNJ	Johnson & Johnson Healthcare	Reduced	19,981	-639	$5,074,574	+0.7%	0.13%
CINF	Cincinnati Financial Corp Financial Services	Reduced	26,160	-528	$4,843,262	+15.3%	0.12%
QCOM	Qualcomm Inc/De Technology	Added	25,917	+1,098	$4,789,202	+49.8%	0.12%
AVGO	Broadcom Inc. Technology	Added	12,395	+1,975	$4,682,211	+45.2%	0.12%
BKF	iShares MSCI BIC ETF	Reduced	60,013	-293	$4,565,978	+22.4%	0.11%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	30,016	+922	$4,401,546	+4.7%	0.11%
XOM	ExxonMobil Holdings Corp Energy	Reduced	31,820	-1,093	$4,350,430	−22.1%	0.11%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	52,303	-848	$4,051,431	+5.7%	0.10%
BDVG	IMGP Berkshire Dividend Growth ETF	Reduced	123,644	-2,874	$3,784,742	−0.8%	0.09%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	21,352	-18	$3,234,828	−5.2%	0.08%
CAT	Caterpillar Inc Industrials	Added	3,008	+144	$3,203,219	+57.9%	0.08%
RYTM	Rhythm Pharmaceuticals, Inc. Healthcare	Reduced	27,960	-5,047	$3,104,398	+8.1%	0.08%
ORCL	Oracle Corp Technology	Added	19,410	+862	$2,844,535	+4.2%	0.07%
TDG	TransDigm Group INC Industrials	Added	2,002	+2	$2,666,744	+15.0%	0.07%
ABBV	AbbVie Inc. Healthcare	Added	10,553	+818	$2,655,556	+25.4%	0.07%
CSCO	Cisco Systems, Inc. Technology	Reduced	21,783	-12,388	$2,558,631	−3.5%	0.06%
TSLA	Tesla, Inc. Consumer Cyclical	Added	5,855	+1,254	$2,462,613	+44.0%	0.06%
PEP	Pepsico Inc Consumer Defensive	Added	18,108	+528	$2,451,823	−10.2%	0.06%
CVX	Chevron Corp Energy	Added	14,592	+1,707	$2,418,769	−9.3%	0.06%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.