Holders — by stockHoldings — by fund
ASPIRIANT, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001433541
$4.05B
disclosed book value
400
positions
15.9%
largest position share
Positions, as of 2026-06-30
top 100 of 400 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IVVISHARES TR | 860,648 | $644.5M | 15.9% |
| 2 | VBRVANGUARD INDEX FDS | 1.7M | $424.2M | 10.5% |
| 3 | IUSVISHARES TR | 3.7M | $406.0M | 10% |
| 4 | ACWVISHARES INC | 2.4M | $292.5M | 7.2% |
| 5 | VIGVANGUARD SPECIALIZED FUNDS | 955,047 | $226.0M | 5.6% |
| 6 | VTEBVANGUARD MUN BD FDS | 4.3M | $216.1M | 5.3% |
| 7 | VOOVANGUARD INDEX FDS | 181,177 | $124.5M | 3.1% |
| 8 | IEFAISHARES TR | 1.0M | $97.6M | 2.4% |
| 9 | IEMGISHARES INC | 1.1M | $88.5M | 2.2% |
| 10 | EFVISHARES TR | 1.1M | $81.2M | 2% |
| 11 | AAPLAPPLE INC | 278,110 | $80.5M | 2% |
| 12 | IWBISHARES TR | 116,055 | $47.5M | 1.2% |
| 13 | SPYSTATE STR SPDR S&P 500 ETF T | 58,166 | $43.4M | 1.1% |
| 14 | BNDVANGUARD BD INDEX FDS | 546,151 | $40.1M | 1% |
| 15 | DFUVDIMENSIONAL ETF TRUST | 707,126 | $38.9M | 1% |
| 16 | VTIVANGUARD INDEX FDS | 103,363 | $38.3M | 0.9% |
| 17 | FBNDFIDELITY MERRIMACK STR TR | 833,949 | $37.9M | 0.9% |
| 18 | BRK/BBERKSHIRE HATHAWAY INC DEL | 72,942 | $36.5M | 0.9% |
| 19 | AORISHARES TR | 515,345 | $35.8M | 0.9% |
| 20 | VIOVVANGUARD ADMIRAL FDS INC | 296,032 | $34.7M | 0.9% |
| 21 | CRBNISHARES TR | 122,719 | $31.0M | 0.8% |
| 22 | MUBISHARES TR | 280,348 | $30.2M | 0.7% |
| 23 | VEUVANGUARD INTL EQUITY INDEX F | 331,741 | $27.8M | 0.7% |
| 24 | VBVANGUARD INDEX FDS | 90,467 | $27.4M | 0.7% |
| 25 | DFAXDIMENSIONAL ETF TRUST | 727,702 | $26.8M | 0.7% |
| 26 | AGGISHARES TR | 263,856 | $26.1M | 0.6% |
| 27 | GOOGLALPHABET INC | 72,268 | $25.8M | 0.6% |
| 28 | VTVVANGUARD INDEX FDS | 98,826 | $21.5M | 0.5% |
| 29 | FNDESCHWAB STRATEGIC TR | 539,037 | $21.4M | 0.5% |
| 30 | DFNMDIMENSIONAL ETF TRUST | 432,596 | $20.9M | 0.5% |
| 31 | PWRDTCW ETF TRUST | 162,280 | $20.0M | 0.5% |
| 32 | DEMWISDOMTREE TR | 360,842 | $19.4M | 0.5% |
| 33 | VEAVANGUARD TAX-MANAGED FDS | 251,128 | $17.9M | 0.4% |
| 34 | MSFTMICROSOFT CORP | 47,661 | $17.8M | 0.4% |
| 35 | IWNISHARES TR | 79,419 | $17.6M | 0.4% |
| 36 | IWMISHARES TR | 54,901 | $16.5M | 0.4% |
| 37 | XLFSELECT SECTOR SPDR TR | 281,444 | $15.1M | 0.4% |
| 38 | VOTETCW ETF TRUST | 167,619 | $14.8M | 0.4% |
| 39 | VSSVANGUARD INTL EQUITY INDEX F | 94,513 | $14.6M | 0.4% |
| 40 | FNDFSCHWAB STRATEGIC TR | 275,501 | $14.5M | 0.4% |
| 41 | GOOGALPHABET INC | 40,883 | $14.4M | 0.4% |
| 42 | DFACDIMENSIONAL ETF TRUST | 320,192 | $14.2M | 0.4% |
| 43 | DFATDIMENSIONAL ETF TRUST | 188,313 | $13.2M | 0.3% |
| 44 | VGTVANGUARD WORLD FD | 102,831 | $12.3M | 0.3% |
| 45 | DLNWISDOMTREE TR | 126,165 | $12.2M | 0.3% |
| 46 | DFIVDIMENSIONAL ETF TRUST | 197,598 | $10.7M | 0.3% |
| 47 | IDEVISHARES TR | 116,285 | $10.4M | 0.3% |
| 48 | IJHISHARES TR | 130,018 | $10.0M | 0.2% |
| 49 | IJRISHARES TR | 65,523 | $9.7M | 0.2% |
| 50 | VWOVANGUARD INTL EQUITY INDEX F | 162,170 | $9.7M | 0.2% |
| 51 | DFASDIMENSIONAL ETF TRUST | 113,295 | $9.3M | 0.2% |
| 52 | IWDISHARES TR | 36,690 | $8.9M | 0.2% |
| 53 | JPMJPMORGAN CHASE & CO | 27,003 | $8.8M | 0.2% |
| 54 | EFAISHARES TR | 82,823 | $8.6M | 0.2% |
| 55 | IWVISHARES TR | 19,662 | $8.4M | 0.2% |
| 56 | DSIISHARES TR | 54,986 | $7.8M | 0.2% |
| 57 | AMZNAMAZON COM INC | 32,755 | $7.8M | 0.2% |
| 58 | VONVVANGUARD SCOTTSDALE FDS | 72,474 | $7.7M | 0.2% |
| 59 | USMVISHARES TR | 79,030 | $7.6M | 0.2% |
| 60 | QAINEW YORK LIFE INVESTMENTS ET | 207,334 | $7.6M | 0.2% |
| 61 | NVDANVIDIA CORPORATION | 36,069 | $7.2M | 0.2% |
| 62 | MNANEW YORK LIFE INVESTMENTS ET | 181,887 | $6.6M | 0.2% |
| 63 | QQQINVESCO QQQ TR | 8,957 | $6.6M | 0.2% |
| 64 | ITOTISHARES TR | 39,120 | $6.4M | 0.2% |
| 65 | VUGVANGUARD INDEX FDS | 72,881 | $6.3M | 0.2% |
| 66 | SUSAISHARES TR | 40,507 | $6.3M | 0.2% |
| 67 | RYROYAL BK CDA | 29,286 | $6.1M | 0.1% |
| 68 | SCHXSCHWAB STRATEGIC TR | 194,663 | $5.7M | 0.1% |
| 69 | VUSBVANGUARD BD INDEX FDS | 115,081 | $5.7M | 0.1% |
| 70 | METAMETA PLATFORMS INC | 10,170 | $5.7M | 0.1% |
| 71 | IYYISHARES TR | 29,744 | $5.4M | 0.1% |
| 72 | IUSGISHARES TR | 28,293 | $5.3M | 0.1% |
| 73 | VVVANGUARD INDEX FDS | 14,815 | $5.1M | 0.1% |
| 74 | JNJJOHNSON & JOHNSON | 19,981 | $5.1M | 0.1% |
| 75 | EFAVISHARES TR | 55,558 | $4.9M | 0.1% |
| 76 | CINFCINCINNATI FINL CORP | 26,160 | $4.8M | 0.1% |
| 77 | QCOMQUALCOMM INC | 25,917 | $4.8M | 0.1% |
| 78 | AVGOBROADCOM INC | 12,395 | $4.7M | 0.1% |
| 79 | RSPINVESCO EXCHANGE TRADED FD T | 20,744 | $4.4M | 0.1% |
| 80 | PGPROCTER & GAMBLE CO | 30,016 | $4.4M | 0.1% |
| 81 | EXMOCEXXON MOBIL CORP | 31,820 | $4.4M | 0.1% |
| 82 | IWRISHARES TR | 36,742 | $4.1M | 0.1% |
| 83 | DGROISHARES TR | 50,217 | $3.8M | 0.1% |
| 84 | DBMFLITMAN GREGORY FDS TR | 123,644 | $3.8M | 0.1% |
| 85 | SCZISHARES TR | 45,220 | $3.7M | 0.1% |
| 86 | VNQVANGUARD INDEX FDS | 38,183 | $3.7M | 0.1% |
| 87 | SHYISHARES TR | 42,425 | $3.5M | 0.1% |
| 88 | IWFISHARES TR | 26,435 | $3.3M | 0.1% |
| 89 | TJXTJX COS INC NEW | 21,352 | $3.2M | 0.1% |
| 90 | CATCATERPILLAR INC | 3,008 | $3.2M | 0.1% |
| 91 | RYTMRHYTHM PHARMACEUTICALS INC | 27,960 | $3.1M | 0.1% |
| 92 | ORCLORACLE CORP | 19,410 | $2.8M | 0.1% |
| 93 | ACWIISHARES TR | 17,243 | $2.7M | 0.1% |
| 94 | TDGTRANSDIGM GROUP INC | 2,002 | $2.7M | 0.1% |
| 95 | ABBVABBVIE INC | 10,553 | $2.7M | 0.1% |
| 96 | VOVANGUARD INDEX FDS | 32,006 | $2.6M | 0.1% |
| 97 | CSCOCISCO SYS INC | 21,783 | $2.6M | 0.1% |
| 98 | AOMISHARES TR | 49,669 | $2.5M | 0.1% |
| 99 | TSLATESLA INC | 5,855 | $2.5M | 0.1% |
| 100 | PEPPEPSICO INC | 18,108 | $2.5M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.