ASPIRIANT, LLC
CIK 1433541
13F filing for Q2 2026・No. 1,057
- Holdings
- US$4.05B
- Quarter change
- +US$539.74M
- Entries
- 400
- Net bought (estimate)
- +US$207.27M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 76
- Sold out 14
- Cut 85
- Added 186
- Corporate actions 2
- Unchanged 53
Largest holdings
400 stocks worth US$4.05B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Added | 860,648 | US$644.54M | 15.91% |
| VANGUARD INDEX FDSSM CP VAL ETF | Added | 1,745,538 | US$424.15M | 10.47% |
| ISHARES TRCORE S&P US VLU | Added | 3,685,507 | US$405.96M | 10.02% |
| ISHARES INCMSCI GBL MIN VOL | Cut | 2,432,810 | US$292.5M | 7.22% |
| VANGUARD SPECIALIZED FUNDSDIV APP ETF | Cut | 955,047 | US$225.99M | 5.58% |
| VANGUARD MUN BD FDSTAX EXEMPT BD | Added | 4,272,813 | US$216.12M | 5.34% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 181,177 | US$124.47M | 3.07% |
| ISHARES TRCORE MSCI EAFE | Added | 1,010,674 | US$97.61M | 2.41% |
| IEMGISHARES INCCORE MSCI EMKT | Cut | 1,068,386 | US$88.51M | 2.18% |
| ISHARES TREAFE VALUE ETF | Cut | 1,061,079 | US$81.23M | 2.01% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 20, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.