ASPIRIANT, LLC

Filed: 1/20/2026ACC: 0001172661-26-000216

📋 What this filing means

ASPIRIANT, LLC filed this quarterly 13F‑HR report disclosing 319 equity positions with a total reported market value of $3.48B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

319

Positions

$3.48B

Total AUM (reported)

30.47M

Total Shares

Allocation by class

CORE S&P500 ETF$430.08M12.4%

CORE S&P US VLU$367.32M10.6%

SM CP VAL ETF$343.25M9.9%

MSCI GBL MIN VOL$285.72M8.2%

COM$252.20M7.2%

TAX EXEMPT BD$216.45M6.2%

DIV APP ETF$209.68M6.0%

Portfolio Concentration

Top 3$1.14B32.8%

4–10$1.06B30.5%

11–25$519.39M14.9%

Rest$758.98M21.8%

Top 3 weight

32.8%

Top 10 weight

63.3%

Voting Authority Distribution

Total shares with voting rights: 30.47M

Sole

Full voting authority

789.48K

% of voting shares2.6%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

29.68M

% of voting shares97.4%

Investment Discretion (by position count)

Sole319

Shared0

Other0

Dominant voting typeNone · 97.4% of voting shares

Institutional Holdings319

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares627.91K

TypeSH

Market value$430.08M

12.36%

Sole

11.23K

Shared

0.00

None

616.68K

ISHARES TR

SOLE

CORE S&P US VLU

Shares3.58M

TypeSH

Market value$367.32M

10.55%

Sole

93.48K

Shared

0.00

None

3.49M

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares1.62M

TypeSH

Market value$343.25M

9.86%

Sole

51.68K

Shared

0.00

None

1.57M

ISHARES INC

SOLE

MSCI GBL MIN VOL

Shares2.41M

TypeSH

Market value$285.72M

8.21%

Sole

104.60K

Shared

0.00

None

2.30M

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares4.30M

TypeSH

Market value$216.45M

6.22%

Sole

116.03K

Shared

0.00

None

4.19M

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares954.03K

TypeSH

Market value$209.68M

6.02%

Sole

16.67K

Shared

0.00

None

937.36K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares180.17K

TypeSH

Market value$112.99M

3.25%

Sole

6.07K

Shared

0.00

None

174.10K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares915.58K

TypeSH

Market value$81.91M

2.35%

Sole

15.47K

Shared

0.00

None

900.10K

ISHARES TR

SOLE

EAFE VALUE ETF

Shares1.09M

TypeSH

Market value$77.90M

2.24%

Sole

14.63K

Shared

0.00

None

1.08M

APPLE INC

SOLE

COM

Shares283.20K

TypeSH

Market value$76.99M

2.21%

Sole

16.31K

Shared

0.00

None

266.89K

ISHARES INC

SOLE

CORE MSCI EMKT

Shares1.05M

TypeSH

Market value$70.78M

2.03%

Sole

9.12K

Shared

0.00

None

1.04M

ISHARES TR

SOLE

RUS 1000 ETF

Shares114.33K

TypeSH

Market value$42.70M

1.23%

Sole

520.00

Shared

0.00

None

113.81K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares59.83K

TypeSH

Market value$40.80M

1.17%

Sole

1.40K

Shared

0.00

None

58.43K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares526.03K

TypeSH

Market value$38.96M

1.12%

Sole

15.23K

Shared

0.00

None

510.80K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares68.72K

TypeSH

Market value$34.54M

0.99%

Sole

1.64K

Shared

0.00

None

67.08K

FIDELITY MERRIMACK STR TR

SOLE

TOTAL BD ETF

Shares735.70K

TypeSH

Market value$33.87M

0.97%

Sole

57.17K

Shared

0.00

None

678.53K

DIMENSIONAL ETF TRUST

SOLE

US MKTWIDE VALUE

Shares718.10K

TypeSH

Market value$33.46M

0.96%

Sole

2.50K

Shared

0.00

None

715.60K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares302.81K

TypeSH

Market value$32.43M

0.93%

Sole

8.01K

Shared

0.00

None

294.80K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares94.39K

TypeSH

Market value$31.65M

0.91%

Sole

0.00

Shared

0.00

None

94.39K

ISHARES TR

SOLE

CORE 60/40 BALAN

Shares481.33K

TypeSH

Market value$31.29M

0.90%

Sole

24.42K

Shared

0.00

None

456.91K

VANGUARD ADMIRAL FDS INC

SOLE

SMLCP 600 VAL

Shares311.63K

TypeSH

Market value$30.46M

0.88%

Sole

6.09K

Shared

0.00

None

305.54K

ISHARES TR

SOLE

LOW CARBON OPTIM

Shares116.57K

TypeSH

Market value$26.87M

0.77%

Sole

1.47K

Shared

0.00

None

115.10K

VANGUARD INTL EQUITY INDEX F

SOLE

ALLWRLD EX US

Shares333.06K

TypeSH

Market value$24.50M

0.70%

Sole

9.65K

Shared

0.00

None

323.41K

DIMENSIONAL ETF TRUST

SOLE

WORLD EX US CORE

Shares727.70K

TypeSH

Market value$23.82M

0.68%

Sole

0.00

Shared

0.00

None

727.70K

MICROSOFT CORP

SOLE

COM

Shares48.09K

TypeSH

Market value$23.26M

0.67%

Sole

1.13K

Shared

0.00

None

46.96K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
ISHARES TRSOLE	CORE S&P500 ETF	627.91K	SH	$430.08M 12.36%	11.23K	616.68K
ISHARES TRSOLE	CORE S&P US VLU	3.58M	SH	$367.32M 10.55%	93.48K	3.49M
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	1.62M	SH	$343.25M 9.86%	51.68K	1.57M
ISHARES INCSOLE	MSCI GBL MIN VOL	2.41M	SH	$285.72M 8.21%	104.60K	2.30M
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	4.30M	SH	$216.45M 6.22%	116.03K	4.19M
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	954.03K	SH	$209.68M 6.02%	16.67K	937.36K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	180.17K	SH	$112.99M 3.25%	6.07K	174.10K
ISHARES TRSOLE	CORE MSCI EAFE	915.58K	SH	$81.91M 2.35%	15.47K	900.10K
ISHARES TRSOLE	EAFE VALUE ETF	1.09M	SH	$77.90M 2.24%	14.63K	1.08M
APPLE INCSOLE	COM	283.20K	SH	$76.99M 2.21%	16.31K	266.89K
ISHARES INCSOLE	CORE MSCI EMKT	1.05M	SH	$70.78M 2.03%	9.12K	1.04M
ISHARES TRSOLE	RUS 1000 ETF	114.33K	SH	$42.70M 1.23%	520.00	113.81K
SPDR S&P 500 ETF TRSOLE	TR UNIT	59.83K	SH	$40.80M 1.17%	1.40K	58.43K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	526.03K	SH	$38.96M 1.12%	15.23K	510.80K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	68.72K	SH	$34.54M 0.99%	1.64K	67.08K
FIDELITY MERRIMACK STR TRSOLE	TOTAL BD ETF	735.70K	SH	$33.87M 0.97%	57.17K	678.53K
DIMENSIONAL ETF TRUSTSOLE	US MKTWIDE VALUE	718.10K	SH	$33.46M 0.96%	2.50K	715.60K
ISHARES TRSOLE	NATIONAL MUN ETF	302.81K	SH	$32.43M 0.93%	8.01K	294.80K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	94.39K	SH	$31.65M 0.91%	0.00	94.39K
ISHARES TRSOLE	CORE 60/40 BALAN	481.33K	SH	$31.29M 0.90%	24.42K	456.91K
VANGUARD ADMIRAL FDS INCSOLE	SMLCP 600 VAL	311.63K	SH	$30.46M 0.88%	6.09K	305.54K
ISHARES TRSOLE	LOW CARBON OPTIM	116.57K	SH	$26.87M 0.77%	1.47K	115.10K
VANGUARD INTL EQUITY INDEX FSOLE	ALLWRLD EX US	333.06K	SH	$24.50M 0.70%	9.65K	323.41K
DIMENSIONAL ETF TRUSTSOLE	WORLD EX US CORE	727.70K	SH	$23.82M 0.68%	0.00	727.70K
MICROSOFT CORPSOLE	COM	48.09K	SH	$23.26M 0.67%	1.13K	46.96K

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