ASPIRIANT, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 20, 2026, for the 2025 Q4 period, ASPIRIANT, LLC held in its portfolio 315 assets valued at $3,480,648,692 (i.e. $3.48B).

The most valuable assets in the portfolio included: ISHARES TR ($430.08M), ISHARES TR ($367.32M), and VANGUARD INDEX FDS ($343.25M).

The chart below shows the top 10 valuable assets, and the table below shows the top 315 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in ASPIRIANT, LLC Portfolio
ISHARES TR
ISHARES TR
VANGUARD INDEX FDS
ISHARES INC
VANGUARD MUN BD FDS
VANGUARD SPECIALIZED FUNDS
VANGUARD INDEX FDS
ISHARES TR
ISHARES TR
APPLE INC
ASPIRIANT, LLC - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
ISHARES TR 627909 430078600 CORE S&P500 ETF
ISHARES TR 3582196 367318526 CORE S&P US VLU
VANGUARD INDEX FDS 1620708 343249384 SM CP VAL ETF
ISHARES INC 2406100 285724588 MSCI GBL MIN VOL
VANGUARD MUN BD FDS 4304051 216450714 TAX EXEMPT BD
VANGUARD SPECIALIZED FUNDS 954027 209675689 DIV APP ETF
VANGUARD INDEX FDS 180170 112988855 S&P 500 ETF SHS
ISHARES TR 915576 81907636 CORE MSCI EAFE
ISHARES TR 1090928 77903182 EAFE VALUE ETF
APPLE INC 283200 76990813 COM
ISHARES INC 1052887 70775102 CORE MSCI EMKT
ISHARES TR 114328 42695031 RUS 1000 ETF
SPDR S&P 500 ETF TR 59832 40800464 TR UNIT
VANGUARD BD INDEX FDS 526032 38963381 TOTAL BND MRKT
BERKSHIRE HATHAWAY INC DEL 68717 34540617 CL B NEW
FIDELITY MERRIMACK STR TR 735702 33871688 TOTAL BD ETF
DIMENSIONAL ETF TRUST 718099 33456245 US MKTWIDE VALUE
ISHARES TR 302809 32433853 NATIONAL MUN ETF
VANGUARD INDEX FDS 94392 31646762 TOTAL STK MKT
ISHARES TR 481329 31291204 CORE 60/40 BALAN
VANGUARD ADMIRAL FDS INC 311630 30464950 SMLCP 600 VAL
ISHARES TR 116572 26873162 LOW CARBON OPTIM
VANGUARD INTL EQUITY INDEX F 333057 24499693 ALLWRLD EX US
DIMENSIONAL ETF TRUST 727702 23817686 WORLD EX US CORE
MICROSOFT CORP 48086 23255860 COM
ALPHABET INC 72282 22624321 CAP STK CL A
VANGUARD INDEX FDS 81513 21026046 SMALL CP ETF
SCHWAB STRATEGIC TR 542249 19553508 FUNDAMENTAL EMER
ISHARES TR 193384 19315258 CORE US AGGBD ET
DIMENSIONAL ETF TRUST 400076 19271662 NATL MUN BD ETF
WISDOMTREE TR 412426 19264400 EMER MKT HIGH FD
VANGUARD INDEX FDS 100607 19214927 VALUE ETF
SELECT SECTOR SPDR TR 282431 15468754 STATE STREET FIN
ISHARES TR 82415 14934563 RUS 2000 VAL ETF
VANGUARD TAX-MANAGED FDS 238514 14900013 VAN FTSE DEV MKT
TCW ETF TRUST 147079 14142485 TRANSFORM SYSTEM
ISHARES TR 54428 13398026 RUSSELL 2000 ETF
VANGUARD INTL EQUITY INDEX F 93262 13367360 FTSE SMCAP ETF
ALPHABET INC 41020 12872431 CAP STK CL C
DIMENSIONAL ETF TRUST 320175 12675759 US CORE EQUITY 2
SCHWAB STRATEGIC TR 257403 11637138 FUNDAMENTAL INTL
DIMENSIONAL ETF TRUST 191240 11386407 US TARGETED VLU
TCW ETF TRUST 130776 10491155 TRANSFRM 500 ETF
DIMENSIONAL ETF TRUST 205214 10240186 INTERNATNAL VAL
VANGUARD WORLD FD 13289 10017037 INF TECH ETF
ISHARES TR 24515 9483637 RUSSELL 3000 ETF
NVIDIA CORPORATION 49856 9298228 COM
ISHARES TR 137803 9095029 CORE S&P MCP ETF
ISHARES TR 102726 8472839 CORE MSCI INTL
DIMENSIONAL ETF TRUST 115482 8045633 US SMALL CAP ETF
ISHARES TR 83671 8034957 MSCI EAFE ETF
JPMORGAN CHASE & CO. 24769 7980895 COM
ISHARES TR 83206 7834701 MSCI USA MIN VOL
WISDOMTREE TR 88889 7829338 US LARGECAP DIVD
AMAZON COM INC 33552 7744471 COM
ISHARES TR 64366 7735475 CORE S&P SCP ETF
ISHARES TR 36641 7707206 RUS 1000 VAL ETF
VANGUARD INTL EQUITY INDEX F 140133 7533529 FTSE EMR MKT ETF
META PLATFORMS INC 11224 7408676 CL A
ISHARES TR 54846 7065812 ESG MSCI KLD 400
VANGUARD SCOTTSDALE FDS 72300 6673291 VNG RUS1000VAL
VANGUARD INDEX FDS 12917 6301778 GROWTH ETF
SCHWAB STRATEGIC TR 227400 6119347 US LRG CAP ETF
ISHARES TR 40235 5982543 CORE S&P TTL STK
NEW YORK LIFE INVESTMENTS ET 176091 5900813 NYLI HEDGE MULTI
ISHARES TR 42007 5853466 ESG OPTIMIZED
ISHARES TR 65678 5664731 MSCI EAFE MIN VL
NEW YORK LIFE INVESTMENTS ET 151667 5428162 NYLI MERGER ARBI
SPDR SERIES TRUST 101485 4960456 STATE STREET SPD
ISHARES TR 29744 4931853 DOW JONES US ETF
INVESCO QQQ TR 7927 4870173 UNIT SER 1
ROYAL BK CDA 28082 4787702 COM
ISHARES TR 27787 4666549 CORE S&P US GWT
VANGUARD INDEX FDS 14444 4546783 LARGE CAP ETF
PROCTER AND GAMBLE CO 31461 4508652 COM
VANGUARD BD INDEX FDS 88711 4421357 VANGUARD ULTRA
CINCINNATI FINL CORP 27025 4413671 COM
ADOBE INC 12375 4331128 COM
BROADCOM INC 12016 4158493 COM
JOHNSON & JOHNSON 19866 4111038 COM
ISHARES TR 52883 4100006 EAFE SML CP ETF
ORACLE CORP 20765 4047345 COM
VANGUARD MALVERN FDS 81710 4041376 STRM INFPROIDX
ISHARES TR 39325 3785780 RUS MID CAP ETF
BERKSHIRE HATHAWAY INC DEL 5 3774000 CL A
LITMAN GREGORY FDS TR 130604 3664751 IMGP DBI MANAGED
ISHARES TR 7691 3640045 RUS 1000 GRW ETF
ISHARES TR 42153 3491103 1 3 YR TREAS BD
INVESCO EXCHANGE TRADED FD T 17996 3447206 S&P500 EQL WGT
TJX COS INC NEW 22165 3404766 COM
VANGUARD INDEX FDS 37981 3361015 REAL ESTATE ETF
BILL HOLDINGS INC 59594 3250257 COM
EXXON MOBIL CORP 26156 3147613 COM
SALESFORCE INC 11627 3080113 COM
TRANSDIGM GROUP INC 2001 2661030 COM
CISCO SYS INC 34463 2654719 COM
SCHWAB CHARLES CORP 24245 2422317 COM
PEPSICO INC 16607 2383446 COM
ISHARES TR 16841 2382832 MSCI ACWI ETF
ISHARES TR 45994 2200814 ESG AWR US AGRGT
TESLA INC 4889 2198682 COM
ISHARES TR 39780 2176339 MSCI EMG MKT ETF
QUALCOMM INC 12641 2162247 COM
ISHARES TR 45218 2158255 CORE 40/60 MODER
ABBVIE INC 9442 2157402 COM
VISA INC 6019 2111374 COM CL A
ABBOTT LABS 16738 2097081 COM
ISHARES TR 30167 2094194 CORE DIV GRWTH
SCHWAB STRATEGIC TR 79715 2090936 US BRD MKT ETF
WELLS FARGO CO NEW 21782 2030080 COM
MASTERCARD INCORPORATED 3467 1978936 CL A
ISHARES TR 17932 1975185 TRUST ISHARE 0-1
BANK AMERICA CORP 35867 1972685 COM
COSTCO WHSL CORP NEW 2219 1913534 COM
VANGUARD INTL EQUITY INDEX F 41372 1896486 GLB EX US ETF
SPDR S&P MIDCAP 400 ETF TR 3123 1884376 UTSER1 S&PDCRP
ISHARES TR 13757 1883883 RUS MD CP GR ETF
CHEVRON CORP NEW 12237 1865116 COM
ISHARES TR 40343 1854972 ESG AWARE MSCI
VANGUARD WHITEHALL FDS 12895 1850686 HIGH DIV YLD
AMERICAN EXPRESS CO 4778 1767621 COM
LOWES COS INC 7261 1751099 COM
INTERNATIONAL BUSINESS MACHS 5906 1749535 COM
RTX CORPORATION 9485 1739547 COM
HOME DEPOT INC 5043 1735262 COM
VANGUARD INDEX FDS 5885 1707948 MID CAP ETF
SCHWAB STRATEGIC TR 55809 1652500 US LCAP VA ETF
ISHARES TR 20372 1642564 IBOXX HI YD ETF
ISHARES TR 18979 1598498 MSCI GBL SUS DEV
MERCK & CO INC 15183 1598232 COM
GENERAL DYNAMICS CORP 4680 1575568 COM
AMGEN INC 4737 1550470 COM
UNION PAC CORP 6510 1505896 COM
DISNEY WALT CO 13199 1501702 COM
WALMART INC 13207 1471420 COM
CATERPILLAR INC 2537 1453489 COM
VANGUARD INDEX FDS 4683 1414781 SML CP GRW ETF
GE AEROSPACE 4486 1381802 COM NEW
SELECT SECTOR SPDR TR 9310 1340299 STATE STREET TEC
AUTOMATIC DATA PROCESSING IN 5073 1304928 COM
ISHARES INC 20242 1296297 MSCI EMERG MRKT
DIMENSIONAL ETF TRUST 39901 1263465 INTL HIGH PROFIT
NETFLIX INC 13413 1257604 COM
SCHWAB STRATEGIC TR 45652 1252229 US DIVIDEND EQ
PAYCHEX INC 11117 1247105 COM
SCHWAB STRATEGIC TR 37698 1229699 US LCAP GR ETF
ISHARES TR 3766 1216454 RUS 2000 GRW ETF
CAPITAL ONE FINL CORP 4957 1201449 COM
ISHARES TR 10818 1192017 IBOXX INV CP ETF
VANGUARD WORLD FD 2882 1189672 MEGA GRWTH IND
ISHARES TR 13227 1184623 CORE 80/20 AGGRE
3M CO 7188 1150789 COM
TRANE TECHNOLOGIES PLC 2933 1141514 SHS
SPDR GOLD TR 2693 1067264 GOLD SHS
DANAHER CORPORATION 4495 1029088 COM
UNITEDHEALTH GROUP INC 3026 999030 COM
SIMON PPTY GROUP INC NEW 5380 995814 COM
MARATHON PETE CORP 6007 976919 COM
ELI LILLY & CO 902 969360 COM
BROOKFIELD CORP 20846 956622 CL A LTD VT SH
COCA COLA CO 13659 954922 COM
US BANCORP DEL 17681 943452 COM NEW
SILGAN HLDGS INC 23153 934686 COM
VANGUARD SCOTTSDALE FDS 15830 929696 SHORT TERM TREAS
ISHARES TR 4327 917667 S&P 500 VAL ETF
RESTAURANT BRANDS INTL INC 13091 893200 COM
ISHARES TR 6251 882266 SELECT DIVID ETF
GOLDMAN SACHS GROUP INC 998 877242 COM
APPLIED MATLS INC 3252 835732 COM
THERMO FISHER SCIENTIFIC INC 1410 817025 COM
SPDR INDEX SHS FDS 12092 799904 MSCI EMRG MKTS
ISHARES TR 5653 797978 S&P SML 600 GWT
ISHARES TR 6375 775263 CORE HIGH DV ETF
VANGUARD INDEX FDS 3680 769562 EXTEND MKT ETF
ISHARES TR 5146 766635 ESG AWR MSCI USA
SCHWAB STRATEGIC TR 31633 760457 INTL EQTY ETF
ISHARES GOLD TR 9239 749930 ISHARES NEW
ISHARES TR 7883 749594 ESG AW MSCI EAFE
IONQ INC 16204 727074 COM
VANGUARD INTL EQUITY INDEX F 5129 723457 TT WRLD ST ETF
PFIZER INC 28633 712954 COM
KINDER MORGAN INC DEL 25554 702479 COM
INVESCO EXCH TRADED FD TR II 13430 698897 S&P ULTRA DIVIDE
FEDEX CORP 2398 692828 COM
VANGUARD INDEX FDS 3849 682697 MCAP VL IDXVIP
VANGUARD STAR FDS 9005 679311 VG TL INTL STK F
VANECK ETF TRUST 3587 678894 BIOTECH ETF
VANGUARD INDEX FDS 2398 669378 MCAP GR IDXVIP
VANGUARD SCOTTSDALE FDS 11152 668340 INTER TERM TREAS
BBH TR 40965 660359 SELECT LARGE CAP
DIMENSIONAL ETF TRUST 17299 657881 US HIGH PROFITAB
UBER TECHNOLOGIES INC 8002 653843 COM
CANADIAN PACIFIC KANSAS CITY 8874 653392 COM
ISHARES TR 14020 652490 CORE UNIVRSL USD
MORGAN STANLEY 3549 629997 COM NEW
HUNTINGTON BANCSHARES INC 35992 624461 COM
GE VERNOVA INC 953 622852 COM
PALVELLA THERAPEUTICS INC NE 5852 612529 COM
SOLENO THERAPEUTICS INC 12128 561526 COM
MCDONALDS CORP 1777 543096 COM
ISHARES TR 13655 538690 INTL SEL DIV ETF
JFROG LTD 8595 536844 ORD SHS
VANGUARD ADMIRAL FDS INC 1198 532620 500 GRTH IDX F
DUKE ENERGY CORP NEW 4484 525664 COM NEW
ISHARES TR 3976 523202 S&P MC 400VL ETF
VANGUARD WORLD FD 2520 522967 MATERIALS ETF
ARCELLX INC 7910 515732 COMMON STOCK
BRISTOL-MYERS SQUIBB CO 9552 515233 COM
SCHWAB STRATEGIC TR 19367 513032 US TIPS ETF
COMCAST CORP NEW 17013 508516 CL A
AMERICAN CENTY ETF TR 4493 502228 US EQT ETF
INVESCO EXCH TRADED FD TR II 7014 500940 S&P500 LOW VOL
SCHWAB STRATEGIC TR 17542 499590 US SML CAP ETF
ISHARES TR 4373 480689 TIPS BD ETF
SERVICENOW INC 3135 480251 COM
PROSHARES TR 4606 479347 S&P 500 DV ARIST
TRUIST FINL CORP 9721 478371 COM
ESAB CORPORATION 4253 475145 COM
ISHARES TR 2364 469518 MSCI USA QLT FCT
DEERE & CO 1007 468829 COM
POTLATCHDELTIC CORPORATION 11770 468211 COM
ISHARES TR 3253 458835 RUS MDCP VAL ETF
SSGA ACTIVE ETF TR 11272 453702 STATE STREET DOU
EATON CORP PLC 1418 451649 SHS
BLACKROCK INC 421 450614 COM
INTEL CORP 12159 448674 COM
PALO ALTO NETWORKS INC 2432 447976 COM
ISHARES TR 1483 446605 ISHARES SEMICDTR
WASTE MGMT INC DEL 2012 442057 COM
SPDR DOW JONES INDL AVERAGE 917 440745 UT SER 1
SCHWAB STRATEGIC TR 14067 422995 US MID-CAP ETF
DOCUSIGN INC 6183 422917 COM
AMERICAN CENTY ETF TR 5112 420820 INTL EQT ETF
ISHARES TR 3660 416914 EAFE GRWTH ETF
STARBUCKS CORP 4894 412103 COM
ISHARES INC 9300 410781 ESG AWR MSCI EM
GSK PLC 8185 401392 SPONSORED ADR
MCKESSON CORP 488 400302 COM
ECOLAB INC 1512 396930 COM
VANGUARD BD INDEX FDS 4974 392002 SHORT TRM BOND
SOUTHERN CO 4468 389569 COM
VANGUARD SCOTTSDALE FDS 3875 385640 VNG RUS2000IDX
JEFFERIES FINL GROUP INC 6149 381054 COM
PARKER-HANNIFIN CORP 431 378832 COM
ISHARES TR 3614 376000 MORNINGSTAR GRWT
BOOKING HOLDINGS INC 69 369518 COM
ISHARES TR 14741 367788 GLOBAL REIT ETF
NOVARTIS AG 2631 362738 SPONSORED ADR
ISHARES TR 6754 357151 ISHS 1-5YR INVS
CONOCOPHILLIPS 3804 356125 COM
CHUBB LIMITED 1124 350822 COM
RLJ LODGING TR 13980 348102 CUM CONV PFD A
SCHWAB STRATEGIC TR 14874 347606 US AGGREGATE B
T-MOBILE US INC 1694 343950 COM
NUSHARES ETF TR 9622 342351 NUVEEN ESG EMRGN
MEDTRONIC PLC 3559 341877 SHS
BOEING CO 1561 338994 COM
SPDR INDEX SHS FDS 7604 337694 PORTFOLIO DEVLPD
VANGUARD INTL EQUITY INDEX F 4023 336372 FTSE EUROPE ETF
VERIZON COMMUNICATIONS INC 8196 333795 COM
VANGUARD SCOTTSDALE FDS 4163 331915 SHRT TRM CORP BD
ILLINOIS TOOL WKS INC 1345 331273 COM
WORLD GOLD TR 3837 327564 SPDR GLD MINIS
SPDR INDEX SHS FDS 11657 326396 DJ INTL RL ETF
ISHARES TR 8060 323448 CORE 30/70 CONSE
AMERICAN CENTY ETF TR 4083 314473 AVANTIS EMGMKT
VANGUARD WORLD FD 1092 314254 HEALTH CAR ETF
TOTALENERGIES SE 4719 308717 ACT
ARISTA NETWORKS INC 2353 308314 COM SHS
REGENERON PHARMACEUTICALS 399 307975 COM
NEXTERA ENERGY INC 3822 306831 COM
WEYERHAEUSER CO MTN BE 12932 306359 COM NEW
STERLING INFRASTRUCTURE INC 1000 306230 COM
FLEXSHARES TR 3756 304198 US QUALITY CAP
DIMENSIONAL ETF TRUST 4078 302465 US EQUITY MARKET
ACCENTURE PLC IRELAND 1127 302376 SHS CLASS A
SELECT SECTOR SPDR TR 6977 297832 STATE STREET UTI
BLACKSTONE INC 1921 296103 COM
ISHARES INC 4903 293984 MSCI SWITZERLAND
HONEYWELL INTL INC 1481 288960 COM
DIREXION SHS ETF TR 29790 280920 DLY S&P500 BR 1X
ENBRIDGE INC 5790 276936 COM
METLIFE INC 3425 270368 COM
INTERCONTINENTAL EXCHANGE IN 1650 267234 COM
AMERICAN INTL GROUP INC 3055 261355 COM NEW
CALIFORNIA BANCORP 13912 259737 COM
SPDR INDEX SHS FDS 6294 257173 S&P INTL SMLCP
NATIONAL FUEL GAS CO 3186 255072 COM
VANGUARD CALIF TAX FREE FDS 2530 253658 TAX EXEMPT BD FD
PHILIP MORRIS INTL INC 1580 253435 COM
NOVO-NORDISK A S 4941 251399 ADR
LAM RESEARCH CORP 1467 251121 COM NEW
VANGUARD SCOTTSDALE FDS 2001 243598 VNG RUS1000GRW
LINDE PLC 569 242617 SHS
AMERICAN CENTY ETF TR 2369 241591 US SML CP VALU
ISHARES INC 1297 240961 MSCI WORLD ETF
LOCKHEED MARTIN CORP 498 240868 COM
VANGUARD INTL EQUITY INDEX F 2611 236057 FTSE PACIFIC ETF
ASTRAZENECA PLC 2567 235984 SPONSORED ADR
CHARTER COMMUNICATIONS INC N 1130 235888 CL A
ASML HOLDING N V 220 235369 N Y REGISTRY SHS
THE CIGNA GROUP 841 231468 COM
BROOKFIELD RENEWABLE PARTNER 8561 230890 PARTNERSHIP UNIT
INVESCO EXCHANGE TRADED FD T 4986 226915 S&P500 EQL TEC
SCHWAB STRATEGIC TR 8199 223094 FUNDAMENTAL US L
SLB LIMITED 5690 218383 COM STK
ETFS GOLD TR 5213 214150 PHYSCL GOLD SHS
INTUIT 317 210184 COM
ISHARES TR 1043 208238 U.S. TECH ETF
SELECT SECTOR SPDR TR 1321 204498 STATE STREET HEA
CENCORA INC 603 203664 COM
KKR & CO INC 1592 202947 COM
XERIS BIOPHARMA HOLDINGS INC 20000 157000 COM
NOKIA CORP 23167 149890 SPONSORED ADR
AMBEV SA 25148 62116 SPONSORED ADR