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ASPIRIANT, LLC
Period ended Sep 30, 2026 · Latest filing Oct 16, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $4,083,465,465
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $678,833,967
- ISHARES TR · CORE S&P US VLU · 464287663 · shares: $415,952,058
- VANGUARD INDEX FDS · MRNGSTR SML CP V · 922908611 · shares: $402,271,662
- ISHARES INC · MSCI GBL MIN VOL · 464286525 · shares: $300,329,525
- VANGUARD SPECIALIZED FUNDS · DIV APP ETF · 921908844 · shares: $225,202,411
- VANGUARD MUN BD FDS · TAX EXEMPT BD · 922907746 · shares: $208,514,250
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $128,672,712
- ISHARES TR · CORE MSCI EAFE · 46432F842 · shares: $106,284,211
- APPLE INC · COM · 037833100 · shares: $92,039,056
- ISHARES INC · CORE MSCI EMKT · 46434G103 · shares: $87,551,211
Reported holdings
422 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| CLOUDFLARE INC | CL A COM | 18915M107 | — | 607 shares | $210,799 |
| UBS GROUP AG | SHS | H42097107 | — | 4,326 shares | $208,210 |
| SENTINELONE INC | CL A | 81730H109 | — | 8,696 shares | $206,617 |
| VERALTO CORP | COM SHS | 92338C103 | — | 2,175 shares | $205,185 |
| WILLIAMS COS INC | COM | 969457100 | — | 2,998 shares | $203,774 |
| KKR & CO INC | COM | 48251W104 | — | 2,231 shares | $203,690 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 | — | 1,265 shares | $203,336 |
| ISHARES INC | MSCI JAPAN ETF | 46434G822 | — | 2,082 shares | $202,912 |
| LYONDELLBASELL INDUSTRIES NV | SHS - A - | N53745100 | — | 3,518 shares | $202,179 |
| JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | — | 872 shares | $201,885 |
| AT&T INC | COM | 00206R102 | — | 8,262 shares | $201,601 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 25434V773 | — | 5,538 shares | $200,642 |
| CNH INDL N V | SHS | N20944109 | — | 15,141 shares | $194,562 |
| XERIS BIOPHARMA HOLDINGS INC | COM | 98422E103 | — | 20,050 shares | $191,678 |
| MIZUHO FINANCIAL GROUP INC | SPONSORED ADR | 60687Y109 | — | 14,203 shares | $156,943 |
| V F CORP | COM | 918204108 | — | 10,297 shares | $144,776 |
| PG&E CORP | COM | 69331C108 | — | 11,166 shares | $136,784 |
| BITGO HOLDINGS INC | COM SHS CL A | 091947101 | — | 18,309 shares | $135,487 |
| LLOYDS BANKING GROUP PLC | SPONSORED ADR | 539439109 | — | 16,425 shares | $92,473 |
| GRAPHIC PACKAGING HLDG CO | COM | 388689101 | — | 10,154 shares | $91,894 |
| AMBEV SA | SPONSORED ADR | 02319V103 | — | 25,000 shares | $73,000 |
| NEWELL BRANDS INC | COM | 651229106 | — | 11,662 shares | $61,575 |