account_balance

Investment manager · 13F filer · SEC CIK 1433541

Aspiriant, LLC

Reported value$4.08Bas of Sep 30, 2026
Positions422 60 new, 38 sold out
Top 10 weight64.8%IVV alone is 17%
FiledOct 1616 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Tr 16.6% Added +3%
IUSV iShares Tr 10.2% Added +2%
VBR Vanguard Index FDS 9.9% Held
ACWV iShares Inc 7.4% Held
VIG Vanguard Specialized Funds 5.5% Held
VTEB Vanguard Mun Bd FDS 5.1% Added +3%
VOO Vanguard Index FDS 3.2% Held
IEFA iShares Tr 2.6% Added +9%
AAPL Apple Inc. 2.3% Held
IEMG iShares Inc 2.1% Held
EFV iShares Tr 2.0% Held
IWB iShares Tr 1.2% Added +4%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 16, 2026, compared with the Jul 20, 2026 filing
add_circleNew
  • CMF $2.56M
  • DFAI $1.91M
  • USHY $1.17M
  • BIL $1.01M
arrow_upwardAdded
  • EFA +33%
  • IDEV +18%
  • AGG +17%
  • VOTE +15%
arrow_downwardTrimmed
  • DLN −14%
  • GOOG −12%
  • VIOV −7%
  • VTV −6%
remove_circleSold out
  • DFAC $14.2M
  • DFAT $13.2M
  • DFAS $9.33M
  • AMAT $2.4M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist