Institutional Fund
Aspiriant, LLC
San Francisco, CACIK 14335415 filings on record
Portfolio Value
$3.51B
Q1 2026
Holdings
338
Reported positions
New Buys
37
Opened this quarter
QoQ Change
+0.9%
from $3.48B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr12.3%
- Vanguard Index Fds10.8%
- Ishares Tr10.7%
- Ishares Inc8.3%
- Vanguard Mun Bd Fds6.0%
- Vanguard Specialized Funds5.9%
- Other46.0%
Portfolio Holdings
338 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 661.9K | $432.36M | 12.3% | +34.0K | Added |
| 2 | Vanguard Index Fds | 1.74M | $377.91M | 10.8% | +118.8K | Added |
| 3 | Ishares Tr | 3.68M | $376.59M | 10.7% | +100.9K | Added |
| 4 | Ishares Inc | 2.44M | $291.42M | 8.3% | +32.3K | Added |
| 5 | Vanguard Mun Bd Fds | 4.23M | $211.23M | 6.0% | −70.1K | Reduced |
| 6 | Vanguard Specialized Funds | 955.1K | $205.41M | 5.9% | +1.1K | Added |
| 7 | Vanguard Index Fds | 181.1K | $108.23M | 3.1% | +959 | Added |
| 8 | Ishares Tr | 986.8K | $89.33M | 2.5% | +71.2K | Added |
| 9 | Ishares Tr | 1.07M | $79.52M | 2.3% | −21.4K | Reduced |
| 10 | Ishares Inc | 1.07M | $74.80M | 2.1% | +19.5K | Added |
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