ASPIRIANT, LLC

Q1 2026 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
338
Total value ($000)
$3,511,000
Net value change ($000)
+30,351 (0.9%)
New positions
37
Sold out positions
18
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VBR 34,664 10.1%
IUSV 9,273 2.5%
IEFA 7,423 9.1%
ACWV 5,692 2.0%
IEMG 4,022 5.7%
AGG 2,957 15.3%
RYTM 2,871 NEW
XOM 2,436 77.4%
IVV 2,285 0.5%
VB 2,118 10.1%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -8,047 -10.5%
MSFT -7,602 -32.7%
VTEB -5,219 -2.4%
VOO -4,755 -4.2%
VIG -4,261 -2.0%
GOOGL -2,974 -13.1%
IWB -2,508 -5.9%
SPY -2,366 -5.8%
IWV -2,123 -22.4%
GOOGL -2,086 -16.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type