ASPIRIANT, LLC

Q3 2026 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
9/30/2026
Date filed
10/16/2026
Form type
13F-HR
Num holdings
422
Total value ($000)
$4,083,465
Net value change ($000)
+32,728 (0.8%)
New positions
62
Sold out positions
40
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
IVV 34,290 5.3%
AAPL 11,563 14.4%
IUSV 9,990 2.5%
IEFA 8,672 8.9%
ACWV 7,831 2.7%
MSFT 5,353 30.1%
EXXONMOBIL HOLDINGS CORP 4,844 NEW
VOO 4,206 3.4%
HYMB 3,927 1309.0%
VTEL 3,100 216.3%
Top Reduces (Value $000, Stocks/ETFs)
VBR -21,881 -5.2%
DFAC -14,204 -100.0%
DFAT -13,163 -100.0%
DFAS -9,329 -100.0%
VTEB -7,605 -3.5%
XOM -4,350 -100.0%
VIOV -4,294 -12.4%
AMAT -2,400 -100.0%
RYTM -2,353 -75.8%
PWRD -2,298 -11.5%
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