ASPIRIANT, LLC
All 13F Filings
- Location
- San Francisco, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 4,050,737
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/20/2026 | 400 | 4,050,737 | 13F-HR | ASPIRIANT, LLC |
| Q1 2026 | 5/12/2026 | 338 | 3,511,000 | 13F-HR | ASPIRIANT, LLC |
| Q4 2025 | 1/20/2026 | 319 | 3,480,649 | 13F-HR | ASPIRIANT, LLC |
| Q3 2025 | 10/24/2025 | 297 | 3,270,002 | 13F-HR | ASPIRIANT, LLC |
| Q2 2025 | 7/29/2025 | 309 | 3,146,249 | 13F-HR | ASPIRIANT, LLC |
| Q1 2025 | 4/21/2025 | 288 | 2,880,817 | 13F-HR | ASPIRIANT, LLC |
| Q4 2024 | 1/16/2025 | 288 | 2,769,578 | 13F-HR | ASPIRIANT, LLC |
| Q3 2024 | 10/17/2024 | 292 | 2,635,117 | 13F-HR | ASPIRIANT, LLC |
| Q2 2024 | 7/15/2024 | 281 | 2,453,244 | 13F-HR | ASPIRIANT, LLC |
| Q1 2024 | 4/15/2024 | 317 | 2,416,101 | 13F-HR | ASPIRIANT, LLC |
| Q4 2023 | 1/26/2024 | 308 | 2,220,546 | 13F-HR | ASPIRIANT, LLC |
| Q3 2023 | 10/18/2023 | 282 | 1,954,318 | 13F-HR | ASPIRIANT, LLC |
| Q2 2023 | 7/19/2023 | 284 | 1,978,427 | 13F-HR | ASPIRIANT, LLC |
| Q1 2023 | 4/27/2023 | 276 | 1,910,159 | 13F-HR | ASPIRIANT, LLC |
| Q4 2022 | 1/23/2023 | 278 | 1,961,990 | 13F-HR | ASPIRIANT, LLC |
| Q3 2022 | 10/28/2022 | 262 | 2,044,190 | 13F-HR | ASPIRIANT, LLC |
| Q2 2022 | 7/25/2022 | 274 | 2,072,031 | 13F-HR | ASPIRIANT, LLC |
| Q1 2022 | 5/6/2022 | 274 | 1,818,828 | 13F-HR | ASPIRIANT, LLC |
| Q4 2021 | 2/14/2022 | 281 | 1,870,882 | 13F-HR | ASPIRIANT, LLC |
| Q3 2021 | 10/27/2021 | 232 | 1,702,540 | 13F-HR | ASPIRIANT, LLC |
| Q2 2021 | 8/13/2021 | 233 | 1,768,720 | 13F-HR | ASPIRIANT, LLC |
| Q1 2021 | 5/11/2021 | 202 | 1,564,997 | 13F-HR | ASPIRIANT, LLC |
| Q4 2020 | 2/1/2021 | 199 | 1,465,595 | 13F-HR | ASPIRIANT, LLC |
| Q3 2020 | 10/29/2020 | 216 | 1,278,858 | 13F-HR | ASPIRIANT, LLC |
| Q2 2020 | 8/6/2020 | 182 | 1,076,874 | 13F-HR | ASPIRIANT, LLC |
| Q1 2020 | 5/5/2020 | 185 | 1,015,450 | 13F-HR | ASPIRIANT, LLC |
| Q4 2019 | 1/27/2020 | 201 | 1,080,472 | 13F-HR | ASPIRIANT, LLC |
| Q1 2014 | 5/7/2014 | 81 | 690,120 | 13F-HR | ASPIRIANT, LLC |
| Q4 2013 | 2/11/2014 | 69 | 641,805 | 13F-HR | ASPIRIANT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 433.8 K | 10.7% | 58.01 K | 0 | 58.01 K |
| ETFs | 3.617 M | 89.3% | 481.7 K | 0 | 481.7 K |
| Debt | 289 | 0.0% | 0 | 1 | -1 |
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Fund Snapshot
Q2 2026
Latest filed
7/20/2026
Total value ($000)
4,050,737
Holdings
400
QoQ value change ($000)
539,737
(15.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.