Aspiriant, LLC

13F filer · CIK 0001433541

Reported Jul 20, 2026

Net buyer this quarter

13F portfolio value$4.05BU.S. long equity reported on 13F

Positions23964 new · 9 closed

Net flow last quarter+$32.3MBuys minus sells

Top 10 positions weight7.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 20, 2026239 positions
AAPLApple Inc.	$80.5M	1.99%	0.00%	+2.4%	Q3 2013
SPYSPDR S&P 500 ETF Trust	$43.4M	1.07%	Not reported	-1.6%	Q2 2013
BRK.BBerkshire Hathaway Inc	$36.5M	0.90%	Not reported	-1.5%	Q2 2013
CRBNHeritage Global Inc.	$31M	0.77%	Not reported	+2.9%	Q2 2020
DFAXGulf Resources, Inc.	$26.8M	0.66%	Not reported	Not reported	Q3 2021
GOOGLAlphabet Inc.	$25.8M	0.64%	0.00%	+5.8%	Q4 2015
MSFTMicrosoft Corp	$17.8M	0.44%	0.00%	+12.7%	Q2 2014
FNDFSchwab Strategic Trust	$14.5M	0.36%	Not reported	+2.9%	Q1 2020
GOOGAlphabet Inc.	$14.4M	0.36%	Not reported	+8.7%	Q3 2016
IDEVEndo Pharmaceuticals Solutions Inc.	$10.4M	0.26%	Not reported	+5.0%	Q4 2025
JPMJPMorgan Chase & Co	$8.84M	0.22%	0.00%	+6.2%	Q1 2015
AMZNAmazon Com Inc	$7.81M	0.19%	0.00%	+14.0%	Q1 2016
NVDANvidia Corp	$7.22M	0.18%	0.00%	-24.2%	Q2 2017
QQQInvesco QQQ Trust, Series 1	$6.6M	0.16%	Not reported	+8.9%	Q2 2018
SUSASouthern USA Resources Inc.	$6.25M	0.15%	Not reported	-3.6%	Q2 2024
RYRoyal Bank of Canada	$6.06M	0.15%	0.00%	+3.3%	Q2 2017
METAMeta Platforms, Inc.	$5.73M	0.14%	Not reported	+6.7%	Q4 2016
JNJJohnson & Johnson	$5.08M	0.13%	0.00%	-3.1%	Q4 2013
CINFCincinnati Financial Corp	$4.84M	0.12%	0.02%	-2.0%	Q1 2016
QCOMQualcomm Inc	$4.79M	0.12%	0.00%	+4.4%	Q4 2014
AVGOBroadcom Inc.	$4.68M	0.12%	0.00%	+19.0%	Q3 2020
PGPROCTER & GAMBLE Co	$4.4M	0.11%	0.00%	+3.2%	Q2 2013
XOMExxonMobil Holdings Corp	$4.35M	0.11%	0.00%	-3.3%	Q2 2013
SCZNXG NextGen Infrastructure Income Fund	$3.72M	0.09%	Not reported	-2.0%	Q2 2013
TJXTJX Companies Inc	$3.23M	0.08%	0.00%	-0.1%	Q1 2016
CATCaterpillar Inc	$3.2M	0.08%	0.00%	+5.0%	Q1 2018
RYTMRhythm Pharmaceuticals, Inc.	$3.1M	0.08%	0.04%	-15.3%	Q1 2026
ORCLOracle Corp	$2.84M	0.07%	0.00%	+4.7%	Q2 2016
TDGTransDigm Group INC	$2.67M	0.07%	0.00%	+0.1%	Q3 2024
ABBVAbbVie Inc.	$2.66M	0.07%	0.00%	+8.4%	Q2 2016
CSCOCisco Systems, Inc.	$2.56M	0.06%	0.00%	-36.3%	Q1 2016
TSLATesla, Inc.	$2.46M	0.06%	0.00%	+27.3%	Q1 2017
PEPPepsico Inc	$2.45M	0.06%	0.00%	+3.0%	Q1 2016
CVXChevron Corp	$2.42M	0.06%	0.00%	+13.3%	Q4 2014
AMATApplied Materials Inc	$2.4M	0.06%	0.00%	+10.1%	Q4 2018
LLYELI LILLY & Co	$2.29M	0.06%	0.00%	+20.9%	Q1 2018
MRKMerck & Co., Inc.	$2.26M	0.06%	0.00%	+13.8%	Q1 2016
COSTCostco Wholesale Corp	$2.21M	0.05%	0.00%	+21.9%	Q1 2016
SCHWSchwab Charles Corp	$2.2M	0.05%	0.00%	+0.6%	Q1 2016
MDYSPDR S&P Midcap 400 ETF Trust	$2.15M	0.05%	Not reported	Not reported	Q1 2018
BACBank of America Corp	$2.07M	0.05%	0.00%	+2.1%	Q1 2017
VVisa Inc.	$1.97M	0.05%	0.00%	+17.7%	Q1 2017
BILLBILL Holdings, Inc.	$1.97M	0.05%	0.06%	Not reported	Q2 2020
WFCWells Fargo & Company	$1.96M	0.05%	0.00%	+4.7%	Q2 2015
RTXRTX Corp	$1.96M	0.05%	0.00%	+2.1%	Q2 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.94M	0.05%	Not reported	-6.6%	Q4 2015
AXPAmerican Express Co	$1.93M	0.05%	0.00%	+12.2%	Q1 2015
INTCIntel Corp	$1.92M	0.05%	0.00%	+7.1%	Q1 2016
CRMSalesforce, Inc.	$1.89M	0.05%	0.00%	+4.9%	Q1 2017
EAGLEgl Inc	$1.87M	0.05%	Not reported	New	Q2 2026

Q1 2026Reported May 12, 2026182 positions
AAPLApple Inc.	$68.9M	1.96%	0.00%	-4.1%	Q3 2013
SPYSPDR S&P 500 ETF Trust	$38.4M	1.09%	Not reported	-1.2%	Q2 2013
BRK.BBerkshire Hathaway Inc	$35.5M	1.01%	Not reported	+7.7%	Q2 2013
CRBNHeritage Global Inc.	$26.6M	0.76%	Not reported	+2.3%	Q2 2020
DFAXGulf Resources, Inc.	$24.7M	0.70%	Not reported	Not reported	Q3 2021
GOOGLAlphabet Inc.	$19.7M	0.56%	0.00%	-5.5%	Q4 2015
MSFTMicrosoft Corp	$15.7M	0.45%	0.00%	-12.1%	Q2 2014
FNDFSchwab Strategic Trust	$13.1M	0.37%	Not reported	+4.0%	Q1 2020
GOOGAlphabet Inc.	$10.8M	0.31%	Not reported	-8.3%	Q3 2016
IDEVEndo Pharmaceuticals Solutions Inc.	$9.25M	0.26%	Not reported	+7.8%	Q4 2025
NVDANvidia Corp	$8.3M	0.24%	0.00%	-4.6%	Q2 2017
JPMJPMorgan Chase & Co	$7.48M	0.21%	0.00%	+2.6%	Q1 2015
AMZNAmazon Com Inc	$5.98M	0.17%	0.00%	-14.4%	Q1 2016
XOMExxonMobil Holdings Corp	$5.58M	0.16%	0.00%	+25.8%	Q2 2013
SUSASouthern USA Resources Inc.	$5.55M	0.16%	Not reported	Not reported	Q2 2024
METAMeta Platforms, Inc.	$5.45M	0.16%	Not reported	-15.1%	Q4 2016
JNJJohnson & Johnson	$5.04M	0.14%	0.00%	+3.8%	Q4 2013
QQQInvesco QQQ Trust, Series 1	$4.75M	0.14%	Not reported	+3.8%	Q2 2018
RYRoyal Bank of Canada	$4.58M	0.13%	0.00%	+0.9%	Q2 2017
PGPROCTER & GAMBLE Co	$4.2M	0.12%	0.00%	-7.5%	Q2 2013
CINFCincinnati Financial Corp	$4.2M	0.12%	0.02%	-1.3%	Q1 2016
SCZNXG NextGen Infrastructure Income Fund	$3.62M	0.10%	Not reported	-12.7%	Q2 2013
BRK.ABerkshire Hathaway Inc	$3.59M	0.10%	Not reported	Not reported	Q2 2013
TJXTJX Companies Inc	$3.41M	0.10%	0.00%	-3.6%	Q1 2016
AVGOBroadcom Inc.	$3.23M	0.09%	0.00%	-13.3%	Q3 2020
QCOMQualcomm Inc	$3.2M	0.09%	0.00%	+96.3%	Q4 2014
ADBEAdobe Inc.	$2.93M	0.08%	0.00%	-2.8%	Q1 2017
RYTMRhythm Pharmaceuticals, Inc.	$2.87M	0.08%	0.05%	New	Q1 2026
PEPPepsico Inc	$2.73M	0.08%	0.00%	+5.9%	Q1 2016
ORCLOracle Corp	$2.73M	0.08%	0.00%	-10.7%	Q2 2016
CVXChevron Corp	$2.67M	0.08%	0.00%	+5.3%	Q4 2014
CSCOCisco Systems, Inc.	$2.65M	0.08%	0.00%	-0.9%	Q1 2016
TDGTransDigm Group INC	$2.32M	0.07%	0.00%	-0.1%	Q3 2024
SCHWSchwab Charles Corp	$2.23M	0.06%	0.00%	-2.3%	Q1 2016
CRMSalesforce, Inc.	$2.15M	0.06%	0.00%	-0.9%	Q1 2017
ABBVAbbVie Inc.	$2.12M	0.06%	0.00%	+3.1%	Q2 2016
BILLBILL Holdings, Inc.	$2.08M	0.06%	0.06%	-8.7%	Q2 2020
CATCaterpillar Inc	$2.03M	0.06%	0.00%	+12.9%	Q1 2018
RTXRTX Corp	$1.95M	0.06%	0.00%	+6.4%	Q2 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.95M	0.06%	Not reported	+2.0%	Q4 2015
COSTCostco Wholesale Corp	$1.93M	0.05%	0.00%	-12.9%	Q1 2016
MDYSPDR S&P Midcap 400 ETF Trust	$1.89M	0.05%	Not reported	-1.9%	Q1 2018
MRKMerck & Co., Inc.	$1.86M	0.05%	0.00%	+1.7%	Q1 2016
ABTAbbott Laboratories	$1.82M	0.05%	0.00%	+5.9%	Q1 2016
WFCWells Fargo & Company	$1.8M	0.05%	0.00%	+4.0%	Q2 2015
NOCNorthrop Grumman Corp	$1.78M	0.05%	0.00%	Not reported	Q4 2022
AMGNAmgen Inc	$1.77M	0.05%	0.00%	+6.4%	Q3 2013
BACBank of America Corp	$1.74M	0.05%	0.00%	-0.6%	Q1 2017
TSLATesla, Inc.	$1.71M	0.05%	0.00%	-5.9%	Q1 2017
LOWLowes Companies Inc	$1.61M	0.05%	0.00%	-6.0%	Q2 2018

Q4 2025Reported Jan 20, 2026163 positions
AAPLApple Inc.	$77M	2.21%	0.00%	-3.3%	Q3 2013
SPYSPDR S&P 500 ETF Trust	$40.8M	1.17%	Not reported	-1.0%	Q2 2013
BRK.BBerkshire Hathaway Inc	$34.5M	0.99%	Not reported	+11.9%	Q2 2013
CRBNHeritage Global Inc.	$26.9M	0.77%	Not reported	+1.7%	Q2 2020
DFAXGulf Resources, Inc.	$23.8M	0.68%	Not reported	-1.3%	Q3 2021
MSFTMicrosoft Corp	$23.3M	0.67%	0.00%	+6.9%	Q2 2014
GOOGLAlphabet Inc.	$22.6M	0.65%	0.00%	-2.2%	Q4 2015
GOOGAlphabet Inc.	$12.9M	0.37%	Not reported	-3.0%	Q3 2016
FNDFSchwab Strategic Trust	$11.6M	0.33%	Not reported	+2.1%	Q1 2020
NVDANvidia Corp	$9.3M	0.27%	0.00%	+103.2%	Q2 2017
IDEVEndo Pharmaceuticals Solutions Inc.	$8.47M	0.24%	Not reported	New	Q4 2025
JPMJPMorgan Chase & Co	$7.98M	0.23%	0.00%	+7.6%	Q1 2015
AMZNAmazon Com Inc	$7.74M	0.22%	0.00%	+5.7%	Q1 2016
METAMeta Platforms, Inc.	$7.41M	0.21%	Not reported	+5.6%	Q4 2016
SUSASouthern USA Resources Inc.	$5.85M	0.17%	Not reported	+511.6%	Q2 2024
QQQInvesco QQQ Trust, Series 1	$4.87M	0.14%	Not reported	+9.9%	Q2 2018
RYRoyal Bank of Canada	$4.79M	0.14%	0.00%	+0.7%	Q2 2017
PGPROCTER & GAMBLE Co	$4.51M	0.13%	0.00%	+0.3%	Q2 2013
CINFCincinnati Financial Corp	$4.41M	0.13%	0.02%	-6.5%	Q1 2016
ADBEAdobe Inc.	$4.33M	0.12%	0.00%	+333.6%	Q1 2017
AVGOBroadcom Inc.	$4.16M	0.12%	0.00%	+18.5%	Q3 2020
JNJJohnson & Johnson	$4.11M	0.12%	0.00%	+3.0%	Q4 2013
SCZNXG NextGen Infrastructure Income Fund	$4.1M	0.12%	Not reported	-7.9%	Q2 2013
ORCLOracle Corp	$4.05M	0.12%	0.00%	+4.7%	Q2 2016
BRK.ABerkshire Hathaway Inc	$3.77M	0.11%	Not reported	-37.5%	Q2 2013
TJXTJX Companies Inc	$3.4M	0.10%	0.00%	+2.4%	Q1 2016
BILLBILL Holdings, Inc.	$3.25M	0.09%	0.06%	Not reported	Q2 2020
XOMExxonMobil Holdings Corp	$3.15M	0.09%	0.00%	+2.5%	Q2 2013
CRMSalesforce, Inc.	$3.08M	0.09%	0.00%	+180.2%	Q1 2017
TDGTransDigm Group INC	$2.66M	0.08%	0.00%	+0.1%	Q3 2024
CSCOCisco Systems, Inc.	$2.65M	0.08%	0.00%	+92.1%	Q1 2016
SCHWSchwab Charles Corp	$2.42M	0.07%	0.00%	+1.8%	Q1 2016
PEPPepsico Inc	$2.38M	0.07%	0.00%	-2.9%	Q1 2016
TSLATesla, Inc.	$2.2M	0.06%	0.00%	-5.0%	Q1 2017
QCOMQualcomm Inc	$2.16M	0.06%	0.00%	+3.1%	Q4 2014
ABBVAbbVie Inc.	$2.16M	0.06%	0.00%	+2.2%	Q2 2016
VVisa Inc.	$2.11M	0.06%	0.00%	+26.0%	Q1 2017
ABTAbbott Laboratories	$2.1M	0.06%	0.00%	-1.9%	Q1 2016
WFCWells Fargo & Company	$2.03M	0.06%	0.00%	+0.4%	Q2 2015
MAMastercard Inc	$1.98M	0.06%	0.00%	+10.4%	Q1 2017
BACBank of America Corp	$1.97M	0.06%	0.00%	+8.4%	Q1 2017
COSTCostco Wholesale Corp	$1.91M	0.05%	0.00%	+9.3%	Q1 2016
MDYSPDR S&P Midcap 400 ETF Trust	$1.88M	0.05%	Not reported	-3.0%	Q1 2018
CVXChevron Corp	$1.87M	0.05%	0.00%	-8.5%	Q4 2014
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.85M	0.05%	Not reported	+10.9%	Q4 2015
AXPAmerican Express Co	$1.77M	0.05%	0.00%	+9.9%	Q1 2015
LOWLowes Companies Inc	$1.75M	0.05%	0.00%	+3.2%	Q2 2018
IBMInternational Business Machines Corp	$1.75M	0.05%	0.00%	+30.3%	Q1 2014
RTXRTX Corp	$1.74M	0.05%	0.00%	+0.6%	Q2 2020
HDHome Depot, Inc.	$1.74M	0.05%	0.00%	-10.0%	Q3 2014

Q3 2025Reported Oct 24, 2025154 positions
AAPLApple Inc.	$74.6M	2.28%	0.00%	-2.5%	Q3 2013
SPYSPDR S&P 500 ETF Trust	$40.3M	1.23%	Not reported	-1.0%	Q2 2013
BRK.BBerkshire Hathaway Inc	$30.9M	0.94%	Not reported	-2.2%	Q2 2013
CRBNHeritage Global Inc.	$26M	0.80%	Not reported	+1.0%	Q2 2020
MSFTMicrosoft Corp	$23.3M	0.71%	0.00%	-4.2%	Q2 2014
DFAXGulf Resources, Inc.	$23.1M	0.71%	Not reported	-1.1%	Q3 2021
GOOGLAlphabet Inc.	$18M	0.55%	0.00%	-1.8%	Q4 2015
FNDFSchwab Strategic Trust	$10.8M	0.33%	Not reported	+1.7%	Q1 2020
GOOGAlphabet Inc.	$10.3M	0.32%	Not reported	-2.7%	Q3 2016
METAMeta Platforms, Inc.	$7.8M	0.24%	Not reported	-4.0%	Q4 2016
JPMJPMorgan Chase & Co	$7.26M	0.22%	0.00%	-5.4%	Q1 2015
AMZNAmazon Com Inc	$6.97M	0.21%	0.00%	+5.4%	Q1 2016
BRK.ABerkshire Hathaway Inc	$6.03M	0.18%	Not reported	Not reported	Q2 2013
ORCLOracle Corp	$5.58M	0.17%	0.00%	-0.8%	Q2 2016
PGPROCTER & GAMBLE Co	$4.82M	0.15%	0.00%	-3.6%	Q2 2013
NVDANvidia Corp	$4.58M	0.14%	0.00%	-5.0%	Q2 2017
CINFCincinnati Financial Corp	$4.57M	0.14%	0.02%	-3.5%	Q1 2016
SCZNXG NextGen Infrastructure Income Fund	$4.4M	0.13%	Not reported	-1.3%	Q2 2013
QQQInvesco QQQ Trust, Series 1	$4.33M	0.13%	Not reported	-0.1%	Q2 2018
RYRoyal Bank of Canada	$4.11M	0.13%	0.00%	-1.7%	Q2 2017
JNJJohnson & Johnson	$3.58M	0.11%	0.00%	-4.6%	Q4 2013
AVGOBroadcom Inc.	$3.35M	0.10%	0.00%	-8.5%	Q3 2020
BILLBILL Holdings, Inc.	$3.16M	0.10%	0.06%	0.0%	Q2 2020
TJXTJX Companies Inc	$3.13M	0.10%	0.00%	-1.7%	Q1 2016
XOMExxonMobil Holdings Corp	$2.88M	0.09%	0.00%	-0.3%	Q2 2013
TDGTransDigm Group INC	$2.64M	0.08%	0.00%	-0.3%	Q3 2024
PEPPepsico Inc	$2.4M	0.07%	0.00%	-8.8%	Q1 2016
TSLATesla, Inc.	$2.29M	0.07%	0.00%	-23.1%	Q1 2017
ABTAbbott Laboratories	$2.28M	0.07%	0.00%	-1.2%	Q1 2016
SCHWSchwab Charles Corp	$2.27M	0.07%	0.00%	-4.0%	Q1 2016
HDHome Depot, Inc.	$2.27M	0.07%	0.00%	-0.5%	Q3 2014
ABBVAbbVie Inc.	$2.14M	0.07%	0.00%	+10.0%	Q2 2016
CVXChevron Corp	$2.08M	0.06%	0.00%	-5.4%	Q4 2014
QCOMQualcomm Inc	$2.04M	0.06%	0.00%	-4.0%	Q4 2014
MDYSPDR S&P Midcap 400 ETF Trust	$1.92M	0.06%	Not reported	Not reported	Q1 2018
COSTCostco Wholesale Corp	$1.88M	0.06%	0.00%	-8.1%	Q1 2016
WFCWells Fargo & Company	$1.82M	0.06%	0.00%	-4.3%	Q2 2015
MAMastercard Inc	$1.79M	0.05%	0.00%	-5.6%	Q1 2017
LOWLowes Companies Inc	$1.77M	0.05%	0.00%	+6.4%	Q2 2018
BACBank of America Corp	$1.71M	0.05%	0.00%	-5.2%	Q1 2017
NFLXNetflix Inc	$1.68M	0.05%	0.00%	-3.2%	Q1 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.64M	0.05%	Not reported	+0.1%	Q4 2015
VVisa Inc.	$1.63M	0.05%	0.00%	+3.9%	Q1 2017
RTXRTX Corp	$1.58M	0.05%	0.00%	-1.4%	Q2 2020
UNPUnion Pacific Corp	$1.51M	0.05%	0.00%	-10.4%	Q1 2016
GDGeneral Dynamics Corp	$1.51M	0.05%	0.00%	-10.4%	Q4 2021
DISWalt Disney Co	$1.51M	0.05%	0.00%	-2.4%	Q4 2014
TTTrane Technologies plc	$1.5M	0.05%	0.00%	-5.5%	Q1 2025
ADPAutomatic Data Processing Inc	$1.45M	0.04%	0.00%	-16.1%	Q1 2017
AXPAmerican Express Co	$1.44M	0.04%	0.00%	-1.4%	Q1 2015

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