1y return+16.8%S&P 500 +20.9%
3y return+40.5%S&P 500 +68.5%
5y return+35.2%S&P 500 +74.5%
10y return+107.9%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $208 against $357 in the S&P 500.2
Aspiriant, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $644.5M | 15.9% | +30.0% |
| VBRVanguard Index Fds | $424.2M | 10.5% | |
| IUSVIshares Tr | $406.0M | 10.0% | |
| ACWVIshares Inc | $292.5M | 7.2% | |
| VIGVanguard Specialized Funds | $226.0M | 5.6% | |
| VTEBVanguard Mun Bd Fds | $216.1M | 5.3% | |
| VOOVanguard Index Fds | $124.5M | 3.1% | |
| IEFAIshares Tr | $97.6M | 2.4% | +2.4% |
| IEMGIshares Inc | $88.5M | 2.2% | |
| EFVIshares Tr | $81.2M | 2.0% | |
| AAPLApple Inc | $80.5M | 2.0% | +2.4% |
| IWBIshares Tr | $47.5M | 1.2% | +3.0% |
| SPYState Str Spdr S&p 500 Etf T | $43.4M | 1.1% | −1.6% |
| BNDVanguard Bd Index Fds | $40.1M | 1.0% | |
| DFUVDimensional Etf Trust | $38.9M | 1.0% | |
| VTIVanguard Index Fds | $38.3M | 0.9% | +9.6% |
| FBNDFidelity Merrimack Str Tr | $37.9M | 0.9% | +11.2% |
| BRK/BBerkshire Hathaway Inc Del | $36.5M | 0.9% | −1.5% |
| AORIshares Tr | $35.8M | 0.9% | +1.2% |
| VIOVVanguard Admiral Fds Inc | $34.7M | 0.9% | −3.5% |
| CRBNIshares Tr | $31.0M | 0.8% | +2.9% |
| MUBIshares Tr | $30.2M | 0.7% | −3.0% |
| VEUVanguard Intl Equity Index F | $27.8M | 0.7% | |
| VBVanguard Index Fds | $27.4M | 0.7% | +2.4% |
| DFAXDimensional Etf Trust | $26.8M | 0.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $25.8M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $80.5M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $36.5M |
| VOOVanguard Index Fds | June 30, 2020 | +142.3% | $124.5M |
| SPYState Str Spdr S&p 500 Etf T | June 30, 2020 | +142.2% | $43.4M |
| IVVIshares Tr | June 30, 2020 | +141.8% | $644.5M |
| IWBIshares Tr | June 30, 2020 | +138.5% | $47.5M |
| VTIVanguard Index Fds | June 30, 2020 | +136.4% | $38.3M |
| XLFSelect Sector Spdr Tr | June 30, 2020 | +131.6% | $15.1M |
| VBRVanguard Index Fds | June 30, 2020 | +127.3% | $424.2M |
Sold off last quarter
- VTIPVanguard Malvern Fds was $4.1M
- Trane Technologies PLCCUSIP G8994E103 was $1.2M
- Arcellx IncCUSIP 03940C100 was $842K
- Honeywell Intl IncCUSIP 438516106 was $765K
- Soleno Therapeutics IncCUSIP 834203309 was $406K
- ORealty Income Corp was $309K
- TAt&t Inc was $288K
- SGOLEtfs Gold Tr was $270K
- DFAIDimensional Etf Trust was $267K
- JEFJefferies Financial Group In was $251K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.4% | +14.8% |
| March 31, 2026 | −1.1% | −4.6% |
| December 31, 2025 | +1.9% | +2.4% |
| September 30, 2025 | +6.0% | +7.8% |
| June 30, 2025 | +5.3% | +10.5% |
| March 31, 2025 | −0.9% | −4.6% |
| December 31, 2024 | −1.7% | +2.1% |
| September 30, 2024 | +6.7% | +5.4% |
| June 30, 2024 | +0.2% | +4.0% |
| March 31, 2024 | +4.9% | +10.0% |
| December 31, 2023 | +8.3% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
| June 30, 2023 | +4.4% | +8.3% |
| March 31, 2023 | +3.5% | +7.0% |
| December 31, 2022 | +7.6% | +7.1% |
| September 30, 2022 | −5.5% | −5.3% |
| June 30, 2022 | −14.3% | −16.5% |
| March 31, 2022 | −3.7% | −4.9% |
| December 31, 2021 | +5.4% | +10.7% |
| September 30, 2021 | +0.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Aspiriant, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1433541&type=13F-HR&dateb=&owner=include&count=40CIK 1433541
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1433541/000117266126002689/Filed July 20, 2026 · accession 0001172661-26-002689