ASPIRIANT, LLC

CIK 0001433541 · Q2 2026

13F Equity AUM

$4.1B

+15.4% QoQ

Positions

400

+62 QoQ

AUM Rank

#1,670

Top 13%

Skill Alpha (FF)

-2.3%/yr^ns

No Clear Edge

Rank #6,214 · Top 75%

vs S&P -6.2%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 49.2%Top 10: 64.2%Top 20: 74.9%

IVV15.9%

VBR10.5%

IUSV10.0%

ACWV7.2%

VIG5.6%

VTEB5.3%

VOO3.1%

IEFA2.4%

IEMG2.2%

EFV2.0%

Others (390)35.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services92.1%

Technology3.6%

Other4.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 400Median: 0.02%Avg: 0.25%

0–0.5%

370(18.7%)

0.5–1%

17(12.9%)

1–3%

6(10.8%)

3–5%

1(3.1%)

5%+

6(54.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 400vs 20 funds

0%Low

400

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New76Increased190Decreased81Exited14

New Positions

EAGL0.1%

+58K

MU0.0%

+1K

VTEL0.0%

+14K

UITB0.0%

+28K

FIX0.0%

+369

STX0.0%

+599

VLO0.0%

+830

PCG0.0%

+28K

FTNT0.0%

+2K

JBHT0.0%

+1K

Increased

IVV15.9%

+199K(+30%)

VGT0.3%

+90K(+700%)

FBND0.9%

+84K(+11%)

VUG0.1%

+61K(+491%)

AGG0.6%

+39K(+18%)

VTEB5.3%

+39K(+1%)

VOTE0.4%

+36K(+27%)

DLN0.3%

+32K(+35%)

VUSB0.1%

+29K(+34%)

HDV0.0%

+27K(+410%)

Decreased

DEM0.5%

-24,298(-6%)

CSCO0.1%

-12,388(-36%)

NVDA0.2%

-11,515(-24%)

KK00.0%

-10,794(-24%)

VIOV0.9%

-10,712(-3%)

MUB0.7%

-8,543(-3%)

EFV2.0%

-8,474(-1%)

DFIV0.3%

-8,194(-4%)

FNDE0.5%

-5,856(-1%)

BBHL0.0%

-5,632(-14%)

Exited

VTIP

-81,999

-2,761

HON

-3,385

ACLX

-7,332

-5,054

SGOL

-6,058

SLNO

-12,128

VCIT

-2,749

-9,935

ACN

-1,247

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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