Aspiriant
Aspiriant reported 422 stocks worth $4.1B in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are IVV (16.6%), IUSV (10.2%) and VBR (9.8%). Compared with Q2 2026, the fund opened new positions in XOM and CMF, added to IVV, IUSV and ACWV, trimmed VBR, AAPL and EFV and sold out of XOM, AMAT and QSR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $679M | 16.6% | 886K | +26K (+3%) | 8 of 8 | |
| 2 |  IUSV Ishares TR | $416M | 10.2% | 3.8M | +86K (+2%) | 8 of 8 | |
| 3 |  VBR Vanguard Index Fds | $402M | 9.8% | 1.7M | −4,329 (−0%) | 8 of 8 | |
| 4 |  ACWV Ishares Inc | $300M | 7.3% | 2.4M | +14K (+1%) | 8 of 8 | |
| 5 |  VIG Vanguard Dividend Appreciation ETF | $225M | 5.5% | 965K | +10K (+1%) | 8 of 8 | |
| 6 |  VTEB Vanguard Mun BD Fds | $209M | 5.1% | 4.4M | +130K (+3%) | 8 of 8 | |
| 7 |  VOO Vanguard S&P 500 ETF | $129M | 3.1% | 184K | +2,414 (+1%) | 8 of 8 | |
| 8 |  IEFA Ishares TR | $106M | 2.6% | 1.1M | +86K (+9%) | 8 of 8 | |
| 9 |  AAPL Apple Inc | $92M | 2.3% | 276K | −1,734 (−1%) | 8 of 8 | |
| 10 |  IEMG Ishares Inc | $87.6M | 2.1% | 1.1M | +10K (+1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $14.2M | 320K |
DIMENSIONAL U S TARGETED | $13.2M | 188K |
DIMENSIONAL U S SMALL CAP ETF | $9.3M | 113K |
 XOM Exxon Mobil Corp | $4.4M | 32K |
 AMAT Applied Matls Inc | $2.4M | 3,319 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 16, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Aspiriant 13F FAQ
What does Aspiriant own?
Aspiriant reported 422 stocks worth $4.1B in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are IVV (16.6%), IUSV (10.2%) and VBR (9.8%). The table above lists every position in the filing (the top 10 without an account).
What did Aspiriant buy and sell in Q3 2026?
Compared with Q2 2026: 62 new positions, 180 added to, 134 trimmed and 40 sold out. New positions include XOM and CMF. It sold all of XOM, AMAT and QSR.
When will Aspiriant file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Aspiriant's portfolio worth?
The Q3 2026 filing reports $4.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.