ASPIRIANT, LLC

CIK 0001433541 · Q1 2026

13F Equity AUM

$3.5B

+0.9% QoQ

Positions

338

+19 QoQ

AUM Rank

#1,257

Top 10%

Skill Alpha (FF)

-2.6%/yr

Underperformer

Rank #5,921 · Top 72%

vs S&P -8.8%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 48.1%Top 10: 64.0%Top 20: 75.0%

IVV12.3%

VBR10.8%

IUSV10.7%

ACWV8.3%

VTEB6.0%

VIG5.8%

VOO3.1%

IEFA2.5%

EFV2.3%

IEMG2.1%

Others (328)36.0%

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

Position Sizing

Positions: 338Median: 0.02%Avg: 0.30%

0–0.5%

307(17.8%)

0.5–1%

16(11.8%)

1–3%

8(13.3%)

3–5%

1(3.1%)

5%+

6(54.0%)

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

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Portfolio Overlap

Shared: 335Unique: 3vs 20 funds

4.6%Low

338

Fund positions

7,299

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.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BANK OF AMERICA CORP /DE/

6.3%

6.7%

10.3%

6.8%

5.2%

VANGUARD CAPITAL MANAGEMENT LLC

4.6%

GEODE CAPITAL MANAGEMENT, LLC

4.3%

VANGUARD PORTFOLIO MANAGEMENT LLC

5.1%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New37Increased102Decreased149Exited18

New Positions

RYTM0.1%

+33K

NOC0.1%

+3K

KK00.0%

+44K

NRA0.0%

+4K

GLW0.0%

+2K

7HP0.0%

+11K

HPE0.0%

+12K

A4S0.0%

+612

VCIT0.0%

+3K

KEYS0.0%

+1K

Increased

VBR10.8%

+119K(+7%)

IUSV10.7%

+101K(+3%)

IEFA2.5%

+71K(+8%)

IVV12.3%

+34K(+5%)

ACWV8.3%

+32K(+1%)

AGG0.6%

+31K(+16%)

DFNM0.6%

+29K(+7%)

AOR0.9%

+28K(+6%)

QAI0.2%

+21K(+12%)

NOK0.0%

+20K(+86%)

Decreased

VTEB6.0%

-70,098(-2%)

HYMB0.0%

-48,666(-81%)

SCHX0.1%

-33,018(-15%)

DEM0.6%

-27,286(-7%)

EFV2.3%

-21,375(-2%)

SCHG0.0%

-15,641(-41%)

MUB0.9%

-13,918(-5%)

HYG0.0%

-13,667(-67%)

AAPL2.0%

-11,546(-4%)

DFUV1.0%

-9,884(-1%)

Exited

-20,846

-8,595

-1,198

-6,183

-3,135

-1,043

-1,321

-12,932

AZN

-2,567

KKR

-1,592

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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