ASPIRIANT, LLC

RIA/Wealth

ASPIRIANT, LLC is a RIA/Wealth based in Los Angeles, CA led by Robert Joseph Francais, reporting $15.5B in AUM as of Q3 2025 with 83% ETF concentration, 64% concentrated in top 10 holdings, and minimal technology exposure.

CEORobert Joseph Francais

Portfolio Value: $3.3B
Positions: 296
Top Holding: IVV at 12.25%
Last Reported: Q3 2025

Address11100 Santa Monica Blvd, Suite 600, Los Angeles, CA, 90025, United States

Top Holdings

Largest long holdings in ASPIRIANT, LLC's portfolio (64.4% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P 500 ETF IVV	ETF ETF	$400.5M	12.25%	-$17.6M Sold	— 598.4K shares	≤ Q2 2013 Held for 12y 5m+
2 iShares Core S&P U.S. Value IUSV	ETF ETF	$359.9M	11.01%	+$2.4M Bought	— 3.6M shares	≤ Q2 2013 Held for 12y 5m+
3 Vanguard Small-Cap Value VBR	ETF ETF	$318.8M	9.75%	+$9.2M Bought	— 1.5M shares	Q3 2018 Held for 7y 2m
4 iShares MSCI Global Min Vol Factor ACWV	ETF ETF	$290.2M	8.87%	+$544.4K Bought	— 2.4M shares	Q3 2015 Held for 10y 2m
5 Vanguard Dividend Appreciation VIG	Unknown Unknown	$209.0M	6.39%	+$964.4K Bought	— 968.5K shares	Q4 2022 Held for 2y 11m
6 Vanguard Tax-Exempt Bond Index Fund VTEB	ETF ETF	$206.5M	6.32%	-$34.5M Sold	— 4.1M shares	Q4 2022 Held for 2y 11m
7 Vanguard S&P 500 ETF VOO	ETF ETF	$96.3M	2.94%	-$309.9K Sold	— 157.2K shares	Q2 2016 Held for 9y 5m
8 EFV iShares MSCI EAFE Value EFV	ETF ETF	$75.8M	2.32%	-$743.9K Sold	— 1.1M shares	≤ Q2 2013 Held for 12y 5m+
9 Apple AAPL	Consumer Electronics Technology	$74.6M	2.28%	-$1.9M Sold	0.00% 292.9K shares	Q3 2013 Held for 12y 2m
10 iShares Core MSCI EAFE ETF IEFA	ETF ETF	$73.3M	2.24%	+$5.9M Bought	— 839.2K shares	Q3 2013 Held for 12y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in ASPIRIANT, LLC's latest filing

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Market Value

$3.3B

Prior: $3.1B

Q/Q Change

+3.96%

+$124.5M

Net Flows % of MV

-2.04%

Turnover Ratio

2.33%

New Purchases

11 stocks

$4.3M

Added To

61 stocks

+$37.6M

Sold Out Of

26 stocks

$6.4M

Reduced Holdings

165 stocks

-$102.2M

Increased Positions

Position	Shares Δ	Change
1 Uber Technologies UBER	New	0 → 7.7K +$754.1K
2 Invesco S&P Ultra Dividend Revenue RDIV	New	0 → 13.4K +$700.0K
3 Datadog, Inc. DDOG	New	0 → 4.0K +$569.9K
4 iShares Semiconductor SOXX	New	0 → 1.5K +$402.1K
5 ILCG iShares Morningstar Growth ILCG	New	0 → 3.7K +$385.9K

Decreased Positions

Position	Shares Δ	Change
1 Rubrik RBRK	Sold	4.6K → 0 −$411.0K
2 Tempus AI, Inc. TEM	Sold	5.9K → 0 −$373.1K
3 Affirm Holdings, Inc. AFRM	Sold	5.1K → 0 −$351.4K
4 iShares Global Tech IXN	Sold	3.8K → 0 −$351.3K
5 Williams Companies WMB	Sold	4.8K → 0 −$302.7K