Aspiriant, LLC
Aspiriant, LLC is a leading independent, employee-owned wealth management firm headquartered in Los Angeles, CA. Formed in 2008 through the merger of Kochis Fitz and Quintile Wealth Management, Aspiriant provides integrated investment management, wealth planning, and family office services to sophisticated individuals and families. The firm employs around 200 professionals, about one-third of whom are owners, and serves more than 2,000 clients nationwide. Their client base primarily consists of high-net-worth and ultra-high-net-worth families, providing fiduciary-based advisory and planning tailored to each family's needs.
Investment Strategy
Aspiriant employs a customizable, goal-driven investment approach grounded in long-term capital market expectations. Portfolios are globally diversified across asset classes—equities, fixed income, real estate, private investments—and are structured using both internal and third-party research. The firm emphasizes a value-oriented, tax-conscious, and disciplined process with regular monitoring, rebalancing, and manager due diligence. Investment solutions are always integrated directly with each client's broader wealth plan and tailored to their risk tolerance, goals, and time horizons.
Latest 13F Filing Activity
Aspiriant, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 306 equity positions and 1 options positions with a total 13F market value of $3B. The fund increased holdings in Ishares TR, Vanguard Admiral FDS Inc., Ishares TR among other positions. Aspiriant, LLC reduced exposure to Vanguard Mun BD FDS, Apple Inc., Berkshire Hathaway Inc. Del among others.
Top Holdings
Equity Positions (306)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 12.33% | $387.9M | 624,720 | $498.47 | $620.90 | +$59.8M |
I IUSV | ISHARES TR | 10.76% | $338.4M | 3,576,178 | $68.01 | $94.63 | +$12.9M |
V VBR | VANGUARD INDEX FDS | 9.19% | $289.3M | 1,483,454 | $166.26 | $195.01 | +$2.1M |
A ACWV | ISHARES INC | 9.10% | $286.4M | 2,415,137 | $85.55 | $118.57 | +$1.3M |
V VTEB | VANGUARD MUN BD FDS | 7.50% | $236.0M | 4,813,806 | $50.09 | $49.03 | -$23.8M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | Bought | Call | $728.7K | 15 | $485.77 | $485.77 | +15 | +$728.7K |
Industry Allocation
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