Aspirant, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing the firm’s equity holdings as of September 30, 2026. The filing lists 422 separate positions held by the firm, managed from its office in Los Angeles, California.
The portfolio is diversified across a wide range of sectors and asset classes. The largest position by number of shares is held in the iShares Core S&P 500 ETF, with 678,833,967 shares. Other significant holdings include the iShares Core S&P 500 ETF (678,833,967 shares), the iShares Core S&P 500 ETF (678,833,967 shares), and the iShares Core S&P 500 ETF (678,833,967 shares). The filing also details substantial positions in Alphabet Inc. Class A and Class C shares, Berkshire Hathaway Inc. Class B, and Apple Inc.
Significant exposure to the energy sector is noted through holdings in Exxon Mobil Holdings Corp. and Chevron Corporation. Additionally, the portfolio includes substantial positions in Dimensional ETF Trust funds, such as the World Ex US Core ETF and the US Marketwide Value ETF.
The filing was signed by Shanda Gentry, Chief Compliance Officer for Aspirant, LLC, on October 16, 2026.
