Institutions / Aspect Partners, LLC

Aspect Partners, LLC

CIK 1985284 · Institution · as of Dec 31, 2025

Portfolio value

$228.47M

Positions

710

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 710 →

Company	Class	Value	Shares	% of portfolio
SPDR S&P 500 ETF Trust	—	$31.27M	45,860	13.7%
Vanguard Total Stock Market ETF	—	$22.99M	68,565	10.1%
iShares Core MSCI Eafe ETF	—	$14.07M	157,317	6.2%
Alpha Architect 1-3 Month Box ETF	—	$11.87M	103,155	5.2%
SPDR Gold Shares	—	$9.42M	23,757	4.1%
iShares Russell 2000 ETF	—	$8.55M	34,739	3.7%
iShares Core MSCI Emerging Markets ETF	—	$8.02M	119,370	3.5%
iShares International Treasury Bond ETF	—	$7.96M	191,150	3.5%
Return Stacked Global Stocks & Bonds ETF	—	$7.37M	261,974	3.2%
iShares Core S&P Small Cap ETF	—	$6.96M	57,945	3.0%
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	—	$6.16M	465,005	2.7%
iShares Gold Trust	—	$5.73M	70,569	2.5%
State Street Real Estate Select Sector SPDR ETF	—	$5.62M	139,252	2.5%
Distillate SMALL/MID Cash Flow ETF	—	$5.48M	154,595	2.4%
iShares Core U.S. Aggregate Bond ETF	—	$5.18M	51,843	2.3%
Vanguard International Dividend Appreciation ETF	—	$4.88M	53,399	2.1%
iShares MSCI UAE ETF	—	$4.47M	51,297	2.0%
Cambria Foreign Shareholder Yield ETF	—	$4.04M	124,387	1.8%
Abrdn Physical Gold Shares ETF	—	$3.25M	79,165	1.4%
Distillate US Fundamental Stability & Value ETF	—	$3.23M	54,804	1.4%
Akre Focus ETF	—	$2.41M	36,724	1.1%
Invesco Qqq Trust Series I	—	$2.22M	3,613	1.0%
iShares MSCI Emerging Markets ETF	—	$2.07M	37,857	0.9%
SPDR Bloomberg International Corporate Bond ETF	—	$2.04M	63,458	0.9%
Vanguard U.S. Momentum Factor ETF	—	$1.83M	9,559	0.8%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.