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Portfolio (Quarterly) Guide ↗

Aspect Partners, LLC

· CIK 0001985284
13F Portfolio $245M AUM 957 positions Filed Apr 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 35 New 167 Added 81 Reduced 35 Exited
Page 1 of 36  ·  709 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTI VANGUARD TOTAL STOCK MARKET ETF 78,146.0 $25.1M 10.25% +10K +14.0% $320.81 +15.9%
2 SCZ ISHARES MSCI EAFE SMALL-CAP ETF 239,050.0 $18.7M 7.66% +224K +1472.3% $78.41 +9.8%
3 SPY STATE STREET SPDR S&P 500 ETF Financial Services 28,181.0 $18.3M 7.49% -18K -38.5% $650.35 +16.0%
4 IEFA ISHARES CORE MSCI EAFE ETF 174,268.0 $15.8M 6.45% +17K +10.8% $90.53 +8.2%
5 BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF 117,180.0 $13.6M 5.57% +14K +13.6% $116.29 +0.5%
6 PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 691,959.0 $12.0M 4.90% +227K +48.8% $17.32 +2.3%
7 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 151,583.0 $10.6M 4.32% +32K +27.0% $69.75 +19.8%
8 GLD SPDR GOLD SHARES Financial Services 22,511.0 $9.7M 3.96% -1K -5.2% $430.29 -4.1%
9 IGOV ISHARES INTERNATIONAL TREASURY BOND ETF 200,517.0 $8.2M 3.37% +9K +4.9% $41.06 +2.1%
10 IJR ISHARES CORE S&P SMALL CAP ETF 62,636.0 $7.8M 3.18% +5K +8.1% $124.31 +12.4%
11 RSSB RETURN STACKED GLOBAL STOCKS & BONDS ETF 279,811.0 $7.6M 3.11% +18K +6.8% $27.21 +13.8%
12 IAU ISHARES GOLD TRUST Financial Services 73,490.0 $6.5M 2.65% +3K +4.1% $88.16 -4.1%
13 DSMC DISTILLATE SMALL/MID CASH FLOW ETF 165,061.0 $6.2M 2.52% +10K +6.8% $37.42 +7.6%
14 XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF 145,203.0 $5.9M 2.42% +6K +4.3% $40.83 +8.8%
15 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 54,321.0 $5.4M 2.20% +2K +4.8% $99.27 -0.3%
16 TLT ISHARES 20 YEAR TREASURY BOND ETF 55,424.0 $4.8M 1.96% +4K +8.1% $86.69 -1.1%
17 VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 53,477.0 $4.7M 1.93% $88.46 +6.3%
18 FYLD CAMBRIA FOREIGN SHAREHOLDER YIELD ETF 125,492.0 $4.7M 1.92% +1K +0.9% $37.34 +2.1%
19 SGOL ABRDN PHYSICAL GOLD SHARES ETF Financial Services 78,781.0 $3.5M 1.44% $44.62 -4.0%
20 IWM ISHARES RUSSELL 2000 ETF 13,061.0 $3.2M 1.32% -22K -62.4% $248.00 +17.8%
Page 1 of 36  ·  709 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 79.1%
Technology 6.6%
Industrials 2.7%
Consumer Cyclical 2.5%
Utilities 2.1%
Healthcare 1.8%
Energy 1.8%
Communication Services 1.6%
Consumer Defensive 1.1%
Real Estate 0.3%