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Portfolio (Quarterly) Guide ↗

Aspect Partners, LLC

· CIK 0001985284
13F Portfolio $268M AUM 905 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 63 New 174 Added 168 Reduced 92 Exited
Page 1 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STREET SPDR S&P 500 ETF Financial Services 60,051.0 $44.8M 16.73% +32K +113.1% $746.77 +3.1%
2 IWM ISHARES RUSSELL 2000 ETF 61,812.0 $18.6M 6.93% +49K +373.3% $300.45 -1.5%
3 IEFA ISHARES CORE MSCI EAFE ETF 191,616.0 $18.5M 6.90% +17K +9.9% $96.58 +4.7%
4 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 185,185.0 $15.3M 5.72% +34K +22.2% $82.84 +1.0%
5 IGOV ISHARES INTERNATIONAL TREASURY BOND ETF 247,288.0 $10.1M 3.79% +47K +23.3% $41.03 +0.9%
6 RSSB RETURN STACKED GLOBAL STOCKS & BONDS ETF 289,040.0 $8.9M 3.32% +9K +3.3% $30.76 +1.3%
7 DSMC DISTILLATE SMALL/MID CASH FLOW ETF 189,539.0 $7.6M 2.85% +24K +14.8% $40.36 +10.1%
8 XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF 162,495.0 $7.2M 2.67% +17K +11.9% $44.03 -0.2%
9 IAU ISHARES GOLD TRUST Financial Services 84,588.0 $6.4M 2.38% +11K +15.1% $75.51 +10.4%
10 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 62,920.0 $6.2M 2.32% +9K +15.8% $98.98 -2.0%
11 TLT ISHARES 20 YEAR TREASURY BOND ETF 57,065.0 $4.9M 1.84% +2K +3.0% $86.42 -4.9%
12 DSTL DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF 57,857.0 $3.5M 1.29% +2K +3.7% $59.90 +15.8%
13 STATE STREET SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF 81,769.0 $2.5M 0.95% +16K +23.4% $31.18
14 NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 33,617.0 $1.9M 0.70% +17K +108.5% $56.16 +2.7%
15 USMV ISHARES MSCI USA MIN VOL FACTOR ETF 10,699.0 $1.0M 0.39% +5K +84.5% $96.46 +4.5%
16 VGLT VANGUARD LONG-TERM TREASURY ETF 10,883.0 $601K 0.22% +1K +13.5% $55.18 -4.3%
17 VGT VANGUARD INFORMATION TECHNOLOGY ETF 4,826.0 $577K 0.21% +4K +700.3% $119.53 +1.5%
18 EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 5,280.0 $463K 0.17% +4K +232.9% $87.71 +8.1%
19 IWF ISHARES RUSSELL 1000 GROWTH ETF 3,300.0 $410K 0.15% +2K +300.0% $124.17 -0.6%
20 MSFT MICROSOFT CORP COM Technology 1,038.0 $387K 0.14% +15.0 +1.5% $372.85 +34.0%
Page 1 of 9  ·  174 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 84.6%
Technology 5.8%
Industrials 1.9%
Consumer Cyclical 1.9%
Utilities 1.7%
Healthcare 1.4%
Communication Services 0.9%
Consumer Defensive 0.8%
Energy 0.4%
Basic Materials 0.3%