BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTI VANGUARD TOTAL STOCK MARKET ETF 74,989.0 $27.7M 10.35% -3K -4.0% $370.04 +2.6%
2 PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 656,455.0 $10.4M 3.89% -36K -5.1% $15.88 +19.7%
3 BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF 79,443.0 $9.3M 3.47% -38K -32.2% $117.09 +0.9%
4 FYLD CAMBRIA FOREIGN SHAREHOLDER YIELD ETF 116,809.0 $4.3M 1.59% -9K -6.9% $36.49 +12.9%
5 GLD SPDR GOLD SHARES Financial Services 8,733.0 $3.2M 1.20% -14K -61.2% $368.38 +10.4%
6 IJR ISHARES CORE S&P SMALL CAP ETF 19,826.0 $2.9M 1.10% -43K -68.3% $148.31 -2.0%
7 SGOL ABRDN PHYSICAL GOLD SHARES ETF Financial Services 76,400.0 $2.9M 1.09% -2K -3.0% $38.23 +10.5%
8 QQQ INVESCO QQQ TRUST SERIES I Financial Services 3,634.0 $2.7M 1.00% -23.0 -0.6% $736.34 -2.4%
9 VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 27,851.0 $2.6M 0.97% -26K -47.9% $93.38 +6.5%
10 VFMO VANGUARD U.S. MOMENTUM FACTOR ETF 9,331.0 $2.3M 0.87% -492.0 -5.0% $249.51 -7.9%
11 TFLO ISHARES TREASURY FLOATING RATE BOND ETF 41,898.0 $2.1M 0.79% -11K -21.4% $50.63 -0.2%
12 SYLD CAMBRIA SHAREHOLDER YIELD ETF 25,374.0 $2.0M 0.75% -509.0 -2.0% $79.09 +10.0%
13 AKRE AKRE FOCUS ETF 27,361.0 $1.5M 0.54% -6K -19.0% $53.19 +12.0%
14 FTGC FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND 37,677.0 $1.0M 0.38% -274.0 -0.7% $27.05 +14.5%
15 IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF 7,387.0 $650K 0.24% -301.0 -3.9% $87.93 +6.4%
16 GSG ISHARES S&P GSCI COMMODITY INDEXED TRUST Financial Services 22,171.0 $634K 0.24% -1K -6.2% $28.60 +21.8%
17 NVDA NVIDIA CORPORATION COM Technology 2,908.0 $582K 0.22% -313.0 -9.7% $200.09 +15.1%
18 BERKSHIRE HATHAWAY INC DEL CL B NEW 1,116.0 $558K 0.21% -166.0 -12.9% $500.39
19 DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 6,730.0 $551K 0.21% -1K -17.9% $81.94 +2.6%
20 IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 9,580.0 $485K 0.18% -8K -45.5% $50.60 -1.7%
Page 1 of 9  ·  168 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%