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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 3 of 34  ·  679 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BERKSHIRE HATHAWAY INC DEL CL B NEW 1,116.0 $558K 0.21% -166.0 -12.9% $500.39
42 ILCG ISHARES MORNINGSTAR GROWTH ETF 4,755.0 $556K 0.21% $117.02 -1.2%
43 DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 6,730.0 $551K 0.21% -1K -17.9% $81.94 +2.6%
44 EXXONMOBIL HOLDINGS CORP COM SHS 3,648.0 $499K 0.19% NEW $136.72
45 IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 9,580.0 $485K 0.18% -8K -45.5% $50.60 -1.7%
46 EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 5,280.0 $463K 0.17% +4K +232.9% $87.71 +8.1%
47 SCHX SCHWAB U.S. LARGE-CAP ETF 15,546.0 $458K 0.17% $29.43 +3.2%
48 AAPL APPLE INC COM Technology 1,569.0 $454K 0.17% -460.0 -22.7% $289.37 +10.6%
49 EEM ISHARES MSCI EMERGING MARKETS ETF 6,627.0 $453K 0.17% -731.0 -9.9% $68.41 +0.4%
50 QVAL ALPHA ARCHITECT US QUANTITATIVE VALUE ETF 8,077.0 $448K 0.17% $55.45 +11.9%
51 GIB CGI INC CL A SUB VTG Technology 6,799.0 $439K 0.16% $64.57 +14.1%
52 IYY ISHARES DOW JONES U.S. ETF 2,342.0 $427K 0.16% $182.28 +2.9%
53 VB VANGUARD SMALL-CAP ETF 1,402.0 $425K 0.16% $303.22 -1.1%
54 IWF ISHARES RUSSELL 1000 GROWTH ETF 3,300.0 $410K 0.15% +2K +300.0% $124.17 -0.6%
55 MSFT MICROSOFT CORP COM Technology 1,038.0 $387K 0.14% +15.0 +1.5% $372.85 +34.0%
56 PNC PNC FINL SVCS GROUP INC COM Financial Services 1,539.0 $379K 0.14% $246.25 -0.3%
57 IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 3,957.0 $378K 0.14% -4K -49.1% $95.44 +3.4%
58 NOC NORTHROP GRUMMAN CORP COM Industrials 702.0 $358K 0.13% $509.31 +1.1%
59 FDVV FIDELITY HIGH DIVIDEND ETF 5,840.0 $352K 0.13% $60.29 +5.2%
60 NRG NRG ENERGY INC COM NEW Utilities 2,386.0 $348K 0.13% $146.06 -18.5%
Page 3 of 34  ·  679 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%