§ 13F · FUND PROFILE
Aspect Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $220M (13F)Positions · 864Turnover · — · Q1Filed · Apr 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$169K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 78K | $25M | 10.2% | +14% |
| 2 | SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | 239K | $19M | 7.7% | +1472% |
| 3 | SPY | STATE STREET SPDR S&P 500 ETF | 28K | $18M | 7.5% | −39% |
| 4 | IEFA | ISHARES CORE MSCI EAFE ETF | 174K | $16M | 6.4% | +11% |
| 5 | BOXX | ALPHA ARCHITECT 1-3 MONTH BOX ETF | 117K | $14M | 5.6% | +14% |
| 6 | PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | 692K | $12M | 4.9% | +49% |
| 7 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 152K | $11M | 4.3% | +27% |
| 8 | GLD | SPDR GOLD SHARES | 23K | $10M | 4.0% | −5% |
| 9 | IGOV | ISHARES INTERNATIONAL TREASURY BOND ETF | 201K | $8M | 3.4% | +5% |
| 10 | IJR | ISHARES CORE S&P SMALL CAP ETF | 63K | $8M | 3.2% | +8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ASPECT SIGNAL
AC read
Aspect Partners, LLC is a Other fund managing $220 million in assets. The fund runs a broad portfolio of 864 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed