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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 9  ·  167 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 IEFA ISHARES CORE MSCI EAFE ETF 174,268.0 $15.8M 6.45% +17K +10.8% $90.53 +8.2%
4 BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF 117,180.0 $13.6M 5.57% +14K +13.6% $116.29 +0.5%
5 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%
6 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 151,583.0 $10.6M 4.32% +32K +27.0% $69.75 +19.8%
7 IGOV ISHARES INTERNATIONAL TREASURY BOND ETF 200,517.0 $8.2M 3.37% +9K +4.9% $41.06 +2.1%
8 IJR ISHARES CORE S&P SMALL CAP ETF 62,636.0 $7.8M 3.18% +5K +8.1% $124.31 +12.4%
9 RSSB RETURN STACKED GLOBAL STOCKS & BONDS ETF 279,811.0 $7.6M 3.11% +18K +6.8% $27.21 +13.8%
10 IAU ISHARES GOLD TRUST Financial Services 73,490.0 $6.5M 2.65% +3K +4.1% $88.16 -4.1%
11 DSMC DISTILLATE SMALL/MID CASH FLOW ETF 165,061.0 $6.2M 2.52% +10K +6.8% $37.42 +7.6%
12 XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF 145,203.0 $5.9M 2.42% +6K +4.3% $40.83 +8.8%
13 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 54,321.0 $5.4M 2.20% +2K +4.8% $99.27 -0.3%
14 TLT ISHARES 20 YEAR TREASURY BOND ETF 55,424.0 $4.8M 1.96% +4K +8.1% $86.69 -1.1%
15 FYLD CAMBRIA FOREIGN SHAREHOLDER YIELD ETF 125,492.0 $4.7M 1.92% +1K +0.9% $37.34 +2.1%
16 DSTL DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF 55,784.0 $3.2M 1.32% +980.0 +1.8% $57.88 +3.2%
17 TFLO ISHARES TREASURY FLOATING RATE BOND ETF 53,326.0 $2.7M 1.10% +29K +121.6% $50.63 -0.0%
18 QQQ INVESCO QQQ TRUST SERIES I Financial Services 3,657.0 $2.1M 0.86% +44.0 +1.2% $577.14 +27.5%
19 SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF 66,234.0 $2.1M 0.84% +3K +4.4% $31.08
20 SYLD CAMBRIA SHAREHOLDER YIELD ETF 25,883.0 $2.0M 0.80% +849.0 +3.4% $75.41 +4.3%
Page 1 of 9  ·  167 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%