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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 3 of 36  ·  709 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BERKSHIRE HATHAWAY INC DEL CL B NEW 1,282.0 $614K 0.25% -21.0 -1.6% $479.20
42 DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 8,195.0 $581K 0.24% $70.91 +16.0%
43 NVDA NVIDIA CORPORATION COM Technology 3,221.0 $562K 0.23% -1K -27.5% $174.40 +22.8%
44 USMV ISHARES MSCI USA MIN VOL FACTOR ETF 5,798.0 $538K 0.22% +2K +60.6% $92.74 +3.9%
45 VGLT VANGUARD LONG-TERM TREASURY ETF 9,592.0 $531K 0.22% -4K -31.9% $55.35 -1.0%
46 AAPL APPLE INC COM Technology 2,029.0 $515K 0.21% +54.0 +2.7% $253.79 +23.1%
47 SCHF SCHWAB INTERNATIONAL EQUITY ETF 20,761.0 $514K 0.21% $24.75 +12.0%
48 GIB CGI INC CL A SUB VTG Technology 6,799.0 $497K 0.20% $73.10 -7.5%
49 NOC NORTHROP GRUMMAN CORP COM Industrials 703.0 $480K 0.20% $682.24 -18.0%
50 ILCG ISHARES MORNINGSTAR GROWTH ETF 4,755.0 $454K 0.19% $95.48 +23.8%
51 QVAL ALPHA ARCHITECT US QUANTITATIVE VALUE ETF 8,077.0 $421K 0.17% $52.14 +7.7%
52 VGT VANGUARD INFORMATION TECHNOLOGY ETF 603.0 $421K 0.17% $698.07 -83.0%
53 EEM ISHARES MSCI EMERGING MARKETS ETF 7,358.0 $418K 0.17% -30K -80.6% $56.79 +20.8%
54 SCHX SCHWAB U.S. LARGE-CAP ETF 15,546.0 $399K 0.16% $25.64 +15.8%
55 MSFT MICROSOFT CORP COM Technology 1,023.0 $379K 0.15% +12.0 +1.2% $370.00 +15.4%
56 IYY ISHARES DOW JONES U.S. ETF 2,342.0 $371K 0.15% $158.45 +15.7%
57 VB VANGUARD SMALL-CAP ETF 1,402.0 $367K 0.15% $262.01 +12.2%
58 IWF ISHARES RUSSELL 1000 GROWTH ETF 825.0 $352K 0.14% $426.40 -70.2%
59 NRG NRG ENERGY INC COM NEW Utilities 2,389.0 $349K 0.14% +2K +236.9% $146.14 -5.9%
60 GDX VANECK GOLD MINERS ETF 3,665.0 $336K 0.14% $91.77 -5.0%
Page 3 of 36  ·  709 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%