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Portfolio (Quarterly) Guide ↗

Aspect Partners, LLC

· CIK 0001985284
13F Portfolio $228M AUM 955 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 710 New
Page 1 of 36  ·  710 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY SPDR S&P 500 ETF TRUST Financial Services 45,860.0 $31.3M 13.69% NEW $681.92 +10.7%
2 VTI VANGUARD TOTAL STOCK MARKET ETF 68,565.0 $23.0M 10.06% NEW $335.27 +10.9%
3 IEFA ISHARES CORE MSCI EAFE ETF 157,317.0 $14.1M 6.16% NEW $89.46 +9.5%
4 BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF 103,155.0 $11.9M 5.20% NEW $115.10 +1.5%
5 GLD SPDR GOLD SHARES Financial Services 23,757.0 $9.4M 4.12% NEW $396.31 +4.2%
6 IWM ISHARES RUSSELL 2000 ETF 34,739.0 $8.6M 3.74% NEW $246.16 +18.6%
7 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 119,370.0 $8.0M 3.51% NEW $67.22 +24.3%
8 IGOV ISHARES INTERNATIONAL TREASURY BOND ETF 191,150.0 $8.0M 3.49% NEW $41.66 +0.6%
9 RSSB RETURN STACKED GLOBAL STOCKS & BONDS ETF 261,974.0 $7.4M 3.22% NEW $28.12 +10.1%
10 IJR ISHARES CORE S&P SMALL CAP ETF 57,945.0 $7.0M 3.05% NEW $120.18 +16.2%
11 PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 465,005.0 $6.2M 2.70% NEW $13.25 +33.7%
12 IAU ISHARES GOLD TRUST Financial Services 70,569.0 $5.7M 2.51% NEW $81.17 +4.2%
13 XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF 139,252.0 $5.6M 2.46% NEW $40.35 +10.1%
14 DSMC DISTILLATE SMALL/MID CASH FLOW ETF 154,595.0 $5.5M 2.40% NEW $35.47 +13.5%
15 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 51,843.0 $5.2M 2.27% NEW $99.88 -0.9%
16 VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 53,399.0 $4.9M 2.14% NEW $91.45 +2.8%
17 TLT ISHARES 20 YEAR TREASURY BOND ETF 51,297.0 $4.5M 1.96% NEW $87.16 -1.6%
18 FYLD CAMBRIA FOREIGN SHAREHOLDER YIELD ETF 124,387.0 $4.0M 1.77% NEW $32.49 +17.4%
19 SGOL ABRDN PHYSICAL GOLD SHARES ETF Financial Services 79,165.0 $3.3M 1.42% NEW $41.08 +4.3%
20 DSTL DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF 54,804.0 $3.2M 1.41% NEW $58.90 +1.4%
Page 1 of 36  ·  710 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 82.0%
Technology 7.1%
Consumer Cyclical 2.1%
Industrials 2.0%
Healthcare 1.6%
Communication Services 1.4%
Utilities 1.3%
Energy 1.1%
Consumer Defensive 0.9%
Real Estate 0.2%