Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Aspect Partners, LLC (CIK 1985284) reported $244.6M across 703 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($25.1M, 10.25%), SCZ ($18.7M, 7.66%), SPY ($18.3M, 7.49%), IEFA ($15.8M, 6.45%), BOXX ($13.6M, 5.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $25.1M | 10.25% | 78,146 | Added |
| 2 | SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $18.7M | 7.66% | 239,050 | Added |
| 3 | SPY | STATE STREET SPDR S&P 500 ETF | $18.3M | 7.49% | 28,181 | Trimmed |
| 4 | IEFA | ISHARES CORE MSCI EAFE ETF | $15.8M | 6.45% | 174,268 | Added |
| 5 | BOXX | ALPHA ARCHITECT 1-3 MONTH BOX ETF | $13.6M | 5.57% | 117,180 | Added |
| 6 | PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $12.0M | 4.90% | 691,959 | Added |
| 7 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $10.6M | 4.32% | 151,583 | Added |
| 8 | GLD | SPDR GOLD SHARES | $9.7M | 3.96% | 22,511 | Trimmed |
| 9 | IGOV | ISHARES INTERNATIONAL TREASURY BOND ETF | $8.2M | 3.37% | 200,517 | Added |
| 10 | IJR | ISHARES CORE S&P SMALL CAP ETF | $7.8M | 3.18% | 62,636 | Added |
| 11 | RSSB | RETURN STACKED GLOBAL STOCKS & BONDS ETF | $7.6M | 3.11% | 279,811 | Added |
| 12 | IAU | ISHARES GOLD TRUST | $6.5M | 2.65% | 73,490 | Added |
| 13 | DSMC | DISTILLATE SMALL/MID CASH FLOW ETF | $6.2M | 2.52% | 165,061 | Added |
| 14 | XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $5.9M | 2.42% | 145,203 | Added |
| 15 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $5.4M | 2.20% | 54,321 | Added |
| 16 | TLT | ISHARES 20 YEAR TREASURY BOND ETF | $4.8M | 1.96% | 55,424 | Added |
| 17 | VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $4.7M | 1.93% | 53,477 | Added |
| 18 | FYLD | CAMBRIA FOREIGN SHAREHOLDER YIELD ETF | $4.7M | 1.92% | 125,492 | Added |
| 19 | SGOL | ABRDN PHYSICAL GOLD SHARES ETF | $3.5M | 1.44% | 78,781 | Trimmed |
| 20 | IWM | ISHARES RUSSELL 2000 ETF | $3.2M | 1.32% | 13,061 | Trimmed |
| 21 | DSTL | DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF | $3.2M | 1.32% | 55,784 | Added |
| 22 | TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $2.7M | 1.10% | 53,326 | Added |
| 23 | QQQ | INVESCO QQQ TRUST SERIES I | $2.1M | 0.86% | 3,657 | Added |
| 24 | IBND | SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF | $2.1M | 0.84% | 66,234 | Added |
| 25 | SYLD | CAMBRIA SHAREHOLDER YIELD ETF | $2.0M | 0.80% | 25,883 | Added |
Source: SEC Form 13F filings · as of 2026-03-31