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 $268.0M across 678 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($44.8M, 16.73%), VTI ($27.7M, 10.35%), IWM ($18.6M, 6.93%), IEFA ($18.5M, 6.90%), IEMG ($15.3M, 5.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STREET SPDR S&P 500 ETF | $44.8M | 16.73% | 60,051 | Added |
| 2 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $27.7M | 10.35% | 74,989 | Trimmed |
| 3 | IWM | ISHARES RUSSELL 2000 ETF | $18.6M | 6.93% | 61,812 | Added |
| 4 | IEFA | ISHARES CORE MSCI EAFE ETF | $18.5M | 6.90% | 191,616 | Added |
| 5 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $15.3M | 5.72% | 185,185 | Added |
| 6 | PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $10.4M | 3.89% | 656,455 | Trimmed |
| 7 | IGOV | ISHARES INTERNATIONAL TREASURY BOND ETF | $10.1M | 3.79% | 247,288 | Added |
| 8 | BOXX | ALPHA ARCHITECT 1-3 MONTH BOX ETF | $9.3M | 3.47% | 79,443 | Trimmed |
| 9 | RSSB | RETURN STACKED GLOBAL STOCKS & BONDS ETF | $8.9M | 3.32% | 289,040 | Added |
| 10 | DSMC | DISTILLATE SMALL/MID CASH FLOW ETF | $7.6M | 2.85% | 189,539 | Added |
| 11 | XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $7.2M | 2.67% | 162,495 | Added |
| 12 | IAU | ISHARES GOLD TRUST | $6.4M | 2.38% | 84,588 | Added |
| 13 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $6.2M | 2.32% | 62,920 | Added |
| 14 | TLT | ISHARES 20 YEAR TREASURY BOND ETF | $4.9M | 1.84% | 57,065 | Added |
| 15 | FYLD | CAMBRIA FOREIGN SHAREHOLDER YIELD ETF | $4.3M | 1.59% | 116,809 | Trimmed |
| 16 | DSTL | DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF | $3.5M | 1.29% | 57,857 | Added |
| 17 | GLD | SPDR GOLD SHARES | $3.2M | 1.20% | 8,733 | Trimmed |
| 18 | IJR | ISHARES CORE S&P SMALL CAP ETF | $2.9M | 1.10% | 19,826 | Trimmed |
| 19 | SGOL | ABRDN PHYSICAL GOLD SHARES ETF | $2.9M | 1.09% | 76,400 | Trimmed |
| 20 | QQQ | INVESCO QQQ TRUST SERIES I | $2.7M | 1.00% | 3,634 | Trimmed |
| 21 | VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $2.6M | 0.97% | 27,851 | Trimmed |
| 22 | IBND | STATE STREET SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF | $2.5M | 0.95% | 81,769 | Added |
| 23 | VFMO | VANGUARD U.S. MOMENTUM FACTOR ETF | $2.3M | 0.87% | 9,331 | Trimmed |
| 24 | TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $2.1M | 0.79% | 41,898 | Trimmed |
| 25 | SYLD | CAMBRIA SHAREHOLDER YIELD ETF | $2.0M | 0.75% | 25,374 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30