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CIK: 0001985284
Total reported value
$268.0M
$268.0M
609 檔
29.1%
In Q2 2025, Aspect Partners, LLC's U.S. equity holdings reached a combined market value of $268.0M, distributed across 609 disclosed stock positions.
During Q2 2025, Aspect Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SPY, SCZ, VTI) accounted for 29.1% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 609 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 9.54% | +9.24% | -36.82% | |
| 2 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 8.44% | -7.56% | +5391.93% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.97% | +0.10% | +11.03% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 7.26% | +0.45% | +66.20% | |
| 5 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 5.28% | -2.10% | +104.80% | |
| 6 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 4.55% | -0.18% | +7.66% | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 4.28% | -2.76% | -11.56% | |
| 8 | RSSB | Rtrn Stack Glbl Stk & Bd ETF | ETF-Other | 3.38% | +0.21% | +4.63% | |
| 9 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 3.12% | -1.01% | -5.12% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.65% | -2.08% | +7.21% | |
| 11 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 2.45% | -0.31% | +1538.82% | |
| 12 | XLRE | Ss Real Estate Select Sector | ETF-Other | 2.44% | +0.25% | +3.32% | |
| 13 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.23% | -0.12% | +16.69% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.11% | +0.12% | +8.55% | |
| 15 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.11% | -0.96% | +2.16% | |
| 16 | DSMC | Distillate S/m Cash Flow ETF | ETF-Other | 2.10% | +0.33% | +5.33% | |
| 17 | IAU | Ishares Gold Trust | ETF-Commodities | 2.06% | -0.27% | +3.92% | |
| 18 | FYLD | Cambria Foreign Shareholder | ETF-Other | 1.49% | -0.33% | +4.89% | |
| 19 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 1.28% | -0.35% | -10.59% | |
| 20 | DSTL | Distillate US Fundamental St | ETF-Other | 1.22% | -0.03% | +9.10% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.16% | -0.16% | -72.36% | |
| 22 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.13% | — | -7.76% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.98% | +1.40% | +2.47% | |
| 24 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.97% | +0.01% | NEW | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.85% | +0.14% | +27.60% | |
| 26 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.78% | -0.04% | +0.32% | |
| 27 | VFMO | Vanguard US Momentum Factor | ETF-Other | 0.68% | +0.08% | +10.07% | |
| 28 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 0.63% | -0.05% | +21.82% | |
| 29 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.61% | — | +15.87% | |
| 30 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.52% | +0.13% | +0.02% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.44% | -0.01% | -2.91% | |
| 32 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.43% | +0.05% | — | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.41% | +5.61% | +62.69% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.37% | +0.01% | +14.22% | |
| 35 | GIB | Cgi Inc | Stock-Tech | 0.35% | -0.04% | — | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.31% | -0.01% | +35.52% | |
| 37 | CORZ | Core Scientific Inc | Stock-Tech | 0.31% | — | +1.86% | |
| 38 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 0.30% | -0.02% | -0.41% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.30% | -0.04% | +9.32% | |
| 40 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.29% | -0.03% | — | |
| 41 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.27% | — | — | |
| 42 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.26% | -0.14% | -14.42% | |
| 43 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.26% | +0.01% | — | |
| 44 | GSG | Ishares S&p Gsci Commodity I | ETF-Commodities | 0.26% | -0.07% | — | |
| 45 | FTGC | First Trust Global Tactical | ETF-Other | 0.24% | -0.07% | — | |
| 46 | RING | Ishares Msci Global Gold Min | ETF-Commodities | 0.24% | -0.10% | — | |
| 47 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.23% | — | +1176.75% | |
| 48 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.23% | +0.02% | — | |
| 49 | AAPL | Apple Inc | Stock-Tech | 0.20% | -0.04% | +0.70% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.20% | -0.25% | EXIT |
According to official SEC Form 13F filings, Aspect Partners, LLC reported a total U.S. public equity portfolio value of $268.0M across 609 disclosed positions in Q2 2025.
During Q2 2025, Aspect Partners, LLC's top holdings by market value included SPY (9.5%)、SCZ (8.4%)、VTI (8.0%). The largest single position, SPY, represented 9.5% of total portfolio value.
In Q2 2025, Aspect Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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