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CIK: 0001985284
Total reported value
$268.0M
$268.0M
705 檔
30.7%
According to the latest 13F quarterly dataset, Aspect Partners, LLC managed an equity portfolio of $268.0M at the end of Q3 2025, spanning 705 distinct U.S. exchange-listed positions.
In Q3 2025, Aspect Partners, LLC displayed an active expansion posture, initiating 10 new positions and adding to 24 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 705 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 | 9.34% | +9.24% | -1.47% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 9.19% | +0.10% | +15.89% | |
| 3 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 8.09% | -7.56% | -1.46% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.49% | +0.45% | -21.44% | |
| 5 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 5.25% | -2.10% | +6.86% | |
| 6 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 4.58% | -0.18% | +8.95% | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 4.53% | -2.76% | -1.41% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.86% | +5.61% | +820.86% | |
| 9 | RSSB | Rtrn Stack Glbl Stk & Bd ETF | ETF-Other | 3.37% | +0.21% | +0.95% | |
| 10 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 3.07% | -1.01% | +3.60% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.78% | -2.08% | +4.87% | |
| 12 | XLRE | Ss Real Estate Select Sector | ETF-Other | 2.35% | +0.25% | +2.67% | |
| 13 | DSMC | Distillate S/m Cash Flow ETF | ETF-Other | 2.31% | +0.33% | +8.61% | |
| 14 | IAU | Ishares Gold Trust | ETF-Commodities | 2.31% | -0.27% | +4.04% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.22% | +0.12% | +12.83% | |
| 16 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.14% | -0.12% | +2.65% | |
| 17 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.04% | -0.96% | +5.84% | |
| 18 | FYLD | Cambria Foreign Shareholder | ETF-Other | 1.60% | -0.33% | +9.10% | |
| 19 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 1.34% | -0.35% | -2.18% | |
| 20 | DSTL | Distillate US Fundamental St | ETF-Other | 1.27% | -0.03% | +7.58% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.19% | +0.14% | +40.47% | |
| 22 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.11% | — | -3.19% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.99% | +1.40% | -0.02% | |
| 24 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.83% | -0.31% | -63.05% | |
| 25 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.75% | -0.04% | +0.29% | |
| 26 | VFMO | Vanguard US Momentum Factor | ETF-Other | 0.71% | +0.08% | +2.85% | |
| 27 | GEW | Cambria Global Ew ETF | ETF-Other | 0.70% | — | — | |
| 28 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 0.64% | -0.05% | +5.79% | |
| 29 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.59% | — | +2.70% | |
| 30 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.52% | +0.13% | +0.05% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.38% | -0.01% | -21.34% | |
| 32 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.37% | +0.05% | -15.35% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.34% | -0.16% | -69.79% | |
| 34 | RING | Ishares Msci Global Gold Min | ETF-Commodities | 0.33% | -0.10% | — | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.30% | +0.01% | -12.04% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.29% | -0.04% | +3.22% | |
| 37 | FTGC | First Trust Global Tactical | ETF-Other | 0.28% | -0.07% | +19.92% | |
| 38 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.28% | -0.14% | +9.03% | |
| 39 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 0.28% | -0.02% | -1.64% | |
| 40 | GIB | Cgi Inc | Stock-Tech | 0.27% | -0.04% | — | |
| 41 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.27% | -0.03% | -5.10% | |
| 42 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.27% | — | — | |
| 43 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.26% | +0.01% | — | |
| 44 | GSG | Ishares S&p Gsci Commodity I | ETF-Commodities | 0.25% | -0.07% | +0.38% | |
| 45 | CORZ | Core Scientific Inc | Stock-Tech | 0.23% | — | -22.93% | |
| 46 | AAPL | Apple Inc | Stock-Tech | 0.23% | -0.04% | -2.72% | |
| 47 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.23% | +0.02% | — | |
| 48 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | -0.01% | -26.29% | |
| 49 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.22% | — | -1.27% | |
| 50 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.19% | -0.07% | — |
According to official SEC Form 13F filings, Aspect Partners, LLC reported a total U.S. public equity portfolio value of $268.0M across 705 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, VTI, SCZ) accounted for 30.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
GEW
市值: $1.5M
Top Position Liquidated / Trimmed
DFSD
前期市值: $145.6K
During Q3 2025, Aspect Partners, LLC's top holdings by market value included SPY (9.3%)、VTI (9.2%)、SCZ (8.1%). The largest single position, SPY, represented 9.3% of total portfolio value.
In Q3 2025, Aspect Partners, LLC made 49 total portfolio adjustments, initiating 10 new buys, adding to 24 positions, trimming 13 holdings, and fully liquidating 2 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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