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CIK: 0001985284
Total reported value
$268.0M
$268.0M
710 檔
33.4%
During the Q4 2025 filing period, Aspect Partners, LLC (CIK: 0001985284) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $268.0M across 710 reported positions.
Aspect Partners, LLC executed strategic sector rebalancing during Q4 2025, establishing 3 new positions while fully exiting 7 holdings and trimming 19 positions.
Showing top 200 holdings (of 710 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 | 13.69% | +9.24% | +48.55% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 10.06% | +0.10% | +11.18% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.16% | +0.45% | +13.56% | |
| 4 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 5.20% | -2.10% | +1.51% | |
| 5 | GLD | Spdr Gold Shares | ETF-Commodities | 4.12% | -2.76% | -15.43% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.74% | +5.61% | -1.25% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.51% | +1.40% | +260.80% | |
| 8 | IGOV | Ishares International Treasu | ETF-Other | 3.49% | +0.42% | — | |
| 9 | RSSB | Rtrn Stack Glbl Stk & Bd ETF | ETF-Other | 3.22% | +0.21% | -0.65% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.05% | -2.08% | +12.42% | |
| 11 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 2.70% | -1.01% | -7.63% | |
| 12 | IAU | Ishares Gold Trust | ETF-Commodities | 2.51% | -0.27% | +1.06% | |
| 13 | XLRE | Ss Real Estate Select Sector | ETF-Other | 2.46% | +0.25% | +13.43% | |
| 14 | DSMC | Distillate S/m Cash Flow ETF | ETF-Other | 2.40% | +0.33% | +8.89% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.27% | +0.12% | +6.28% | |
| 16 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.14% | -0.96% | +6.40% | |
| 17 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.96% | -0.12% | -2.58% | |
| 18 | FYLD | Cambria Foreign Shareholder | ETF-Other | 1.77% | -0.33% | +10.03% | |
| 19 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 1.42% | -0.35% | -1.54% | |
| 20 | DSTL | Distillate US Fundamental St | ETF-Other | 1.41% | -0.03% | +13.89% | |
| 21 | AKRE | Akre Focus ETF | ETF-Other | 1.05% | -0.19% | — | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.97% | +0.14% | -17.32% | |
| 23 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.91% | — | -17.59% | |
| 24 | IBND | State Street Spdr Bloomberg | ETF-Other | 0.89% | +0.11% | — | |
| 25 | VFMO | Vanguard US Momentum Factor | ETF-Other | 0.80% | +0.08% | +16.30% | |
| 26 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 0.76% | -0.05% | +21.29% | |
| 27 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.72% | — | +25.06% | |
| 28 | GEW | Cambria Global Ew ETF | ETF-Other | 0.69% | — | — | |
| 29 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.67% | -0.04% | -6.26% | |
| 30 | FTGC | First Trust Global Tactical | ETF-Other | 0.58% | -0.07% | +134.35% | |
| 31 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.53% | -0.31% | -33.67% | |
| 32 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.52% | -7.56% | -93.45% | |
| 33 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.49% | +0.13% | +0.02% | |
| 34 | RING | Ishares Msci Global Gold Min | ETF-Commodities | 0.36% | -0.10% | — | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.36% | -0.01% | +0.11% | |
| 36 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.34% | — | +95.71% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.32% | +0.01% | +3.19% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.29% | -0.16% | -11.55% | |
| 39 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.29% | -0.18% | -93.34% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.29% | -0.04% | +1.56% | |
| 41 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.29% | -0.14% | +1.83% | |
| 42 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 0.28% | -0.02% | — | |
| 43 | GIB | Cgi Inc | Stock-Tech | 0.27% | -0.04% | — | |
| 44 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.27% | -0.03% | — | |
| 45 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.25% | — | -5.84% | |
| 46 | GSG | Ishares S&p Gsci Commodity I | ETF-Commodities | 0.24% | -0.07% | -1.07% | |
| 47 | AAPL | Apple Inc | Stock-Tech | 0.23% | -0.04% | +0.30% | |
| 48 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.22% | — | — | |
| 49 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.22% | +0.02% | — | |
| 50 | MSFT | Microsoft CORP | Stock-Tech | 0.21% | -0.01% | +6.98% |
According to official SEC Form 13F filings, Aspect Partners, LLC reported a total U.S. public equity portfolio value of $268.0M across 710 disclosed positions in Q4 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, IEFA) accounted for 33.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
IGOV
市值: $8.0M
Top Position Liquidated / Trimmed
PHO
前期市值: $216.3K
During Q4 2025, Aspect Partners, LLC's top holdings by market value included SPY (13.7%)、VTI (10.1%)、IEFA (6.2%). The largest single position, SPY, represented 13.7% of total portfolio value.
In Q4 2025, Aspect Partners, LLC made 49 total portfolio adjustments, initiating 3 new buys, adding to 20 positions, trimming 19 holdings, and fully liquidating 7 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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