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Aspect Partners, LLC 13F holdings

Filed 2026-07-16 · Aspect Partners, LLC · 905 positions · $268.0M

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TickerCompanySharesValue% of portfolio
SPYSTATE STREET SPDR S&P 500 ETF60.1K$44.8M16.7%
VTIVANGUARD TOTAL STOCK MARKET ETF75.0K$27.7M10.4%
IWMISHARES RUSSELL 2000 ETF61.8K$18.6M6.9%
IEFAISHARES CORE MSCI EAFE ETF191.6K$18.5M6.9%
ACWIISHARES CORE MSCI EMERGING MARKETS ETF185.2K$15.3M5.7%
PDBCINVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF656.5K$10.4M3.9%
IGOVISHARES INTERNATIONAL TREASURY BOND ETF247.3K$10.1M3.8%
BOXXALPHA ARCHITECT 1-3 MONTH BOX ETF79.4K$9.3M3.5%
—RETURN STACKED GLOBAL STOCKS & BONDS ETF289.0K$8.9M3.3%
—DISTILLATE SMALL/MID CASH FLOW ETF189.5K$7.6M2.9%
XLRESTATE STREET REAL ESTATE SELECT SECTOR SPDR ETF162.5K$7.2M2.7%
IAUISHARES GOLD TRUST84.6K$6.4M2.4%
AGGISHARES CORE U.S. AGGREGATE BOND ETF62.9K$6.2M2.3%
TLTISHARES 20 YEAR TREASURY BOND ETF57.1K$4.9M1.8%
FYLDCAMBRIA FOREIGN SHAREHOLDER YIELD ETF116.8K$4.3M1.6%
DSTLDISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF57.9K$3.5M1.3%
GLDSPDR GOLD SHARES8.7K$3.2M1.2%
IJRISHARES CORE S&P SMALL CAP ETF19.8K$2.9M1.1%
SGOLABRDN PHYSICAL GOLD SHARES ETF76.4K$2.9M1.1%
QQQINVESCO QQQ TRUST SERIES I3.6K$2.7M1.0%
VIGIVANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF27.9K$2.6M1.0%
IBNDSTATE STREET SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF81.8K$2.5M1.0%
VFMOVANGUARD U.S. MOMENTUM FACTOR ETF9.3K$2.3M0.9%
TFLOISHARES TREASURY FLOATING RATE BOND ETF41.9K$2.1M0.8%
SYLDCAMBRIA SHAREHOLDER YIELD ETF25.4K$2.0M0.7%
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF33.6K$1.9M0.7%
—CAMBRIA GLOBAL EW ETF30.7K$1.7M0.6%
SDYSTATE STREET SPDR S&P DIVIDEND ETF11.0K$1.7M0.6%
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF4.4K$1.5M0.6%
AKREAKRE FOCUS ETF27.4K$1.5M0.5%
USMVISHARES MSCI USA MIN VOL FACTOR ETF10.7K$1.0M0.4%
FTGCFIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND37.7K$1.0M0.4%
RINGISHARES MSCI GLOBAL GOLD MINERS ETF11.3K$730,8200.3%
IGROISHARES INTERNATIONAL DIVIDEND GROWTH ETF7.4K$649,5390.2%
GSGISHARES S&P GSCI COMMODITY INDEXED TRUST22.2K$634,0910.2%
VGLTVANGUARD LONG-TERM TREASURY ETF10.9K$600,5240.2%
AMZNAMAZON COM INC COM2.5K$594,8970.2%
VGTVANGUARD INFORMATION TECHNOLOGY ETF4.8K$576,8390.2%
SCHFSCHWAB INTERNATIONAL EQUITY ETF20.7K$572,3100.2%
ILCGISHARES MORNINGSTAR GROWTH ETF4.8K$556,4300.2%
DFUSDIMENSIONAL U.S. EQUITY MARKET ETF6.7K$551,4560.2%
BRK-BBERKSHIRE HATHAWAY INC DEL CL B NEW986$493,3850.2%
IAGGISHARES CORE INTERNATIONAL AGGREGATE BOND ETF9.6K$484,7480.2%
XOMEXXONMOBIL HOLDINGS CORP COM SHS3.4K$464,7110.2%
EFAVISHARES MSCI EAFE MIN VOL FACTOR ETF5.3K$463,1090.2%
SCHXSCHWAB U.S. LARGE-CAP ETF15.5K$457,5190.2%
EEMISHARES MSCI EMERGING MARKETS ETF6.6K$453,3530.2%
QVALALPHA ARCHITECT US QUANTITATIVE VALUE ETF8.1K$447,8610.2%
GIBCGI INC CL A SUB VTG6.8K$439,0110.2%
IYYISHARES DOW JONES U.S. ETF2.3K$426,9000.2%
VBVANGUARD SMALL-CAP ETF1.4K$425,1160.2%
IWFISHARES RUSSELL 1000 GROWTH ETF3.3K$409,7610.2%
NVDANVIDIA CORPORATION COM2.0K$402,5810.2%
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF4.0K$377,6560.1%
PNCPNC FINL SVCS GROUP INC COM1.5K$377,0140.1%
NOCNORTHROP GRUMMAN CORP COM702$357,5360.1%
FDVVFIDELITY HIGH DIVIDEND ETF5.8K$352,0940.1%
NRGNRG ENERGY INC COM NEW2.4K$344,8480.1%
RWLINVESCO S&P 500 REVENUE ETF2.7K$338,8200.1%
EFAISHARES MSCI EAFE ETF3.2K$329,0920.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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