Aspect Partners, LLC: 13F holdings

CIK 19852842026Q2

Positions679
Reported value$268.0m
Filed2026-07-16

Change since last quarter

Positions679 (-30 vs prior quarter)
Reported value$268.0m (+9.6%)

Top 10 holdings

SecuritySharesValueWeight
SPY STATE STREET SPDR S&P 500 ETF60,051$44.8m16.7%
VTI VANGUARD TOTAL STOCK MARKET ETF74,989$27.7m10.4%
IWM ISHARES RUSSELL 2000 ETF61,812$18.6m6.9%
IEFA ISHARES CORE MSCI EAFE ETF191,616$18.5m6.9%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF185,185$15.3m5.7%
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF656,455$10.4m3.9%
IGOV ISHARES INTERNATIONAL TREASURY BOND ETF247,288$10.1m3.8%
BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF79,443$9.3m3.5%
RETURN STACKED GLOBAL STOCKS & BONDS ETF289,040$8.9m3.3%
DISTILLATE SMALL/MID CASH FLOW ETF189,539$7.6m2.9%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1985284")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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