Aspect Partners, LLC
•CIK: 1985284•Filing: Q4 2025
**Aspect Partners, LLC** manages $228M across a diversified portfolio of 709 positions. The fund exhibits significant exposure to broad market indices, notably holding $31.3M in SPY and $23.0M in VTI. Further allocations include substantial international and sector bets, with $14.1M in IEFA and $11.9M in BOXX. This structure suggests a core strategy focused on broad market capture supplemented by targeted, high-conviction sector and international tilts.
Total AUM
$228.5M
QoQ Performance
+3.7%
Positions
709
Top 10 Concentration
56.8%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
VTI
IEFA
BOXX
SPY13.7%
VTI10.1%
IEFA6.2%
BOXX5.2%
GQ94.1%
IWM3.7%
IEMG3.5%
IGOV3.5%
📈 Biggest Buys
📉 Biggest Sells
SCZ
ISHARES MSCI EAFE SMALL-CAP ETF
-93.4%
0.5% of portfolio
IAGG
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
-93.3%
0.3% of portfolio
GQ9
SPDR GOLD SHARES
-15.4%
4.1% of portfolio
TFLO
ISHARES TREASURY FLOATING RATE BOND ETF
-33.7%
0.5% of portfolio
PDBC
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
-7.6%
2.7% of portfolio
Sector Breakdown
Other82.4%
ETF13.9%
Technology1.4%
Financial0.6%
Consumer0.6%
Healthcare0.3%
Utilities0.2%
Energy0.2%
🚪 Exited Positionssold since Q3 2025
+503 more exited positions
Changes from Q3 2025
NEW4 new positions
↑87 increased
↓51 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023