StockDriftsStockDriftsTop 50 Aspect Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STREET SPDR S&P 500 ETF | 13.57% | 47.1K | $35.9M | -21.64%(-13.00K) | $622.28(+23.17%) | 2026-09-30 | |
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 10.6% | 74.8K | $28.0M | -0.19%(-144) | $265.68(+41.35%) | 2026-09-30 | |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | 7.55% | 245.7K | $20.0M | new | $81.65(-0.42%) | 2026-09-30 | |
| IEFA | ISHARES CORE MSCI EAFE ETF | 7.23% | 197.3K | $19.1M | +2.99%(+5.73K) | $79.08(+21.34%) | 2026-09-30 | |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | 4.18% | 572.7K | $11.1M | -12.76%(-83.77K) | $14.38(+39.61%) | 2026-09-30 | |
| IGOV | ISHARES INTERNATIONAL TREASURY BOND ETF | 3.67% | 243.7K | $9.7M | -1.46%(-3.61K) | $41.28(-3.50%) | 2026-09-30 | |
| IWM | ISHARES RUSSELL 2000 ETF | 3.35% | 31.9K | $8.9M | -48.46%(-29.95K) | $260.72(+4.05%) | 2026-09-30 | |
| DSMC | DISTILLATE SMALL/MID CASH FLOW ETF | 3.3% | 209.3K | $8.7M | +10.42%(+19.75K) | $36.21(+20.47%) | 2026-09-30 | |
| BOXX | ALPHA ARCHITECT 1-3 MONTH BOX ETF | 3.23% | 72.0K | $8.5M | -9.33%(-7.41K) | $110.35(+7.52%) | 2026-09-30 | |
| RSSB | RETURN STACKED GLOBAL STOCKS & BONDS ETF | 3.2% | 284.8K | $8.5M | -1.45%(-4.20K) | $23.73(+25.51%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +35.88% |
| Top 20 Holdings Unweighted | — | — | — | — | +35.58% |
Aspect Partners LLC reports $264.36M in US-listed equity holdings across 681 positions in its most recent 13F filing. Its largest disclosed positions are SPY (13.6%), VTI (10.6%) and SHY (7.5%). The top 20 holdings account for 79.01% of reported assets. Its disclosed equity book has returned +35.88% cumulatively over 11 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Aspect Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1985284). View Aspect Partners LLC’s 13F filings on SEC