StockDriftsStockDriftsTop 50 Aspect Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STREET SPDR S&P 500 ETF | 16.73% | 60.1K | $44.8M | +113.09%(+31.87K) | $622.28(+24.31%) | 2026-06-30 | |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 10.35% | 75.0K | $27.7M | -4.04%(-3.16K) | $265.68(+43.79%) | 2026-06-30 | |
| IWM | ISHARES RUSSELL 2000 ETF | 6.93% | 61.8K | $18.6M | +373.26%(+48.75K) | $260.72(+15.60%) | 2026-06-30 | |
| IEFA | ISHARES CORE MSCI EAFE ETF | 6.9% | 191.6K | $18.5M | +9.95%(+17.35K) | $78.55(+28.63%) | 2026-06-30 | |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 5.72% | 185.2K | $15.3M | +22.17%(+33.60K) | $65.56(+22.36%) | 2026-06-30 | |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | 3.89% | 656.5K | $10.4M | -5.13%(-35.50K) | $14.38(+23.37%) | 2026-06-30 | |
| IGOV | ISHARES INTERNATIONAL TREASURY BOND ETF | 3.79% | 247.3K | $10.1M | +23.33%(+46.77K) | $41.28(-0.06%) | 2026-06-30 | |
| BOXX | ALPHA ARCHITECT 1-3 MONTH BOX ETF | 3.47% | 79.4K | $9.3M | -32.20%(-37.74K) | $110.35(+6.73%) | 2026-06-30 | |
| RSSB | RETURN STACKED GLOBAL STOCKS & BONDS ETF | 3.32% | 289.0K | $8.9M | +3.30%(+9.23K) | $23.73(+31.62%) | 2026-06-30 | |
| DSMC | DISTILLATE SMALL/MID CASH FLOW ETF | 2.85% | 189.5K | $7.6M | +14.83%(+24.48K) | $35.71(+22.88%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +35.19% |
| Top 20 Holdings Unweighted | — | — | — | — | +34.94% |
Aspect Partners, LLC reports $268.05M in US-listed equity holdings across 679 positions in its most recent 13F filing. Its largest disclosed positions are SPY (16.7%), VTI (10.3%) and IWM (6.9%). The top 20 holdings account for 80.43% of reported assets. Its disclosed equity book has returned +35.19% cumulatively over 10 quarters. Figures reflect the Q2 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