account_balance
Investment manager · 13F filer · SEC CIK 1985284
Aspect Partners, LLC
Reported value$264Mas of Sep 30, 2026
Positions681 20 new, 17 sold out
Top 10 weight59.9%SPY alone is 14%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
13.6%Trimmed −22%
VTIVanguard Morningstar Total Stock Market ETF
10.6%
SHYiShares 1-3 Year Treasury Bond ETF
7.5%New
IEFAiShares Core MSCI EAFE ETF
7.2%Added +3%
PDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
4.2%Trimmed −13%
IGOViShares International Treasury Bond ETF
3.7%
IWMiShares Russell 2000 ETF
3.3%Trimmed −48%
DSMCDistillate Small/Mid Cash Flow ETF
3.3%Added +10%
BOXXAlpha Architect 1-3 Month Box ETF
3.2%−9%
RSSBReturn Stacked Global Stocks & Bonds ETF
3.2%
IEMGiShares Core MSCI Emerging Markets ETF
2.7%−52%
XLREState Street Real Estate Select Sector SPDR ETF
2.7%+6%
SPYSPDR S&P 500 ETF Trust
13.6%Trimmed −22%
VTIVanguard Morningstar Total Stock Market ETF
10.6%
SHYiShares 1-3 Year Treasury Bond ETF
7.5%New
IEFAiShares Core MSCI EAFE ETF
7.2%+3%
PDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
4.2%−13%
IGOViShares International Treasury Bond ETF
3.7%
IWM3.3%
DSMC3.3%
BOXX
RSSB
IEMG
XLRE
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 13.6% Trimmed −22%
VTI Vanguard Morningstar Total Stock Market ETF 10.6% Held
SHY iShares 1-3 Year Treasury Bond ETF 7.5% New
IEFA iShares Core MSCI EAFE ETF 7.2% Added +3%
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF 4.2% Trimmed −13%
IGOV iShares International Treasury Bond ETF 3.7% Held
IWM iShares Russell 2000 ETF 3.3% Trimmed −48%
DSMC Distillate Small/Mid Cash Flow ETF 3.3% Added +10%
BOXX Alpha Architect 1-3 Month Box ETF 3.2% Trimmed −9%
RSSB Return Stacked Global Stocks & Bonds ETF 3.2% Held
IEMG iShares Core MSCI Emerging Markets ETF 2.7% Trimmed −52%
XLRE State Street Real Estate Select Sector SPDR ETF 2.7% Added +6%
What changed
Biggest moves since Jun 30, 2026
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