Aspect Partners, LLC (CIK: 0001985284) is a financial institution headquartered at 2677 Prosperity Ave, Suite 380, Fairfax, Virginia 22031. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-03-31), the institution manages a portfolio valued at $244,644,010, comprising 709 distinct securities. Over its filing history, it has submitted 10 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q1 2026 — Top-10 concentration: 57.3%. Quarterly turnover: 9.3%. ▲ 29 new, +175 added, −84 reduced, ×32 exited.

Top Buys

Q1 2026

1. SCZ Ishares Msci Eafe Small-Cap Etf

+$17.55 M

2. PDBC Invesco Optimum Yield Divers

+$3.93 M

3. VTI Vanguard Total Stock Market Etf

+$3.07 M

4. IEMG Ishares Core Msci Emerging Markets Etf

+$2.25 M

5. BOXX Alpha Architect 1-3 Month Box Etf

+$1.63 M

Top Sells

Q1 2026

1. SPY Spdr S&P 500 Etf Trust

−$11.5 M

2. IWM Ishares Russell 2000 Etf

−$5.38 M

3. EEM Ishares Msci Emerging Markets Etf

−$1.73 M

4. DFAU Dimensional Us Core Equity Market Etf

−$567,310

5. GLD Spdr Gold Shares

−$536,141.33

Stocks/ETFs

+7.14%

$243.93 M 99.71%

Options

$0 0.00%

Debt

$0 0.00%

Other

-10.06%

$715,855 0.29%

Name	Shares	Market Value	Weight	Change	Activity
Vanguard Total Stock Market Etf ETF-VTI	78,146	$25.07 M	10.25%	▲ 9,581	Add 14.0%
Ishares Msci Eafe Small-Cap Etf ETF-SCZ	239,050	$18.74 M	7.66%	▲ 223,846	Add 1472.3%
Spdr S&P 500 Etf Trust ETF-SPY	28,181	$18.33 M	7.49%	▼ 17,679	Reduce -38.6%
Ishares Core Msci Eafe Etf ETF-IEFA	174,268	$15.78 M	6.45%	▲ 16,951	Add 10.8%
Alpha Architect 1-3 Month Box Etf ETF-BOXX	117,180	$13.63 M	5.57%	▲ 14,025	Add 13.6%
Invesco Optimum Yield Divers ETF-PDBC	691,959	$11.98 M	4.90%	▲ 226,954	Add 48.8%
Ishares Core Msci Emerging Markets Etf ETF-IEMG	151,583	$10.57 M	4.32%	▲ 32,213	Add 27.0%
Spdr Gold Shares ETF-GLD	22,511	$9.69 M	3.96%	▼ 1,246	Reduce -5.2%
Ishares International Treasury Bond Etf ETF-IGOV	200,517	$8.23 M	3.37%	▲ 9,367	Add 4.9%
Ishares Core S&P Small Cap Etf ETF-IJR	62,636	$7.79 M	3.18%	▲ 4,691	Add 8.1%

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Aspect Partners, LLC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Aspect Partners, LLC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 10 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Name	Shares	Value	% of Portfolio	% Change
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Aspect Partners, LLC Quarterly 13F Statistics

Discover detailed insights into Aspect Partners, LLC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Aspect Partners, LLC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Aspect Partners, LLC.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Aspect Partners, LLC 13F Filings, Portfolio & Analysis

Aspect Partners, LLC — Portfolio Overview & Company Profile

Portfolio Summary (Q1 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q1 2026)

Historical Portfolio Charts

Aspect Partners, LLC's Portfolio

Aspect Partners, LLC Quarterly 13F Statistics

Aspect Partners, LLC's All 13F Filings

Insider Trading Activity (SEC Form 4)