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Aspect Partners - Q1 2026 13F Filings

AS

Aspect Partners, LLC

CIK: 0001985284
Address: Virginia Fairfax 2677 Prosperity Ave Suite 380
$244.64 M
Portfolio Value
709
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 04/02/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

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

Asset Allocation

Stocks/ETFs
+7.14%
$243.93 M 99.71%
Options
$0 0.00%
Debt
$0 0.00%
Other
-10.06%
$715,855 0.29%

Sector Allocation (Stocks)

Aspect Partners Q1 2026 Filing Summary

Aspect Partners, LLC filed its 13F report for Q1 2026 on April 02, 2026. The portfolio totaled 244.64 M reflecting a +7.08% change from the prior quarter, spanning 709 assets. The top 10 holdings comprised 57.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 29 new positions and 32 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Aspect Partners’s Q1 2026 Filing

Aspect Partners submitted their Form 13F-HR for the Q1 2026 period on 04/02/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Aspect Partners reported a managed portfolio value of 244.64 M, consisting of 957 individual positions.

This page displays the raw filing documents. To see which stocks Aspect Partners bought or sold during Q1 2026, please visit Aspect Partners's Portfolio Analysis page.