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Aspect Partners

Latest statistics and disclosures from Aspect Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, SCZ, SPY, IEFA, BOXX, and represent 37.42% of Aspect Partners's stock portfolio.
Added to shares of these 10 stocks: SCZ (+$18M), PDBC, VTI, IEMG, BOXX, IEFA, TFLO, IJR, RSSB, DSMC.
Started 34 new stock positions in SNDK, Unusual Machs, CVNA, PTHS, CIEN, LYB, ES, AMCR, IMMX, CPER.
Reduced shares in these 10 stocks: SPY (-$12M), IWM (-$5.4M), EEM, DFAU, GLD, FTGC, CORZ, VGLT, NVDA, AKRE.
Sold out of its positions in AGIO, AA, ATRO, BEPC, CLX, CORZ, DFAU, DISV, DEA, EFC.
Aspect Partners was a net buyer of stock by $14M.
Aspect Partners has $245M in assets under management (AUM), dropping by 7.08%.
Central Index Key (CIK): 0001985284

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Portfolio Holdings for Aspect Partners

Aspect Partners holds 709 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Aspect Partners has 709 total positions. Only the first 250 positions are shown.

Sign up to view all of the Aspect Partners March 31, 2026 positions
Download the Aspect Partners March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Total Stock Market Etf Etf (VTI)	10.2	$25M	+13%	78k	320.81	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	7.7	$19M	+1472%	239k	78.41	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	7.5	$18M	-38%	28k	650.35	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	6.4	$16M	+10%	174k	90.53	View chart
Alpha Architect 1-3 Month Box Etf Etf (BOXX)	5.6	$14M	+13%	117k	116.29	View chart
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)	4.9	$12M	+48%	692k	17.32	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	4.3	$11M	+26%	152k	69.75	View chart
Spdr Gold Shares Etf (GLD)	4.0	$9.7M	-5%	23k	430.29	View chart
Ishares International Treasury Bond Etf Etf (IGOV)	3.4	$8.2M	+4%	201k	41.06	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	3.2	$7.8M	+8%	63k	124.31	View chart
Return Stacked Global Stocks & Bonds Etf Etf (RSSB)	3.1	$7.6M	+6%	280k	27.21	View chart
Ishares Gold Trust Etf (IAU)	2.6	$6.5M	+4%	74k	88.16	View chart
Distillate Small/mid Cash Flow Etf Etf (DSMC)	2.5	$6.2M	+6%	165k	37.42	View chart
State Street Real Estate Select Sector Spdr Etf Etf (XLRE)	2.4	$5.9M	+4%	145k	40.83	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	2.2	$5.4M	+4%	54k	99.27	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	2.0	$4.8M	+8%	55k	86.69	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	1.9	$4.7M		54k	88.46	View chart
Cambria Foreign Shareholder Yield Etf Etf (FYLD)	1.9	$4.7M		126k	37.34	View chart
Abrdn Physical Gold Shares Etf Etf (SGOL)	1.4	$3.5M		79k	44.62	View chart
Ishares Russell 2000 Etf Etf (IWM)	1.3	$3.2M	-62%	13k	248.00	View chart
Distillate Us Fundamental Stability & Value Etf Etf (DSTL)	1.3	$3.2M		56k	57.88	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	1.1	$2.7M	+121%	53k	50.63	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.9	$2.1M		3.7k	577.14	View chart
Spdr Bloomberg International Corporate Bond Etf Etf (IBND)	0.8	$2.1M	+4%	66k	31.08	View chart
Cambria Shareholder Yield Etf Etf (SYLD)	0.8	$2.0M	+3%	26k	75.41	View chart
Vanguard U.s. Momentum Factor Etf Etf (VFMO)	0.8	$1.9M	+2%	9.8k	197.10	View chart
Akre Focus Etf Etf (AKRE)	0.7	$1.8M	-8%	34k	52.85	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.7	$1.7M		16k	106.01	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.7	$1.6M		11k	145.94	View chart
Cambria Global Ew Etf Etf (GEW)	0.6	$1.6M		31k	50.43	View chart
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)	0.4	$1.1M	-32%	38k	28.71	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.4	$1.1M		4.4k	239.99	View chart
Ishares Msci Global Gold Miners Etf Etf (RING)	0.4	$894k		11k	78.98	View chart
Ishares Core International Aggregate Bond Etf Etf (IAGG)	0.4	$879k	+33%	18k	50.04	View chart
Ishares S&p Gsci Commodity Indexed Trust Etf (GSG)	0.3	$762k		24k	32.25	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.3	$682k		7.0k	97.13	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.3	$673k		7.8k	86.64	View chart
Amazon Stock (AMZN)	0.3	$658k		3.2k	208.27	View chart
Ishares International Dividend Growth Etf Etf (IGRO)	0.3	$644k		7.7k	83.77	View chart
Exxon Mobil Corp Stock (XOM)	0.3	$619k		3.6k	169.66	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$614k		1.3k	479.20	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.2	$581k		8.2k	70.91	View chart
Nvidia Corporation Stock (NVDA)	0.2	$562k	-27%	3.2k	174.41	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.2	$538k	+60%	5.8k	92.74	View chart
Vanguard Long-term Treasury Etf Etf (VGLT)	0.2	$531k	-31%	9.6k	55.35	View chart
Apple Stock (AAPL)	0.2	$515k	+2%	2.0k	253.80	View chart
Schwab International Equity Etf Etf (SCHF)	0.2	$514k		21k	24.75	View chart
Cgi Inc Cl A Sub Vtg Stock (GIB)	0.2	$497k		6.8k	73.10	View chart
Northrop Grumman Corp Stock (NOC)	0.2	$479k		703.00	682.00	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.2	$454k		4.8k	95.48	View chart
Alpha Architect Us Quantitative Value Etf Etf (QVAL)	0.2	$421k		8.1k	52.14	View chart
Vanguard Information Technology Etf Etf (VGT)	0.2	$421k		603.00	698.07	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.2	$418k	-80%	7.4k	56.79	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.2	$399k		16k	25.64	View chart
Microsoft Corp Stock (MSFT)	0.2	$378k		1.0k	369.64	View chart
Ishares Dow Jones U.s. Etf Etf (IYY)	0.2	$371k		2.3k	158.45	View chart
Vanguard Small-cap Etf Etf (VB)	0.2	$367k		1.4k	262.01	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$352k		825.00	426.40	View chart
Nrg Energy Stock (NRG)	0.1	$349k	+236%	2.4k	146.14	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.1	$336k		3.7k	91.77	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.1	$323k		5.8k	55.24	View chart
Pnc Finl Svcs Group Stock (PNC)	0.1	$320k		1.5k	208.12	View chart
Invesco S&p 500 Revenue Etf Etf (RWL)	0.1	$305k		2.7k	114.91	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.1	$294k		6.1k	48.05	View chart
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.1	$285k		6.1k	46.91	View chart
Invesco Buyback Achievers Etf Etf (PKW)	0.1	$277k		2.1k	131.27	View chart
Dominion Energy Stock (D)	0.1	$277k		4.5k	61.81	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$250k		702.00	356.56	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$244k		829.00	294.16	View chart
Ishares Gold Trust Micro Etf Of Benef Interest Etf (IAUM)	0.1	$235k		5.0k	46.70	View chart
Chevron Corporation Stock (CVX)	0.1	$215k		1.0k	206.90	View chart
Coca Cola Stock (KO)	0.1	$213k		2.8k	76.05	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.1	$211k		731.00	288.24	View chart
First Trust Dow Jones Select Microcap Index Fund Etf (FDM)	0.1	$204k		2.5k	82.09	View chart
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)	0.1	$202k		3.4k	60.10	View chart
State Street Bridgewater All Weather Etf Etf (ALLW)	0.1	$197k	+33%	6.8k	28.85	View chart
Ishares U.s. Real Estate Etf Etf (IYR)	0.1	$188k	+3%	2.0k	94.56	View chart
Public Svc Enterprise Group Stock (PEG)	0.1	$186k		2.3k	80.94	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$182k		633.00	286.86	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$176k		2.4k	73.64	View chart
Ishares J.p. Morgan Em High Yield Bond Etf Etf (EMHY)	0.1	$174k		4.4k	39.38	View chart
Broadcom Stock (AVGO)	0.1	$173k	+2%	557.00	310.19	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$167k		280.00	597.55	View chart
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV)	0.1	$163k		1.6k	101.74	View chart
Vse Corp Stock (VSEC)	0.1	$163k	-3%	882.00	184.38	View chart
Verizon Communications Stock (VZ)	0.1	$162k		3.2k	50.20	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$158k		1.1k	146.28	View chart
Global X S&p 500 Catholic Values Custom Etf Etf (CATH)	0.1	$158k	+14%	2.0k	78.15	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$148k		302.00	491.54	View chart
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV)	0.1	$145k	NEW	1.6k	91.37	View chart
Johnson & Johnson Stock (JNJ)	0.1	$139k		570.00	244.44	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$130k	+5%	228.00	572.13	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$129k		279.00	462.92	View chart
International Business Machs Stock (IBM)	0.1	$126k		518.00	242.39	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.0	$121k		1.7k	71.13	View chart
Ishares Morningstar Value Etf Etf (ILCV)	0.0	$119k		1.3k	93.14	View chart
Amgen Stock (AMGN)	0.0	$117k		333.00	351.84	View chart
Dimensional Us Real Estate Etf Etf (DFAR)	0.0	$117k		4.9k	23.65	View chart
Alliant Energy Corp Stock (LNT)	0.0	$116k		1.6k	71.75	View chart
National Bankshares Inc Va Stock (NKSH)	0.0	$113k		3.1k	36.41	View chart
Honeywell Intl Stock (HON)	0.0	$112k		497.00	226.03	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.0	$109k		2.2k	48.46	View chart
Micron Technology Stock (MU)	0.0	$103k	-48%	304.00	338.21	View chart
Proshares Msci Emerging Markets Dividend Growers Etf Etf (EMDV)	0.0	$102k		2.2k	45.78	View chart
Mcdonalds Corp Stock (MCD)	0.0	$95k		304.00	310.79	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.0	$94k		1.8k	53.35	View chart
Lowes Cos Stock (LOW)	0.0	$93k		395.00	236.28	View chart
Eli Lilly & Co Stock (LLY)	0.0	$93k		101.00	919.71	View chart
Johnson Ctls Intl Stock (JCI)	0.0	$91k	+2%	689.00	131.72	View chart
Advanced Micro Devices Stock (AMD)	0.0	$87k	+16%	426.00	203.43	View chart
Netflix Stock (NFLX)	0.0	$87k	+4%	900.00	96.15	View chart
Invesco Semiconductors Etf Etf (PSI)	0.0	$86k		912.00	94.35	View chart
Home Depot Stock (HD)	0.0	$85k		259.00	328.90	View chart
Merck & Co Stock (MRK)	0.0	$85k		703.00	120.29	View chart
Walmart Stock (WMT)	0.0	$83k		671.00	124.29	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$81k		720.00	113.11	View chart
Tesla Stock (TSLA)	0.0	$81k	-3%	218.00	371.76	View chart
Intel Corp Stock (INTC)	0.0	$81k	+26%	1.8k	44.13	View chart
Unitedhealth Group Stock (UNH)	0.0	$78k	-7%	289.00	270.59	View chart
Pepsico Stock (PEP)	0.0	$78k		499.00	155.29	View chart
Visa Inc Com Cl A Stock (V)	0.0	$76k		249.00	304.48	View chart
Technipfmc Stock (FTI)	0.0	$73k		1.1k	69.13	View chart
Cambria Emerging Shareholder Yield Etf Etf (EYLD)	0.0	$71k		1.7k	41.41	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.0	$70k		700.00	100.57	View chart
Vert Global Sustainable Real Estate Etf Etf (VGSR)	0.0	$70k		6.8k	10.33	View chart
Proshares Msci Europe Dividend Growers Etf Etf (EUDV)	0.0	$69k		1.3k	51.27	View chart
Costco Wholesale Corporation Stock (COST)	0.0	$68k	-8%	68.00	996.42	View chart
Cisco Sys Stock (CSCO)	0.0	$66k		855.00	77.56	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.0	$66k		194.00	338.51	View chart
Fidelity Msci Real Estate Index Etf Etf (FREL)	0.0	$63k		2.3k	26.91	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$62k		217.00	287.20	View chart
Lam Research Corp Stock (LRCX)	0.0	$58k		270.00	213.66	View chart
Abbvie Stock (ABBV)	0.0	$54k		249.00	217.49	View chart
Goldman Sachs Group Stock (GS)	0.0	$54k		64.00	846.00	View chart
Cloudflare Inc Cl A Stock (NET)	0.0	$53k		258.00	206.34	View chart
Palo Alto Networks Stock (PANW)	0.0	$53k		329.00	160.32	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.0	$53k		1.1k	48.93	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$52k	-46%	591.00	88.70	View chart
Ge Aerospace Stock (GE)	0.0	$52k	-3%	182.00	283.80	View chart
Ge Vernova Stock (GEV)	0.0	$51k		58.00	873.00	View chart
Bank America Corp Stock (BAC)	0.0	$50k	-15%	1.0k	48.75	View chart
Vanguard Financials Etf Etf (VFH)	0.0	$49k		406.00	120.75	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.0	$48k		810.00	59.06	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$48k	+2%	95.00	499.64	View chart
Ishares U.s. Home Construction Etf Etf (ITB)	0.0	$47k		520.00	90.48	View chart
Tjx Cos Stock (TJX)	0.0	$47k		293.00	159.94	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$47k		1.6k	29.08	View chart
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES)	0.0	$45k		1.3k	35.93	View chart
Boeing Stock (BA)	0.0	$45k	+7%	224.00	199.04	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$43k		1.5k	28.71	View chart
Vanguard Value Etf Etf (VTV)	0.0	$41k		207.00	196.20	View chart
Starbucks Corp Stock (SBUX)	0.0	$40k		448.00	89.59	View chart
Royal Caribbean Group Stock (RCL)	0.0	$40k		145.00	275.17	View chart
Linde Stock (LIN)	0.0	$40k		80.00	495.80	View chart
Philip Morris Intl Stock (PM)	0.0	$39k		235.00	165.34	View chart
C3 Ai Inc Cl A Stock (AI)	0.0	$39k		4.6k	8.42	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$38k		62.00	604.40	View chart
Mckesson Corp Stock (MCK)	0.0	$37k		43.00	865.50	View chart
Procter & Gamble Stock (PG)	0.0	$37k		254.00	144.46	View chart
Marathon Pete Corp Stock (MPC)	0.0	$37k		150.00	244.00	View chart
Nextera Energy Stock (NEE)	0.0	$36k		387.00	92.88	View chart
Huntington Ingalls Inds Stock (HII)	0.0	$35k		93.00	379.90	View chart
Archer Daniels Midland Stock (ADM)	0.0	$35k		480.00	72.69	View chart
Texas Instrs Stock (TXN)	0.0	$33k		169.00	194.14	View chart
Oracle Corp Stock (ORCL)	0.0	$32k		218.00	147.10	View chart
Caterpillar Stock (CAT)	0.0	$31k	+2%	43.00	708.50	View chart
Edison Intl Stock (EIX)	0.0	$29k		400.00	73.18	View chart
Progressive Corp Stock (PGR)	0.0	$27k		135.00	198.21	View chart
Rtx Corporation Stock (RTX)	0.0	$27k		138.00	192.90	View chart
Applied Matls Stock (AMAT)	0.0	$25k	+192%	73.00	341.76	View chart
Gilead Sciences Stock (GILD)	0.0	$25k		177.00	139.40	View chart
Williams Cos Stock (WMB)	0.0	$24k		335.00	72.76	View chart
Pimco Dynamic Income Cef (PDI)	0.0	$24k	+3%	1.4k	17.12	View chart
Kratos Defense & Sec Solutions Stock (KTOS)	0.0	$23k	+7%	327.00	70.51	View chart
S&p Global Stock (SPGI)	0.0	$23k		54.00	425.33	View chart
Virtus Infracap U.s. Preferred Stock Etf Etf (PFFA)	0.0	$23k	+2%	1.1k	20.36	View chart
Morgan Stanley Stock (MS)	0.0	$23k	-12%	138.00	164.60	View chart
Arista Networks Stock (ANET)	0.0	$22k	+4%	175.00	122.79	View chart
Blackrock Stock (BLK)	0.0	$21k		22.00	962.00	View chart
Yum Brands Stock (YUM)	0.0	$21k		135.00	155.50	View chart
Eaton Corp Stock (ETN)	0.0	$21k		58.00	357.75	View chart
Salesforce Stock (CRM)	0.0	$21k	-9%	110.00	186.65	View chart
Adobe Stock (ADBE)	0.0	$20k	-10%	84.00	243.09	View chart
Analog Devices Stock (ADI)	0.0	$20k	+25%	64.00	318.00	View chart
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)	0.0	$20k		1.0k	19.53	View chart
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR)	0.0	$20k		1.0k	19.62	View chart
Invesco Bulletshares 2028 Corporate Bond Etf Etf (BSCS)	0.0	$20k		975.00	20.42	View chart
Invesco Bulletshares 2029 Corporate Bond Etf Etf (BSCT)	0.0	$20k		1.1k	18.66	View chart
American Express Stock (AXP)	0.0	$20k	+195%	65.00	302.48	View chart
Allstate Corp Stock (ALL)	0.0	$19k	+5%	92.00	207.33	View chart
Deere & Co Stock (DE)	0.0	$19k		33.00	563.33	View chart
Qualcomm Stock (QCOM)	0.0	$18k	-24%	139.00	128.78	View chart
Truist Finl Corp Stock (TFC)	0.0	$18k		389.00	45.97	View chart
Uber Technologies Stock (UBER)	0.0	$18k	-5%	243.00	71.93	View chart
Intercontinental Exchange Stock (ICE)	0.0	$18k		111.00	157.25	View chart
Mercadolibre Stock (MELI)	0.0	$17k	+66%	10.00	1729.00	View chart
American Tower Corp Reit (AMT)	0.0	$17k	+3%	100.00	172.57	View chart
Trane Technologies Stock (TT)	0.0	$17k		41.00	416.71	View chart
Pfizer Stock (PFE)	0.0	$17k	-26%	606.00	28.07	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.0	$17k		22.00	772.60	View chart
Pimco Dynamic Income Oprnts Fd Com Ben Cef (PDO)	0.0	$16k	+2%	1.3k	12.93	View chart
Oreilly Automotive Stock (ORLY)	0.0	$16k		177.00	92.33	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$16k	+7%	82.00	198.29	View chart
Automatic Data Processing Stock (ADP)	0.0	$16k		80.00	203.20	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$16k		50.00	322.80	View chart
Coreweave Inc Com Cl A Stock (CRWV)	0.0	$16k	+2%	208.00	77.47	View chart
Bitmine Immersion Tecnologies Stock (BMNR)	0.0	$16k	+6%	809.00	19.78	View chart
Western Digital Corp Stock (WDC)	0.0	$16k		59.00	270.50	View chart
Lennar Corp Cl A Stock (LEN)	0.0	$16k		184.00	86.70	View chart
Citigroup Stock (C)	0.0	$16k	-5%	139.00	113.40	View chart
Conocophillips Stock (COP)	0.0	$16k		119.00	132.00	View chart
Union Pac Corp Stock (UNP)	0.0	$16k		64.00	242.57	View chart
Howmet Aerospace Stock (HWM)	0.0	$15k		66.00	230.47	View chart
Intuit Stock (INTU)	0.0	$15k	+6%	35.00	432.40	View chart
T-mobile Us Stock (TMUS)	0.0	$15k		71.00	210.00	View chart
Moodys Corp Stock (MCO)	0.0	$15k	+6%	34.00	436.20	View chart
Jbt Marel Corporation Stock (JBTM)	0.0	$14k		113.00	127.87	View chart
Halliburton Stock (HAL)	0.0	$14k	-3%	362.00	39.00	View chart
Motorola Solutions Stock (MSI)	0.0	$14k		32.00	434.00	View chart
Prologis Reit (PLD)	0.0	$14k		105.00	132.18	View chart
Electronic Arts Stock (EA)	0.0	$14k		68.00	203.83	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.0	$14k		36.00	383.39	View chart
Abbott Laboratories Stock (ABT)	0.0	$14k		132.00	102.67	View chart
Illinois Tool Wks Stock (ITW)	0.0	$14k		52.00	260.25	View chart
Sofi Technologies Stock (SOFI)	0.0	$14k	-14%	849.00	15.88	View chart
Wells Fargo & Co Stock (WFC)	0.0	$14k	-24%	169.00	79.61	View chart
Ross Stores Stock (ROST)	0.0	$13k		62.00	216.75	View chart
First Tr Inter Duratn Pfd & In Cef (FPF)	0.0	$13k		750.00	17.63	View chart
Marsh & Mclennan Cos Stock	0.0	$13k		76.00	173.43	View chart
Welltower Reit (WELL)	0.0	$13k		65.00	197.72	View chart
General Dynamics Corp Stock (GD)	0.0	$13k		37.00	343.22	View chart
Southern Stock (SO)	0.0	$12k		129.00	96.50	View chart
L3harris Technologies Stock (LHX)	0.0	$12k		36.00	345.14	View chart
Vaneck Bdc Income Etf Etf (BIZD)	0.0	$12k		969.00	12.80	View chart
Rio Tinto Adr (RIO)	0.0	$12k		132.00	93.29	View chart
Danaher Corp Del Stock (DHR)	0.0	$12k		64.00	189.59	View chart
Valero Energy Corp Stock (VLO)	0.0	$12k		49.00	247.00	View chart
Pulte Group Stock (PHM)	0.0	$12k		102.00	117.61	View chart
Toyota Motor Corp Ads Adr (TM)	0.0	$12k		58.00	206.09	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$12k		52.00	229.80	View chart
Freeport Mcmoran Inc Cl B Stock (FCX)	0.0	$12k	+2%	203.00	58.78	View chart
Ametek Stock (AME)	0.0	$12k		55.00	214.50	View chart
Chubb Ltd Switz Stock (CB)	0.0	$12k	+9%	36.00	326.00	View chart
Disney Walt Stock (DIS)	0.0	$12k	-5%	122.00	95.88	View chart
Air Products And Chemicals Stock (APD)	0.0	$12k		40.00	290.50	View chart
Microchip Technology Stock (MCHP)	0.0	$11k	+19%	174.00	64.61	View chart
Sherwin Williams Stock (SHW)	0.0	$11k		34.00	320.67	View chart
State Str Corp Stock (STT)	0.0	$11k		86.00	126.56	View chart
Nuveen Quality Muncp Income Cef (NAD)	0.0	$11k		941.00	11.50	View chart
American Elec Pwr Stock (AEP)	0.0	$11k		82.00	131.12	View chart

Past Filings by Aspect Partners

SEC 13F filings are viewable for Aspect Partners going back to 2023

Aspect Partners 2026 Q1 filed April 2, 2026
Aspect Partners 2025 Q4 filed Jan. 23, 2026
Aspect Partners 2025 Q3 filed Nov. 6, 2025
Aspect Partners 2025 Q2 filed Aug. 6, 2025
Aspect Partners 2025 Q1 filed April 24, 2025
Aspect Partners 2024 Q4 filed Feb. 3, 2025
Aspect Partners 2024 Q3 filed Oct. 15, 2024
Aspect Partners 2024 Q2 filed July 15, 2024
Aspect Partners 2024 Q1 filed May 17, 2024
Aspect Partners 2023 Q4 filed Feb. 16, 2024

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