Institutional Fund
Aspect Partners, LLC
Fairfax, VACIK 19852845 filings on record
Portfolio Value
$244.64M
Q1 2026
Holdings
708
Reported positions
New Buys
34
Opened this quarter
QoQ Change
+7.1%
from $228.47M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds10.2%
- Ishares Tr7.7%
- Spdr S&P 500 ETF Tr7.5%
- Ishares Tr6.4%
- Ea Series Trust5.6%
- Invesco Actvely Mngd Etc Fd4.9%
- Other57.7%
Portfolio Holdings
708 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 78.1K | $25.07M | 10.2% | +9.6K | Added |
| 2 | Ishares Tr | 239.1K | $18.74M | 7.7% | +223.8K | Added |
| 3 | Spdr S&P 500 ETF Tr | 28.2K | $18.33M | 7.5% | −17.7K | Reduced |
| 4 | Ishares Tr | 174.3K | $15.78M | 6.4% | +17.0K | Added |
| 5 | Ea Series Trust | 117.2K | $13.63M | 5.6% | +14.0K | Added |
| 6 | Invesco Actvely Mngd Etc Fd | 692.0K | $11.98M | 4.9% | +227.0K | Added |
| 7 | Ishares Inc | 151.6K | $10.57M | 4.3% | +32.2K | Added |
| 8 | Spdr Gold Tr | 22.5K | $9.69M | 4.0% | −1.2K | Reduced |
| 9 | Ishares Tr | 200.5K | $8.23M | 3.4% | +9.4K | Added |
| 10 | Ishares Tr | 62.6K | $7.79M | 3.2% | +4.7K | Added |
698 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio