Aspect Partners, LLC - Portfolio overview

Aspect Partners, LLC has 798 reported holdings in this dataset, with the latest filing dated 2026-04-02.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

  1. VTI - VANGUARD TOTAL STOCK MARKET ETF, 10.41%
  2. SCZ - ISHARES MSCI EAFE SMALL-CAP ETF, 7.78%
  3. SPY - STATE STREET SPDR S&P 500 ETF, 7.61%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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