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Aspect Partners, LLC - Portfolio Stock Holdings

Aspect Partners, LLC disclosed 764 stock positions in a recent SEC 13F filing. $267,558,872 of stock holdings were filed, with the largest holdings including SPY, VTI, and IWM. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $418,184,288 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

764

Est. Stock Holding Value:

$267,558,872

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Aspect Partners, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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