Fund Holdings — Aspect Partners, LLC

Total Portfolio Value
$244.64M
Total Bought
$39.76M
Total Sold
$23.67M
Net Transaction
+$16.09M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q4 2025
▲▼
Q1 2026
▲▼
Change
▲▼
Q4 2025
▲▼
Q1 2026
▲▼
Weight (%)
▲▼
Change
▲▼
ISHARES MSCI EAFE SMALL-CAP ETF15,204239,050+223,8461,17918,7447.66%+17,565
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
OPTIMUM YIELD
465,005691,959+226,9546,16111,9854.90%+5,823
ISHARES CORE MSCI EMERGING MARKETS ETF
CORE MSCI EMKT
119,370151,583+32,2138,02410,5734.32%+2,549
VANGUARD TOTAL STOCK MARKET ETF68,56578,146+9,58122,98825,07010.25%+2,082
ALPHA ARCHITECT 1-3 MONTH BOX ETF
ALPHA ARCH 1-3
103,155117,180+14,02511,87313,6275.57%+1,754
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
157,317174,268+16,95114,07415,7766.45%+1,703
ISHARES TREASURY FLOATING RATE BOND ETF
TRS FLT RT BD
24,06753,326+29,2591,2142,7001.10%+1,485
ISHARES CORE S&P SMALL CAP ETF57,94562,636+4,6916,9647,7863.18%+822
ISHARES GOLD TRUST(IAU)70,56973,490+2,9215,7286,4792.65%+751
DISTILLATE SMALL/MID CASH FLOW ETF
DISTILLATE SMLMD
154,595165,061+10,4665,4836,1772.52%+694
CAMBRIA FOREIGN SHAREHOLDER YIELD ETF124,387125,492+1,1054,0414,6851.92%+644
ISHARES 20 YEAR TREASURY BOND ETF51,29755,424+4,1274,4714,8051.96%+334
STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF
ST STR REAL ETF
139,252145,203+5,9515,6195,9292.42%+310
SPDR GOLD SHARES(GLD)23,75722,511-1,2469,4159,6863.96%+271
ISHARES INTERNATIONAL TREASURY BOND ETF191,150200,517+9,3677,9638,2333.37%+270
ABRDN PHYSICAL GOLD SHARES ETF(SGOL)79,16578,781-3843,2523,5151.44%+263
RETURN STACKED GLOBAL STOCKS & BONDS ETF
RET STCKD GL STK
261,974279,811+17,8377,3677,6143.11%+247
NRG ENERGY INC COM NEW(NRG)7092,389+1,6801133490.14%+236
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
CORE INTL AGGR
13,11517,563+4,4486568790.36%+223
ISHARES S&P GSCI COMMODITY INDEXED TRUST(GSG)23,62923,62905457620.31%+217
ISHARES CORE U.S. AGGREGATE BOND ETF51,84354,321+2,4785,1785,3922.20%+214
CAMBRIA SHAREHOLDER YIELD ETF25,03425,883+8491,7401,9520.80%+211
ISHARES MSCI USA MIN VOL FACTOR ETF
MSCI USA MIN ETF
3,6095,798+2,1893405380.22%+198
EXXON MOBIL CORP COM3,6483,64804396190.25%+180
ISHARES MSCI EAFE MIN VOL FACTOR ETF
MSCI EAFE MIN VL
01,586+1,58601450.06%+145
VANGUARD U.S. MOMENTUM FACTOR ETF9,5599,823+2641,8281,9360.79%+108
STATE STREET SPDR S&P DIVIDEND ETF
ST STR SP DIV
11,00011,033+331,5311,6100.66%+79
NORTHROP GRUMMAN CORP COM(NOC)702703+14004800.20%+79
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
S&P 500 DV ARIST
15,80816,123+3151,6451,7090.70%+64
ISHARES MSCI GLOBAL GOLD MINERS ETF
MSCI GBL GOLD MN
11,31311,31308338940.37%+60
CHEVRON CORPORATION COM(CVX)1,0401,04001592150.09%+57
STATE STREET BRIDGEWATER ALL WEATHER ETF
SST BRIDGEWATER
5,1156,819+1,7041411970.08%+56
VERIZON COMMUNICATIONS INC COM(VZ)3,2233,226+31311620.07%+31
INTEL CORP COM(INTC)1,4431,824+38153800.03%+27
ALPHA ARCHITECT US QUANTITATIVE VALUE ETF
US QUAN VALUE
8,0778,07703944210.17%+27
TECHNIPFMC PLC COM(FTI)1,0521,052047730.03%+26
VANECK GOLD MINERS ETF
GOLD MINERS ETF
3,6653,66503143360.14%+22
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
CORE MSCI TOTAL
7,6957,768+736516730.28%+22
JOHNSON & JOHNSON COM(JNJ)57057001181390.06%+21
SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF
SST SPDR BLOOMBE
63,45866,234+2,7762,0382,0590.84%+21
ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST(IAU)5,0055,025+202152350.10%+20
APPLIED MATLS INC COM2573+486250.01%+19
COCA COLA CO COM(KO)2,7992,800+11962130.09%+17
HONEYWELL INTL INC COM(HON)4974970971120.05%+15
SCHWAB INTERNATIONAL EQUITY ETF20,76120,76104995140.21%+15
DOMINION ENERGY INC COM(D)4,4764,47602622770.11%+14
INVESCO SEMICONDUCTORS ETF
SEMICONDUCTORS
912912072860.04%+14
GE VERNOVA INC COM(GEV)5858038510.02%+13
LAM RESEARCH CORP COM NEW(LRCX)265270+545580.02%+12
GLOBAL X S&P 500 CATHOLIC VALUES CUSTOM ETF
S&P 500 CATHOLIC
1,7662,015+2491451570.06%+12
MARATHON PETE CORP COM(MPC)150150024370.01%+12
AMERICAN EXPRESS CO COM(AXP)2265+438200.01%+12
ALLIANT ENERGY CORP COM(LNT)1,6111,61101051160.05%+11
MERCK & CO INC COM(MRK)703703074850.03%+11
JOHNSON CTLS INTL PLC SHS
SHS
672689+1780900.04%+10
WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND(WT)3,3643,36401932020.08%+10
NATIONAL BANKSHARES INC VA COM(NKSH)3,1043,10401041130.05%+9
WALMART INC COM(WMT)671671075830.03%+9
ADVANCED MICRO DEVICES INC COM(AMD)366426+6078870.04%+8
ISHARES U.S. REAL ESTATE ETF1,9121,986+741801880.08%+8
AMGEN INC COM(AMGN)33333301091170.05%+8
ISHARES MSCI EAFE ETF7,0177,021+46746820.28%+8
ISHARES INTERNATIONAL DIVIDEND GROWTH ETF
INTL DIV GRWTH
7,6887,68806366440.26%+8
LOCKHEED MARTIN CORP COM(LMT)6262030370.02%+7
INTUITIVE SURGICAL INC COM NEW1117+6080.00%+7
ARCHER DANIELS MIDLAND CO COM480480028350.01%+7
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS(TSM)194194059660.03%+7
ANALOG DEVICES INC COM(ADI)5164+1314200.01%+7
CATERPILLAR INC COM(CAT)4243+124300.01%+6
VANGUARD S&P SMALL-CAP 600 VALUE ETF1,6001,60001561630.07%+6
FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND
COM SHS ANNUAL
2,4892,48901982040.08%+6
PEPSICO INC COM(PEP)499499072770.03%+6
WESTERN DIGITAL CORP COM(WDC)5959010160.01%+6
NETFLIX INC. COM(NFLX)862900+3881870.04%+6
VANGUARD SMALL-CAP ETF1,4021,40203623670.15%+6
LINDE PLC SHS(LIN)8080034400.02%+6
CAMBRIA EMERGING SHAREHOLDER YIELD ETF1,7171,717066710.03%+5
EDISON INTL COM(EIX)400400024290.01%+5
MERCADOLIBRE INC COM(MELI)610+412170.01%+5
NEXTERA ENERGY INC COM(NEE)387387031360.01%+5
TRAVELERS COMPANIES INC COM(TRV)925+16370.00%+5
AIRBNB INC COM CL A3472+38590.00%+4
CONOCOPHILLIPS COM(COP)120119-111160.01%+4
VERTIV HOLDINGS CO COM CL A(VRT)3037+7590.00%+4
DIMENSIONAL US MARKETWIDE VALUE ETF
US MKTWIDE VALUE
2,2442,24401051090.04%+4
VSE CORP COM(VSEC)917882-351581630.07%+4
WILLIAMS COS INC COM(WMB)336335-120240.01%+4
VALERO ENERGY CORP COM(VLO)494908120.00%+4
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF1,0771,077049530.02%+4
COSTCO WHOLESALE CORPORATION COM(COST)7468-664680.03%+4
HUNTINGTON INGALLS INDS INC COM(HII)9393032350.01%+4
DIMENSIONAL US REAL ESTATE ETF
US REAL ESTA ETF
4,9254,92501131160.05%+4
TEXAS INSTRS INC COM(TXN)169169029330.01%+3
HALLIBURTON CO COM(HAL)377362-1511140.01%+3
NEBIUS GROUP N.V. SHS CLASS A(NBIS)2552+27250.00%+3
WISDOMTREE U.S. SMALLCAP DIVIDEND FUND(WT)1,2501,254+442450.02%+3
DEERE & CO COM(DE)3333015190.01%+3
GILEAD SCIENCES INC COM(GILD)177177022250.01%+3
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
ORD SHS
1719+2570.00%+3
BLOOM ENERGY CORP COM CL A020+20030.00%+3
Page 1 of 8
Aspect Partners, LLC — 13F Holdings — Q1 2026 | TickerTrail