Fund Holdings — Aspect Partners, LLC

Total Portfolio Value
$220.25M
Total Bought
$23.94M
Total Sold
$15.78M
Net Transaction
+$8.15M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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ISHARES RUSSELL 2000 ETF3,82035,177+31,3578248,5113.86%+7,687
VANGUARD TOTAL STOCK MARKET ETF53,21861,673+8,45516,17420,2399.19%+4,065
CAMBRIA GLOBAL EW ETF
CAMBRIA GLOBAL
030,742+30,74201,5480.70%+1,548
SPDR GOLD SHARES(GLD)28,49328,090-4038,6869,9854.53%+1,300
SPDR S&P 500 ETF TRUST(SPY)31,33230,872-46019,35820,5669.34%+1,208
INVESCO QQQ TRUST SERIES I3,1114,370+1,2591,7162,6241.19%+907
ISHARES GOLD TRUST(IAU)67,12169,831+2,7104,1865,0822.31%+896
ALPHA ARCHITECT 1-3 MONTH BOX ETF
ALPHA ARCH 1-3
95,093101,620+6,52710,71511,5705.25%+855
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
CORE INTL AGGR
180,687196,853+16,1669,23110,0854.58%+853
DISTILLATE SMALL/MID CASH FLOW ETF
DISTILLATE SMLMD
130,725141,976+11,2514,2515,0942.31%+843
ISHARES CORE S&P SMALL CAP ETF49,15051,545+2,3955,3726,1252.78%+753
ISHARES MSCI EAFE SMALL-CAP ETF235,549232,111-3,43817,12017,8088.09%+688
ISHARES CORE U.S. AGGREGATE BOND ETF43,23148,779+5,5484,2894,8902.22%+602
RETURN STACKED GLOBAL STOCKS & BONDS ETF
RET STCKD GL STK
261,217263,699+2,4826,8467,4313.37%+585
CAMBRIA FOREIGN SHAREHOLDER YIELD ETF103,622113,050+9,4283,0303,5261.60%+496
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
OPTIMUM YIELD
485,901503,398+17,4976,3366,7613.07%+424
ABRDN PHYSICAL GOLD SHARES ETF(SGOL)82,20280,406-1,7962,5932,9601.34%+367
DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF
DISTILLATE US
44,72748,119+3,3922,4762,7891.27%+313
ISHARES MSCI GLOBAL GOLD MINERS ETF
MSCI GBL GOLD MN
11,31311,31304957320.33%+237
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF47,41450,185+2,7714,2734,4952.04%+222
REAL ESTATE SELECT SECTOR SPDR FUND
ST STR REAL ETF
119,567122,762+3,1954,9525,1722.35%+219
VANGUARD U.S. MOMENTUM FACTOR ETF7,9918,219+2281,3791,5750.71%+196
ISHARES CORE MSCI EMERGING MARKETS ETF
CORE MSCI EMKT
33,09333,085-81,9872,1810.99%+194
ISHARES 20 YEAR TREASURY BOND ETF51,29752,655+1,3584,5274,7062.14%+179
ISHARES MSCI EMERGING MARKETS ETF47,45345,939-1,5142,2892,4531.11%+164
CAMBRIA SHAREHOLDER YIELD ETF19,51020,639+1,1291,2691,4170.64%+148
SPDR BRIDGEWATER ALL WEATHER ETF
SST BRIDGEWATER
05,115+5,11501430.06%+143
FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND
FST TR GLB FD
20,12224,131+4,0094966250.28%+129
REALTY INCOME CORP COM(O)701,717+1,64741040.05%+100
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
CORE MSCI TOTAL
6,9317,557+6265366240.28%+88
VANGUARD LONG-TERM TREASURY ETF
LONG TERM TREAS
5,7457,198+1,4533224090.19%+87
APPLE INC COM(AAPL)2,0241,969-554155010.23%+86
NORTHROP GRUMMAN CORP COM(NOC)70270203514280.19%+77
ISHARES MSCI USA MOMENTUM FACTOR ETF
MSCI USA MMENTM
4,4284,430+21,0641,1360.52%+72
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
S&P 500 DV ARIST
12,30812,640+3321,2391,3030.59%+63
SPDR S&P DIVIDEND ETF
ST STR SP DIV
11,70111,735+341,5881,6430.75%+55
PIMCO DYNAMIC INCOME FD SHS(PDI)02,734+2,7340540.02%+54
DIMENSIONAL US CORE EQUITY MARKET ETF
US CORE EQT MKT
12,87412,87405455890.27%+44
PIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS(PDO)02,987+2,9870420.02%+42
BERKSHIRE HATHAWAY INC DEL CL B NEW1,2431,283+406046450.29%+41
SCHWAB U.S. LARGE-CAP ETF21,61221,61205285690.26%+41
TERAWULF INC COM(WULF)5,4705,530+6024630.03%+39
PIMCO CORPORATE & INCM STRG FD COM(PCN)02,917+2,9170390.02%+39
ALPHABET INC CAP STK CL C(GOOG)58258201031420.06%+39
ISHARES RUSSELL 1000 GROWTH ETF82582503503860.18%+36
BITMINE IMMERSION TECNOLOGIES COM NEW(BMNP)0681+6810350.02%+35
ISHARES MORNINGSTAR GROWTH ETF4,7554,75504614960.23%+35
JPMORGAN CHASE & CO. COM(JPM)1,2571,25703643960.18%+32
PALANTIR TECHNOLOGIES INC CL A(PLTR)1,1781,045-1331611910.09%+30
NRG ENERGY INC COM NEW(NRG)524705+181841140.05%+30
PIMCO HIGH INCOME FD COM SHS(PHK)05,873+5,8730290.01%+29
INTEL CORP COM(INTC)2,2882,394+10651800.04%+29
COREWEAVE INC COM CL A(CRWV)0201+2010280.01%+28
ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST(IAU)4,9854,98501641920.09%+27
ISHARES DOW JONES U.S. ETF2,3422,34203533810.17%+27
GUGGENHEIM STRATEGIC OPPORTUN COM SBI(GOF)01,809+1,8090270.01%+27
BROADCOM INC COM(AVGO)505504-11391660.08%+27
VANGUARD TOTAL INTERNATIONAL BOND ETF
TOTAL INT BD ETF
5,5226,068+5462733000.14%+27
INVESCO CEF INCOME COMPOSITE ETF8980+9724310.01%+27
PIMCO CORPORATE & INCOME OPPOR COM(PTY)01,744+1,7440250.01%+25
SPDR PORTFOLIO EMERGING MARKETS ETF
ST PORT MARK ETF
6,0746,07402602840.13%+25
ISHARES S&P GSCI COMMODITY INDEXED TRUST(GSG)23,79523,885+905245490.25%+24
THERMO FISHER SCIENTIFIC INC COM(TMO)30230201221460.07%+24
NIOCORP DEVS LTD COM NEW(NB)03,304+3,3040220.01%+22
PNC FINL SVCS GROUP INC COM(PNC)1,6091,602-73003220.15%+22
FIDELITY HIGH DIVIDEND ETF5,8405,84003043250.15%+22
ALPHA ARCHITECT US QUANTITATIVE VALUE ETF
US QUAN VALUE
8,0778,07703553770.17%+21
DOMINION ENERGY INC COM(D)4,4614,46102522730.12%+21
TESLA INC COM(TSLA)216200-1669890.04%+20
INVESCO BUYBACK ACHIEVERS ETF
BUYBACK ACHIEV
2,0982,104+62592790.13%+19
FIDELITY WISE ORIGIN BITCOIN FUND(FBTC)660810+15062810.04%+19
SCHWAB INTERNATIONAL EQUITY ETF21,02820,761-2674654830.22%+19
ADVANCED MICRO DEVICES INC COM(AMD)298374+7642610.03%+18
ISHARES RUSSELL 1000 ETF70270202382570.12%+18
FIDELITY ETHEREUM FUND ETF0412+4120170.01%+17
INVESCO S&P 500 REVENUE ETF
S&P 500 REVENUE
2,6522,65202772930.13%+17
VSE CORP COM(VSEC)1,035917-1181361520.07%+17
VANGUARD TOTAL INTERNATIONAL STOCK ETF3,7603,76002602760.13%+16
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)180204+2441570.03%+16
VANGUARD S&P SMALL-CAP 600 VALUE ETF1,6001,60001371520.07%+15
DIMENSIONAL U.S. EQUITY MARKET ETF
US EQUI MARK ETF
8,6358,195-4405795940.27%+15
BANK AMERICA CORP COM1,2351,422+18758730.03%+15
VANGUARD S&P 500 ETF32832801862010.09%+15
EPR PPTYS COM SH BEN INT(EPR)0236+2360140.01%+14
UNITEDHEALTH GROUP INC COM(UNH)306315+9951090.05%+13
MICRON TECHNOLOGY INC COM(MU)231246+1528410.02%+13
USA RARE EARTH INC COM(USAR)0718+7180120.01%+12
ALPHABET INC CAP STK CL A(GOOG)865675-1901521640.07%+12
CITIGROUP INC COM NEW(C)8119+1111120.01%+11
MP MATERIALS CORP COM CL A(MP)0167+1670110.01%+11
ALLIANT ENERGY CORP COM(LNT)1,6111,6110971090.05%+11
HOME DEPOT INC COM(HD)28028001031130.05%+11
LAM RESEARCH CORP COM NEW(LRCX)239252+1323340.02%+10
FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND
COM SHS ANNUAL
2,4892,48901781890.09%+10
COINBASE GLOBAL INC COM CL A(COIN)938+293130.01%+10
C3 AI INC CL A(AI)2,8504,592+1,74270800.04%+10
JOBY AVIATION INC COMMON STOCK(JOBY)0591+5910100.00%+10
INVESCO SEMICONDUCTORS ETF
SEMICONDUCTORS
911912+155640.03%+9
OKTA INC CL A(OKTA)098+98090.00%+9
NEWMONT CORP COM(NEM)51139+883120.01%+9
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Aspect Partners, LLC — 13F Holdings — Q3 2025 | TickerTrail