Fund HoldingsAspect Partners, LLC

Total Portfolio Value
$228.47M
Total Bought
$41.26M
Total Sold
$33.57M
Net Transaction
+$7.69M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR S&P 500 ETF TRUST(SPY)30,87245,860+14,98820,56631,27313.69%+10,707
ISHARES INTERNATIONAL TREASURY BOND ETF0191,150+191,15007,9633.49%+7,963
ISHARES CORE MSCI EMERGING MARKETS ETF
CORE MSCI EMKT
33,085119,370+86,2852,1818,0243.51%+5,843
VANGUARD TOTAL STOCK MARKET ETF61,67368,565+6,89220,23922,98810.06%+2,749
AKRE FOCUS ETF
AKRE FOCUS ETF
036,724+36,72402,4061.05%+2,406
SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF
SST SPDR BLOOMBE
063,458+63,45802,0380.89%+2,038
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
0157,317+157,317014,0746.16%+14,074
ISHARES CORE S&P SMALL CAP ETF51,54557,945+6,4006,1256,9643.05%+839
FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND
FST TR GLB FD
24,13156,552+32,4216251,3140.58%+689
ISHARES GOLD TRUST(IAU)69,83170,569+7385,0825,7282.51%+646
CAMBRIA FOREIGN SHAREHOLDER YIELD ETF113,050124,387+11,3373,5264,0411.77%+515
STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF
ST STR REAL ETF
122,762139,252+16,4905,1725,6192.46%+447
DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF
DISTILLATE US
48,11954,804+6,6852,7893,2281.41%+439
DISTILLATE SMALL/MID CASH FLOW ETF
DISTILLATE SMLMD
141,976154,595+12,6195,0945,4832.40%+390
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF50,18553,399+3,2144,4954,8832.14%+388
VANGUARD LONG-TERM TREASURY ETF
LONG TERM TREAS
7,19814,087+6,8894097860.34%+377
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
S&P 500 DV ARIST
12,64015,808+3,1681,3031,6450.72%+342
CAMBRIA SHAREHOLDER YIELD ETF20,63925,034+4,3951,4171,7400.76%+323
ALPHA ARCHITECT 1-3 MONTH BOX ETF
ALPHA ARCH 1-3
101,620103,155+1,53511,57011,8735.20%+303
ABRDN PHYSICAL GOLD SHARES ETF(SGOL)80,40679,165-1,2412,9603,2521.42%+292
ISHARES CORE U.S. AGGREGATE BOND ETF48,77951,843+3,0644,8905,1782.27%+288
VANGUARD U.S. MOMENTUM FACTOR ETF8,2199,559+1,3401,5751,8280.80%+253
MICRON TECHNOLOGY INC COM(MU)246588+342411680.07%+127
ISHARES MSCI GLOBAL GOLD MINERS ETF
MSCI GBL GOLD MN
11,31311,31307328330.36%+101
ALPHABET INC CAP STK CL A(GOOG)675731+561642290.10%+65
AMAZON COM INC COM(AMZN)03,135+3,13507240.32%+724
ALPHABET INC CAP STK CL C(GOOG)582623+411421950.09%+54
ISHARES RUSSELL 2000 ETF35,17734,739-4388,5118,5513.74%+40
FERMI INC COM(FRMI)04,735+4,7350380.02%+38
ELI LILLY & CO COM(LLY)0101+10101090.05%+109
APPLE INC COM(AAPL)1,9691,975+65015370.23%+35
GLOBAL X S&P 500 CATHOLIC VALUES CUSTOM ETF
S&P 500 CATHOLIC
01,766+1,76601450.06%+145
EXXON MOBIL CORP COM03,648+3,64804390.19%+439
CAMBRIA GLOBAL EW ETF
CAMBRIA GLOBAL
30,74230,74201,5481,5800.69%+32
VANECK GOLD MINERS ETF
GOLD MINERS ETF
03,665+3,66503140.14%+314
THERMO FISHER SCIENTIFIC INC COM(TMO)302303+11461760.08%+29
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
CORE MSCI TOTAL
7,5577,695+1386246510.29%+27
SERVICENOW INC COM(NOW)0195+1950300.01%+30
ISHARES INTERNATIONAL DIVIDEND GROWTH ETF
INTL DIV GRWTH
07,688+7,68806360.28%+636
ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST(IAU)4,9855,005+201922150.09%+23
BROADCOM INC COM(AVGO)504546+421661890.08%+23
CGI INC CL A SUB VTG(GIB)06,780+6,78006260.27%+626
ADVANCED MICRO DEVICES INC COM(AMD)374366-861780.03%+18
ALPHA ARCHITECT US QUANTITATIVE VALUE ETF
US QUAN VALUE
8,0778,07703773940.17%+17
SCHWAB INTERNATIONAL EQUITY ETF20,76120,76104834990.22%+16
MERCK & CO INC COM(MRK)0703+7030740.03%+74
DIMENSIONAL U.S. EQUITY MARKET ETF
US EQUI MARK ETF
8,1958,19505946080.27%+14
PRAXIS PRECISION MEDICINES INC COM NEW(PRAX)047+470140.01%+14
NATIONAL BANKSHARES INC VA COM03,104+3,10401040.05%+104
INTERNATIONAL BUSINESS MACHS COM(IBM)0527+52701560.07%+156
JOHNSON & JOHNSON COM(JNJ)0570+57001180.05%+118
TESLA INC COM(TSLA)200225+25891010.04%+12
LAM RESEARCH CORP COM NEW(LRCX)252265+1334450.02%+12
INVESCO S&P 500 REVENUE ETF
S&P 500 REVENUE
2,6522,65202933040.13%+10
BERKSHIRE HATHAWAY INC DEL CL B NEW1,2831,303+206456550.29%+10
WALMART INC COM(WMT)0671+6710750.03%+75
FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND
COM SHS ANNUAL
2,4892,48901891980.09%+10
META PLATFORMS INC CL A(META)0217+21701430.06%+143
GOLDMAN SACHS GROUP INC COM(GS)065+650570.03%+57
SERVICETITAN INC SHS CL A(TTAN)0108+1080120.01%+12
ISHARES DOW JONES U.S. ETF2,3422,34203813880.17%+8
INVESCO SEMICONDUCTORS ETF
SEMICONDUCTORS
912912064720.03%+8
JOHNSON CTLS INTL PLC SHS
SHS
0672+6720800.04%+80
MARVELL TECHNOLOGY INC COM(MRVL)099+99080.00%+8
GLOBAL X COPPER MINERS ETF
GLOBAL X COPPER
087+87060.00%+6
POET TECHNOLOGIES INC COM NEW(POET)0983+983060.00%+6
VSE CORP COM(VSEC)91791701521580.07%+6
CATERPILLAR INC COM(CAT)042+420240.01%+24
AFFIRM HLDGS INC COM CL A(AFRM)0172+1720130.01%+13
CIRCLE INTERNET GROUP INC COM CL A(CRCL)073+73060.00%+6
SALESFORCE INC COM(CRM)0122+1220320.01%+32
FIDELITY HIGH DIVIDEND ETF5,8405,84003253310.14%+6
ISHARES RUSSELL 1000 ETF70270202572620.11%+6
COUPANG INC CL A(CPNG)0235+235060.00%+6
ISHARES MORNINGSTAR VALUE ETF01,273+1,27301200.05%+120
WEBULL CORP ORD SHS(BULL)0692+692050.00%+5
TECHNIPFMC PLC COM(FTI)01,052+1,0520470.02%+47
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIA)0278+27801330.06%+133
VANGUARD SMALL-CAP ETF01,402+1,40203620.16%+362
CITIGROUP INC COM NEW(C)119147+2812170.01%+5
FREEPORT-MCMORAN INC CL B(FCX)0198+1980100.00%+10
WELLS FARGO CO NEW COM(WFC)0223+2230210.01%+21
HUNTINGTON INGALLS INDS INC COM(HII)093+930320.01%+32
REGENERON PHARMACEUTICALS COM(REGN)022+220170.01%+17
HUT 8 CORP COM(HUT)0100+100050.00%+5
COSTCO WHOLESALE CORPORATION COM(COST)074+740640.03%+64
QUALCOMM INC COM(QCOM)0183+1830310.01%+31
INVESCO BUYBACK ACHIEVERS ETF
BUYBACK ACHIEV
2,1042,108+42792830.12%+4
FIRST TR INTER DURATN PFD & IN COM(FPF)0750+7500140.01%+14
TJX COS INC NEW COM(TJX)0293+2930450.02%+45
ROIVANT SCIENCES LTD SHS(ROIV)0200+200040.00%+4
DIMENSIONAL US MARKETWIDE VALUE ETF
US MKTWIDE VALUE
02,244+2,24401050.05%+105
YELP INC CL A(YELP)0140+140040.00%+4
INNOVATIVE INDL PPTYS INC COM(IIPR)0200+200090.00%+9
GE VERNOVA INC COM(GEV)058+580380.02%+38
VANGUARD S&P SMALL-CAP 600 VALUE ETF1,6001,60001521560.07%+4
ALCOA CORP COM(AA)0200+2000110.00%+11
ISHARES RUSSELL 1000 GROWTH ETF82582503863900.17%+4
ROBINHOOD MKTS INC COM CL A(HOOD)038+38040.00%+4
GE AEROSPACE COM NEW(GE)0188+1880580.03%+58
Page 1 of 1