Aspect Partners, LLC
Annual return '25
+15.6%
SPY '25
+17.7%
Alpha
-2.1ptsvs SPY
Invested
$244.6M
Holdings
707
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
VANGUARD TOTAL STOCK MARKET ETF
Q1 2026: Exited (was 1.6k shares)
10.2%
02
$SCZ
ISHARES MSCI EAFE SMALL-CAP ETF
Held since at least Q1 2024
7.7%
03
$SPY
STATE STREET SPDR S&P 500 ETF
Q1 2026: Increased +23.8% (711 → 880 shares)
7.5%
04
$IEFA
ISHARES CORE MSCI EAFE ETF
Held since at least Q1 2024
6.4%
05
$BOXX
ALPHA ARCHITECT 1-3 MONTH BOX ETF
Held since at least Q1 2024
5.6%
06
$PDBC
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
Held since at least Q1 2024
4.9%
07
$IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
Held since at least Q1 2024
4.3%
08
$GQ9
SPDR GOLD SHARES
Held since at least Q1 2024
4.0%
09
$IGOV
ISHARES INTERNATIONAL TREASURY BOND ETF
Held since at least Q1 2024
3.4%
10
$IJR
ISHARES CORE S&P SMALL CAP ETF
Q1 2026: Sold 2.0% (178.4k → 174.9k shares)
3.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:53 UTC.