Arkolith/Funds/Aspect Partners, LLC

Aspect Partners, LLC

CIK 1985284
Holdings as of Jun 30, 2026·disclosed Jul 16, 2026·~16-day 13F lag·13F-HR
Active Filer

Aspect Partners, LLC holds a focused book of 678 stocks worth $268.0M as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they opened ExxonMobil Holdings Corp Com SHS and trimmed Vanguard Total Stock MKT ETF. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 17% of the equity book.

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Use Arkolith to show Aspect Partners, LLC's latest
holdings, largest changes, and filing provenance.
Opened
302
new positions
Added to
178
existing
Trimmed
175
reduced
Sold out
92
exited

Concentration

Top-heavy: focused book

Top 5 holdings
47%
Top 10 holdings
64%
Top 20 holdings
80%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

10% mapped to company sectors

ETF / fund or unclassified
90%
Financials
6%
Information Technology
2%
Industrials
1%
Consumer Discretionary
1%
Utilities
0%
Health Care
0%
Consumer Staples
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

678 positions
#SecurityValueShares% PortLast moveHistory
1State Street SPDR S&P 500 ETF
ETF
$44.8M60.1K
16.7%
+113%
Added · +32K sh
2Vanguard Total Stock Market ETF
ETF
$27.7M75.0K
10.4%
−4.0%
Reduced · −3K sh
3Ishares Russell 2000 ETF
ETF
$18.6M61.8K
6.9%
+373%
Added · +49K sh
4Ishares Core Msci Eafe ETF
ETF
$18.5M191.6K
6.9%
+9.9%
Added · +17K sh
5Ishares Core Msci Emerging Markets ETF
ETF
$15.3M185.2K
5.7%
+22%
Added · +34K sh
6Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
ETF
$10.4M656.5K
3.9%
−5.1%
Reduced · −36K sh
7Ishares International Treasury Bond ETF
ETF
$10.1M247.3K
3.8%
+23%
Added · +47K sh
8Alpha Architect 1-3 Month Box ETF
ETF
$9.3M79.4K
3.5%
−32%
Reduced · −38K sh
9Return Stacked Global Stocks & Bonds ETF
ETF
$8.9M289.0K
3.3%
+3.3%
Added · +9K sh
10Distillate Small/mid Cash Flow ETF
ETF
$7.6M189.5K
2.9%
+15%
Added · +24K sh
11State Street Real Estate Select Sector SPDR ETF
ETF
$7.2M162.5K
2.7%
+12%
Added · +17K sh
12Ishares Gold Trust
ETF
$6.4M84.6K
2.4%
+15%
Added · +11K sh
13Ishares Core U.S. Aggregate Bond ETF
ETF
$6.2M62.9K
2.3%
+16%
Added · +9K sh
14Ishares 20 Year Treasury Bond ETF
ETF
$4.9M57.1K
1.8%
+3.0%
Added · +2K sh
15Cambria Foreign Shareholder Yield ETF
ETF
$4.3M116.8K
1.6%
−6.9%
Reduced · −9K sh
16Distillate US Fundamental Stability & Value ETF
ETF
$3.5M57.9K
1.3%
+3.7%
Added · +2K sh
17SPDR Gold Shares
ETF
$3.2M8.7K
1.2%
−61%
Reduced · −14K sh
18Ishares Core S&P Small Cap ETF
ETF
$2.9M19.8K
1.1%
−68%
Reduced · −43K sh
19Abrdn Physical Gold Shares ETF
ETF
$2.9M76.4K
1.1%
−3.0%
Reduced · −2K sh
20Invesco QQQ Trust Series I
ETF
$2.7M3.6K
1.0%
−0.6%
Reduced · −23 sh
21Vanguard International Dividend Appreciation ETF
ETF
$2.6M27.9K
1.0%
−48%
Reduced · −26K sh
22State Street SPDR Bloomberg International Corporate Bond ETF
ETF
$2.5M81.8K
1.0%
+23%
Added · +16K sh
23Vanguard U.S. Momentum Factor ETF
ETF
$2.3M9.3K
0.9%
−5.0%
Reduced · −492 sh
24Ishares Treasury Floating Rate Bond ETF
ETF
$2.1M41.9K
0.8%
−21%
Reduced · −11K sh
25Cambria Shareholder Yield ETF
ETF
$2.0M25.4K
0.7%
−2.0%
Reduced · −509 sh
26Proshares S&P 500 Dividend Aristocrats ETF
ETF
$1.9M33.6K
0.7%
+109%
Added · +17K sh
27Cambria Global Ew ETF
ETF
$1.7M30.7K
0.6%
Held
28State Street SPDR S&P Dividend ETF
ETF
$1.7M11.0K
0.6%
−0.3%
Reduced · −36 sh
29Ishares Msci USA Momentum Factor ETF
ETF
$1.5M4.4K
0.6%
~0%
Added · +1 sh
30Akre Focus ETF
ETF
$1.5M27.4K
0.5%
−19%
Reduced · −6K sh
31Ishares Msci USA Min Vol Factor ETF
ETF
$1.0M10.7K
0.4%
+85%
Added · +5K sh
32First Trust Global Tactical Commodity Strategy Fund
ETF
$1.0M37.7K
0.4%
−0.7%
Reduced · −274 sh
33Amazon Com Inc Com
Stock
$752K3.2K
0.3%
−0.1%
Reduced · −4 sh
34Ishares Msci Global Gold Miners ETF
ETF
$731K11.3K
0.3%
Held
35Ishares International Dividend Growth ETF
ETF
$650K7.4K
0.2%
−3.9%
Reduced · −301 sh
36Ishares S&P Gsci Commodity Indexed Trust
ETF
$634K22.2K
0.2%
−6.2%
Reduced · −1K sh
37Vanguard Long-Term Treasury ETF
ETF
$601K10.9K
0.2%
+13%
Added · +1K sh
38Nvidia Corporation Com
Stock
$582K2.9K
0.2%
−9.7%
Reduced · −313 sh
39Vanguard Information Technology ETF
ETF
$577K4.8K
0.2%
+700%
Added · +4K sh
40Schwab International Equity ETF
ETF
$572K20.7K
0.2%
−0.5%
Reduced · −100 sh
41Berkshire Hathaway Inc Del CL B New
Stock
$558K1.1K
0.2%
−13%
Reduced · −166 sh
42Ishares Morningstar Growth ETF
ETF
$556K4.8K
0.2%
Held
43Dimensional U.S. Equity Market ETF
ETF
$551K6.7K
0.2%
−18%
Reduced · −1K sh
44ExxonMobil Holdings Corp Com SHS
Stock
$499K3.6K
0.2%
New
New position
45Ishares Core International Aggregate Bond ETF
ETF
$485K9.6K
0.2%
−45%
Reduced · −8K sh
46Ishares Msci Eafe Min Vol Factor ETF
ETF
$463K5.3K
0.2%
+233%
Added · +4K sh
47Schwab U.S. Large-Cap ETF
ETF
$458K15.5K
0.2%
Held
48Apple Inc Com
Stock
$454K1.6K
0.2%
−23%
Reduced · −460 sh
49Ishares Msci Emerging Markets ETF
ETF
$453K6.6K
0.2%
−9.9%
Reduced · −731 sh
50Alpha Architect US Quantitative Value ETF
ETF
$448K8.1K
0.2%
Held
Showing 50 of 678 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 16, 2026905$268.0M13F-HR
Q1 2026Mar 31, 2026Apr 2, 2026957$244.6M13F-HR
Q4 2025Dec 31, 2025Jan 23, 2026955$228.5M13F-HR
Q3 2025Sep 30, 2025Nov 6, 2025864$220.2M13F-HR
Q2 2025Jun 30, 2025Aug 6, 2025712$202.8M13F-HR
Q1 2025Mar 31, 2025Apr 24, 2025699$174.7M13F-HR
Q4 2024Dec 31, 2024Feb 3, 2025681$173.1M13F-HR
Q3 2024Sep 30, 2024Oct 15, 2024641$178.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.