Aspect Partners Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
+$15.7M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
+$5.57M |
| 3 |
Alpha Architect 1-3 Month Box ETF
BOXX
|
+$5.45M |
| 4 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$4.66M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.93M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$10.4M |
| 2 |
iShares US Real Estate ETF
IYR
|
+$7.01M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$5.87M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$1.2M |
| 5 |
SPDR Gold Trust
GLD
|
+$1.13M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 2.34% |
| 2 | Financials | 1.06% |
| 3 | Consumer Discretionary | 0.81% |
| 4 | Industrials | 0.72% |
| 5 | Healthcare | 0.7% |
Similar funds
Aspect Partners's Q2 2025 Portfolio in Review
As of Q2 2025, Aspect Partners held 675 positions worth $203M, up 16% from $175M the previous quarter. Its ten largest holdings account for 56% of the portfolio.
Aspect Partners deployed $16.1M of net new capital in Q2 2025, opening 67 new positions and adding to 166 existing holdings. Its largest new stake was Vanguard Information Technology ETF: 10,424 shares worth $864K.
By sector, the portfolio is most concentrated in Technology at 2.3% of assets, up from 2% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $10.4M trimmed.
- Aspect Partners's largest Q2 2025 buy was Vanguard Information Technology ETF: 10,424 shares worth $864K.
- Aspect Partners added most to iShares MSCI EAFE Small-Cap ETF in Q2 2025, an estimated $15.7M increase.
- Aspect Partners's biggest Q2 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $10.4M.
- Aspect Partners fully exited Dimensional Short-Duration Fixed Income ETF in Q2 2025, selling an estimated $146K.
- Aspect Partners's ten largest holdings make up 56% of its $203M portfolio in Q2 2025.
- Aspect Partners opened 67 new positions and closed 66 in Q2 2025.
- Aspect Partners's portfolio value rose 16% quarter-over-quarter to $203M.
Based on Aspect Partners's 13F filing for Q2 2025, filed 6 Aug 2025.