Aspect Partners, LLC

Q4 2025 13F-HR Holdings

Location
Fairfax, VA
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
710
Total value ($000)
$228,466
Net value change ($000)
+8,216 (3.7%)
New positions
68
Sold out positions
63
Turnover %
6.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/6/2025 Next filing: 4/2/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPY 10,707 52.1%
IGOV 7,963 NEW
IEMG 5,843 267.9%
VTI 2,749 13.6%
AKRE 2,406 NEW
IBND 2,038 NEW
IEFA 1,979 16.4%
IJR 839 13.7%
FTGC 689 110.2%
IAU 646 12.7%
Top Reduces (Value $000, Stocks/ETFs)
SCZ -16,629 -93.4%
IAGG -9,429 -93.5%
TFLO -622 -33.9%
PDBC -600 -8.9%
GLD -570 -5.7%
QQQ -404 -15.4%
EEM -382 -15.6%
VGT -369 -44.8%
VXUS -271 -98.2%
TLT -235 -5.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type