Aspect Partners, LLC

Q1 2026 13F-HR Holdings

Location
Fairfax, VA
Holdings as of
3/31/2026
Date filed
4/2/2026
Form type
13F-HR
Num holdings
709
Total value ($000)
$244,644
Net value change ($000)
+16,178 (7.1%)
New positions
34
Sold out positions
35
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SCZ 17,565 1489.8%
PDBC 5,824 94.5%
IEMG 2,549 31.8%
VTI 2,082 9.1%
BOXX 1,754 14.8%
IEFA 1,702 12.1%
TFLO 1,486 122.4%
IJR 822 11.8%
IAU 751 13.1%
DSMC 694 12.7%
Top Reduces (Value $000, Stocks/ETFs)
SPY -12,946 -41.4%
IWM -5,312 -62.1%
EEM -1,653 -79.8%
AKRE -621 -25.8%
DFAU -567 -100.0%
CORZ -409 -100.0%
NVDA -267 -32.2%
VGLT -255 -32.4%
FTGC -224 -17.0%
VIGI -152 -3.1%
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