Aspetuck Financial Management LLC
All 13F Filings
- Location
- Westport, CT
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 148,924
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/11/2026 | 74 | 148,924 | 13F-HR | Aspetuck Financial Management LLC |
| Q3 2025 | 11/3/2025 | 71 | 146,000 | 13F-HR | Aspetuck Financial Management LLC |
| Q2 2025 | 8/6/2025 | 72 | 132,659 | 13F-HR | Aspetuck Financial Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 82.36 K | 55.3% | 0 | 52.71 K | -52.71 K |
| ETFs | 66.57 K | 44.7% | 55.64 K | 0 | 55.64 K |
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Fund Snapshot
Q4 2025
Latest filed
2/11/2026
Total value ($000)
148,924
Holdings
74
QoQ value change ($000)
2,924
(2.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.