13F Filings History of Aspect Partners, LLC
- Latest 13F filing
- Q2 2026 - 16 Jul 2026
- Latest reported 13F value
- $268,049,861
- Largest 13F holdings
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SPY VTI IWM IEFA IEMG PDBC IGOV BOXX RSSB DSMC XLRE IAU
+8 more
AGG TLT FYLD DSTL GLD IJR SGOL QQQ - Form 13F summary
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- Aspect Partners, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Aspect Partners, LLC reported 678 equity holdings with a total reported market value of $268,049,861 for Q2 2026. Top reported holdings included SPY, VTI, IWM, IEFA, and IEMG.
- Manager signature
- John Shanley - Associate Advisor
- Manager location
- Fairfax, VA
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$268,049,861
Quarter delta
+$23,405,868
Accepted
16 Jul 2026, 13:28
Rows shown
1-11 of 11
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 678 | $268,049,861 | +$53,656,275 | -$44,158,434 | +$9,497,841 | SPY, VTI, IWM, IEFA, IEMG | 13F-HR | 16 Jul 2026, 13:28 |
| Q1 2026 | 708 | $244,643,993 | +$35,900,545 | -$21,930,535 | +$13,970,010 | VTI, SCZ, SPY, IEFA, BOXX | 13F-HR | 02 Apr 2026, 11:32 |
| Q4 2025 | 709 | $228,465,799 | +$38,780,994 | -$34,349,048 | +$4,431,946 | SPY, VTI, IEFA, BOXX, GLD | 13F-HR | 23 Jan 2026, 13:23 |
| Q3 2025 | 704 | $220,249,709 | +$18,743,117 | -$14,038,395 | +$4,704,722 | SPY, VTI, SCZ, IEFA, BOXX | 13F-HR | 06 Nov 2025, 09:53 |
| Q2 2025 | 608 | $202,840,012 | +$46,852,676 | -$29,979,001 | +$16,873,675 | SPY, SCZ, VTI, IEFA, BOXX | 13F-HR | 06 Aug 2025, 15:03 |
| Q1 2025 | 607 | $174,671,794 | +$27,319,628 | -$25,427,253 | +$1,892,375 | SPY, VTI, GLD, IAGG, IEFA | 13F-HR | 24 Apr 2025, 09:47 |
| Q4 2024 | 598 | $173,143,752 | +$28,202,062 | -$28,380,832 | -$178,770 | SPY, LQD, VTI, IAGG, IEFA | 13F-HR | 03 Feb 2025, 11:11 |
| Q3 2024 | 554 | $178,181,885 | +$32,813,852 | -$32,637,109 | +$176,743 | SPY, VTI, GLD, IYR, IAGG | 13F-HR | 15 Oct 2024, 13:01 |
| Q2 2024 | 568 | $168,015,457 | +$45,720,691 | -$5,032,019 | +$40,688,672 | SPY, VTI, EFA, SCZ, IAGG | 13F-HR | 15 Jul 2024, 12:14 |
| Q1 2024 | 552 | $126,746,526 | +$10,578,998 | -$46,414,134 | -$35,835,136 | SPY, VTI, IAGG, PDBC, IEFA | 13F-HR | 17 May 2024, 16:28 |
| Q4 2023 | 539 | $155,105,031 | $0 | $0 | $0 | SPY, IYR, EFA, VTI, IAGG | 13F-HR | 15 Feb 2024, 18:11 |