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Aspect Partners, LLC | Tormere

Aspect Partners, LLC

Est. AUM

$244.6M

13F long equity, this entity only

Positions

957

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD TOTAL STOCK MARKET ETF	ETF	$25.1M	78146	10.25%	SOLE
2	ISHARES MSCI EAFE SMALL-CAP ETF	ETF	$18.7M	239050	7.66%	SOLE
3	STATE STREET SPDR S&P 500 ETF	ETF	$18.3M	28181	7.49%	SOLE
4	ISHARES CORE MSCI EAFE ETF	ETF	$15.8M	174268	6.45%	SOLE
5	ALPHA ARCHITECT 1-3 MONTH BOX ETF	ETF	$13.6M	117180	5.57%	SOLE
6	INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF	ETF	$12.0M	691959	4.90%	SOLE
7	ISHARES CORE MSCI EMERGING MARKETS ETF	ETF	$10.6M	151583	4.32%	SOLE
8	SPDR GOLD SHARES	ETF	$9.7M	22511	3.96%	SOLE
9	ISHARES INTERNATIONAL TREASURY BOND ETF	ETF	$8.2M	200517	3.37%	SOLE
10	ISHARES CORE S&P SMALL CAP ETF	ETF	$7.8M	62636	3.18%	SOLE
11	RETURN STACKED GLOBAL STOCKS & BONDS ETF	ETF	$7.6M	279811	3.11%	SOLE
12	ISHARES GOLD TRUST	ETF	$6.5M	73490	2.65%	SOLE
13	DISTILLATE SMALL/MID CASH FLOW ETF	ETF	$6.2M	165061	2.52%	SOLE
14	STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF	ETF	$5.9M	145203	2.42%	SOLE
15	ISHARES CORE U.S. AGGREGATE BOND ETF	ETF	$5.4M	54321	2.20%	SOLE
16	ISHARES 20 YEAR TREASURY BOND ETF	ETF	$4.8M	55424	1.96%	SOLE
17	VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF	ETF	$4.7M	53477	1.93%	SOLE
18	CAMBRIA FOREIGN SHAREHOLDER YIELD ETF	ETF	$4.7M	125492	1.92%	SOLE
19	ABRDN PHYSICAL GOLD SHARES ETF	ETF	$3.5M	78781	1.44%	SOLE
20	ISHARES RUSSELL 2000 ETF	ETF	$3.2M	13061	1.32%	SOLE
21	DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF	ETF	$3.2M	55784	1.32%	SOLE
22	ISHARES TREASURY FLOATING RATE BOND ETF	ETF	$2.7M	53326	1.10%	SOLE
23	INVESCO QQQ TRUST SERIES I	ETF	$2.1M	3657	0.86%	SOLE
24	SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF	ETF	$2.1M	66234	0.84%	SOLE
25	CAMBRIA SHAREHOLDER YIELD ETF	ETF	$2.0M	25883	0.80%	SOLE
26	VANGUARD U.S. MOMENTUM FACTOR ETF	ETF	$1.9M	9823	0.79%	SOLE
27	AKRE FOCUS ETF	ETF	$1.8M	33769	0.73%	SOLE
28	PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF	ETF	$1.7M	16123	0.70%	SOLE
29	STATE STREET SPDR S&P DIVIDEND ETF	ETF	$1.6M	11033	0.66%	SOLE
30	CAMBRIA GLOBAL EW ETF	ETF	$1.6M	30742	0.63%	SOLE
31	FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND	ETF	$1.1M	37951	0.45%	SOLE
32	ISHARES MSCI USA MOMENTUM FACTOR ETF	ETF	$1.1M	4401	0.43%	SOLE
33	ISHARES MSCI GLOBAL GOLD MINERS ETF	ETF	$894K	11313	0.37%	SOLE
34	ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF	ETF	$879K	17563	0.36%	SOLE
35	ISHARES S&P GSCI COMMODITY INDEXED TRUST	ETF	$762K	23629	0.31%	SOLE
36	ISHARES MSCI EAFE ETF	ETF	$682K	7021	0.28%	SOLE
37	ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF	ETF	$673K	7768	0.28%	SOLE
38	ISHARES INTERNATIONAL DIVIDEND GROWTH ETF	ETF	$644K	7688	0.26%	SOLE
39	DIMENSIONAL U.S. EQUITY MARKET ETF	ETF	$581K	8195	0.24%	SOLE
40	EXXON MOBIL CORP COM	Stock	$577K	3399	0.24%	SOLE
41	BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$552K	1152	0.23%	SOLE
42	ISHARES MSCI USA MIN VOL FACTOR ETF	ETF	$538K	5798	0.22%	SOLE
43	VANGUARD LONG-TERM TREASURY ETF	ETF	$531K	9592	0.22%	SOLE
44	AMAZON COM INC COM	Stock	$521K	2500	0.21%	SOLE
45	SCHWAB INTERNATIONAL EQUITY ETF	ETF	$514K	20761	0.21%	SOLE
46	CGI INC CL A SUB VTG	Stock	$497K	6799	0.20%	SOLE
47	NORTHROP GRUMMAN CORP COM	Stock	$479K	702	0.20%	SOLE
48	ISHARES MORNINGSTAR GROWTH ETF	ETF	$454K	4755	0.19%	SOLE
49	ALPHA ARCHITECT US QUANTITATIVE VALUE ETF	ETF	$421K	8077	0.17%	SOLE
50	VANGUARD INFORMATION TECHNOLOGY ETF	ETF	$421K	603	0.17%	SOLE

1–50 of 709

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.