John Shanley

Aspect Partners, Llc

Assets Managed

$268.05M

Holdings

679

Last Quarter

2026 - Q2

Filed Date

1d ago

Growth Rate

9.57%(2Q avg: 8.33%)

Sustained Growth

6 quarters

Portfolio positions

This chart displays the top 10 holdings in Aspect Partners, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 679 positions.

Assets under management

The assets under management (AUM) of Aspect Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 268.05M in assets, with a quarterly growth rate of 9.57% and a 2-quarter average growth rate of 8.33%. The portfolio is managed by John Shanley, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SPY Spdr S&p 500 Etf Trust Recent Activity Increased 113.1%	16.73%	$44.844M 60,051 shares@ $746.77 avg price	Increased 113.1%
VTI Vanguard Total Stock Mkt Etf Recent Activity Decreased -4.03%	10.36%	$27.749M 74,989 shares@ $370.05 avg price	Decreased -4.03%
IWM Ishares Russell 2000 Etf Recent Activity Increased 373.26%	6.93%	$18.571M 61,812 shares@ $300.45 avg price	Increased 373.26%
IEFA Ishares Core Msci Eafe Etf Recent Activity Increased 9.96%	6.91%	$18.506M 191,616 shares@ $96.59 avg price	Increased 9.96%
IEMG Ishares Core Msci Emerging Recent Activity Increased 22.17%	5.73%	$15.341M 185,185 shares@ $82.85 avg price	Increased 22.17%
PDBC Invesco Optimum Yield Divers Recent Activity Decreased -5.13%	3.89%	$10.425M 656,455 shares@ $15.88 avg price	Decreased -5.13%
IGOV Ishares International Treasu Recent Activity Increased 23.33%	3.79%	$10.146M 247,288 shares@ $41.04 avg price	Increased 23.33%
BOXX Alpha Architect 1-3 Mnth Box Recent Activity Decreased -32.2%	3.48%	$9.302M 79,443 shares@ $117.09 avg price	Decreased -32.2%
RSSB Return Stacked Gbl Stk B Etf Recent Activity Increased 3.3%	3.32%	$8.891M 289,040 shares@ $30.77 avg price	Increased 3.3%
DSMC Distillate S M Cash Flow Etf Recent Activity Increased 14.83%	2.86%	$7.65M 189,539 shares@ $40.37 avg price	Increased 14.83%

1-10 of 679