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John Shanley

Aspect Partners, Llc

Assets Managed
$244.644M
Holdings
709
Last Quarter
2026 - Q1
Filed Date
1mo 10d ago
Growth Rate
7.09%(2Q avg: 5.41%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Aspect Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 709 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 244.644M in assets, with a quarterly growth rate of 7.09% and a 2-quarter average growth rate of 5.41%. The portfolio is managed by John Shanley, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 13.98%
10.25%
$25.07M
78,146 shares@ $320.82 avg price
SCZ
Ishares Msci Eafe Small-cap
Recent Activity
Increased 1472.29%
7.67%
$18.744M
239,050 shares@ $78.41 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -38.54%
7.5%
$18.327M
28,181 shares@ $650.35 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 10.78%
6.45%
$15.776M
174,268 shares@ $90.53 avg price
BOXX
Alpha Architect 1-3 Mnth Box
Recent Activity
Increased 13.6%
5.58%
$13.627M
117,180 shares@ $116.29 avg price
PDBC
Invesco Optimum Yield Divers
Recent Activity
Increased 48.81%
4.9%
$11.985M
691,959 shares@ $17.33 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 26.99%
4.33%
$10.573M
151,583 shares@ $69.75 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -5.24%
3.96%
$9.686M
22,511 shares@ $430.29 avg price
IGOV
Ishares International Treasu
Recent Activity
Increased 4.91%
3.37%
$8.233M
200,517 shares@ $41.06 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 8.1%
3.19%
$7.786M
62,636 shares@ $124.32 avg price

1-10 of 709