Aspetuck Financial Management Llc Portfolio Stock Holdings

According to the SEC 13F filed on August 11, 2026, Aspetuck Financial Management Llc disclosed 79 stock positions valued at approximately $169.86M as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION COM, LAM RESEARCH CORP COM NEW, and STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF.

Report Period
June 30, 2026
No. of Stocks
79
Portfolio Value
$169.86M
Holdings by Sector
Aspetuck Financial Management Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPORATION COMNVDATechnology12.46%105,807+386+0.37%$21,170,923
LAM RESEARCH CORP COM NEWLRCXOther6.39%25,049-65-0.26%$10,854,483
STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETFFLRNOther5.77%317,768+3,781+1.20%$9,803,143
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFFTECOther4.77%28,363+1,282+4.73%$8,099,906
ALPHABET INC CAP STK CL AGOOGLCommunication Services4.15%19,716+25+0.13%$7,045,907
ISHARES CORE S&P SMALL CAP ETFIJROther3.95%45,291+75+0.17%$6,717,108
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFSPDWOther3.13%105,510+1,116+1.07%$5,316,649
MICROSOFT CORP COMMSFTTechnology3.07%13,982+173+1.25%$5,215,566
APPLE INC COMAAPLTechnology3.07%18,010+130+0.73%$5,211,272
RAMBUS INC DEL COMRMBSTechnology2.98%38,175--$5,067,350
BROADCOM INC COMAVGOTechnology2.80%12,576-35-0.28%$4,750,584
STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETFSPMDOther2.53%63,723+106+0.17%$4,305,126
JPMORGAN CHASE & CO COMJPMFinancial Services2.21%11,461+75+0.66%$3,751,529
AMAZON COM INC COMAMZNConsumer Cyclical2.17%15,478+95+0.62%$3,689,027
VANGUARD DIVIDEND APPRECIATION ETFVIGOther2.04%14,673-285-1.91%$3,471,925
STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFSPSBOther2.02%114,575-2,076-1.78%$3,438,396
STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETFSPABOther1.79%118,943-52-0.04%$3,035,425
MARATHON PETE CORP COMMPCEnergy1.69%11,219--$2,868,362
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFSPIBOther1.63%82,959+1,477+1.81%$2,775,808
STATE STREET SPDR PORTFOLIO LONG TERM CORPORATE BOND ETFSPLBOther1.60%121,014-415-0.34%$2,710,714
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETFSPYGOther1.56%22,227-1,404-5.94%$2,644,791
STATE STREET BLACKSTONE SENIOR LOAN ETFSRLNOther1.38%58,187+332+0.57%$2,344,354
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTERESTGLDMOther1.36%29,076+366+1.27%$2,309,216
WISDOMTREE FLOATING RATE TREASURY FUNDUSFROther1.34%45,255-1,305-2.80%$2,278,589
FIDELITY MSCI HEALTH CARE INDEX ETFFHLCOther1.31%28,871+1,294+4.69%$2,230,285
QUALCOMM INC COMQCOMTechnology1.18%10,841+522+5.06%$2,003,308
FIDELITY MSCI ENERGY INDEX ETFFENYOther1.06%60,890-1,739-2.78%$1,799,908
STATE STREET SPDR ICE PREFERRED SECURITIES ETFPSKOther1.00%55,905-60-0.11%$1,706,780
ALTRIA GROUP INC COMMOConsumer Defensive0.97%22,875--$1,645,856
MERCK & CO INC COMMRKHealthcare0.87%11,450+650+6.02%$1,471,325
Showing 30 of 79 holdings in the latest reporting period.