Aspect Partners LLC Activity Analysis: Q2 2026 Portfolio Changes

Aspect Partners, Llc's portfolio activity for the period ending June 30, 2026 (Q2 2026) reveals a dynamic investment strategy focused on specific sectors and asset classes. The analysis of their changed holdings provides insight into where they are allocating capital this quarter.

Among the most significant actions taken by Aspect Partners during Q2 was an increase in exposure to small-cap US stocks, as evidenced by substantial share growth in IWM (ISHARES RUSSELL 2000 ETF). They added shares here, boosting its allocation significantly. Another notable addition was IEFA (ISHARES CORE MSCI EAFE ETF), which saw a modest but positive increase of approximately 9.95% in holdings during the quarter.

Large-cap US stocks also received attention through purchases indicated by Aspect's portfolio adjustments. The investor increased their position in SPY (STATE STREET SPDR S&P 500 ETF) and IEMG (ISHARES CORE MSCI EMERGING MARKETS ETF), both showing strong positive share changes during the quarter.

Conversely, Aspect Partners divested from several holdings during Q2. The most prominent exit was GLD (SPDR GOLD SHARES), which experienced a sharp reduction of over 61% in shares held by this institution. Another significant sell-off occurred with IJR (ISHARES CORE S&P SMALL CAP ETF), where the investor drastically cut their position, reducing it by nearly 68%. Additionally, SCZ (ISHARES MSCI EAFE SMALL-CAP ETF) was almost completely liquidated.

The changes in holdings like VTI and BOXX also reflect adjustments. Aspect Partners slightly increased IEFA's allocation but decreased the share count of PDBC (INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF), albeit by a small percentage (-5.13%).

Overall, this quarter shows Aspect Partners favoring broad US market exposure through SPY and VTI while also increasing their international allocation via IEMG and IEFA. Their strategy appears to involve reducing positions in gold-related assets (GLD) and significantly scaling back small-cap international equities (IJR). Further details on all holdings can be found by visiting the Aspect Partners, Llc profile or exploring individual stock positions at SPY, IWM, and others.